Öl im Irak - Top oder Flop? - 500 Beiträge pro Seite

[Clawhammer]

Hallo Community,

bin an Papieren von Heritage Oil (http://www.heritageoilplc.com/index.cfm), DNO (http://www.dno.no) und Petrel Resources (http://www.petrelresources.com) interessiert. Diese Firmen werden ja nun schon länger immer wieder empfohlen, u.a. teils auch in den allseits bekannten, einschlägigen Pusher- & Spekulanten-"Börsenbriefen".

Nur wie schaut's bei den kleineren Ölfirmen im Irak überhaupt mit Förderlizenzen aus?

Laut n-tv wurde erst am 30. Juni 2009 erstmals (!) eine Lizenz vergeben und zwar nur an BP!
Quelle: http://www.n-tv.de/wirtschaft/Irak-vergibt-Oel-Lizenzen-arti…

Petrel soll, soweit ich das korrekt recherchiert habe, ja schon mindestens einmal kurz vor dem Bankrott gestanden haben. Der Aktien-Chart ist extrem volatil. Heritage ist am Öl-Markt etablierter und auch noch in anderen Ländern aktiv. Deren Kurs stieg in der Vergangenheit schon mal um 900%, ist aktuell aber wieder ganz weit unten!(?)

Daher 3 Fragen:

Können diese Firmen überhaupt Öl im Irak fördern? Haben / bekommen sie eine Lizenz?
Wie steht Petrel fundamental da? Ist diese Firma evtl. besonders riskant da womöglich in naher bis mittlerer Zukunft pleite?
Aus welchem Grund ist Heritage wieder so verdammt günstig geworden? (Der Kurs brach 2008 erdrutschartig ein)

Chart Petrel: http://isht.comdirect.de/html/detail/main.html?sSym=PQ4.FSE&…
Chart DNO: http://isht.comdirect.de/html/detail/main.html?sSym=NK1A.FSE…
Chart Heritage: http://isht.comdirect.de/html/detail/main.html?sSym=HOC.TOR&…

[Coxos]

ich bin Fan von
Gulf Keystone Petroleum Ltd.
heute mit super news
alleine 5-8.000 bopd testförderrate aus der oberen zone
die sie gar nicht erwartet hatten
sie erwarten noch mehr aus der unteren auf 3.500-4.000m
dort haben heritage und dno ja bis zu 30.000 bopd testförderraten erzielt
das sind so die besten werte
die man on shore so auf der welt hat
bis zu 700m dicke ölführende schichten
das ist der wahnsinn
wenn man die testfördderraten aus anderen teilen der welt so kennt



zu irak und kurdistan mal unter wikipedia schauen
http://de.wikipedia.org/wiki/Autonome_Region_Kurdistan#.C3.9…
ich habe dort den öl-gasteil mal auf stand gebracht
u.a auch zu den beziehungen kurdistan-zentralregierung in bagdad und ihren streitigkeiten ums öl

Significant Oil Discovery in the Kurdistan Region of Iraq
Shaikan-1, Shaikan Block


Gulf Keystone Petroleum Ltd. (AIM: GKP), an independent oil and gas exploration
company announces that Gulf Keystone Petroleum International (50% GKP, 50%
ETAMIC) has made a significant discovery at the Shaikan-1 exploration well. The
well is located in the Shaikan Block, situated near the city of Dihok,
approximately 85 kilometres North-West of Erbil in the Kurdistan region of
Northern Iraq.

The well has encountered oil in the Sargelu formation at a depth of 1,450 to
1,510 meters. Shallow zone live oil shows within the formation were announced on
24 June 2009 on initial drilling. Preliminary test rates indicate 5,000 to 8,000
barrels of 21 to 22 degree API oil per day with wellhead pressures of 380 to 295
pounds per square inch. The measured oil properties for this section are
comparable to the oil now being produced at the Tawke Field, located to the
north west of the Shaikan Block.


Gulf Keystone will use this new data along with existing seismic and geological
data to evaluate the potential resources discovered in this formation. GKP is
currently using 300 to 500 million barrels of oil in place as a preliminary
estimate for the tested interval.


In addition to these well test results, it should be noted that the primary
zones of interest for the Shaikan-1 exploration well are the underlying Alan and
Mus formations, in which we are targeting potential further oil bearing zones
with possible oil in place values in excess of 1.5 billion barrels. Indications
are that these formations will yield additional oil-bearing zones as we drill
ahead to our next casing point at approximately 2,500 metres, following the
current well test, before subsequently reaching final target depth at 3,200 to
3,500 metres, depending on well results.
Todd Kozel, Executive Chairman of Gulf Keystone, commented:
"We are excited by this initial discovery, the first ever successful oil flow
test from the Sargelu formation in Iraq.


We are also encouraged by the implications of this initial discovery for the
prospectivity of the remaining portion of the Shaikan-1 well, and the two
recently acquired blocks to the west of Shaikan, especially the Sheik Adi Block
(80% GKPI).


GKP goooooooooooooooooooooooooo

[i5001]

Antwort auf Beitrag Nr.: 37.722.779 von Clawhammer am 06.08.09 11:48:20

DNO fördert im Kurdengebiet des Irak, da gelten andere Regeln.

Heritage ist meiner Meinung nach eher ein "Öl in Uganda" Play als ein Irak Play. Insgesamt ist Heritage momentan fair bewertet, wobei die Q4 Exploration in Uganda unberücksichtigt ist und der Aktie einen kräftigen Schub geben kann. M.E. ein Kauf.

[Clawhammer]

@ Coxos:

Auf Gulf Keystone Petroleum bin ich bereits durch Dein aktuelles Posting im Dragon Oil Thread aufmerksam geworden. ;-)
Allerdings ist mir persönlich die Aktie fast ein wenig zu spekulativ, da sie (beinahe) Pennystock-Charakter hat und ich noch nie in der Fachpresse dazu gelesen habe. Ähnlich wie Petrel - wohl auch extrem spekulativ.

Dragon, Heritage und DNO sind gefestigte Konzerne mit jahrelanger, aktiver Marktpräsents. Da sind heute vielleicht nicht mehr die extremen 1000 % Quantensprünge möglich, wie zu der Zeit, als deren Aktien auch für ein paar Cent erhältlich waren. Dafür sehe ich dort weit weniger Risiko und realistischere Chancen mittel- bis langfristig dicke Gewinne von immerhin noch mehreren 100 Prozent einzufahren.

Vielleicht geh ich mit ein paar hundert Euro rein, aber wirklich investieren werd ich in Gulf Keystone Petroleum nicht. Ich persönlich sehe hier ein relativ hohes Totalverlustsrisiko...

@ i5001:

Heritage fördert auch in Kurdistan. Waren mal der "Geheim-Tipp" eines bekannten Spekulanten-"Börsenbriefes". Gerade dass sie aber auch noch in anderen Erdteilen fördern macht sie IMHO um so interessanter, vor allem beim aktuellen Preis. Nur warum sind die agerade wieder so günstig?

[Coxos]

das stimmt
allerdings fängt jeder mal klein an
dragon oil hat 2000 auch ganz klein angefangen
allerdings sieht es in kurdistan wohl noch weitaus besser aus
was die reserven und erzielbaren fördermengen betrifft
denn 5.000-8.000 bopd aus einer schicht
die sie so gar nicht erwartet hatten
das ist schon wahnsinn
vergleich das mal mit den dragon testförderraten
und sie haben dort erhebliche declineraten
50% und so
die decline raten in kurdistan sind weitaus geringer

dazu kommt
die eigentliche zielzone -siehe news heute und dno, heritage meldungen- mit bis zu 700m dicker ölführender schicht, haben sie noch gar nicht erreicht
da bohren die dort womöglich 4 löcher und fördern soviel
wie andere firmen irgendwo auf der welt mit 30 oder 100 löchern fördern
les dazu mal meinen wiki artikel
unter "erdölgewinnung am kaspischen meer"
was in baku vor 130 jahren los war
am besten dem link zu den russian rockefellers folgen

es sieht so aus
als liegen in kurdistan enorme mengen an öl
super giants fields

sollten gkp in den 4 blöcken, an denen sie anteile halten
das jewils die mengen finden, wie dno und heritage
dann wird gkp sicherlich bald vom kurszettel verschwinden
erste gerüchte gab es ja letzte woche bereits

zumindest sind testförderraten ausgezeichnet
energulf und andere schrott werte anleger
können davon nur träumen

die ganz grossen ölfirmen der branche werden das treiben der kleinen firmen in kurdistan sicherlich mit grossen interesse verfolgen
zumal sie bei den irakischen ausschreibungen kein bein in tür bekommen
da die irak regierung 0 plan hat
wie man investoren ins land holt
da sind die kurden meilenweit voraus

es bleibt aber noch viel zu klären
verhältnis der regierungen in kirkuk und bagdad
bezahlung der exporte
anteil kurdistan
anteil der dort operierenden firmen
etc

aber kurdistan und der irak, iran sind eine nicht zu vernachlässigende ölgegend
ein bekannter von mir
war für eine deutsche firma bereits 2x auf den feldern im iran
dort ist allerdings momentan nix zu holen
denn die iran öl, gas industrie ist staatlich
die börse in teheran hat nur schrott zu bieten
habe ich vor jahren alles schonmal gescheckt

[Coxos]

ein schöner Tag
und irre 100 mill stück umsatz
http://www.youtube.com/watch?v=DJu-qUZh_Xg

[Coxos]

mhmm, keiner mehr hier?!
in london geht gut was ab
auch boardmässig
hier scheint sich die kurdistan öl geschichte noch nicht rumgesprochen zu haben

[Clawhammer]

Also wenn ich das nun richtig verstanden habe fördern westl. Unternehmen im Norden des Irak bereits Öl, obwohl Kurdistan kein eigener Staat ist und somit eigentlich unter irakische Führung und Kontrolle fällt? Und daran wird sich auch in Zukunft (durch die Regierung in Bagdad) nichts ändern?

Im Norden wird nicht nur aktiv nach Öl gesucht, in den Unternehmen in Aussicht gestellten Regionen, sondern bereits definitiv und lizenziert gefördert und verkauft?

Das beträfe dann ja wohl Heritage, DNO und GKP, richtig?

Aber was ist mit Petrel Resources im Süden des Irak?


Welche Firma ist das denn nun eigentlich, die nach Heritage von den bekannten Börsenbriefen als zweites Irakinvestment empfohlen wird (im Jahr 2005 und ganz aktuell wieder)? DNO, Petrel oder evtl. ein ganz anderes Unternehmen?

In den Briefbeschreibungen heisst es: Nordeuropäisches Unternehmen, wird in London und Deutschland an der Börse gehandelt, einzige rein "irakische" Aktie Europas, aktueller (bzw. kürzlicher) Kurs um die 1,74 €

Genau genommen passt diese Beschreibung weder zu 100 % auf Petrel, noch zu 100 % auf DNO. Hier im Board wurde aber 2005 behauptet es wäre Petrel, andere sprechen von DNO. Pro Petrel: Nahezu ausschließlich auf den Irak ausgelegt. Contra Petrel: Irland ist nicht wirklich Nordeuropa. Pro DNO: Norwegen ist Nordeuropa. Contra DNO: Aktivitäten bei weitem nicht nur im Irak, daher keine rein "irakische" EU-Aktie. Außerdem liegt der Kurs nicht bei 1,74 €.

Also: Was wird da nun konkret empfohlen?

[Coxos]

petrel werkelt ja nun schon bald 5 jahre oder gar noch länger im irak rum
so richtig zählbares ist dabei ja nicht rausgekommen

die letzte auschreibung für felder im süden des iraks
war für die regierung in bagdad ein schuss in den ofen
kaum ein westl unternehmen wollte zu den von bagdad vorgegebenen bedingungen eine lizenz erwerben
dazu gab es im juli einige meldungen

in kurdistan sind 24 westlichen Ölgesellschaften auf PSA Basis tätig u.a. DNO ASA, Genel Enerji, Heritage Oil, KNOC, MOL, Dana Gas, OMV, Hunt, WesternZagros Resources, Addax Petroleum, Gulf Keystone Petroleum, Vast Exploration, Groundstar Resources, Talisman Energy, Niko Resources
und wie man sieht
geht es richtig voran
immerhin bohren sie wie wild und produzieren teilweise auch schon

[Clawhammer]

Ok, danke. Aber was bedeutet PSA-Basis?

[snafur]

Antwort auf Beitrag Nr.: 37.730.645 von Clawhammer am 07.08.09 10:43:03

Production Sharing Contract
Beispielvertrag für Kurdistan:

http://www.krg.org/uploads/documents/KRG_Model_PSC_20071112_…

[snafur]

Antwort auf Beitrag Nr.: 37.730.840 von snafur am 07.08.09 10:58:59

... oder auch PSA (Production Sharing Agreement) genannt ...

[Coxos]

wie bei dragon oil auch
Production-sharing agreement
das jeweilige land ist über eine staatliche ölgesellschft an jedem projekt mit m % beteiligt

es besitzt also auf dem papier
x % der ölreserven
bekommt y % der öleinnahmen
und muss z% investieren

eine sehr sinnvolle praxis

[Coxos]

noch einer hier?
sieht nach wenig interesse für diese rakete aus

[Clawhammer]

Das Problem ist die unstabile, politische Lage.

Nach Abzug der US-Truppen könnten die Schiiten im Irak einen Gottestsaat errichten, wie seinerzeit im Iran.

Erst gestern kam darüber wieder ein ausführlicher Bericht auf Phoenix und dass dies eine durchaus reele Gafahr darstellt.

Außerdem scheint es, nach meinen jüngsten Recherchen, im Irak (neue) kleine Ölfirmen fast wie Sand am Meer zu geben.

Da stellt sich die Frage: Welches Pferdchen ist das richtige?

[Coxos]

http://research.tristonecapital.com/GKP_09-08-10.pdf

[Coxos]

[Coxos]

13-Aug-09
11:41 Gulf Keystone looking to sell Algerian assets to GDF Suez but political friction could delay sale process - sources
Story Gulf Keystone Petroleum, the Kurdistan-focused, UK-listed oil and gas company, is looking to offload its Algerian operations to GDF Suez but the deal timetable may be hampered by political issues, said sources familiar with the matter.

A source close to the Algerian government said GDF is attempting to buy the assets but that the recent rise in political tension between France and its former North African colony could delay the process. The source said that the opposition to the deal is coming directly from the government and not GKP’s joint venture partner, Algerian state-owned Sonatrach.

A source familiar with GKP said the deal timeline is unclear but that Sonatrach and BG Group, the company's partners on the Hassi Ba Hamou gas field, will also be carrying out due diligence as part of the sale process. The source said it is highly likely GDF has carried out due diligence on GKP's assets as the deal makes sense. Algeria is one of the main long-term suppliers of GDF SUEZ, which is the largest buyer for Sonatrach’s LNG, according to the French group's website.

A spokesperson for GDF was not immediately available to comment.

Two years ago an acquisition of GKP, which was then focused on Algeria, by RAK Petroleum fell through when the Algerian government insisted USD 10m be paid to satisfy change of control terms. RAK, the UAE oil and gas company, refused to pay the fee as it was in excess of the agreed threshold, set out in the implementation agreement, and walked from the deal.

Earlier this week this news service reported that GKP was hoping to raise USD 150m from the sale of its Algerian operations, where it said it has a share of around 1 TCF of gas. The sale figure would translate to a USD 2.35 per barrel of oil equivalent based on GKP’s 38.25% net entitlement. The company has exploration and appraisal rights over six blocks and two producing fields in the country.

GKP, which has a market value of GBP 155m, suspended investment in Algeria earlier this year to focus on Kurdistan. The company has also filed for arbitration against BG Group, under the joint-operating agreement, in relation to one of its two blocks in Algeria. GKP is contesting a claim for USD 7.5m from BG and alleged the company, which is operator of the HBH block, had breached certain conditions under the joint-operating agreement.

A spokesperson for BG Group said, “The recent announcements by GKP will not have any adverse impact on our business in Algeria. This is related to only one of our two licences, HBH, and we are planning to move forward and work closely with Sonatrach to commercialize and develop this gas. We will not be commenting further.”

GKP, which holds its AGM in Zurich tomorrow, declined to comment. Shares in the company are trading at 31.9p.

by Hafsa Kara, Ed Vinales and Sophie Sassard
Source dealReporter

[Coxos]

weiter geht der Ritt

[Coxos]

[Coxos]

Heritage Oil Plc

HERITAGE OIL ANNOUNCES THE COMPLETION OF TESTING THE MIRAN WEST-1 DISCOVERY in THE KURDISTAN REGION OF IRAQ

Heritage Oil Plc (LSE: HOIL), an independent upstream exploration and production company, announces the completion of testing the Miran West-1 discovery in the Kurdistan Region of Iraq.

Highlights
* Testing has been completed and a flow rate of 3,640 bopd was recorded from a single reservoir interval
* The test flow rate was restricted by surface equipment capacity, with an estimated productive potential of between 8,000 and 10,000 bopd achievable when this well is placed on production
* Attempts were made to test deeper intervals but the formations were too badly damaged by the initial drilling operations
* The Miran West-1 well has been suspended as a future producer
* The Miran West-2 appraisal well is scheduled to commence drilling in the fourth quarter. This well is expected to intersect the same reservoir intervals as were encountered in the Miran West-1 well

The second phase of testing the Miran West-1 discovery has been completed and the well is being suspended as a future producer. During this second phase of testing the well flowed at a maximum rate of 3,640 bopd from a single upper reservoir layer. The rate was restricted by surface equipment capacity and the data gathered from the test indicates that the well should produce at a rate of
between 8,000 to 10,000 bopd when placed on production.
Initial Miran West-1 drilling operations were designed to cope with the potential for high reservoir pressures and this resulted in the loss of drilling fluid and lost circulation material in these highly permeable fractured reservoirs. Tests on two other deeper reservoir intervals in the well were unsuccessful because of damage and contamination sustained during drilling. Consequently, the remedial measures undertaken during re-testing operations were no more effective than during the initial testing phase.
The Miran West-1 tests did confirm both the high potential well productivity and
the presence of an extensive fracture network.
The rig will now move approximately 4 km north east to commence drilling the Miran West-2 appraisal well in the fourth quarter. The knowledge and experience gained from the first well will allow the Miran West-2 well to be drilled to optimally production test all reservoir intervals.
Tony Buckingham, Chief Executive Officer, commented:
"We are very encouraged by this result in a well where the lower formations were badly damaged through drilling. Miran West-1 was the first wildcat exploration well ever drilled on this licence covering two structures which together total approximately 320 square kilometres. The well had to be drilled in accordance
with good oilfield practice in a region characterised by high pressure and hydrogen sulphide. We have gathered important information which will be invaluable in advancing our forward programmes on this significant discovery beginning with the Miran West-2 appraisal well."
Heritage Energy Middle East, a wholly-owned subsidiary of Heritage, is operator and holds a 75% interest in the Miran Block, with Genel Energy International Limited holding 25%. The Miran Block contains two large structures, Miran West and Miran East, which have been mapped from the 332 kilometres of excellent
quality seismic data acquired by Heritage between April and June 2008.

[Coxos]

A Kurdish oil emirate?
http://www.articlearchives.com/mining-extraction/oil-gas-exp…

[Coxos]

The 140-feet oil gusher above the derrick of Baba Gurgur No. 1 well. On 14 October 1927 the Kirkuk oil field was discovered in Iraq.

[Coxos]

kampf um die 40
von der entwicklung des kurses in den letzten wochen
wohl einer der besten werte
und keinen interessiert es

[Coxos]

http://www.gulfnews.com/business/Oil_and_Gas/10341848.html

Oil firms converge on Kurdistan

Baghdad: DNO International, the first foreign company to pump oil in Iraq since 1972, said investments in the country's Kurdish region have increased on expectations an agreement on payments for exports will be reached.

"Wells are being drilled, seismic surveys conducted - there are 30 companies operating in this region and they have relatively big investment programmes," DNO Chief Executive Officer Helge Eide said in an Oslo interview. "Everybody is proceeding with their programmes in anticipation of it all falling into place."

DNO started exports on June 1 from its Tawke field and is delivering 45,000 barrels a day through a pipeline to Ceyhan in Turkey.

An agreement on payment terms for oil exports has yet to be signed with the regional government and there's no "firm time line" for when it will be in place, Chief Financial Officer Haakon Sandborg said.

Crude shipments from the region are made through Iraq's State Oil Marketing Organisation and revenue deposited with the central treasury. DNO estimated revenue of 129 million crowns (Dh77 million) in the second quarter from Iraq exports.

The stock dropped 1 per cent to 7.05 crowns as of 10:53am in Oslo yesterday, capping this year's gain at 58 per cent.

Iraq is seeking foreign investors to help boost output after six years of conflict and sanctions destroyed infrastructure. It plans to raise production to 6 million barrels a day by the end of 2015 from 2.4 million barrels a day, Oil Minister Hussain Al Shahristani said on July 10.

The start of oil exports from the Kurdish region sparked a wave of takeovers and interest in operators in the area. Heritage Oil Ltd. agreed to buy Turkey's Genel Energy International Ltd for £1.5 billion ($2.5 billion), while Addax Petroleum Corp. was bought by Sinopec International Petroleum Exploration and Production Corp. DNO owns 55 per cent of Tawke, which has estimated reserves of 150 million barrels to 370 million barrels.

"We have a close dialogue with Addax, that produces from the Taq-Taq field, but they're being taken over by the Chinese, so there are a lot of processes going on," Eide said.

"These underline the necessity to get a payment system in place, most notably for Genel that's merging with Heritage Oil - their main source of revenue will be from Kurdistan."

DNO yesterday said second-quarter profit climbed to 230.9 million crowns from 13.6 million crowns a year earlier. Analysts surveyed by Bloomberg estimated a profit of 200 million crowns. Sales fell 13 per cent to 358.7 million crowns. The company hasn't set a deadline for when it would stop exports should a payment system not be introduced, Eide said. Such a decision will be made with the other operators in the area, he said.

The company also said it will resume a "selective drilling campaign" in Yemen and Mozambique, boosting exploration spending in the second half of the year. It plans to drill two exploration wells and potentially some in-fill wells at three fields in Yemen and has identified two drilling targets in Mozambique for next year.

The company may also resume exploration next year, he said. "But we won't be stepping up to the same levels as we had in previous years at some 1.5 billion crowns a year, including development."

[Coxos]

um es mit schiller auszudrücken
http://www.youtube.com/watch?v=pKF7FiOe9Kg

ein schöner tag
wenn er zu ende geht
ist nichts mehr
wie es war

[Coxos]

von mir aus kann es so weiter steigen
der august neigt sich dem ende
news zu den tieferen zonen
sollten bald eintrudeln
1-2 mrd barrel ooip in diesem block
und anteile an 3 weiteren
da geht noch was

[value_seeker]

Hallo Coxos,

nein, Du bist nicht ganz allein mit Deinen Engagement bei Gulf Keystone :-)) Ich hatte das Glück, am Tag der Meldung über den ersten Fund nach dem ersten Anstieg noch schnell in London (Berlin kann man ja wohl total vergessen) für 21 Pence eine gute Portion zu ergattern. Dann habe ich hier nach einem Thread gesucht, in dem dieses tolle Papier diskutiert wird und bin erst jetzt fündig geworden. Nachdem ich mich bereits vor ca. 2 Jahren enttäuscht von Petrel abgewandt hatte, bin ich sehr froh, diesen Titel jetzt mehr oder weniger per Zufall entdeckt zu haben. Ich habe auch keinerlei Absichten, hier schnell Kasse zu machen, dazu sind die Perspektiven viel zu verlockend. An der Meldung mit dem indischen Interesse könnte ja durchaus etwas dran sein, oder wie siehst Du das? Hast Du eine quantitative Vorstellung wo die Reise kursmäßig noch hingehen könnte?

value_seeker

[Coxos]

ich hoffe
die reise geht weiter nach oben
wie weit
keine ahnung
das hängt davon ab
wieviel barrel sie erbohren
es sind immerhin 4 blöcke
an denen sie anteile halten
sollten sie mehrere milliarden barrel erbohren
was in der region ja nicht ungewöhnlich wäre
dann wird es wohl gkp nicht mehr lange geben
inder, chinesen, russen oder wer auch immer kaufen ja am ende doch immer alles auf
in kasachstan waren es damals die russen und chinesen
nahezu alle guten, grossen ausländ. firmen wurden übernommen
so wird es auch hier am ende auch sein
berechnungen eines kursziels sind auch so nicht einfach
ich weiss z b nicht, was am ende pro barrel bei gkp hängen bleibt
denn es ist ja nicht nur das psa
es steht ja noch die problematik zwischen mosul und bagdad um die zahlungen für die kurdischen exporte im raum
im adfvn und iii board auf der insel sind sie aber kursmässig alle sehr zuversichtlich, wenn die milliarden barrel erbohrt werden sollten
allerdings dürfte die gkp führung mit dem anstehenden verkauf der algerien liegenschaft die richtung gewiesen haben
denn gkp weiss sicherlich schon etwas mehr bzgl der zu erwartenden reserven auf ihren psa liegenschaften in kurdistan als wir
haben sie womöglich wie heritage auch 500-600 m ölführende schicht erreicht
also daumen drücken und auf die news warten
http://maximumprofit.wordpress.com/ol-in-kurdistan/

[Coxos]

so sieht es vor Ort aus

[Coxos]

das geht hier ganz fix
jetzt schon Kampf um die 50

[Coxos]

jaaaaaaaaaaaaaaaaaa

25 August 2009


Gulf Keystone Petroleum Ltd.
("Gulf Keystone" or "the Company")


Reserves and Drilling Update


Shaikan-1, Shaikan Block


Gulf Keystone Petroleum Ltd. (AIM: GKP), an independent oil and gas exploration
company, today provides a drilling update on the Shaikan-1 exploration well
operated by Gulf Keystone Petroleum International (50% GKP, 50% ETAMIC). The
well is located in the Shaikan Block, situated near the city of Dihok, in the
Kurdistan region of northern Iraq.
Drilling has now reached a depth of 1,710 meters and has encountered an oil
column in excess of 170 meters within the Sargelu, Alan and Mus formations. At
this stage, the Company believes this to be a single reservoir and hence an
extension of the same discovery announced on 6 Aug 2009.
As previously announced, the Alan and Mus formations were identified as the
primary oil bearing zones of interest for Shaikan-1, with total potential
volumes of oil-in-place in excess of 1.5 billion barrels. The open hole log
data, together with an extracted core from the new interval, confirm the
presence of a extensive fracture system, which appears to be oil saturated
throughout. Furthermore, no water has been encountered. This new data provides
Gulf Keystone with grounds for a revised range of oil-in-place volumes of
between 1.5 and 3.0 billion barrels for the oil encountered, thus far.
In the field, the Company will continue to drill ahead to the next casing point
at approximately 2,500 metres, before subsequently reaching final target depth
at 3,200 to 3,500 metres, subject to well results.
Todd Kozel, Executive Chairman of Gulf Keystone, commented:
"We are greatly encouraged by the discovery of a second interval in what we
believe to be a single and significant reservoir within the Sargelu, Alan and
Mus formations. Even at this early stage, the commerciality of this discovery is
substantially strengthened by our upward revision of the oil-in-place estimate.
The Shaikan-1 is proving to be a value-transforming discovery for Gulf
Keystone."

[value_seeker]

Das wird ja immer besser :-))) Wie gut, dass ich kein Stück hergegeben habe. Und Vieles deutet auch darauf hin, dass dies auch weiterhin die beste Strategie bleiben wird.

value_seeker

[MrRipley]

Herzlichen Glückwunsch Euch Investierten.

Was meinst Du, ob FOGL auch mal so abgeht?

[value_seeker]

Ja, braucht aber noch Zeit. Bin nach wie vor voll dabei.

value_seeker

[nettinvestor]

Vast Exploration ist auch einen Blick wert.
Bei Stockhouse auch rege diskutiert, in Deutschland scheinbar völlig unbekannt.

[snafur]

Der nächste bitte, ist aber schon gut gelaufen.
Kann IMHO ein wilder Ritt werden.

AUG 31, 2009 - 09:00 ET

Bayou Bend Signs Agreements for Three Highly Prospective Blocks in Kurdistan

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 31, 2009) - Bayou Bend Petroleum ("BBP" or the "Company") (TSX VENTURE:BBP) is pleased to announce that it has signed agreements for and acquired working interests in three separate exploration and development blocks with the Kurdistan Regional Government ("KRG") in the southeastern area of the autonomous region of Kurdistan in Northern Iraq. Under the terms of these agreements, Bayou Bend will pursue oil and gas exploration and development operations which are governed by Production Sharing Contracts (PSC's) signed with the KRG. The blocks are nearby and on trend with recent discoveries made by Genel Energi/Addax Petroleum (Taq Taq Field) and Heritage Oil Corp. (Miran Block). A map showing the location of the blocks is attached.

Iraqi-Kurdistan lies within the northern extension of the Zagros Folded Belt and is estimated to contain up to 45 billion of Iraq's 115 billion barrels of reserves. The Kirkuk field lies within this Fold Belt trend and is one of the world's largest, containing reserves of over 20 billion barrels of oil. The area is highly underexplored and is currently undergoing a massive exploration and development campaign by over 30 mid to large size international oil companies. Iraqi-Kurdistan is one of few regions in the prolific Middle East oil province where international operators have access to production sharing contracts which allow them to share the upside potential with host governments.

Pulkhana Block

The Pulkhana block was one of the original PSC's awarded in 2003 to Petoil (a Turkish company) and was ratified by the Iraq Federal government prior to the new Kurdistan Region hydrocarbon law being passed in 2007. It is an appraisal/development project of a field which was discovered in 1959 and flowed over 2900 barrels of oil per day from two fractured carbonate reservoirs. The role of Petoil on the Pulkhana PSC was secured in principle in August 2008, subject to Petoil reaching an agreement with KRG on their level of participation and the introduction of another acceptable party as an operator. The Company will acquire 250 km of two dimensional seismic and drill 3 appraisal wells in the first 3 year exploration sub-period in order to confirm the size and economic viability of the development of the Pulkhana field. The Company will then have the option to continue on to a further two year exploration sub-period and if development is warranted, a development period of up to 20 years. The Company will be operator of the project with a 60% working interest. Petoil retains a 20% interest and the KRG holds the remaining 20%. The Company will be obligated to pay 100% of the costs of the first exploration sub-period and 75% of the costs of the second sub-period. Fiscal terms include a 10% royalty and variable profit splits based on an "R" profitability factor to the KRG. The Company has the right to recover costs using up to 40% of the produced oil and 50% of the produced gas. Capacity building bonuses of US$42.5 million and 65 million shares of BBP are payable within 60 days of the signing of the agreement, as part of the Company's social responsibility to the Kurdistan Region. An additional 50 million shares will be issuable to the KRG upon the approval of a development plan for the Pulkhana field.

Arbat Block

The Arbat Block (formerly Block G) is located adjacent to the Miran Block of Heritage and Block 9 recently signed by Talisman Energy Corp. It is an exploration block with three identified surface anticlinal features and is on trend with the Miran East discovery of Heritage which has been quoted in the press as containing large volumes of oil in place. Under the terms of the PSC, which was also originally approved as part of the Pulkhana approval, the Company is obliged to acquire 350 kilometers of 2D seismic and drill 2 wells in the first 3 year exploration sub-period. The Company will hold a 60% working interest and operatorship with the remaining 40% held by the KRG. The Company is obliged to pay 100% of the costs associated within the exploration period. Capacity building bonuses (social responsibility) of US$20 million and 35 million shares of BBP are due within 60 days of the signing of the agreement. All other fiscal terms are similar to those described in respect of the Pulkhana Block.

Block K42

Block 42 is located adjacent to the Pulkhana field and directly on trend with the 1.1 billion barrel Jambur field. It is currently operated by Oil Search (Iraq) Ltd which holds a 60% working interest in an option agreement signed on July 16, 2009 which permits 18 months to collect 200 kilometers of seismic data. After this date, Oil Search would be allowed to convert under certain conditions to a PSC with standard terms and work commitments. BBP has signed an amendment to that agreement which allows them to purchase the KRG's third party reserved 20% interest and thus become a participant to the option agreement and any resultant PSC for Block K42. In consideration for this interest, BBP will pay a signature bonus to the KRG of US$5 million and pay 25% of the limited past costs expended on Block K42.

Financing

These projects were originally identified and evaluated by Lundin Petroleum, which will also provide support to the Company in terms of future technical services and certain corporate guarantees. Lundin Petroleum has also agreed to provide certain loans to the Company, as needed and on a short term basis until additional financing has been secured. In consideration of these efforts, the Company has signed an agreement with Lundin Petroleum to grant 50 million shares of BBP within 60 days of signing and an additional 50 million shares of BBP upon the approval of a Pulkhana development plan.

Company Name Change

In keeping with the change in the focus of the Company's business strategy, a new name will be proposed to shareholders at the upcoming Special General Meeting. The Company will recommend the change of the Company's name to ShaMaran Petroleum Corp. ShaMaran is a local Kurdish deity reflecting wisdom and secrets. A minimum of two additional Board members will also be nominated for election at this meeting.

BBP President and CEO Keith Hill stated, "We are very excited to have obtained three first class assets in what is undoubtedly one of the most attractive exploration regions on the planet. The recent discoveries by our neighbors and the high valuations of these deposits reflected in recent takeover and merger deals gives us confidence that we will be able to create significant value to our shareholders if our expectations on these blocks are confirmed by the upcoming seismic and drilling programs. We are particularly pleased to have the Kurdistan Regional Government and Lundin Petroleum become significant shareholders and partners in our upcoming venture."

Bayou Bend Petroleum is a member of the Lundin Group of Companies and had until recently been a Gulf of Mexico focused gas exploration company. In the first half of 2009 it underwent a business rationalization process which resulted in the sale of the majority of its assets. The company currently has in excess of US$50 million in cash which will be used to help finance the upcoming program in Iraqi-Kurdistan.

All of the proposed transactions are subject to all necessary shareholder and regulatory approvals. A Special Shareholder Meeting to consider the proposed transactions, name change and Board of Director elections has been tentatively scheduled for October 16, 2009.

A conference call will be held at 08:00 Pacific Standard Time (PST), 17:00 Central European (CET) on August 31, 2009.

To participate in the call, please dial in 10 minutes before the conference starts and stay on the line (an operator will be available to assist you).

Dial-in Numbers: [phone] or Toll Free (within North America) [phone]

Conference ID: Bayou Bend

The presentation slideshow will be available in PDF format for download on the Bayou Bend Petroleum website www.bayoubendpetroleum.com after 06:30 PST (15:30 CET) on August 31, 2009.

A replay of the conference call will be available from approximately two hours after the completion of the live call until midnight on September 7, 2009.

Replay Numbers: [phone] or Toll Free (within North America) [phone]

Passcode: 21313903#

Cautionary Statements

This document contains statements about expected or anticipated future events and financial results that are forward-looking in nature and as a result, are subject to certain risks and uncertainties, such as general economic, market and business conditions, the regulatory process and actions, technical issues, new legislation, competitive and general economic factors and conditions, the uncertainties resulting from potential delays or changes in plans, the occurrence of unexpected events, and the Company's capability to execute and implement its future plans. Actual results may differ materially from those projected by management. For such statements, we claim the safe harbor for forward-looking statements within the meaning of the Private Securities Legislation Reform Act of 1995.

On behalf of the Board

Keith C. Hill, President

To view the map associated with this press release, please click on the following link: http://media3.marketwire.com/docs/bbp830.pdf


Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

FOR FURTHER INFORMATION PLEASE CONTACT:

Bayou Bend Petroleum Ltd.
Keith Hill
Chairman and President
[phone]
[e-mail]

or

Bayou Bend Petroleum Ltd.
Sophia Shane
Corporate Development
[phone]
[phone] (FAX)
[e-mail]
www.bayoubendpetroleum.com

[summer6]

Antwort auf Beitrag Nr.: 37.842.834 von Coxos am 25.08.09 08:35:43

Hallo Coxos,
kannst Du mir die WPKN von folgenden Unternehmen schreiben?
Habe die Papiere Deines Postings nicht gefunden.
1.genel enerji
2.knoc
3.mol
4.hunt
Danke
Summer 6

[Coxos]

genel ist türkisch und privat.
haben sich an heritage -london hoil- beteiligt
knoc ist http://www.knoc.co.kr/eng/index.php
mol http://www.mol.hu/en/ wkn muss du mal suchen
hunt privat, nicht börsennotiert. http://www.huntoil.com/

[Coxos]

auch nen guter ölwert
Dragon Oil – Analystenmeinung
7. September 2009

Dragon Oil GBp 374.50 BUY Recognizing stand-alone value, raising target price to 540p
• We are significantly raising our target price for Dragon Oil from 435p to 540p. Our previous target price of 435p is based on $70 oil long-term, and 20% IRR for an acquirer. We argue that such assumptions are overly generous to ENOC and that the standalone value of Dragon is higher. Moving to 540p reflects our $85 central case assumption, and still leaves ENOC a very attractive 20% which effectively values Dragon at a discount.
• The short term catalyst for Dragon Oil is the execution and value of the possible bid for the remaining shares in Dragon Oil announced by ENOC (Emirates National Oil Company) on June 4th. We believe the logic of such a bid remains compelling (indeed, is probably growing) and is likely to become more active during September.
• While ENOC would like to use, and encourage investors to use, the idea of $70 oil as the basis of valuation, we believe most investors now have higher expectations. Until now, Dragon has been an exception in our valuation models, as we have been using $70 oil when for all other companies we use $85 oil long term as our central case assumption. With even $70 offering very attractive upside, we didn’t feel the need to get into an oil price debate. Now that we believe ENOC may be close to formalising a bid, investors will expect the offer to reflect the assumptions of stand-alone value. Just because ENOC would like to use $70 in their models does not mean that investors will.
• We have used 20% IRR as the target in our calculations for the NAV of Dragons reserves, to reflect investor perceptions of risk for its assets in Turkmenistan and the high proportion of volumes transported via Iran (which US investors especially may find disconcerting). In contrast, ENOC will have a lower perception of risk:
• as a major shareholder, ENOC already has a clearer picture of the operations in Turkmenistan (now enhanced by due diligence over the past few weeks);
• Dragon diversifies risk for ENOC by giving immediate access to the upstream for its refining and retail business (and a vehicle for future expansion), and
• ENOC is obviously more comfortable dealing in the region.
• Nonetheless, our NAV and target price reflects a generous 20% IRR in its calculation of the asset costs for Dragons reserves. At 15%, we calculate the NAV for Dragon is 710p.
• We believe that trading since the announcement around the mid-300’s pence may have led ENOC to believe that the market sees a fair price for Dragon as something above 400p discounted for some execution risk. We think that this inadequately rewards investors for the value of Dragon Oil’s assets and future cash flows.
• Our new Target gives upside of 41% to 540p, with a sensitivity to 710p. We believe minority investors need a more vocal champion to highlight the inherent value in Dragon. If ENOC were to back off (which we believe unlikely given the clear strategic benefit and strong financial case), we believe there is limited downside for investors as we have built in a discount rather than a premium in ENOC’s bid case. Peter Hutton

[MaatMod]

Für aktuelle Diskussion enthistorisiert.

MfG MaatMOD

[Coxos]

aktuell sieht es dort so aus

[Coxos]

aktuelle liste
In Kurdistan tätige ausländische Ölgesellschaften

A&T Petroleum, Turkey
Aspect Energy, U.S.
Crescent Petroleum, UAE
Dana Gas, UAE
DNO, Norway
Genel Enerji, Turkey
Groundstar Resources, Canada
Gulf Keystone Petroleum, U.K.
Heritage Oil and Gas, Canada
Hillwood International Energy, U.S.
Hunt Oil, U.S.
Kalegran/MOL, Hungary
Korea National Oil Corporation, South Korea
Longford Energy, U.S.
Marathon, U.S.
Murphy Oil, U.S.
Niko Resources, Canada
Norbest, Russia
Oil Search, Australian
OMV Petroleum Exploration, Austria
Perenco, France
Pet Oil, Turkey
Prime Natural Resources, U.S.
Reliance Energy, India
ShaMaran Petroleum, U.S.
Sinopec, China
Sterling Energy International, U.S.
Talisman Energy, Canada
Texas Keystone, U.S.
Vast Exploration, Canada
Western Zagros, Canada

Staatlichen Gesellschaften:

Kurdistan Explorations and Production Company (KEPCO), Kurdistan National Oil Company (KNOC)

quelle http://maximumprofit.wordpress.com/ol-in-kurdistan/

[Clawhammer]

Coxos, könntest Du evtl. auch noch Deine Exeltabelle mit den vergangenen Kursentwicklungen hier rein stellen?

Was glaubt Ihr: Welche Gesellschaft(en) haben auf 12-Monats-Sicht das meiste, kurzfristige Potential?

[Clawhammer]

Bei der Masse an Firmen ist es schwer, den Überblick zu behalten.

Gibt's denn einen bestimmten Wert der 2012 besonders hohe Chancen hat?

[Coxos]

und für 2011 werden es noch mehr
um die 100
tja, keine ahnung
potential haben sie alle
aber woher soll man wissen, wie die börsen ticken
schau dir char dieses jahr an
nix an öl erbohrt
aber kurs 700% vorne
wer soll das vorher wissen
selbst in kurdistan enorme unterschiede
die einen finden was, die anderen zwar auch, aber gas
bohrungen dauern bis zu 11 monate


http://spreadsheets.google.com/pub?key=0AkVm_ATQLM8AdDdUdE1M…

[Coxos]

ARBIL / Aswat al-Iraq: Iraqi Kurdistan Region President, Massoud Barazani announced on Friday that the forthcoming phase of the process to form a new Iraqi government would start after the end of Eid al-Adha Feast through the agreement of the political parties to share power on top positions.

Barazani told a news conference at Arbil International Airport after his return from Baghdad on Friday night that he wanted to inform the Kurdish people about the results of the talks held by Kurdish leaders with other political powers in Baghdad on the course of forming the new government.

He said as it had already been announced that the Presidency had become among the quota of the Kurdistan Alliance, the Prime Minister’s post for the National Alliance and the Parliament Speaker post for al-Iraqiya Coalition, the next phase for the formation of the new government would take place after Eid al-Adha Feast.

Barazani also said that the political blocs had reached an agreement regarding the points of difference among them regarding the economic, security and partnership in the ruling system and justice.

“All Iraqi blocs have reached an agreement on the proposals of the Kurdish side and those proposals shall be concluded before the formation of the government, to become part of the agenda of the forthcoming government, being a great achievement for the Kurds. We confirm that what was achieved had been a result for our cohesion and unity, through which we can safeguard our achievements and reach greater ones,” Barazani added.

[Coxos]

Oil Exports From Iraq's Kurdish North to Resume
Iraq oil minister says exports from northern Kurdish region to resume in few days
The Associated Press
Post a Comment By SALAH NASRAWI Associated Press
CAIRO December 25, 2010 (AP)
PrintRSSFONT SIZE:SHARE:EmailTwitterFacebookMore
Iraq's newly appointed oil minister says oil exports from the country's northern self-ruled Kurdish region will soon resume.


Abdul-Karim Elaibi told The Associated Press on Saturday the exports will be resumed "in the coming few days." He didn't set a date.

Exports from the north were halted a few months after they started in June 2009 amid a disagreement over payments between the central government in Baghdad and the Kurds.

Iraqi Kurds have unilaterally signed more than two dozens oil deals with Western companies that are deemed illegal by Baghdad.

Earlier this month, Elaibi's predecessor said the Kurds were committed to exporting 150,000 barrels a day. Iraq plans to export 2.25 million barrels a day next year, up from 1.9 million at present.

[Coxos]

CAIRO(Dow Jones)--Iraq will recognize a score of oil deals signed by the Kurds in northern Iraq, Iraq's new oil minister, Abdul Kareem Luaiby, said Saturday.

"Yes, we will recognize them," Luaiby said when asked by Dow Jones Newswires.

Luaiby on Friday said the government will activate an agreement signed with Kurdistan earlier this year to export crude.

The central government in Baghdad and the Kurdistan Regional Government are at loggerheads over dozens of oil deals the KRG has signed with international oil companies. Baghdad says the deals are not binding as they haven't been approved by the federal government, while the Kurds say they are in line with the new constitution.

Luaiby's appointment to lead the oil ministry was approved by the Iraq parliament this week, as part of Iraqi Prime Minister Nouri al-Maliki's new Cabinet.

Al-Maliki has pledged to fulfill key demands from the Kurdish region that have long plagued Iraqi politics.
----------------------------------------

[MrRipley]

Ich bin bei WesternZagros eingestiegen, die ich seit wenigen Jahren beobachte.
Muss aber dabei sagen, dass ich bzgl. Ölwerten "relativ" wenig Ahnung habe und eher auf Minen spezialisiert bin.
Bekannt ist mir, dass Ölexplorer direkt hinter Biotechs in der Highrisk-Skala auf Platz 2 angesiedelt sind.

(Longford) und WesternZagros, zwei niedrig kapitalisierte Werte, in die auch Georg Soros mit seinem Quantum Fund eingestiegen ist.
Bei WZR hält er nun über 20% der Shares, bei Longford über 14%. WZR ist alleine wegen seiner um ca. 2/1 höheren Marktkap und der gemäßigten Kursentwicklung im Fonds höher gewichtet als Longford.
Wie sich das mit Soros Interesse bei anderen Kurdistanplayern verhält, weiss ich derzeit nicht.

Wie ist das zu deuten?
Wird die Region Kurdistan generell interessant für US-Anleger und regierungsnahe Personen aus der Investmentbranche, oder liegt da bei den Werten speziell etwas in der Luft?

GKS ist schon der Hammer, hast Du mehr davon auf Lager?
Lagst ja u.a. auch mit Dragon oder Petroneft absolut richtig!

Offtopic!
Nebenbei ist die Falklandstory interessant. Ich denke, bei Desire kann man momentan nicht viel falsch machen, Rockhopper ebenso.
FOGL wird langsam kaufenswert, angeblich liegt eine bis zu 100%ige KE in der Luft. Charttechnisch angeschlagen.