Africa Oil Corp. - World-Class East Africa Oil Exploration (Seite 350)

[gimo211]

... das ist in meinen Augen genau der Punkt, texas...

Wenn die nächste well Twiga-1 den Erfolg bestätigt, ist das (der nun Lockichar String of Pearls genannte Streifen) einfach eine Bonanza! Und die Chancen sind so enorm hoch dafür. Ein kurzer Blick auf die seismics (Slide #10) sagt fast alles - Tullow und AOI haben hier den "geologischen Code" geknackt...

... und zudem haben sie einen "neuen" Nothern String of Pearls in Block 10BA (Slide #12) ausgemacht... Ich liebe diese Company!!

Jetzt warten wir einmal auf die final results von Ngamia-1 - die könnten uns noch wegblasen...


Übrigens mag ich auch Sophia Shane....


Hier aus Stockhouse, many thanks to User Rocketred500:

Spoke with Sophia

She confirmed what was posted in AOI presentation significant oil discovery and i also asked why partners released some news yesterday and nothing from hrn and then asked about the oil shows in bottom end of well and she confirmed oil is present were they are drilling

within 2 weeks well will be TD and they will announce this and what has been found


Wahnsinn, was uns hier in den nächsten Wochen noch alles kommt...

[texas2]

mir gefällt zb seite 6 am besten, weil aoi guter hoffnung ist, dass mit dem ngamia fund der trend derisked ist dh gute chance dass in den anderen prospects auch öl drin ist
http://www.africaoilcorp.com/i/pdf/AOI_May_2012.pdf

[nicolani]

[...]
On a brighter note, Deutsche Bank has initiated coverage on a number of oil exploration and production stocks. It has started Salamander Energy, Premier Oil, Cairn Energy, Africa Oil and Afren all at buy. Tullow Oil, Ophir Energy and Bowleven are all started at hold. Deutsche Bank’s top sector picks are Afren and Premier. The brokerage said, “For both, production is ramping up into a higher price environment and our analysis suggests little, if anything, is being discounted for either company’s growth potential.” Ophir and Africa Oil have been stand-out performers in 2012 and Africa Oil shares could double again said Deutsche. “We believe the shares may materially undervalue the Kenya onshore.” On Tullow, Deutsche said its exploration delivery remains deeply impressive.

dann kommt jetzt bald die zeit zu werfen!

[bmann025]

DeHaemmer, den man wohl als Entdecker dieser Aktie bezeichnen kann, schrieb letzte Woche auch wieder was:

...On Friday, one of my sources in the oil business sent me an email:

You may be the second person to promise 1,000% gains in a promo and deliver it.

You’re also the first, I think. Just left the Lundin office and the Kenya oil play could be THE story of 2012. The pay zone (official numbers coming out soon) could be massive.

One trading day later, and the stock launched 46% on the open...

http://www.wealthdaily.com/articles/the-greastest-investor/3…

[motz1]

Hallo Leute,

von mir gibt es jetzt mal für alle!

Toller Thread, tolle Beiträge und absolut ruhig und besonnen. Und an den nötigen Stellen auch minimaleuphorische Beiträge.

D*A*N*K*E

--------------------
Hier noch ein Info unserer Freunde der Deutschen Bank - ich dachte die können nur Nahrungsmittelspekulation und Morbiditätswetten
Aber AOI ist ihnen nicht entgangen: Verdoppelung von diesem Level möglich...

[...]
On a brighter note, Deutsche Bank has initiated coverage on a number of oil exploration and production stocks. It has started Salamander Energy, Premier Oil, Cairn Energy, Africa Oil and Afren all at buy. Tullow Oil, Ophir Energy and Bowleven are all started at hold. Deutsche Bank’s top sector picks are Afren and Premier. The brokerage said, “For both, production is ramping up into a higher price environment and our analysis suggests little, if anything, is being discounted for either company’s growth potential.” Ophir and Africa Oil have been stand-out performers in 2012 and Africa Oil shares could double again said Deutsche. “We believe the shares may materially undervalue the Kenya onshore.” On Tullow, Deutsche said its exploration delivery remains deeply impressive.

http://blogs.wsj.com/source/2012/05/14/broker-briefing-note-…

[bmann025]

Oh Kaese, Warnado hat vermutlich doch Recht, wenn er die Segmente 7 und 8 mitzaehlt.

[bmann025]

Antwort auf Beitrag Nr.: 43.158.138 von gabbo62 am 13.05.12 09:20:17

Der Warnado hat das nachgemessen, was ich in meinem Posting pi mal Daumen abgeschaetzt habe.

Und er hat sich an einer Stelle vertan...

...weswegen ich es fuer durchaus moeglich halte, dass wir eher 255 m net pay haben als 100 m.

Er meint, die Segmente der oberste Zone seinen zusammen 39 Meter. Es sind aber nur 29 Meter. Das passt dann recht gut zur damaligen Meldung zusammen, dass mehr als 20 Meter net pay habe. 39 Meter waere doppelt soviel gewesen und wuerden die Annahme stuetzen, dass die Abmessungen der eingezeichneten Segmente nicht die net pay darstellen, 29 m dagegen schon.

Alle 29 Segmente zusammengenommen ergeben 255 Meter. Das ist nun sehr viel mehr als nur 100 m. Es gibt keine Anhaltspunkte, dass die unteren Segmente anders zu bewerten sind als die oberen. Es kann natuerlich trotzdem so sein.

Es kann aber sein, dass man einfach ob der Ergebnisse "erschrocken" ist und ohne genauere Pruefung nicht eine so hohe Zahl verkeunden will.

[Drill-a-Hill]

morning gimo, gabbo and all

Die neue gross section beginnt der presentation nach imo bei ca 3200m, bei der momentanen tiefe von 3425m kann man imo von bisher 225m gross für die deeper sandstones ausgehen, still drilling and hoping for another biiiiiiig payzone.

GLA

[gimo211]

grossartiger Fund, gabbo62!


Hier die heutige ASX-News von RRS bzw. RMP:

http://www.rangeresources.com.au/fileadmin/user_upload/asx/A…


... es bestätigt, was wir seit der AOI-Präsentation bereits wissen: Oil Shows in den primary targets!

[gabbo62]

Aus dem iii-Board vom User Warnado1

http://www.iii.co.uk/investment/detail?code=cotn:AOIFF&displ…

I made a comment yesterday regarding slide 9 (cut out section of Ngamia from 855mtrs to 1,500mtrs) and, following have been super nerdy with this post.

As I pointed out to CJ, I have RE-counted 29 (not 28 as originally thought) separate intervals of oil and gas shows indicated on the cut out section of slide 9. Upon looking into this further and relating it to a post on the RMP by 'Sadaat' which he details the "Drill record from UGANDA" I feel we really have something exceptionally special. Basically, 'Sadaat' gives information of Tullows certain previous wells in Uganda providing net pay encountered.

It is worthwhile reading the link to his post first before going any further as it gives a clearer picture.

http://www.iii.co.uk/investment/detail?code=cotn%3ARMP.L&dis…

It is well known that we have "encountered in excess of 100 meters of net oil pay in multiple reservoir zones over a gross interval of 650 meters" as officially reported by AOI and Tullow have officially stated "a total pay count greater than 100 metres has now been discovered over a gross oil bearing interval of 650 metres". I think it is safe to say we have at least 100mtrs, so far.

Here is where the nerdy bit comes into it. I have enlarged slide 9 along with measuring tape to hand and come up with the following.

But before I go on I must point out that I have come up with a much greater meterage than both companies state. I know they both say "in excess of" and "greater than" but my calculations, based on slide 9's cut out section, can only be described as FAR "in excess of" and MUCH "greater than".

I can only justify my greater numbers by highlighting one particular interval which is clearly very large. Please pay attention to the depth chart of the cut out section because the only measurements given are every 50mtrs and 100mtrs.

The interval I want to highlight begins at 1,200mtrs (interval 16) and covers more than half of the chart onwards to 1,250mtrs. I actually make this section 30mtrs alone and the same can be said for the interval directly above this. I believe, according to the cut out section of slide 9, the section directly above 1,200mtrs are approx 30mtrs each (intervals 15 & 16).

I am sure one of the following links should work or maybe copy and paste to browser -

http://i49.tinypic.com/14njkow.jpg

http://tinypic.com/r/14njkow/6

As you can see from my interpretation of slide 9 I see 29 separate intervals which indicate oil and gas shows and collectively my total comes to approx 255mtrs which is much greater than the 100mtrs officially stated. They do also say "in excess of" and "greater than" and I am working from the most recent company issued document, so maybe, just maybe, not as impossible as it seems.

News of the first discovery at Ngamia was reported on the 26th March. AOI stated they had "encountered over 20 metres of net oil pay" and Tullow said "in excess of 20 metres of net oil pay" above 1,041mtrs. If we look at that on the recent cut out section on slide 9 it is easy to see that this is made up of 8 seperate intervals and, by my calculations, the stated >20mtrs reads 39mtrs.

What is accurate and correct?

All we currently know is that we have more than 100mtrs of oil pay but the most recent presentation indicates it could be a lot more and we are not even at TD.

Obviously it would be very naive to expect all the intervals to be producers and this is why I have highlighted the post of 'Sadaat'. Take another look at that post and I am sure you all know what I am trying to say.

All good, all very very good.