Tidelands Oil & Gas Corp. (TIDE) - möglicher 5 bagger - 500 Beiträge pro Seite

[iknowtheway]

TIDE-expecting permit approval for the largest underground nat gas facility from Mexican authorities anytime now. This approval auotmatically makes this a $5 stock.

Just look at LNG and what it did when it got approval in the USA 3 years ago. $2 all the way to $60.

[Art Bechstein]

Hier nochmal mein Posting aus einem anderen Thread auf die Frage nach einem möglichen Wert/Kursziel von TIDE nach Genehmigung des LNG-Projektes sowie der USA Pipeline sowie dem LNG Lager:


Also TIDE wird 3 Dinge haben, wenn alles klappt;

1) 1,4 Bcf/d LNG Terminal
2) 50 Bcf LNG Lager
3) 160 miles Pipeline mit 500 MMcf/d Durchlauf

Umsatzerlöse:

1) ca. 0,32$/MMbtu = 175m US$ p.a.
2) 60m US$ p.a. bei 1% Gebühr
3) 182,5 Bcf Durchlauf 1% vom Wert = 182,5m US$ p.a.

Gesamtumsatz 417,5m US$ - kenne natürlich die Capex nicht, aber in 7 Jahren soll alles fertig sein. Gehe mal von 40% NPAT aus = 167m US$ p.a. Profit * 15 = 2,5 Mrd - US$ diskontiert mit 10% = 1,3 Mrd $ - 0,5 Mrd. $ Baukosten = 800m US$ / 80 Mio. Aktien = 10 US$ Kursziel.

Art

Ergänzend dazu muß man noch die Pipelines in Mexiko dazurechnen, die 400 MMcf/d LNG transportieren sollen, allerdings bei niedrigeren Durchleitgebühren (schätze ich mal). Wenn man diese Umsätze einbezieht und dafür die Gewinnmarge von 40% auf 35% reduziert, kommt ungefähr das gleiche raus.

Der nachfolge Link führt zu einer offiziellen Seite der FERC (Federal Energy Regulation Commission) und bietet den Download der eingereichten Genehmigungsunterlagen für die Projekte seitens der USA.


http://elibrary.ferc.gov/idmws/file_list.asp?accession_num=2…


Art

[Art Bechstein]

Ganz gut zum Einlesen ins Thema eine halbwegs aktuelle Studie:

http://www.cohenresearch.com/reports/tide_update_12-09-05.pd…

[Tr@dex]

So langsam sollte sich was tun

Von der Homepage :

Through Tidelands’ Mexican subsidiary, Terranova Energia, S. de R.L. de C.V., on March 18, 2005 we filed with the CRE (Comision Reguladora de Energia de Mexico) for the permitting of the Terranova Oriente pipeline portion of our proposed Burgos Hub Export/Import Project (“Project”), and we were accepted for full review on June 14, 2005. Additionally, we submitted a permit for our proposed underground natural gas storage facility to the CRE on August 5, 2005, which as accepted for full review on October 14, 2005. Toward the later part of 2004, we engaged Remora Technology to develop our HiLoad Dorado Regasification Terminal to be located off Mexico’s coast in the gulf waters. In February of 2005, Tidelands announced, through the collaborative efforts of Remora Technology, that we had finalized the design and engineering necessary for the Dorado HiLoad Regasification Terminal. After additional review and evaluation, it has been determined that the LNG station will be located no less than 40 nautical miles from the coast at a depth of 450 feet. The Company is anxiously awaiting approval and award of the above-mentioned permits. This project is the first of its kind in the entire country of Mexico and has had several constitutional issues to resolve. Review committees had to be established because there were none in existence in the entire country, however, we are expecting our first permits during the very first part of next year.

[Art Bechstein]

[posting]20.270.536 von Tr@dex am 18.02.06 16:09:26[/posting]Die FERC hat einige zusätzliche Informationen für das Genehmigungsverfahren bei TIDE angefordert. Die CRE wird den Abschnitt in Mexiko IMO erst genehmigen, wenn die FERC entschieden hat. Bin da recht ruhig, weil ich die Notwendigkeit dieses Projektes sehe und die Chance ab hier wesentlich größer ist als das Risiko.

Art

[Tr@dex]

Jetzt scheint sich was zu tun:

(Mexico City) The Secretary of Energy, Fernando Canales Clariond, announced that the first two permits ever for the construction of natural gas storage in salt mines near Coatzacoalcos, Veracruz, and Monterrey, Nuevo Leon will be granted soon.

[iknowtheway]

Immer noch ein klarer kauf auf aktuellem niveau.

[Tr@dex]

Glasklarer Kauf !

[kutowski]

Antwort auf Beitrag Nr.: 21.106.324 von Tr@dex am 06.04.06 17:10:49

Das wissen aber auch nur wir
Kommt auf jedenfall allmählich Bewegung rein.

Kutowski

[Tr@dex]

War leider nur ein kleines Strohfeuer was den Kurs betrifft. Sind wieder auf knapp über 80 Cent zurückgefallen.

In den USA-Boards wird ja auf eine baldige Genehmigung und/oder einer Kooperation mit einem Major spekuliert.

Ich hab jedenfalls mein Bündel geschnürt und harre der Dinge die da kommen.

Tr@dex

[Tr@dex]

Die Entscheidung wird sich wohl noch einige Monate nach hinten ziehen


Aus RB-Board:

NO PERMIT THIS YEAR!!!!!!!!!!!!

"On April 10, 2006, Sonora filed with the FERC a revised
project indicating the new route."

"We want to provide all potentially affected landowners with an opportunity to participate in the environmental review process."

"Although the scoping period for the originally proposed
facilities closed August 1, 2005, we will reopen scoping to
receive comments on the new Mission Pipeline alignment. The new scoping period closes May 24, 2006"

[Tr@dex]

Keiner mehr investiert ??

[Deggen]

Antwort auf Beitrag Nr.: 21.827.688 von Tr@dex am 27.05.06 08:09:59

Bin seit heute dabei, die News sind einfach zu gut.

Tidelands Oil & Gas Corporation Wholly Owned Subsidiary Terranova Receives Permit Award From Comision Reguladora de Energia de Mexico ('CRE')

SAN ANTONIO, June 6 /PRNewswire-FirstCall/ -- Tidelands Oil & Gas Corporation (OTC Bulletin Board: TIDE), announced today that TERRANOVA ENERGIA, S. de R.L. de C.V. has been awarded a Permit by the Comision Reguladora de Energia de Mexico ('CRE') to begin construction of the Terranova Occidente and Oriente pipeline portions of its Burgos Hub Export/Import Project ('Project'). Permit #G/183/TRA 2006 was formally awarded, along with 'Resolucion de la CRE #RES/104/2006,' to Terranova Energia yesterday. The request for permitting was filed with the CRE on March 18, 2005 through Tidelands' Mexican subsidiary, Terranova Energia, S. de R.L. de C.V., and was accepted for full review by the CRE on June 14, 2005.

The Project encompasses several integrated components inclusive of bi- directional pipelines, an underground natural gas storage facility, an offshore LNG regasification terminal and additional related pipelines to provide Northeast Mexico with a viable energy infrastructure to service its residential, industrial and commercial customers.

Terranova has also filed for a permit for an underground natural gas storage facility to be located in Northeast Mexico, which was filed with the CRE on August 5, 2005 and was accepted for full review on October 14, 2005. The Company also plans to file for a permit with the CRE for its proposed LNG Regasification Terminal to be positioned off of Mexico's coast in the Gulf waters. In addition to the permits filed with Mexico, Tidelands is currently in the filing process with the Federal Energy Regulatory Commission (FERC) to obtain permitting for the U.S. (Texas) portion of its integrated natural gas pipelines.

The recently awarded Permit is for the Occidente and Oriente Sections of the Terranova pipelines. The Occidente section will feature a 30-inch diameter pipeline, spanning approximately 323 kilometers in length and will run from the Brasil storage field to Nuevo Progreso, Mexico, with a proposed international pipeline crossing into South Texas from Mexico at the Donna Station, which will provide the opportunity for interconnects into Texas with TETCO, TGPL and Texas Gas Services. The pipeline will also include a section that will stretch from the Brasil storage field to Station 19 and up to Arguelles where another proposed international pipeline crossing into South Texas is planned with opportunities to interconnect with Houston Pipeline, Calpine and Kinder Morgan.

A 36-inch diameter pipeline spanning some 149 kilometers will characterize the Oriente Section of the Terranova pipelines. It will run from the proposed offshore LNG Regasification Terminal to Norte Puerto Mezquital and proceed to the Brasil storage field. Both Terranova pipelines are designed to flow natural gas bi-directionally between Texas and Mexico at a rate of approximately 1.2 BCFD (billion cubic feet per day).

Michael Ward, President and CEO of Tidelands Oil & Gas Corporation, said, 'Over the course of the past several years, Tidelands has aligned itself with several of the most experienced and accomplished entities to assist us in developing our international business ventures. Those whose efforts we have relied upon made this Permit award possible.'

A compendium of select companies Tidelands has engaged to date is delineated below.

The Company engaged the expertise of CenterPoint Energy Pipeline Services, Inc., per a Master Consulting Services Agreement, to operate and provide various consulting services as required for the construction of Tidelands' integrated gas pipelines, underground natural gas storage facility and LNG Regasification Terminal.

Netherland Sewell & Associates, Inc., a distinguished leader in the engineering and geological services consulting industry, has provided integrated modeling, computer analysis and environmental/economic efficacy studies for Tidelands' proposed underground natural gas storage facility and related surface equipment. Geostock Group, an international engineering firm specializing in the design, construction and operation of all types of underground storage facilities, has provided Tidelands with the necessary parameters and scope of all surface engineering and design work required for the construction of its proposed underground natural gas storage facility. Both firms will continue to provide consulting services for Tidelands as the Project unfolds.

Tidelands engaged HSBC Securities (USA) Inc., one of the world's premiere financial organizations, to assist in the arrangement of financing for the approximately US$1 Billion cost involved in this complex Project.

Tidelands engaged the services of Mayer, Brown, Rowe & Maw, LLP, in light of their award-winning Mexican energy sector team, to act as sponsor's counsel for an array of Tidelands' project financings and industry-related contracts. Ritch, Heather y Mueller, S.C., a specialized law firm located in Mexico City, has also been retained for their expertise and understanding of Mexican regulatory issues and will provide Tidelands with local legal assistance and analysis regarding its Mexico Project.

Michael Ward further commented, 'The award of this Permit represents a significant milestone in our Company's history and affirms the efficacy and credence of our business plans. Additionally, this Permit award validates our objectives and facilitates several business arrangements we have been eager to expedite. Tidelands is working diligently, forging the way to break ground on our business ventures in South Texas and Northeast Mexico. We are well positioned to advance our business to the next level and foster the foundation and platform we have established. I'd like to express my sincere appreciation for the sustained support of our stellar management team, our loyal shareholders and for everyone who has supported Tidelands in its business endeavors. We understand and appreciate the work ahead of us and look forward to this unique opportunity to establish ourselves as a major player in Mexico's oil and gas infrastructure and energy commerce.'

About Tidelands Oil & Gas Corporation

Tidelands Oil & Gas Corporation, San Antonio, Texas, focuses its business on international pipeline crossings, gas processing plants and gas storage facilities. Through its nine directly and indirectly owned subsidiaries, Tidelands offers a full suite of services and has the capability to satisfy a wide variety of customer needs, both domestically and internationally. For more information about the Company, please visit http://www.tidelandsoilandgas.com .

This press release may be deemed to contain certain Forward-Looking Statements with respect to the Company that are subject to risks and uncertainties that include, but are not limited to, those identified in the Company's press releases or discussed from time to time in the Company's Securities and Exchange Commission Filings. Actual results may vary.

[UndWeiterGehts]

Gar keiner mehr da. Schade...
Mit der Genehmigung der Lizenz durch die mexikanischen Behoerden, hat Tidelands einen weiteren wichtigen Meilenstein des Projekts erreicht. Denke, dass dies dem Kurs auch mittel-bis laengerfristig auf die Spruenge helfen wird. Auf dem jetzigen Niveau scheint die Aktie in meinen Augen ein Schnaeppchen zu sein. Die Firma ist dabei ein Projekt ueber 1 Milliarde Dollar(!!!!!!!) abzuwickeln wie aus der Ad hoc hervorgeht, aber ist nur mit 67 Millionen Dollar bewertet. Angenommen, das Projekt wirft 10% Rendite ab, wuerde dies bedeuten, dass der Gewinn dieses Projektes alleine die Marktkapitalisierung uebersteigt. Klar, so ein grosses Projekt birgt immer auch Risiken, aber das Chancenverhaeltnis erscheint doch um einiges hoeher.
MfG

[McNay]

Weiß jemand warum die so abgeschmiert sind?
Einen Grund dafür konnte ich bis jetzt nicht finden.

[Buddah]

Insiderkauf:
http://www.sec.gov/Archives/edgar/data/1107104/0001010549060…

[McNay]

Antwort auf Beitrag Nr.: 25.805.279 von Buddah am 29.11.06 20:03:32

Der Kurs kommt trotzdem nicht von der Stelle.
Wäre schön wenn mal wieder etwas mehr Schwung in den Thread kommen würde.