Ölsand - Aktien , Ölsand

Edel du hattest da einen Vorsprung da ich erst ca. vor drei Monaten in Oil/Gas, Solar, Uran,Diverses eingestiegen bin als der Oilpreis bei ca. 61 Dollar war.
Es waren die Gewinne der PM aktien die da reingingen.

Ich habe kraeftig gestreut mit 60 Titel in Gas und Oil/Sand die ich bestimmt weiter halte in der Hoffnung sie bezahlen zumindest die Zinsen fuer die Investmentkredite bei den PM Aktien mit noch 20% Belehnung.
Ich hatte mal 45%, mensch meier das waren zitter- zeiten.
Ich habe jetzt einen Tsunamipuffer von 40% Crash um im Rennern zu bleiben den ich halte da ich den Druck/Stress nicht mehr brauche.
Ich bin in wenigen Tagen 50 :(.. da will man es ruhiger.

In 11 Jahren den Depotwert verzwoelfacht und dabei gratis gelebt.
Damit bin ich sehr zufrieden.

12.5% meines Kapital ist nun in den Bereich Oil/Gas, sozusagen 1/4 von den was bei PM aktien ist oder 65% von physischen Gold.
Irgendwie steckt noch der Depotwert bei Oil/Gas bei 2% plus fest seit Wochen.

Weit hinter dem PM Aktien Depotwert der sich bessser entwickelt hat, zu frueh umgeschichtet.

Falls aber eine kraeftige Korrektur bei den PM kommen sollte dann kann ich wieder umschichten mit dem geparkten Geld bei Oil/Gas etc.

Uranium Depot (8.5%) mit 30 Titel laeuft gut mit bei 14%

Solar Depotwert (4.4%) mit 30 Titel ist plus minus null, da ruehrt sich auch nichts.

Diverses (5.8%) mit 32 Titel liegt bei plus 14%.

144 selected PM Aktien (+65% Gewinn) mit Seniors halte ich weiter, die waren mal 238 verschiedene.

Stecke immer noch mit ca. 50% in PM Aktien die ich halte werde bis zum Umfallen.

19% in physischen Gold mit Schnitt 445 USD beruhigen mich sehr.

Neu am Radar bei Oil/ Gas ist SOR.V CMT.TO PWF.TO

Mal schaun wie die alle stehen bei 85 Dollar fuer Oil.

Ich habe mal die Frage gestellt wie ihr geschichtet habt aber bekomme keine Antwort.

Gruss

Eldo

Thanx Edel

Manche wie Apollo, Sterling, etc. arbeiten eben viel spaeter, manchmal lohnt sich das warten.

Ciao

XEX

@ 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

Danke Bobelle, die IFR und RIX kommt sofort auf den Radar.

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.

hu May 11, 8:00 AM ET

(PRWEB) - Toronto (PRWEB) May 11, 2006 -- Action in the Alberta oil sands arena is heating up. Monday, one of the largest players in the Alberta oil sands market, Shell Canada Ltd. (TSX: SHC - news), announced a C$2.4 billion all-cash offer to buy out BlackRock Ventures, Inc. (TSX: BVI - news) in a move to become the dominant player in what some see as the next boom in Canada.

BlackRock, a junior oil sands company, adds 14,000 bpd to Shell Canada's production and was offered a 27 percent premium to Friday's closing price on the Toronto Stock Exchange.

Clive Mather, Shell Canada's chief executive, called BlackRock a "prime target" for his company, pointing out that BlackRock's assets adjoin Shell Canada's.

Shell Canada is offering the highest price yet for oil sands production, agreeing to pay more than $171,000 per barrel of daily production and more than $11 per barrel of estimated reserves. Setting a new valuation set in the oil sands game.

Tuesday, Syncrude (TSX: COS-UN) announced the development of its Phase 3 plan at a cost of C$8.4 billion that will increase Alberta oil sands joint venture's production capacity to average 350,000 barrels a day or 124,000 barrels a day net to the trust.

The expansion is the largest in the Syncrude's history and will make Syncrude the biggest producer in the Alberta oil sands.

The Syncrude Project is a joint venture operated by Syncrude Canada Ltd. and owned by Canadian Oil Sands Limited, ConocoPhillips Oilsands Partnership II, Imperial Oil Resources, Mocal Energy Limited, Murphy Oil Company Ltd., Nexen Oil Sands Partnership, and Petro-Canada Oil and Gas.

Syncrude's operation is located north of Fort McMurray, Alberta and borders junior oil sands company Patch International, Inc. (OTCBB: PTCH - news), which just bought 3 additional claims there and added one of Alberta's hottest M&A players from the oil patch to its operating subsidiary's board of directors.

Early last week, Michael Vandale became a director of Patch Energy Inc., a wholly-owned subsidiary of Patch International Inc. Vandale haled from Arsenal Energy, Inc., a Toronto Stock Exchange listed company, where he served as president and built the company up through a series of acquisitions from 50 bpd to nearly 3,000 when he left his post last month to join Patch's board.

In February, French oil giant Total, began operating a steam injection plant outside Fort McMurray and hopes to begin producing oil in May.

Canada now ranks No. 3 in the world in oil production, thanks to the huge deposits of oil sands that covers an area the size of Florida. Without its oil sands production, Canada would only be ranked No. 22.

What makes it all possible in the boom for oil there is a combination of new technologies, which makes it feasible to extract oil from the sands and skyrocketing prices. Led by Total, nearly every major Western oil company is gearing up to go after the deposits here. In all, they plan to spend more than $70 billion in the next decade unlocking the oil from the sand. Chief

Big Oil is turning its attention and pouring money into extra-heavy crude, such as the giant deposits near Fort McMurray. What the world is running out of is light sweet crude, which is more easily processed into gasoline and diesel fuel.

Canada's Alberta oil sands contain at least 174 billion barrels of recoverable heavy oil, according to the Alberta Energy and Utilities Board. The reserves could supply the world's oil production demand for over five years.

By comparison, Saudi Arabia has about 260 billion barrels of more traditional crude or 8 ½ years' global supply, according to the Energy Information Administration.

Note to editors: This is a Source Press Canada (SP) News Feature story and is being made available copyright-free to newspapers and Web publishers to display in full. All we ask is that you attribute it to the publisher (SP) and if displaying on a Web site, please include a link to our site: http://www.sourcepress.com.

Zur Zeit gibt es genuegend Specials bei Oil/Gas Aktien.

@Eldo

schau mal in den Rohöl-Thread!

Grüße

ALLIANCES IN GLOBAL ENERGY WAR

http://www.321gold.com/editorials/willie/willie051706.html

Key nations are entering a dangerous new stage of worldwide energy war, with numerous fronts in conflict. Government leader behavior has begun to resemble underworld syndicates in their methods, tactics, even revealed strategies. Geopolitical forces and actions urge perceptions of the energy market to be the same as a global energy war, with governments alongside warlords controlling key regions, with military bases guarding important energy production zones (forts), with military bases constructed as toeholds in untapped energy deposit zones (new fronts), with product & pipelines used as weapons (reinforcement supply lines), with nuclear threats perceived and delivered, with counter offensives triggered in response, with high profile abductions and executions, with special operations and even mercenaries (behind enemy lines), with urgent calls for conscripted contract workers (draft), with new alliances forming against the United States axis.

The first action was the attack, occupation, and annexation of Iraq, an event which launched the global energy war. The second action was by Russian President Putin in securing by force Yukos for oil, Gazprom for natural gas, as weapons, then using them against Ukraine, Europe, and England. The nationalization of natural gas fields in Bolivia, and similar anti-investment actions in Ecuador and Venezuela emphatically confirm my viewpoint in military terms for this war. Bolivia is the largest natgas supplier in South America. Venezuela is the largest oil and energy product supplier in the region. The war has finally reached South America, home to vast copper and iron deposits, 25% of the known world copper supply. Will mines be next?

New oil exchanges are springing up like jonquils and daffodils, as they plan to sell oil not in the USDollar. Saddam did so with euros, its discontinued practice a prime motive for the Iraqi War. Sweden in euros, Iran in euros, Russia in rubles. Each nation has its own motives. Russia wants respect and control, even dominance. Iran wants a sphere of influence outside US control. Sweden wants to avoid loss from a corrosive foundation. Both Dubai and Qatar plan new oil exchanges, but presumably in USDollar transactions. The USGovt offers security to the Saudi royals and neighboring emirs (napoleons in white robes) who hog their national wealth and keep their nation impoverished. Such is a longstanding arrangement (security treaty, contract) for reliable US suppliers.

@Edel & Eldo

Es gibt wichtige News von Doug Casey zu Canwest. Ein Forbes-Reporter bastel an einer Story über Canwest und es könnte weiter runter gehen. Ich halte.

Grüße

Casey Research Special Bulletin: Collateral Damage
May 17, 2006

CanWest is having a bad day. Here’s what we know.

Last Friday we received a call from a reporter from Forbes working on a story that, reading between the lines, seems to question whether or not the CanWest concession is, in fact, a legitimate oil sands play.

The nub of the issue, as we interpret it, has to do with one of the early investors in the company, back when it was early stage with a dream and a prayer of finding bitumen in Saskatchewan. (An entity owned by us, DCDG, LLC., was also an investor at that stage, but only with an inconsequential position -- view the company's SB-2 Registration Statement by clicking on this link: http://www.sec.gov/Archives/ed…6014740/v040271_424b3.txt).

While it is only conjecture at this point, our interpretation is that Forbes is about to do one of its famous attack pieces on this particular financier (who has nothing to do with the day to day running of CanWest, by the way) and by extension CanWest. Looking at today’s price action, we can only surmise that word of the pending article is getting around and those in know are trying to get out while the getting is good. In the same way that CWPC has risen in near meteoric fashion, it now looks set to come off substantially. Remember, the reverse side of a hockey stick is just as steep as the front.

What’s the smart move here? Run for cover, or view the sell-off as a buying opportunity?

After listening to the reporter, we believe his initial understanding of the CanWest property is a misunderstanding. Starting with the fact that the financier in question is simply just another investor in the company, and has nothing to do with its management. While many reporters write their stories in their minds before setting a word to paper, then ignore everything except confirming facts – and that well may be the case here – our sense is that this particular reporter is doing his homework. Hopefully between now and press time he’ll get the data he needs to clear up his concerns. If not, and if CWPC is painted with the same negative brush as the companies actually managed by this individual, then the fall-off in CWPC that began today could continue until after the full impact of the article is felt, which will be after it hits the stands in a week or so.

While the prudent thing to do is to pull your original investment out of the stock, and that is a perfectly reasonable thing to do, after double-checking our original work, we remain confident in the company’s new management team and the merits of its underlying assets. As a result, we’re holding on to our shares, and will look upon any continued fall out from the Forbes article to create an excellent speculative opportunity for a second bite at the apple.

Let me stress again that this is still largely in the realm of conjecture. At press time the reporter was still very much in research mode, so there is a good chance he’ll discover the CanWest story, as attention-grabbing as it has been, is completely legitimate and will leave it out of his broader story. In which case, we would expect to the stock to rebound, high and fast.

If you sell now, and some newer subscribers may even be selling at a loss, and there is no story, then you could well miss the turnaround and have to buy back in at higher prices. If he persists in putting CanWest into his story, and the stock takes a further hit as a result – possibly sending it below the $6.00 mark -- then buying more makes a lot of sense to us.

As with all investments, whether you stay, go, or buy more will be more a function of your psychology and personal financial situation than anything else. As just mentioned, we are confident enough in our work that we are holding, and will look to buy with both hands once it looks like CWPC has bottomed.

We’ll keep you posted on this drama as it unfolds.

Hallo Bobelle & Edel

Mein Oil und Gas Depot ist nun mit -7.8% im Keller und von den Aktien verkaufe ich auch nichts, ich sitze das ganze ebenfalls aus.
12% von meinen Geld liegen nun bei:

CNQ.TO SYNM UPL TLM WTO.TO TMY SU.TO ECA PCZ EN CEO ERF NBL PBG.TO EGY STO ENB.TO HSE.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 SHC.TO IE.TO GPE.V RUN.V GUL.V ATH.V GAS COP ELE HGT XTO WFT CWPC.OB LUFK AEI.TO PTR TSU.V 578.SI S99.SI SFY FRO SCU SES.TO WEL HYDL SEO.TO BHI SOR.V CMT.TO PWF.TO IFR.V RIX.V HWO-UN.TO

Hallo

Ich schaute mir gerade ein interessantes video an auf http://www.robtv.com/ der von 10.40am Freitag mit Derek Gates im Studio ueber Oilsand Play.

In a nutshell, er sagt bzw.glaubt das es im Momnet nur 13 Oilsandaktien gibt mit ein paar neuen die Potential haben dort mitzuspielen.

Die groessten Player sind:

Suncor

CNQ.

Petrobank, die super Resultate bringen und mit neuen Methoden arbeiten.

Shell Canada

Er sagte das Momentan ca.50% Oilsand benutzt wird und im Jahr 2015 schon min.75% aus der Branche kommt.

Er rechnet mit 800-900% Gewinnspanne 8o... bis 2015

Na dann bin ich froh das ich im Oilsand stecke.

Gnight

XEX

Forbes-Artikel ist erschienen, ist aber eher schwach ausgefallen. Casey-Kommentar anbei.

Grüße

Comments: As a follow-up to our previous alert on CanWest, we wanted to let you know that the Forbes article we anticipated has been released.

Basically, the piece took issue with some of the people involved in CanWest during its early days. The author failed to mention, however, that those people have since been thanked and excused from the company.

Other than that, the attack amounted to little more than Forbes’ usual anti-resource shtick. To wit, the author wonders, how can a company that doesn’t produce anything command a market cap of several hundred million dollars? A weak argument at best. As speculators, we look to get in early on things that have huge potential and ride those companies to large gains, usually selling or having our positions taken out in a merger long before any thought of actual production comes into the picture.

Overall, the piece was much less damaging than it could have been. The market appears to be shrugging off the development, and the share price has held up nicely. With this now behind us, we're toggling CanWest back to a buy. Onward and upward.