Ölsand - Aktien , Ölsand

Doug Casey hat schon oft ein gutes Näßchen bewiesen. Ich weiß, daß er im Moment im Energiebereich Ölsand- und Öl/Gas-Aktien favorisiert.
Ein Geheimnis bei seinem Ölsandartikel, kann ich allerdings lüften

Bei der beschriebenen Ölsandaktie handelt es sich um die CanWest Petroleum Corporation (CWPC, http://www.canwestpetroleum.com/s/Home.asp).
Sollte man sich ansehen!

Grüße

@Edel

Ich weiß nicht obs Doug Caseys war, aber Schubkraft hat CanWest bekommen!
Nachdem Du Dein ok zu Doug gegeben hast ;), bin ich seit dem 12.04. zu 6,60$ dabei.

Grüße

Monday April 17, 8:19 am ET

CALGARY, April 17 /CNW/ - Mr. John C.S. Lau, President & Chief Executive Officer of Husky Energy Inc., announced today that Husky has acquired 23,680 acres of oil sands leases adjacent to its Saleski property. The land was purchased at the April 5, 2006 land sale for approximately $10 million and will add approximately 2.7 billion barrels of bitumen in place to its existing holdings.

Husky, which holds a 100 percent interest in the Saleski leases, completed a four well evaluation program this winter. The results of the Saleski program will provide additional core samples for geological evaluations and will form the basis for enhanced recovery pilots in the coming years.

"This acquisition further increases Husky's oil sands position and will allow the company to become a dominant oil sands player," said Mr. Lau. "The acquisition consolidates Husky's total leases in Saleski to 178,560 acres and increases the potential resources in Saleski to approximately 19.5 billion barrels of original bitumen in place."

The potential resources in the Saleski lease is located in the Grosmont carbonate formation and has on average 250 metres of overburden over the lease. Although there are no active commercial projects producing bitumen from carbonates in Alberta, several pilot projects produced bitumen from the Husky leases in the 1970's and 1980's. The Buffalo Creek steam stimulation pilot was among the most encouraging of these pilots and is immediately adjacent to the recently purchased leases.

Husky Energy is a Canadian based, integrated energy and energy-related company headquartered in Calgary, Alberta. Husky Energy is publicly traded on the Toronto Stock Exchange under the symbol HSE.

http://biz.yahoo.com/cnw/06041…_energy_acq_oil.html?.v=1

@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

http://www.thestar.com/NASApp/…50072197&col=969048863851

Friday, April 28, 2006

A mistake many investors make when using technical analysis is not to use monthly and weekly time frames on an instrument. More importantly, they don't have the right maps to correctly find, review and decide if a stock has the characteristics of a "Super Performance" stock. Lets take a look at how we identify good momentum stocks and use one of our top ideas in the energy arena, specifically the Oil Sands sector. Canwest Petroleum ($7.31)

Den Rest der Analyse gibts unter:

http://www.freemarketnews.com/…4-28.asp?wid=227&nid=4680

Grüße

@Edel

Ja bin noch voll investiert und sehe es auch als eher langfristige Investition. Doug ist immer noch absolut überzeugt. Hier seine letzte Aktualisierung 04/06 zu Canwest:

BUY— We recently had an informative sit-down with Chris Hopkins, president of Oilsands Quest, the private company of which CanWest owns 63%. Chris is directly responsible for the exploration of CanWest’s oil sands land. After spending additional time with him, we’re more convinced than ever that he’s the right person for the job.
For one, Chris considers his task to be much more than just finding oil. He’s taken the initiative to tackle both the environmental details of the Firebag East project as well as stakeholder relations. As evidence, Chris showed us a custom environmental mapping technique he’s come up with to identify and avoid sensitive plant and animal life while drilling, clearing roadways, etc. at Firebag. He also showed us articles from local newspapers reporting how pleased native groups in the area are with the level of consultation from Oilsands Quest. Neither of these are standard operating procedure for energy juniors… but both will go a long way toward making the work at Firebag run smoothly.
Of course, the Oilsands Quest team still spends much of its time on its primary business: finding oil. That task is also going well—19 of the first 24 drill holes at Firebag East have hit bitumen. We’re still waiting for information on grade, but if the majority of these drills come in as rich as the first few reported, the company could already be sitting on a significant resource.
We’re not the only ones who think so. Independent consultants recently deemed Firebag East a “discovered resource.” Basically, the evaluators are saying that, yes, oil sands are present in Saskatchewan (a proposition that up until now has been debated). This doesn’t, of course, put any numbers on how much oil is present — nor suggest that it can be produced economically — but it is the first step toward answering those questions.
Oilsands Quest will now digest the data from the first drilling at Firebag. We’ll see over the coming weeks whether the initial work is enough to prove a resource. If not, we expect more drilling here after break-up to help delineate things.
The next task will be to assess what other areas of the company’s leases might contain oil sands. We can’t emphasize enough how massive this land package is. After seeing it on a map, it’s clear that Oilsands Quest’s ground is roughly the size of the entire Alberta oil sands. In short, there’s still an enormous amount of room to grow.
The company plans to drill holes progressively further to the north and south of Firebag until they’ve perforated nearly the entire length of the property. There’s no reason to suspect that this won’t uncover a number of new oil sands deposits. If so, the potential of this project starts to look absolutely staggering.
Although we’re already near a double from our US$4.10 recommendation (in fact, the stock briefly went as high as $8.30), we’d hold onto this one. It’s still very early in the game, and we believe there is still much good news to come. If and when it does, the current share price could look extremely cheap.

Grüße

P.S.: Petrobank wird wohl ins Depot wandern.

@Edel

Das ist gut zu wissen, daß du dabei bist. Eldo hat sie auch ins Depot genommen, wie ich eben im Kanada-Junior-Thread gesehen habe.
Werd Dich auf dem laufenden halten, falls Doug nochmal was zum Besten gibt.
Hab grad gesehen: Bin jetzt auch bei Petrobank dabei.

Grüße

Hi Bobelle und Edel Man

Hier ist mein Oil und Gasplay, wir haben viel gemeinsam
Bis jetzt nur +3% im Schnitt mit dem Haufen siehe unten.
Was solls ist ja ein Longterm Investment.

CNQ.TO = (15% vom Oil Depot )..der rest ist fast der selbe einzelne Einsatz, ab CHK wirds dann wieder die haelfte :

CNQ.TO ...SYNM UPL TLM WTO.TO TMY SU.TO ECA PCZ EN CEO ERF NBL PBG.TO EGY STO ENB.TO NOV RIG VLO LNG DVN NXY OGZD.IL COS-UN.TO PWT-UN.TO GZM-UN.TO BTE-UN.TO EON PGH IMO PPP UTS.TO

CHK TREN.OB CHAR.OB SHC.TO GPE.V RUN.V GUL.V ATH.V GAS XTO WFT CWPC.OB LUFK AEI.TO PTR 578.SI S99.SI SFY FRO SES.TO HYDL SEO.TO BHI SCU

Die Nieten im Depot sind soweit GUL.V ATH.V TREN.OB PPP
Gottseidank nur 4 dabei bis jetzt, mal schaun ob die sich erholen.

Danke nochmal fuer Eure Infos und Tipps.

Gruss

Eldo

Die Results von CNQ sind erfreulich.

A bargain for 64.20 CAD. ?

http://www.cnrl.com/client/wha…472/478/0504q1results.pdf

Edelman

Sicher, die short term investors sind frustriert.
Eine Bodenbildung bei CNQ.TO IMO
Fuer mich schon der Boden bei den Preis von 64.20 CAD.
Ich kann mich auch irren.
Bei WTO bin ich auf Gleichstand, die halte ich ebenso weiter.
Oder glaubst du etwa die Oilsand Story ist vorbei.
Die faengt doch erst an , da ruehrt sich was in dem Bereich wenn du mich fragst.
Da braucht man noch ein wenig Geduld bei Tarsand.

Watch the interview, the 11% cut on drilling for gas is not bad as the market thinks.
Well, the managment is posessed with cost control, still 70 CAD is the target price for CNQ this year.

3:15 PM ET

The Trading Desk with Pat Bolland
CNQ Cuts Drilling
Robert Mark, oil and gas analyst, MacDougall, MacDougall & MacTier

http://www.robtv.com/shows/past_archive.tv?day=thur

Cheers

XEX