Die vorhergehenden Stories,neben meiner "Schwäche"
für die Ölversandeten,führten gestern zum Kauf der
Petrobank Energy & Res. / PBG - TSX
Homesite: http://www.petrobank.com/
Diese Firma hat eine derart interessante Technik,
patentiert, daß ich darauf später mal eingehe.
Dies Verfahren heißt ulkiger/zufälligerweise "THAI" ! ![:]](https://goldseiten-forum.com/wcf/images/smilies/pleased.gif "Freude"){kind=small}
Grüsse
Hallo Edel Man!
Ja, hört sich wirklich interessant an. Hab mich ein wenig auf der Firmenhomepage informiert.
Bin mir aber noch nicht so ganz im klaren, wie groß der Vorteil gegenüber anderen Verfahrenstechniken ist. Husky, Statoil und Petro-Canada u.a. verwenden ja die sog. "steam assisted gravity drainage technology" (SAGD). (ansehnliche Animation von Husky http://www.huskyenergy.ca/about/downloads/Husky_SAGD.wmv )
Petrobank will ja angeblich bis zu 80% des Bitumens fördern.
Ein führender Anbieter der SAGD-Technologie ist die kanadische Encana, 45 Mrd. CAD (Schöner Chart!)
Bin gespannt auf Deinen Bericht. Aktie steht auf der Watchlist 
Viele Grüße
Hallo Edel Man!
Ja, hört sich wirklich interessant an. Hab mich ein wenig auf der Firmenhomepage informiert.
Bin mir aber noch nicht so ganz im klaren, wie groß der Vorteil gegenüber anderen Verfahrenstechniken ist. Husky, Statoil und Petro-Canada u.a. verwenden ja die sog. "steam assisted gravity drainage technology" (SAGD). (ansehnliche Animation von Husky http://www.huskyenergy.ca/about/downloads/Husky_SAGD.wmv )
Petrobank will ja angeblich bis zu 80% des Bitumens fördern.
Ein führender Anbieter der SAGD-Technologie ist die kanadische Encana, 45 Mrd. CAD (Schöner Chart!)
Bin gespannt auf Deinen Bericht. Aktie steht auf der Watchlist
Viele Grüße
@Edel
Bist Du noch in Petrobank investiert? Das WHITESANDS Project dürfte dieses Jahr die angepriesenen Vorzüge der THAI-Technologie zum Vorschein bringen. Die sind zwar nicht ganz billig auf den ersten Blick, aber haben auch gehöriges Wachstum vorzuweisen (von 2004 auf 2005 hat sich der Gewinn je Aktie von 0,02 auf 0,22 CAD verelffacht). Ich überlege den Einstieg.
Grüße
Zum Kostendruck noch folgender Artikel:
Oil-sands pioneer faces cost squeeze
Profit margins pinched despite high oil price, CEO says
Company exploring ways to reduce energy requirements
Apr. 27, 2006. 01:00 AM
CALGARY—Suncor Energy Inc. faces an "uphill battle" to curb costs that are squeezing its profit margins despite the record high price for crude oil, the company's chief executive told shareholders yesterday.
Suncor CEO Rick George said at the annual shareholders meeting that Suncor is pursuing several initiatives to improve its productivity and lower costs through technological innovation, supplier partnerships and workforce development.
"But significant challenges remain. And despite our best efforts, we are facing an uphill battle to curb costs," George said.
"Inflationary pressures on the costs of goods and services and issues around labour supply loom large," he said.
While Suncor's 2005 profit exceeded $1 billion due to the current high price of crude oil, George said, the company recognizes the cost of producing a barrel of crude from the Alberta oil sands is much higher than from conventional sources.
Using its current technology, it takes about the equivalent of one barrel of oil to produce eight barrels of oil-sands crude — compared with negligible amounts of energy to get the same amount of light, sweet crude from conventional wells.
Suncor is investigating several ways to reduce its own energy requirements, including new technologies, but also seeks to reduce inflationary pressures by improving its operating efficiency, George said.
"It's kind of one of those races that never ends, because the need to increase our productivity is, in my mind, an offset to these inflationary pressures that we're feeling," George said.
Suncor, which was a pioneer in the oil-sands business, currently uses in-situ and mining technologies to extract crude from the oil sands.
"We're the only company using both technologies, and we see this as a significant advantage," George said.
Suncor is investigating new mining technology, such as mobile mining systems that take crushers, conveyors and hydro-transport to the mine face in order to improve efficiency and contain costs, he said.
The company also is looking at ways of reducing natural gas consumption at its in-situ — meaning "in place" — operations, which use steam to heat the gooey bitumen so it can be pumped to the surface for processing, by injecting solvents into the ore and installing downhole pumps to allow the bitumen to flow at lower temperatures, he added.
The company has also applied for permission to build Canada's first stand-alone petroleum coke gassifier along with a third upgrader that Suncor needs in order to get its oil-sands production to 500,000 barrels per day, George said.
"If the plans go ahead, and it's still subject to final board approval, this technology could reduce our dependence on natural gas by using petroleum coke — an oil-sands upgrading byproduct — as a source of primary energy," George said.
Suncor is also continuing to build its conventional natural gas business.
At current rates, Suncor expects that it will need to buy more gas than it produces in the 2009 to 2010 time frame.
George said that "we will look at acquisitions but I do not expect that to be a strong part of the program."
The company is recovering from a major fire at one of its two oil-sands upgraders in early 2005 that significantly reduced production for nine months.
According to its most recent financial report, Suncor posted a 2005 annual profit of $1.25 billion, including $694 million in the fourth quarter ended Dec. 31.
Its first-quarter 2006 results will be released next week.
Suncor's shares fell $2.87, or 3 per cent, to $94.92 in Toronto yesterday.
Canadian Press
@Edel
Bist Du noch in Petrobank investiert? Das WHITESANDS Project dürfte dieses Jahr die angepriesenen Vorzüge der THAI-Technologie zum Vorschein bringen. Die sind zwar nicht ganz billig auf den ersten Blick, aber haben auch gehöriges Wachstum vorzuweisen (von 2004 auf 2005 hat sich der Gewinn je Aktie von 0,02 auf 0,22 CAD verelffacht). Ich überlege den Einstieg.
Grüße
Zum Kostendruck noch folgender Artikel:
Oil-sands pioneer faces cost squeeze
Profit margins pinched despite high oil price, CEO says
Company exploring ways to reduce energy requirements
Apr. 27, 2006. 01:00 AM
CALGARY—Suncor Energy Inc. faces an "uphill battle" to curb costs that are squeezing its profit margins despite the record high price for crude oil, the company's chief executive told shareholders yesterday.
Suncor CEO Rick George said at the annual shareholders meeting that Suncor is pursuing several initiatives to improve its productivity and lower costs through technological innovation, supplier partnerships and workforce development.
"But significant challenges remain. And despite our best efforts, we are facing an uphill battle to curb costs," George said.
"Inflationary pressures on the costs of goods and services and issues around labour supply loom large," he said.
While Suncor's 2005 profit exceeded $1 billion due to the current high price of crude oil, George said, the company recognizes the cost of producing a barrel of crude from the Alberta oil sands is much higher than from conventional sources.
Using its current technology, it takes about the equivalent of one barrel of oil to produce eight barrels of oil-sands crude — compared with negligible amounts of energy to get the same amount of light, sweet crude from conventional wells.
Suncor is investigating several ways to reduce its own energy requirements, including new technologies, but also seeks to reduce inflationary pressures by improving its operating efficiency, George said.
"It's kind of one of those races that never ends, because the need to increase our productivity is, in my mind, an offset to these inflationary pressures that we're feeling," George said.
Suncor, which was a pioneer in the oil-sands business, currently uses in-situ and mining technologies to extract crude from the oil sands.
"We're the only company using both technologies, and we see this as a significant advantage," George said.
Suncor is investigating new mining technology, such as mobile mining systems that take crushers, conveyors and hydro-transport to the mine face in order to improve efficiency and contain costs, he said.
The company also is looking at ways of reducing natural gas consumption at its in-situ — meaning "in place" — operations, which use steam to heat the gooey bitumen so it can be pumped to the surface for processing, by injecting solvents into the ore and installing downhole pumps to allow the bitumen to flow at lower temperatures, he added.
The company has also applied for permission to build Canada's first stand-alone petroleum coke gassifier along with a third upgrader that Suncor needs in order to get its oil-sands production to 500,000 barrels per day, George said.
"If the plans go ahead, and it's still subject to final board approval, this technology could reduce our dependence on natural gas by using petroleum coke — an oil-sands upgrading byproduct — as a source of primary energy," George said.
Suncor is also continuing to build its conventional natural gas business.
At current rates, Suncor expects that it will need to buy more gas than it produces in the 2009 to 2010 time frame.
George said that "we will look at acquisitions but I do not expect that to be a strong part of the program."
The company is recovering from a major fire at one of its two oil-sands upgraders in early 2005 that significantly reduced production for nine months.
According to its most recent financial report, Suncor posted a 2005 annual profit of $1.25 billion, including $694 million in the fourth quarter ended Dec. 31.
Its first-quarter 2006 results will be released next week.
Suncor's shares fell $2.87, or 3 per cent, to $94.92 in Toronto yesterday.
Canadian Press
@ Eldo & Edel
Ich setzte auch seit ein paar Monaten vermehrt auf Energie und bin ganz schön beschäftigt die richtigen Werte fürs Depotumschichten zu finden.
Wie Ihr schon beide gesagt habt, auch bei mir sind die Energiewerte noch nicht kräftig gestiegen und bewegen sich derzeit eher auf der Stelle. Ich sehe das aber eher positiv, das gibt mir (uns) mehr Zeit um die richtigen Werte zu finden.
Diese Werte sind bis jetzt bei der Umschichtung ins Depot gewandert:
ARSENAL ENERGY (AEI.TO)
CANWEST PETROLEUM (CWPC.OB)
INTERNATIONAL FRONTIER RESOURCES (IFR.V)
NYMEX Natural Gas Henry Hub MINI Long (WKN ABN36D)
PETROBANK ENERGY AND RESOURCES (PBG.TO)
RICHARDS OIL & GAS (RIX.V)
Durch die Umschichtung versuche ich auch mein Depot von den stürmischen Aufstiegsmonaten der PM Aktien in etwas ruhigere Fahrwasser zu führen. Allerdings bin ich noch lang nicht fertig, sitze derzeit noch auf ca. 25% Cash. 40 Werte sind im Depot.
Grüße
@ Eldo & Edel
Ich setzte auch seit ein paar Monaten vermehrt auf Energie und bin ganz schön beschäftigt die richtigen Werte fürs Depotumschichten zu finden.
Wie Ihr schon beide gesagt habt, auch bei mir sind die Energiewerte noch nicht kräftig gestiegen und bewegen sich derzeit eher auf der Stelle. Ich sehe das aber eher positiv, das gibt mir (uns) mehr Zeit um die richtigen Werte zu finden.
Diese Werte sind bis jetzt bei der Umschichtung ins Depot gewandert:
ARSENAL ENERGY (AEI.TO)
CANWEST PETROLEUM (CWPC.OB)
INTERNATIONAL FRONTIER RESOURCES (IFR.V)
NYMEX Natural Gas Henry Hub MINI Long (WKN ABN36D)
PETROBANK ENERGY AND RESOURCES (PBG.TO)
RICHARDS OIL & GAS (RIX.V)
Durch die Umschichtung versuche ich auch mein Depot von den stürmischen Aufstiegsmonaten der PM Aktien in etwas ruhigere Fahrwasser zu führen. Allerdings bin ich noch lang nicht fertig, sitze derzeit noch auf ca. 25% Cash. 40 Werte sind im Depot.
Grüße
Petrobank bringt ihre kolumbianische Tochter Petrominerales Ltd. an die Börse. Das mögen Investoren! Hab ich letztens ähnlich bei meinen argentinischen Cresud-Rindern (CRESY) schon erlebt.
Grüße
Petrobank Announces Petrominerales Initial Public Offering
00:25 EDT Monday, May 08, 2006
CALGARY, ALBERTA--(CCNMatthews - May 8, 2006) -
NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
Petrobank Energy and Resources Ltd. ("Petrobank") (TSX: PBG) announced today that its wholly-owned subsidiary, Petrominerales Ltd. ("Petrominerales"), filed a preliminary prospectus in connection with a public offering of its common shares (the "Offering") in each of the provinces of Canada other than Quebec. The Offering will consist of a combination of an initial public offering of common shares by Petrominerales from treasury and a secondary offering of Petrominerales shares indirectly held by Petrobank. Haywood Securities Inc. and TD Securities Inc. are acting as lead agents and joint bookrunners in a syndicate of agents that also includes Fraser MacKenzie Limited in connection with the Offering. DnB NOR Bank ASA will also assist in marketing a portion of the Offering in Norway and elsewhere in Europe.
The exact number of common shares to be issued and the price per common share will be set at a later date, following marketing of the Offering, with closing anticipated on or around June 16, 2006. Of the net proceeds to be received by Petrominerales from the treasury portion of the Offering, Petrominerales expects to use US$31.5 million for development drilling and recompletions on current producing properties, US$25 million for drilling on exploration properties, US$7 million for repayment of debt to Petrobank, and the remainder for general and administrative expenses including working capital. Petrominerales will not receive any proceeds from the common shares sold by Petrobank.
Petrominerales Ltd.
Petrominerales is engaged in the exploration for, and the acquisition, development and production of, oil resources in Colombia. Petrominerales produces oil through two Incremental Production Contracts where the Company has increased production from 1,356 barrels of oil per day in the first quarter of 2006 to an average of 2,827 barrels of oil per day in April 2006.
Petrominerales has also capitalized on the introduction of attractive new fiscal terms for exploration lands in Colombia by signing contracts for five exploration blocks and five Technical Evaluation Areas ("TEAs") covering a total of 2.5 million acres in the Llanos and Putumayo Basins.
Petrominerales considers three of the TEAs to be prospective for heavy oil. These areas could also provide opportunities for the application of Petrobank's patented in-situ heavy oil recovery technology, THAI(TM) (described below). Petrominerales has negotiated agreements with Archon Technologies International Ltd., a subsidiary of Petrobank, pursuant to which Petrominerales has access to the THAI(TM) technology, subject to a licensing fee equal to 10 percent of gross production.
Petrobank bringt ihre kolumbianische Tochter Petrominerales Ltd. an die Börse. Das mögen Investoren! Hab ich letztens ähnlich bei meinen argentinischen Cresud-Rindern (CRESY) schon erlebt.
Grüße
Petrobank Announces Petrominerales Initial Public Offering
00:25 EDT Monday, May 08, 2006
CALGARY, ALBERTA--(CCNMatthews - May 8, 2006) -
NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
Petrobank Energy and Resources Ltd. ("Petrobank") (TSX: PBG) announced today that its wholly-owned subsidiary, Petrominerales Ltd. ("Petrominerales"), filed a preliminary prospectus in connection with a public offering of its common shares (the "Offering") in each of the provinces of Canada other than Quebec. The Offering will consist of a combination of an initial public offering of common shares by Petrominerales from treasury and a secondary offering of Petrominerales shares indirectly held by Petrobank. Haywood Securities Inc. and TD Securities Inc. are acting as lead agents and joint bookrunners in a syndicate of agents that also includes Fraser MacKenzie Limited in connection with the Offering. DnB NOR Bank ASA will also assist in marketing a portion of the Offering in Norway and elsewhere in Europe.
The exact number of common shares to be issued and the price per common share will be set at a later date, following marketing of the Offering, with closing anticipated on or around June 16, 2006. Of the net proceeds to be received by Petrominerales from the treasury portion of the Offering, Petrominerales expects to use US$31.5 million for development drilling and recompletions on current producing properties, US$25 million for drilling on exploration properties, US$7 million for repayment of debt to Petrobank, and the remainder for general and administrative expenses including working capital. Petrominerales will not receive any proceeds from the common shares sold by Petrobank.
Petrominerales Ltd.
Petrominerales is engaged in the exploration for, and the acquisition, development and production of, oil resources in Colombia. Petrominerales produces oil through two Incremental Production Contracts where the Company has increased production from 1,356 barrels of oil per day in the first quarter of 2006 to an average of 2,827 barrels of oil per day in April 2006.
Petrominerales has also capitalized on the introduction of attractive new fiscal terms for exploration lands in Colombia by signing contracts for five exploration blocks and five Technical Evaluation Areas ("TEAs") covering a total of 2.5 million acres in the Llanos and Putumayo Basins.
Petrominerales considers three of the TEAs to be prospective for heavy oil. These areas could also provide opportunities for the application of Petrobank's patented in-situ heavy oil recovery technology, THAI(TM) (described below). Petrominerales has negotiated agreements with Archon Technologies International Ltd., a subsidiary of Petrobank, pursuant to which Petrominerales has access to the THAI(TM) technology, subject to a licensing fee equal to 10 percent of gross production.
Und zwar einen Teil seiner Kolumbien-Investments.
Vielleicht hilfts dem zuletzt gebeutelten Kurs.
Aber da steht PBG nicht alleine da. 
http://www.resourceinvestor.com/pebble.asp?relid=20619
Grüsse
Und zwar einen Teil seiner Kolumbien-Investments.
Vielleicht hilfts dem zuletzt gebeutelten Kurs.
Aber da steht PBG nicht alleine da.
http://www.resourceinvestor.com/pebble.asp?relid=20619
Grüsse
@Edel
IPO von Petrominerales Ltd. (PMG.TO) ist gestern gut über die Bühne gegangen. Ausgabepreis war 3,75 CAD$, Schlusskurs Toronto 4 CAD$.
Petrobank besitz nun noch 80,7% an PMG, macht ungefähr 77 Mio. Aktien. Dem Kurs hilfts wie vermutet.
Grüße
http://biz.yahoo.com/ccn/060629/200606290335752001.html?.v=1
