Bashneft ganz neu in Berlin, was ist möglich? - 500 Beiträge pro Seite

[geldspender]

Diese Aktie wurde als kleiner Ölwert in Berlin gelistet und
soll Ölreserven mit o,19 Cent pro Barrel gewertet haben,
normal für russische Vorkommen 1,20.
Wer hat mehr Infos?

[alphatrade]

im Beitragsforum Osteuropa: Rußlandsölwert Nr. 10 Bashneft
habe ich die Infos die ich hatte reigestellt, vermute mal das die Überschrift nicht reisserisch war um den Wert zu empfehlen, es braucht eben Zeit bis sich so ein Wert mit diesen hervorragenden Zahlen entdeckt wird.
Ich hoffe mal das uns die Russenmafia nicht abzockt, und das komplette Internet mit falschen Info füttert.

[farang777]

hi! zu bashneft habe ich unter

http://www.em-forum.de

ein portrait einstellen lassen. sarge bietet mir da eine plattform für diese gelegeneiten.

diskussion darüber gerne, v.a. dort.

gruß
farang

[redbulll]

Wie echt ist denn das Tief an den ersten Handelstagen in Berlin?
Gab es zu 2,85 EUR Umsätze,
oder erst um 10 EUR?

[farang777]

#4: ich habe mal irgendwo gelesen, dass der makler die anzahl shares pro gdr verwechselt haben soll. leider kann ich keinen quellenbezug nennen. darauf würde ich also eher nichts geben. schau dir die kurse bei rts an, dann siehst du, was dieses (äh, letztes) jahr passiert ist.

gruß
f.

[redbulll]

Ich wollte eher wissen,
ob ich tatsächlich unter 3 EUR hätte kaufen können,
einen rechtzeitigen Hinweis im ES gab es ja.
Mich plagt nämlich mein schlechtes Gewissen.
Und ich wüßte gerne, ob die im ES genannte spottbillige Bewertung auch jetzt noch gilt.

[farang777]

schau mal bei comdirekt, ich glaube, dort sind die 3€-umsätze drin. so weit ich mich erinnere waren das nur ein paar tausend stück an einem ersten handelstag, dann wars vorbei. also nur für den ultrafirst-mover. m.e. kein grund zur selbstkasteiung ;-)

gruß
f.

[farang777]

bashkortostans entscheidungsprozesse sind in hohem maße intransparent. die meldung unten zeigt dies einmal wieder. trotzdem ist wohl der u.erläuterte vorgang für bashneft-aktionäre als positiv zu bewerten, werden doch wesentliche anteile an dem chemie-unternehmen caustic an bashneft übertragen.

ganz unten noch ein entscheidender hinweis, nämlich der, dass noch in diesem jahr eine privatisierung von bashneft durchgeführt werden soll.

gruß
farang
_________________________________


Vedomosti, February 14, 2003


Having found strategic investors for SUAL and TNK, Victor Vekselberg and Leonard Blavatnik decided to enter a new business, namely the chemical industry. Sovlink investment company being under their control acquired a 19% stake in Caustic plant in Bashkortostan. However, authorities of Bashkortostan are not happy with the new investors. They initiated a special shareholders` meeting to approve a 1005 additional issue of Caustic shares in favor of Bashneft.

Caustic (Sterlitamak, Bashkortostan) accounts for about 20% of Russia`s sodium hydrate production (used in the timber and aluminum industry) and 30% of polyvinyl chloride production. Annual turnover of Caustic is estimated at $170 million. The Property Ministry of Bashkortostan and administration of Sterlitamak own a 7.7% stake in caustic. Until recently, about 20% of the plant`s shares belonged to Caustic-Invest subsidiary company of Caustic allied with its management. The remaining shares are scattered among 8,000 private individuals.

A source close to Caustic reported that in December 2000 Sovlink bought about 20% of Caustic shares from Caustic-Invest. According to Caustic lawyer Petr Ivanov, caustic protested against the deal to the Arbitration Court of Bashkortostan in early January 2003. Caustic explained that the former General Director of Caustic-Invest exceeded her powers, struck the deal for sale of shares to Sovlink independently and incurred damage on shareholders of caustic: now Caustic demands freezing of the disputed shares and invalidation of the deal.

The opponents of Sovlink invented other "protective measures", as well. Chair of the Board of Directors of Caustic Gennady Krupnov said that the Property Ministry of Bashkortostan discussed the idea of additional issue of Caustic shares in favor of the local oil company Bashneft back in December. A source close to the management of Caustic reported that the Board of Directors of Caustic scheduled the special shareholders` meeting for February 25 according to the initiative of the local authorities. Agenda of the meeting includes an additional issue of shares worth 99.6 million rubles (100% of the present authorized capital) in favor of Bashneft.

Analyst Dmitry Tsaregorodtsev of Prospect investment company explains, "This is typical for Bashkortostan, where majority of companies are state-run, the economy is closed and all decisions are made by authorities of the republic. Investors are not welcomed there." At any rate, according to Tsaregorodtsev, the idea of Bashneft`s participation in Caustic also has economic sense. Bashkortostan scheduled privatization of its fuel and energy industry for the second half of 2003. If Bashneft, Bashneftekhim and Caustic are sold as a single lot, Bashkortostan will be able to make more money.

[borazon]

23.07.2003

http://www.aton.ru/en/research/daily.asp?y=2003&m=7&d=23&tmo…

Ownership of Bashkortostan`s oil and gas assets transferred to obscure entities

In an extremely negative development, the Bashkortostan government has transferred all of its majority interests in the republic`s upstream and downstream assets to seven obscure firms, according to an Audit Chamber report published in today`s Vedomosti.

According to the report, on April 12, 2003, the local authorities transferred their 60%-85% stakes in five major companies - oil producer Bashneft, the Ufimsky and Novoufinsky refineries, Ufaneftekhim and Ufaorgsintez - to seven obscure local firms owned by 19 individuals. On June 24, 2003, these companies all contributed the received stakes into the charter capital of a new holding company, OOO (LLC) Bashkirsky Capital.

The Audit Chamber called the transfer one of the most flagrant misappropriations of federal property ever, possibly worth as much as $2bn, and plans to press charges against the relevant local authorities. We note that this disclosure follows earlier reports the local government`s 32% stake in Bashkirenergo had also been passed to three local firms (which also feature on the list of firms that received oil and gas stakes).

This development is an extremely negative one for minority investors in all of the above- mentioned companies, which were hoping the eventual privatization of Bashneft and the refineries would lead them to their becoming more efficient, transparent and shareholder- friendly. Instead, they were served up privatization Bashkortostan-style, where assets are simply passed to selected local firms and the status quo is thus maintained.

As a result of these transfers, we believe the already high political and corporate governance risks associated with Bashneft and the Bashkortostan`s downstream companies have increased in a rather dramatic way.

We thus believe investors would be best served by avoiding the above-mentioned names until the issue is resolved. We remove our Hold recommendation on Bashneft; we did not have any recommendation on the shares of the refineries.

[farang777]

man kann auch anderer ansicht sein. so der kapitalmarkt. meine meinung basiert u.a. auf der unten gepasteten meldung.

der angefügte beitrag steht bei
www.em-forum.de im russlandforum.
farang

der letzte sprung meiner empfehlung bashneft ist nicht aus der luft gegriffen oder eine erratsiche entwicklung sondern basiert auf dem fakt, dass die privatisierung von bashneft sowie von vielen bashkortischen firmen stillschweigend vonstatten gegangen ist. niemand wurde informiert und es scheint als ob diesmal nicht klein aktionär fritz sondern der russische staat vorerst das nachsehen hat. die meldung dazu habe ich von kommersant, 21. august. lest sie genau, da steckt noch einiges drin. die bewegung ist erst am anfang, es lohnt noch dabei zu sein. was sich bei bashneft noch an nebel lichtet wird noch so einige überraschen...

Details of capital restructuring at most facilities of Bashkortostan`s fuel and energy sector have become known, which has lead to a change of the owners of controlling interests in Bashneft, Bashkirenergo, and Bashneftekhim`s three refineries. As a result of a deal completed a week ago, the entire Bashkir fuel and energy sector now belongs to itself and a few private individuals. The state-run Bashkir Fuel Company (BFC) and Bashneftekhim have got a bill payable of 13.4 billion rubles with uncertain prospects for payment, while the republican authorities have grown sure they will control the sector even if President Murtaza Rakhimov quits.
The Russian Auditing Commission, while investigating Bashneft`s and Bashneftekhim`s financial operations, claimed in July 2003 that control of the facilities had been lost: controlling interests in Bashneft (owned by the BFC until April 2003) and four refineries (previously controlled by state-run Bashneftekhim), as well as 36.7% of shares of Bashenergo (with the BFC as former owner) had been sold to a series of companies whose founders were private individuals. Published financial statements of Bashkir companies for the second quarter of 2003 fully confirmed this information.
Bashneft`s statement says three Ufa-based companies own its controlling interest: Taimas (19%), Sotsservis (19%), and the Shchit guard company (19%). The BFC that formerly owned 63.72% in Bashneft sold its shares, as well as its stock in Bashkirenergo, making a profit of 7.556 billion rubles. Bashneftekhim, too, increased its profit by 5.667 billion rubles at the expense of selling its shares, but it lost its shares in the Novaya Ufa Refinery, Ufa Refinery, Ufaneftekhim, Ufaorgsintez, and Bashnefteprodukt. The new owners of the refineries and Bashnefteprodukt are unknown: according to unofficial data, these are the same Taimas, Sotsservis, and Shchit, as well as ATP-99, Neftekhimtrans, Khimspetstrans, and a facility of mechanization and transportation of oil refining which is also owned by private individuals.
Neither the BFC, nor Bashneftekhim received their money from the new shareholders: their profit on paper was formed from an increase in their bill payable by 13 billion rubles. That is, the mysterious companies just owe the state companies.
This is the form in which the scheme of restructuring Bashkortostan`s fuel and energy sector was registered by the Auditing Commission, and the auditors were voicing doubts as to its legitimacy. Yet in reality, everything was much more complicated.
According to a source with Bashneft, all the companies in July transferred their stocks in their controlled companies as a deposit to the Bashkir Capital company that became owner of controlling interest in Bashneft, the four refineries, Bashnefteprodukt, and shares of Bashenergo. Bashkir Capital`s authorized capital amounted to 13.4 billion rubles, the amount close to what the buyers must pay the BFC and Bashneftekhim. A week ago, according to the source, all the stocks in Bashkir Capital were sold to seven companies. The Novaya Ufa Refinery, Ufa Refinery, Ufaneftekhim, and Bashneftekhim now each own 19.99% in it; Ufaorgsintez has 15%, Bashnefteprodukt 4.3%, and Bashenergo 0.7%. The private individuals did not either get money for their stocks in Bashkir Capital: the legal entities are reported to have obtained a ten-year interest-free deferral of payment. The result of the entire operation was a construction which made Bashneft, the four refineries, Bashnefteprodukt, and Bashkirenergo owners of controlling interests in themselves, including the largest stock in Bashkirenergo. So far, they have not paid Bashkortostan`s State Property Ministry $500 million for their "privatization."
The visible effect of the operation has been actual independence of Bashkortostan`s fuel and energy sector on the alignment of political forces in the republic after the presidential election. Sergey Veremeyenko, former chief executive at Mezhprombank, is running an active fight against Murtaza Rakhimov over that post, so the deals with shares in the Bashkir fuel and energy sector look like possible protection of the controlled assets from change in power.
Apparently, the actual value of Bashkortostan`s entire energy, oil, and petrochemical sector (it is about 80% of all these assets) exceeds at least $2 billion. However, the pre-sale estimation of the Ufa-based refineries was assigned to certain private individual assesors.
Bashkir Capital can easily pay the 13 billion rubles of its debt to the state-owned BFC and Bashneftekhim without selling more than 25% of its shares to a strategic investor, but preserving control of the companies and their active management. In fact, the described scheme is exactly the long-awaited privatization of Bashkortostan`s entire fuel and energy sector on the threshold of the presidential election.
The companies involved in the deals and Bashkir authorities have given no comments. However, they were reluctant to comment on the capital movement in their controlled companies in the past as well. Bashneft`s minority shareholders, apparently, were not notified of the details of what was going on.
David Jeovanis, managing director at the Basic Element Holding which is a minority shareholder in Bashneft, voiced an opinion it was the sate that suffered loss. According to him, "the shares were simply presented without any auction or competition," which can scare investors off the Bashkir companies even more, with these companies presently being "strongly underestimated because investors are afraid of the wrong corporate management."

[matthiasch]

Mal wieder hoch den Thread

Scheint ja etwas undurchsichtig zu sein. Auch der Ostinvestor rät von Bashneft ab.

[farang777]

hat stelax auch eine begründung dafür?
gruß
f.

[matthiasch]

Nein, steht nur so in der Watchlist ab.

Farang, Hut ab vor deinem Bericht im em-forum!

[farang777]

danke. wenn ich zeit habe, mache ich sowas ganz gerne. aber das geht ja nicht unbedingt in ein paar minuten.

freut mich, wenn es mal positives feedback gibt. sonst machen oft nur die den mund auf, die was zu meckern haben.

gruß
farang
ps: habe heute mal deinen depot-thread gesehen - den finde ich spannend und ungewöhnlich offen!

[farang777]

hi zusammen!

es gab im januar zwei meldungen zu bashneft die ich euch nicht vorenthalten möchte. ich habe sie jedoch auch selbst erst heute abgerufen. so ändert sich der focus laufen...

so sind die fördermengen soger leicht steigend. was im letzten jahr immer wieder gemunkelt wurde, dass bashneft es nicht schaffen wird, das volumen zu halten, hat sich nun als unberechtigte befürchtung erwiesen. z.zt. sind die adrs wieder bei 16 €, m.e. eigentlich noch immer ein guter kaufkurs.

gruß
f.

Copyright 2004 Interfax News Agency
Petroleum Report

January 14, 2004, Wednesday


BASHNEFT OIL PRODUCTION UP SLIGHTLY IN 2003
UFA. (Interfax)- AO Bashneft produced 12.046 million tonnes of oil last
year, up 30,900 tonnes or 0.25% from 2002, a company source told
Interfax.
The company had planned to produce 12 million tonnes of oil.
It produced 11.266 million tonnes in Bashkortostan and 780,000 tonnes in
Western Siberia.
Bashneft produced 368.5 million cubic meters of gas last year, up from
365.6 million cubic meters in 2002. It exceeded planned production by 15
million cubic meters.
Bashneft put 205 oil wells into production last year, which was one more
than in 2002 and three more than planned.
The company also completed construction of 233 wells, 184 of them
production wells, compared with 252 wells in 2002.
Bashneft is developing more than 150 fields, most of which are in the
final stages of development. It has been working since 1998 at four
license blocks in the Nizhnevartovsk region of Khanty Mansi Autonomous
District.


Bashneft pays out dividends

On Dec 31, 2003 JSC Bashneft paid out dividends of RUR34mln on common and RUR34.62mln on type A preferred shares. Dividend per common share was RUR0.2, while dividend per type A preferred share was RUR1

[petrolero]

eigentlich mit den hohen ölpreisen wäre bashneft ein super schnäppchen, mit einem kgv von 1 bis 2 kann man einfach nichts sagen.
auch die neuen entwicklungen in westsibirien sind offenbar gut verlaufen, so hört man.
Doch genau da liegt das problem, man hört einfach nichts, nichteinmal eine lumpige website auf russisch (?)
Und dann der riesenbetrug gegenüber der region bashkirien...

mit auch nur ein bisschen gutem willen würde sich der aktienkurs schnell verdoppeln.
interessant wäre zu hinterleuchten inwiefern es für die oligarchen noch sinn machen würde, die paar ausländischen investoren durch eine kapitalerhöhung noch loszuwerden.
wären wir nicht wertvoll für sie, wenn sie uns den preis für die aktien machen lassen würden und sie dann mit der zeit auch ihre aktien zu einem guten preis verkaufen könnten?
offenbar wollen sie das noch nicht oder haben andere pläne, vielleicht noch ein weilchen warten bis gras über die sache gewachsen ist? und dann verkaufen, oder mit dem dampfhammer der kapitalerhöhung hundert prozent an sich reissen?

kein wunder dass sich da so schnell nichts bewegen kann.
glücklicherweise fällt sicher jedes jahr ein riesengewinn an, den sich die oligarchen unter den nagel reissen können, so sind sie wenigstens nicht auf "unsere substanz" angewiesen und wir haben zeit und hoffnung dass sich doch alles noch zum besseren wendet.

[farang777]

ein paar neuigkeiten die vielleicht die kursentwicklung erklären könnten. bei bashneft war man eigentlich eher von fallenden produktionsmengen ausgegangen. die diversifikationsstrategie scheint sehr langsam ins laufen zu kommen...

gruß
f.

MOSCOW, April 14 (Prime-Tass) -- The January-March oil output of Bashneft oil company, based in Russia`s constituent republic of Bashkortostan, rose 1.8% on the year to 3.019 million tonnes, a company official told Prime-Tass Wednesday.
Of the total, the company produced 2.798 million tonnes of oil in Bashkortostan, and 221,000 tonnes in Western Siberia. No comparisons were provided.
The company`s natural gas output in January-March amounted to 95.62 million cubic meters down from 96.40 million cubic meters in the same period of 2003.
Bashneft launched 52 new oil wells in the period, 17 wells less than in January-March 2003.
Drilling works totaled 144,560 meters up from 130,600 meters in January-March 2003.
In 2003, Bashneft produced 12.046 million tonnes of oil, almost flat on the year. (28.5892 rubles - U. S. USD 1)
[line]

MOSCOW, Mar 31 (Prime-Tass) -- The net profit of Bashneft oil company, based in Russia`s constituent republic of Bashkortostan, increased slightly to 5.9 billion rubles in 2003 from 5.8 billion rubles in 2002, the company told Prime-Tass Wednesday. It is unclear under which accounting standards it was calculated.
The company`s consolidated pretax profit stood at 7.7 billion rubles in 2003, almost unchanged from 7.74 billion rubles in 2002.
In 2003, Bashneft`s oil output rose slightly by 0.26% on the year to 12.046 million tonnes. (28.4853 rubles - U.S. USD 1)

[petrolero]

habe mal in einer studie gelesen bashneft stehe gar nicht so schlecht da mit mit den prospektierten fördermengen in den nächsten 20 jahren.
tatneft ist da um einiges schlechter weggekommen.
tatneft hat superhohe förderpreise bis zu 12$
bashneft nur 8.

wegen den vorräten würde ich mir nicht so sorgen machen.
eher probleme bereitet die unabhängige russische teilrepublik bashkirien.
die haben immerhin ein selbständiges parlament und einen präsidenten...

[petrolero]

may 6 2004

Few Changes On Bashneft Board...

Representatives of Bashkortostan have taken all nine seats on the Bashneft board, "Kommersant-Daily" reported on 6 May. The new board was elected on 5 May at the oil company`s general shareholders` meeting. The only new person on the board is the deputy head of the Bashkir government`s fuel-and-energy-complex department, Vladimir Kozin, who replaced Uraltransnefteprodukt General Director Kamil Ekhmedullin. The Bashkir government is also represented by Deputy Prime Minister Boris Kolbin, Property Minister Zofer Ebdrekhimov, and Economic Development Minister Valentin Vlasov. The Institute of Regional Economy and Law owns 64 percent of Bashneft, while the Bashkir Property Ministry owns 1.34 percent of its shares. Bashneft has a total of 204.7 million rubles ($7 million) in capital.

As a result of an early-February management reform in Bashkortostan`s fuel-and-energy sector, the management of Bashneft, which previously belonged to Bashneftekhim and then to Bashkirskii Kapital, was passed to the Institute of Regional Economy and Law, which previously provided legal services to companies in the sector. The institute also received management of 57 percent of Bashkirnefteprodukt, 85 percent of the Novo-Ufimskii Oil Refinery, 61 percent of Ufaneftekhim, and 72 percent of Ufaorgsintez. Viktor Gantsev, who was appointed the institute`s executive director, previously served as Bashneftekhim general director and Bashkirskii Kapital general director.

The "Kommersant-Daily" quoted unidentified oil-company sources as commenting that the intent of the reform was to distance Bashneft and Bashkir oil refineries from Bashkirskii Kapital, which was established to privatize the sector companies and is now the subject of an investigation into the legality of the privatization process (see "RFE/RL Tatar-Bashkir Report," 23 July, 26 November, 5 December 2003, and 23 February 2004). The daily also quoted a source close to the Bashkir government as saying preparations for changing the ownership of fuel-and-energy-sector companies is behind the reshuffle. Analysts name Rosneft and Surgutneftegaz as the most likely buyers of Bashkir oil assets, the daily reported.

[petrolero]

Tatar Officials To Visit Iran A Tatar government delegation led by Trade Minister Khafiz Salikhov will visit Iran on 13-16 June to discuss cooperation in the petrochemical industry and the possible import of Tatar machinery and medical instruments to Iran, Intertat reported on 9 June. Compiled by Iskender Nurmi DAILY REVIEW FROM BASHKORTOSTAN Bashneft To Maintain Oil Output Levels In 2004 The Bashneft oil company plans to maintain its oil production in 2004 at the same levels as 2003, Bashinform reported on 8 June. The major Bashkir oil company pumped more than 12 million tons of oil in 2003 and more than 5 million in the first five months of this year. Ufa Raion Court Says Arbitration Judge`s Office Was Sealed Illegally

[petrolero]

von weihnachten 2003:


During the same press conference Nikitin said that privatization in Bashkortostan might be reversed if federal controlling bodies find that there were violations during the original process, Rosbalt reported on 18 August. He said that the Russian prosecutor-general will soon evaluate the reports of the Russian Audit Chamber, which claimed that there were infringements in the privatization of the republic`s petrochemical industries. On 30 July, Nikitin appealed to the Russian prosecutor-general asking him to check the legality of the Bashneft oil company transferring its controlling shares to private owners. He also hinted at violations committed in 1995 when Bashneft was transformed into a joint-stock venture. Housing Service Companies Report First Profits One-third of Bashkortostan`s residents receive state subsidies for housing, Rosbalt reported on 17 August, citing the republic`s Housing Ministry. The republican budget allotted 530 million rubles ($11.5 million) for this purposes during the first half of 2003. Currently, the majority of citizens are officially paying 80 percent of their housing costs; in some cities such as Uchali or the Mechetle region consumers are already required to cover all of their housing costs. As a result, providers of housing have made a profit of 30 million rubles ($1 million) in the first half of 2003, Rosbalt reported.
Published: 2003-08-19 13:00

[farang777]

hiall,

mal wieder news. nicht ganz neu, aber noch nicht erwähnt...
gruß
f.

Vice President Jose Vicente Rangel is headed to Moscow to discuss with Russian authorities and businessmen the possibility of investing in Venezuelan energy projects, the government announced here Tuesday.

Rangel will travel Friday to the Russian capital for the first meeting of a bilateral intergovernmental commission, set for Oct. 4-6.

The Venezuelan government said in a communique that Rangel and Russian Vice President Alexandr Zhukov will preside over the commission sessions and "evaluate a series of energy and trade projects."

Already under review, the statement said, is a letter of intent between Venezuela`s state-owned PDVSA and the Russian firm Bashneft for a project that would allow the Venezuelan giant to increase its production of oil, gas and other petroleum by-products.

The communique also said the Russian firm Gazprom is interested in taking part in projects relating to the transportation and processing of Venezuelan gas.

Russia and Venezuela are both among the world`s largest producers of crude oil.

President Hugo Chavez announced last Wednesday that his government plans to buy top-of-the-line Russian helicopters to provide air support for Venezuelan armored units, especially those operating along the conflictive border with Colombia. He did not say whether that issue will be part of Rangel`s agenda in Moscow.

LatinPetroleum.Com, VENEZUELA news, 30.September.2004, Source: EFE

[line]

MOSCOW, Oct 5 (Prime-Tass) -- The oil output of Bashneft oil company, based in Russia`s constituent republic of Bashkortostan, rose 0.4% on the year in January-September to 9.056 million tonnes, a company official told Prime-Tass Tuesday.
Of the total, the company`s oil output in western Siberia rose 22.3% in January-September to 689,000 tonnes, while the output in Bashkortostan was down 1.1% to 8.367 million tonnes.

Bashneft`s output of natural and associated gas in January-September decreased 4.6% on the year to 247.4 million cubic meters.

In January-September the company launched 140 new oil wells, down from 169 wells in the same period last year. The company launched 103 new wells in Bashkortostan and 37 in western Siberia, down from 128 and 41, respectively, last year. Drilling works were up 10.4% on the year to 311,300 meters. Exploration drilling dropped 47.8% to 34,600 meters in the period. End

[Zockempire]

Bashneft will bid in auctions next month for six oil and gas fields, a company source told Interfax on October 18.

The company will bid for Alshevskoye, Baryashskoye, Karmanovskoye, Spasskoye, Sukhyazskoye, and Yubileinoye fields. It held a one-year license to the fields that expired on October 1.

Bashneft has dropped Yuzhno-Troitskoye field, he said. It held a combined license for exploration and production at the field.

The auction held by the federal subsurface resource agency will be held November 26. Bids to participate will be accepted until November 6.

Bashneft holds 231 licenses for production of hydrocarbons, underground water, manganese ore, minerals and geological exploration.

The company is developing more than 160 fields, most of them in the later stages of development. It has also been producing since 1998 at four license blocks in Nizhnevartovsk region of Khanty Mansiisk autonomous district.

Bashneft produced 9.056 million tonnes of oil in the first nine months of the year.

Bashkirsky Capital owns 63.72% of the company, the Bashkortostan Property Ministry owns 1.34%, and Depositary-Clearing Company is the nominal holder of 10.21%. Bashneft will bid in auctions next month for six oil and gas fields, a company source told Interfax on October 18.

The company will bid for Alshevskoye, Baryashskoye, Karmanovskoye, Spasskoye, Sukhyazskoye, and Yubileinoye fields. It held a one-year license to the fields that expired on October 1.

Bashneft has dropped Yuzhno-Troitskoye field, he said. It held a combined license for exploration and production at the field.

The auction held by the federal subsurface resource agency will be held November 26. Bids to participate will be accepted until November 6.

Bashneft holds 231 licenses for production of hydrocarbons, underground water, manganese ore, minerals and geological exploration.

The company is developing more than 160 fields, most of them in the later stages of development. It has also been producing since 1998 at four license blocks in Nizhnevartovsk region of Khanty Mansiisk autonomous district.

Bashneft produced 9.056 million tonnes of oil in the first nine months of the year.

Bashkirsky Capital owns 63.72% of the company, the Bashkortostan Property Ministry owns 1.34%, and Depositary-Clearing Company is the nominal holder of 10.21%. Bashneft will bid in auctions next month for six oil and gas fields, a company source told Interfax on October 18.

The company will bid for Alshevskoye, Baryashskoye, Karmanovskoye, Spasskoye, Sukhyazskoye, and Yubileinoye fields. It held a one-year license to the fields that expired on October 1.

Bashneft has dropped Yuzhno-Troitskoye field, he said. It held a combined license for exploration and production at the field.

The auction held by the federal subsurface resource agency will be held November 26. Bids to participate will be accepted until November 6.

Bashneft holds 231 licenses for production of hydrocarbons, underground water, manganese ore, minerals and geological exploration.

The company is developing more than 160 fields, most of them in the later stages of development. It has also been producing since 1998 at four license blocks in Nizhnevartovsk region of Khanty Mansiisk autonomous district.

Bashneft produced 9.056 million tonnes of oil in the first nine months of the year.

Bashkirsky Capital owns 63.72% of the company, the Bashkortostan Property Ministry owns 1.34%, and Depositary-Clearing Company is the nominal holder of 10.21%.

[petrolero]

irgendwann kommen sie doch noch.
kann zehn jahre dauern...

[petrolero]

damit das kein historischer thread wird!!

riskant, aber wieder mal gestiegen auf 24 euro

[ArwedUlrich]

bashneft ist heute bei 28 €. Sie nun seit Wochen nur am Steigen.
Hat jemand eine Ahnung ob dies nur am gestiegenen Ölpreis liegt, oder gibt es noch andere Neuigkeiten?

Für eine rege Diskussion wäre es mal wieder Zeit, sonst schläft hier alles ein.

[danatbank]

Der jüngste Anstieg liegt wohl hieran:

http://today.reuters.com/business/newsarticle.aspx?type=tnBu…

Weiß jemand etwas zu den Reserven zu sagen?
In einer Pressemitteilung wurden zuletzt 3,1 Mrd. BOE genannt.
Gibt es irgendwo genauere Quellen aus jüngerer Zeit?

[danatbank]

Mit anderen Worten: Hat Bashneft wirklich 3,145 Mrd.
Barrel Reserven oder sind die Quellen nahe am Versiegen
und haben einen water cut über 90%, wie andere Berichte
sagen?

[petrolero]

ich glaube um reserven muss man sich nicht so sorgen.
wichtig ist dass man nicht enteignet wird.

die produktionszahlen scheinen nicht auf eine ausweitung hinzudeuten.
solange viel gewinn gemacht wird, könnten sie sich locker ein paar ölfelder für die zukunft erschliessen.
die frage ist nur ob sie das wollen.
ölvorräte oder deren erschliessung wären eigentlich kein problem....

für diese aktie sollte man russisch können.

[danatbank]

Enteignung...erzähl mal keine Gruselgeschichten.

Was geschieht eigentlich mit den Gewinnen, wenn diese
nicht in die Exploration fließen? In Raffinerien/
Petrochemie/Dividenden jedenfalls nicht.

[farang777]

hallo,

lang ists her, dass ich hier was dazu geschrieben habe...

anbei mal wieder news, unten angehängt.
so weit ich das gehört habe, werden gerade die "schlechten" ölfelder, z.b. jene mit hohem sand-anteil durch die gestiegenen preise wieder sehr attraktiv. gerade das ist eine entwicklung, die m.e. bei bashneft zu kursgewinnen beiträgt. der kauf durch sistema ist m.e. ein katalysator, der diese preisentwicklung nun vorwegnimmt und nicht zu einer übertreibung führt. leider habe ich lang nix gerechnet zu dem wert, aber ich bin froh, nicht auf andere gehört zu haben und den wert weiter zu halten.

beste grüße
farang


INVESTMENTS IN THE FUEL AND ENERGY SECTOR OF BASHKORTOSTAN ALREADY EARNED $200 MILLION FOR AFK SISTEMA

President of AFK, Vladimir Yevtushenkov, was right when he decided to invest in the fuel and energy sector of Bashkortostan. In half a month after announcement of the deals, these investments grew more 65% expensive and capital of Yevtushenkov grew at least $200 million. Sistema wants to earn even more and increases its interest in Bashneft and three Bashkir refineries to a blocking stake.

In 2004, the Ufa and New Ufa refineries (Novoil), Ufaneftekhim and Ufanefteorgsintez refined about 20 million tons of oil, their aggregate revenue amounted to 36.1 billion roubles and net profit amounted to 7.4 billion roubles. In 2004, Bashneft produced 12 million tons of oil, its revenue amounted to 57.4 billion roubles and net profit amounted to 5.2 billion roubles. In 2004, net profit of Bashkirenergo amounted to $24.5 million and revenue amounted to $748.8 million. Bashkir Capital owned controlling interest in the six companies and a 32% stake in Bashkirenergo. President of AFK Sistema, Vladimir Yevtushenkov, owns 65.2% of Sistema shares, 15.85% belong to ten managers and 19% are in free float at the London Stock Exchange. As of September 1, 2005, capitalization of Sistema amounted to $9.69 billion. In 2004, revenue of Sistema according to US GAAP amounted to $5.7 billion and net profit amounted to $411 million. The main assets of Sistema are MTS, MGTS, Comstar and ROSNO.

In mid-August, Sistema announced acquisition of large stakes in seven companies of the fuel and energy sector of Bashkortostan from Bashkir Capital. Sistema paid $502.9 million for 19.9% stakes in Bashneft and four local refineries, an 18.6% stake in Bashnefteproduct and a 10.08% stake in Bashkirenergo. Sistema was going to spend more than $100 million on increase of its stakes in some of these companies to controlling interest.

The investors chose Bashneft, Ufa and New Ufa refineries and Ufaneftekhim. Sistema-Invest subsidiary of AFK Sistema appealed to the Federal Antimonopoly Service (FAS) for a permit to increase its stake in these companies to controlling interest, reported the PR service of the FAS. A source in Sistema confirmed this but did not explain why these very companies were chosen.

Analyst Valery Nesterov said that Sistema chose the most valuable assets. Nesterov explains that Bashneft as an oil producing company is obviously attractive due to high oil prices and Bashkir refineries are among the best in the country. For instance, says Nesterov, the New Ufa refinery has the highest Nelson index in Russia (parameter characterizing quality of the oil refining facilities) amounting to 5 against 2.85 on average in the country. This parameter of the Ufa refinery amounts to 4.11. Nesterov adds that so far Russian oil companies also lack refining capacity: in Surgutneftegaz, it covers only 27% of production and in Rosneft it covers only 14% of production.

In the near future Sistema is not going to sell shares of the refineries. A manager of Sistema explains, "This is only a financial investment but we will sell the assets later when we earn money on the deal." Since August 12, when investments of Sistema were announced, capitalization of ordinary shares of Bashneft grew 37% (to $1.6 billion) on the RTS. Capitalization of Bashkirenergo grew 14% (to $417 million), New Ufa refinery 46% (to $663 million), Ufa refinery 70% (to $714 million), Ufaneftekhim 32% (to $710 million) and Ufanefteorgsintez 33% (to $241 million). Thus, shares of these companies bought by Sistema for $503 million cost at least $830 million now.

According to Nesterov, Bashkir assets of Sistema will keep growing more expensive. Steven Dashevsky, director of the analytical department of Aton, predicts that shares of Bashneft and Bashkirenergo will grow the biggest. Dashevsky adds that capitalization of the refineries is already close to the limit. According to Dashevsky, the company of Yevtushenkov can earn up to $1 billion on this deal having sold its stake in Bashkir companies for $1.-1.5 billion.

[ArwedUlrich]

Kauft Leute, so billig gibt es keine russische Ölaktie zur Zeit!!

Bashneft spekulativ kaufenswert
Für die Experten vom "Emerging Markets Investor" ist die Aktie von Bashneft (ISIN US67082R1005/ WKN 722777) spekulativ kaufenswert.

Nach Ansicht der Experten sei Bashneft die billigste Ölaktie Russlands. Trotz des Kursanstiegs von 16 auf zuletzt 46 Euro würden Investmenthäuser den Titel weiterhin mit "buy" einstufen.

Dies stelle für die Experten keine Überraschung dar, denn mit einem Kurs/EBITDA-Verhältnis von 2,5 werde das Unternehmen deutlich unter dem Durchschnitt russischer Öl-Werte von 4,5 gehandelt. Auch das KGV von nur 4,8 liege deutlich unter dem Durchschnittsniveau russischer Öl-Titel von 13,5.


Obwohl die Gesellschaft eine Marktkapitalisierung von über 2 Mrd. USD aufweise, seien die Handelsumsätze an der Börse sehr gering.

Anleger sollen also vorsichtig agieren und auf dem aktuellen Niveau ein paar Bashneft-Aktien einsammeln, so die Experten vom "Emerging Markets Investor".
Quelle: AKTIENCHECK.DE

ArwedUlrich

[farang777]

bashneft hat ja zuletzt eine wunderpare performance aufgezeigt. das freut mich sehr, habe ich diesen wert doch permanent seit 1999 auf meiner rechnung. gerade habe ich ein paar daten zu bashneft rausgezogen. leider fehlt ein vernünftiges underlying was das geschäft anbelangt. das wird bei bashneft wohl auch zukünftig so bleiben.

das neue bewertungsniveau muss nun neu überdacht und ins verhältnis zu den peers gestellt werden.

klar und deutlich war in der letzten zeit: die niedrig profitablen ölwerte hatten mit der stabilisierung des ölpreises auf hohem niveau einfach einen höheren hebel.

grüße
f.

SKRIN Code BANE
Number of common shares outstanding 170 169 754
Common stock nominal value, RUR 1
Total common stock nominal value, RUR 170 169 754
Current price of common stock (change), RUR (RTS) 477,8 (24,17)
Last bid date, common stock (previous date) (RTS) 02.02.2006 (01.02.2006)
Current price of common stock (change), RUR (MICEX) N/A
Last bid date, common stock (previous date) (MICEX) N/A
Current price of common stock (change), RUR (SPBEX) N/A
Last bid date, common stock (previous date) (SPBEX) N/A
Number of preferred shares outstanding 34 622 686
Preferred stock nominal value, RUR 1
Total preferred stock nominal value, RUR 34 622 686
Current price of preferred stock (change), RUR (RTS) 336,2 (4,574)
Last bid date, preferred stock (previous date) (RTS) 08.02.2006 (02.02.2006)
Current price of preferred stock (change), RUR (MICEX) N/A
Last bid date, preferred stock (previous date) (MICEX) N/A
Current price of preferred stock (change), RUR (SPBEX) N/A
Last bid date, preferred stock (previous date) (SPBEX) N/A
Capitalization (common), RUR (RTS) 81 302 241 606,2356 (02.02.2006)
Capitalization (preferred), RUR (RTS) 11 640 270 289,9622 (08.02.2006)


die einzige meldung mit bashneft in diesem jahr, die meine quelle hergibt:
Further consolidation of Russia`s oil industry appears a strong possibility, with Gazprom and Rosneft likely to climb further up the ladder among the top 10 companies through additional acquisitions. Tatneft, Bashneft, and Surgutneftegaz could all be acquisition targets in addition to the remnants of Yukos and Sibneft. Russneft, the upstart company founded in 2002 by former Slavneft chief Mikhail Gutseriev, also appears poised to grow, albeit by gobbling up the minnows rather than any of the Russian majors. International oil companies (IOCs) are likely to be further pushed to the margins of the industry, even as overall production from IOCs grows with new oil coming onstream from projects in Western Siberia and Sakhalin Island.
(Copyright 2006 World Markets Research Limited)