Ölsand - Aktien , Ölsand

Gmorning Edel

So-So, hast einige verkauft/abgebaut

Ich hinke so ca.15 % hinterher mit den ganzen Oilsand im Depot , das rein und raus kostet schon fast 5%.

Klar die Kosten fuer die Foerderung steigt,der Kursverfall vom Oilpreis ist kurzfristig. Oilsand wird trotzdem rentabel bleiben da ich erwarte das der Oilpreis wie alles andere steigen wird und die Oilfelder im nahen Osten weniger foerdern werden.
Die Amerikaner brauchen eben den Oilsand von Kanada um unabhaengiger zu werden vom nahen Osten.
Das hin und her kostet halt Geld, ich lasse die einfach laufen und bleibe ruhig.

CNQ sollte in den naechsten drei Monaten mit neuen Nachrichten kommen und den Investoren beweisen das sie das richtige machen was ihre Buchfuehrung und Management angeht habe ich gehoert.
Ob sie es schaffen weiss ich nicht, diese Aktie hat am meisten gelitten.

Das auf kurz oder lang im nahen Osten die Kacke am dampfen ist sollte jeden bewusst sein,darum habe ich diese Oilsand Aktien.

So wie bei alternativen Energy Aktien heisst es hier warten,ein Geduldspiel ist das alles.

Ich glaube ich vererbe diese Aktien meinen Kindern.

Servus Edel

XEX

321 Editorial Watson:

Let me use an example from the Peak Oil debate. The Athabasca tar sands in Alberta have been estimated at 175 billion barrels of proven reserves. That is second only to mighty Saudi Arabia.

However, Saudi Arabia is producing at 9 million barrels per day and companies in Alberta are only at 1 million barrels per day with a projection to 2 million barrels by 2010.

Why the painfully slow progress in accessing 175 billion barrels?

It is simply because it is harder to get at and harder to refine.
Even with improving technology, they can only go so fast. The same goes for gold in exotic locations, the reserves may look good and the technology may be there, but the technology is only bringing these reserves up at profitable levels, not traditional production levels. The bottom line for any company is profit levels first and production levels second.

Let me point out that I am not decrying technology. Without it, we would not have seen the rise in production levels we have seen in the last century. .

Production from Canada's oil sands is growing at a rapid clip. The development has already moved Canada into second place in world oil reserves, and it should be in the top five in world oil production within 10 years.

Hier was anderes:

Canadian Crude Oil Production Drops, While Profits Soar
By James Stevenson
11 Sep 2006 at 12:01 PM EDT

CALGARY (CP) -- Canada's oil production dropped in 2005 for the first in six years as conventional supplies wane, but that should change as oilsands operations continue their rapid ramp-up.

According to a Statistics Canada report released Monday, companies pumped out 858 million barrels of crude last year, down 2.3% from the year before.

About two-thirds of Canada's crude in 2005 came from Alberta, with oilsands accounting for 42% of the province's total production.

Saskatchewan was a distant second, contributing 17.8% of total crude production, while Newfoundland and Labrador's offshore oil rigs accounted for 13%.

As such, StatsCan says the outlook for Canada's oil production is particularly strong, with estimated Canadian energy reserves at more than 28 billion cubic metres - second only to Saudi Arabia's reserves.

Last year, Canada supplied almost 10% of America's crude-oil needs with 99% of oil exports heading south of the border. Canadian oil is expected to continue to push further into U.S. markets in the future, reaching refineries in California and the Gulf Coast.

Despite large oil production in Alberta, Canadian refineries still relied on foreign oil imports to supply 55% of its refining needs - particularly to feed refineries in Ontario, Quebec and the Atlantic provinces.

And while the proportion of imports has been declining since the start of the decade, crude imports rose 7% last year alone.

http://www.resourceinvestor.com/pebble.asp?relid=23635

Das Whitesands Projekt läuft gut an - die vermuteten Reserven werden nach oben Korrigiert. Ein Kauf zu den Preisen????

C$ 11,70

Petrobank News

Hi Edel,

OK, meine Frage war wohl ein wenig "von Emotionen" beeinflusst

Bodenbildung abwarten sehe ich auch so - wenn ich mir die Chart so ansehe, würde ich denken, dass eine Bodenbildung so um die C$8 - C$9 passieren könnte.

Was denkste?

p.s. wie kann ich hier so ein chart einstellen?

Die Nutzung von Kernidee scheint keine neue Idee zu sein.

Habe von einem befreundeten Petrogelogen mal von einer Idee gehört, die mit dem wesentlichen Teil ausrangierter Soviet Atom U-Boote Energie erzeugen wollten um schwer bewegbares Öl aus der Nordsee zu fördern.... Angeblich haben die echt mehr als nur Phantasiert.....

Energie ist ja bei Ölsand der entscheidene Faktor - oftmals muss man fast so viel Energie rein tun, wie man raus kriegt. Und da kommt wieder die THAI Technologie von PBK ins Spiel, da die eigentlich "nur" die Energie brauchen, um Luft (sprich O²) in die Reservoirs zu pumpen. Die Finding Costs (was kostet es mich 1 Barrel Öl aus der Erde/Sand zu holen?) für Ölsand liegen aktuell bei ca. $35 / Barrel. Bei Öl $60+ lohnt es sich wohl immer noch aber die Energiekosten werden ja stetig steigen.

Sieht ja alles gut aus - soweit

PETROBANK ANNOUNCES THIRD QUARTER RESULTS AND
CONTINUED SUCCESS AT WHITESANDS
Calgary, Alberta – November 13, 2006 – (TSX: PBG, OSLO: PBG) Petrobank Energy and Resources Ltd.
(“Petrobank” or the “Company”) is pleased to announce third quarter financial and operating results. The
Company’s third quarter 2006 interim report, including financial statements and management’s discussion
and analysis, is available on the Company’s website at http://www.petrobank.com, filed on SEDAR at
http://www.sedar.com, and filed on the Oslo Børs website at http://www.oslobors.no.
HIGHLIGHTS
The third quarter results are highlighted as follows:
• At our WHITESANDS project we began combustion operations and produced first
oil from the world’s first THAI™ well pair, initiated the Pre-Ignition Heating
Cycle (“PIHC”) on the second of three well pair and drilled five successful
exploration wells on our oil sands leases.
• The Company drilled 46 (40.5 net) conventional oil and gas wells in Canada.
• Conventional production averaged 4,939 boepd in the third quarter of 2006, a 40
percent increase over the comparative 2005 period.
• Funds flow from operations increased 67 percent to $14.8 million.
• Net income increased by 63 percent to $5.2 million.
• In July 2006, the Company closed a new $120 million credit facility and used a portion of the
proceeds to repay the remaining $50 million of 9% subordinated notes that were outstanding.

THAI™ combustion operations at WHITESANDS during the third quarter of 2006 continued to confirm
the effectiveness of the THAI™ technology in our first well pair. Two additional key operational
milestones were achieved in the third quarter with the initiation of the Pre-Ignition Heating Cycle
(“PIHC”) on the second well pair and the shipment of the first produced oil from the project.
Air injection and combustion was initiated on the first of the three project wells on July 20, 2006, and we
have been continually injecting air into the vertical well of this center well pair. During the first three
weeks of air injection, in-situ combustion ignition was confirmed as we measured various indicators of
the combustion reaction, including significantly rising temperatures in the reservoir zone, production of
combustion gases and rising horizontal well bore temperatures. This trend continued through the third
quarter with recorded reservoir temperatures reaching as high as 800 degrees Centigrade. Combustion gas
analysis consistently demonstrated a high ratio of carbon dioxide to carbon monoxide, indicating a very
high level of conversion of oxygen, hydrocarbon gases indicative of thermocracking of oil in-situ, and
free hydrogen generated from high temperature reactions, all indicators of efficient high temperature
combustion. These data also suggest that we are upgrading the oil in-situ. We are very early in the process
of building out the combustion front in the first THAI™ well pair and estimate that only approximately
7,000 m3 of the reservoir has been affected by combustion at the toe of the horizontal well, which is less
than one percent to total reservoir volume expected to be affected by combustion over the life of each
THAI™ well pair.
Since initiating THAI™ production operations, the gross production capability from the first horizontal
well has consistently exceeded 1,000 barrels of fluid per day with the potential production capability
double our initial forecast rate. High productive capacity has meant that we have had to manage
operations to match well flow with current plant capability. The composition of produced fluids
continues to be variable, consisting of a combination of condensed steam from the Pre-Ignition Heating
Cycle (“PIHC”), reservoir water, bitumen, and sand. Bitumen production rates, while variable, increased
over the quarter. During October we saw a significant rise in bitumen production and we produced
approximately 4,000 barrels of bitumen. This production was not rateable on a daily basis since the plant
facilities were not on stream for the entire period. However, during this period, when producing at high
gross fluid rates, we experienced an average 30 percent bitumen cut. While facility bottlenecks and well
and plant maintenance operations during the quarter reduced the ability to produce continuously and at
the higher rates, air injection operations were not curtailed and have increased over the quarter, indicating
an expanding area of combustion.
Surface facilities have been able to handle a wide range of fluid rates and temperatures, however we have
experienced facilities downtime and reduced production due to equipment commissioning issues,
adjustments to manage higher than design well production capability, and sand production. These
facilities issues necessitate ongoing operational adjustments and sand clean-out procedures in the surface
facilities and the horizontal well. As reported previously, the produced sand is very fine-grained,
indicating that a sand-bridging structure within the reservoir has yet to be fully established. This is most
likely a result of our transition from the earlier steam injection operations to combustion operations, and
may have been impacted by earlier horizontal well procedures at the beginning of the THAI™ production
phase. While we expect the produced sand to be minimized as the combustion front expands and a
consistent rateable flow regime is established, we are also enhancing our sand handling capability to
minimize plant down time. These facilities modifications are underway and are expected to be in place by
the end of November.

.....delete.....

@ Edel,
Du übernimmst doch sonst nicht so schnell die Verwirr-Infos der Mainstream-Presse.

Diesen Artikel muss man wie folgt "lesen":
a) Die Menge von 2500 Mrd Barrel Öl wäre (wenn sie denn wahr, bewiesen und zugänglich wäre) sensationell. Ist sie aber leider nicht. Weder bewiesen, noch einfach und umweltverträglich zugänglich.
b) Sie ist auch nicht günstig förderbar. Die $20/Barrel gelten für die im Tagebau (und unter hohem Säureeinsatz) zugänglichen und abbaubaren Mengen.
c) Saudi-Arabien hatte noch nie auch nur annähernd eine Reservenmenge von 2500 Mrd. Barrel. Die optimistischsten Schätzungen gehen von der Hälfte aus. Von dieser wiederum ist die Hälfte bereits gefördert und die restl. Mengen sind nicht mehr (wie bislang) zu 1-20$/Barrel förderbar.
d) Die Tagesproduktion in Alberta steigt bis 2015 von (heute) 0,5mbpd auf dann 3mbpd. Das ist ein lächerlicher Anstieg von nicht einmal 0,5mbpd p.a.! Das wird alleine durch den Nachfrageanstieg der Welt von derzeit etwa 1-1,5 mbpd pro Jahr locker 2-3x überkompensiert.
e) Selbst dieser sehr bescheidene Produktionsanstieg wird offenbar nur mit RIESIGEN Investitionen von 59 Mrd $ (über 3-4 Jahre) erkauft.

Fazit: Der Peak-Oil-Zeitpunkt wird durch Ölsande noch nicht einmal minimal verzögert. Und die im Artikel genannten Grenz-Förderkosten von $20/Barrel haben keinerleit Aussagekraft. Saudi-Arabien hatte seit Jahren geringere Förderkosten, was den Weltmarktpreis nicht davon abgehalten hat, auf $40-78 zu klettern.

Hier ist es ja ruhig geworden. Zum Glück nicht bei Petrobank: es gibt eine neue Unternehmenspräsentation (Achtung 12,9 MB!), die zur gestrigen "Raymond James Oil Sands of Canada Conference" erstellt wurde.

http://www.petrobank.com/webdo…orporate_presentation.pdf

Ist jemand außer mir noch investiert? Sitze zur Zeit auf steuerfreien 40% Gewinn. Dank nochmal an den Tippgeber Edel Man.

Die kürzliche problemlose Kapitalaufnahme (250 Mio. US$ in Wandelanleihen, Wandlungspreis 28,50 US$ = 31,50 CAD$) lässt noch einiges erwarten.

Neben Petrobank halte ich immer noch die Husky Energy (läuft unbeirrbar nach Norden, ein Fels im Depot) und die mittlerweile umgetaufte und nun an der Amex gelistete Oilsands Quest (ehemals Canwest Petroleum).
Hier habe ich Mitte März meinen Bestand deutlich zu 2,92 US$ erhöht (Kurs hat sich bisher nicht erfreulich entwickelt). Auch hier gabs kürzlich erfolgreiche Private Placements. Doug Casey ist immer noch überzeugt von dem Wert und ich auch. Hier sein letztes Update aus April 2007 (damaliger Kurs 3,42 US$):

BUY—BQI is wrapping up what looks like a successful winter drilling program. On March 26, management released their in-house “best estimate” of bitumen on the Axe Lake property, pegging the resource at 600 million to 750 million barrels.

We were hoping for a bigger resource jump, but the project could still be economic for in-situ extraction, even taking management’s “best estimate” at face value. Moreover, we take management’s “best case” estimate of 1.25 billion to 1.50 billion barrels as more than just happy talk, since their estimates usually have been on the conservative side—often below numbers from third parties.

Recent drilling yielded an encouraging fact. There are no “thief” water zones above or below the Axe Lake deposit. Such water pools reduce the efficiency of in-situ recovery by absorbing the steam that’s injected into the ground to extract bitumen. BQI has no such issues at Axe Lake, which bodes well for the economics of development there.

In March, the company picked up three townships worth of oil sands permits in Alberta, areas that may host extensions of BQI’s Axe Lake resource. This opens the way for the company to expand its deposit. Further upside comes from targets discovered by preliminary drilling to the north and south of Axe Lake.

Strategy: Given all this, we still believe BQI’s land may host a major oil sands deposit. The next big event for the stock will be the release of the third-party resource estimate, expected in fall 2007. In the meantime, we’d be buyers on any dips below US$3.00.

Grüße

Zitat

Ist jemand außer mir noch investiert? Sitze zur Zeit auf steuerfreien 40% Gewinn. Dank nochmal an den Tippgeber Edel Man.

In Sachen Ölsand bin ich nur noch bei Suncor drin, das aber auch steuerfrei mit a bisserl weniger +