Beiträge von bobelle21

  • Der Rohöl Thread

    Expansion der Safeguard-Abteilung kommt voran (Beratung von Ölgesellschaften, Ausbildung von Werksfeuerwehren und Risk-Management):


    Boots & Coots International Well Control, Inc. (Amex: WEL - News), the premier pressure control company for the oil and gas industry, announced today that it significantly expanded one of its two five-year SafeGuard contracts in Algeria with the signing of a new amendment worth $12.3 million in additional revenues. This raises the scope of services under contract in Algeria to $35.2 million. Services performed under these contracts include risk management and analyses as well as a comprehensive range of engineering services.


    http://biz.yahoo.com/prnews/060724/dam017.html?.v=58


    Die Zahlen vom 2. Quartal kommen am 8. August nach Börsenschluss und dürften sehr interessant werden. HWC wird diesmal voll enthalten sein.


    Grüße

  • When the sun comes shining....Solarwerte

    Nanosolar Secures $100,000,000 in Funding


    Substantial Cleantech Equity Financing for Breakthrough Solar Cell Technology; Cementing Leadership Position Towards Delivering Grid-Parity Peak Power


    PALO ALTO, California - June 21, 2006 - Nanosolar Inc., a global leader in solar power innovation, today announced that it now has $100 million in funding to take its breakthrough photovoltaic (PV) solar electricity technology into volume production.


    The company announced it has completed a Series C Preferred Stock financing in the amount of more than $75 million, which, in conjunction with government factory subsidies recently secured, brings its total cash position (including non-debt cash equivalents) to just above $100 million.


    "This will allow us to further expand our leadership position in solar power innovation," said Martin Roscheisen, CEO of Nanosolar Inc. "We are looking forward to working with our new investors and partners, who have very successful track records in clean energy, to lead the industry on a path of rapidly more cost-efficient solar electricity."


    In addition to strong participation by the company's existing investors including venture firms MDV-Mohr Davidow Ventures, Benchmark Capital, and Onpoint as well as Japanese trading leader Mitsui, new investors include:
    - SAC Capital and GLG Partners, two world-class investment funds with substantial PV industry investment experience;
    - Swiss Re, the insurance sector leader of the Dow Jones Sustainability Index;
    - Grazia Equity, the original backer of Conergy AG, the world's largest PV system integrator;
    - Christian Reitberger, the original backer of Q-Cells, the world's largest independent silicon cell PV manufacturer;
    - Capricorn Management, the investment arm of Jeff Skoll, known for its support of clean energy causes;
    - the investment arms of SAP founders Klaus Tschira and Dietmar Hopp, and
    - Beck, a leading PV power plant system integrator.


    "Nanosolar is the one company we believe has really put together all the pieces necessary to produce a distinct leap forward in the cost efficiency and production scalability of PV cells and panels; we're enthusiastically looking forward to be working with the team," said Alec Rauschenbusch, a Managing Director of Grazia Equity and a board member of Conergy AG.


    "As the world's leading and most diversified reinsurer, Swiss Re is strongly committed to sustainability and strives to leverage its expertise in this area in both risk management and investments," commented Hans Mehn, head of Direct Investments at Swiss Re. "We are attracted to the economics and scalability of Nanosolar's solar power technology as well as the fit of this investment into Swiss Re's Sustainability Portfolio."


    "Coal-fired power plants are one of the biggest drivers of global warming," added Jeff Skoll. "As we shift towards a future where the risks of global warming are recognized as both unsustainable and immoral, a company like Nanosolar can help us keep power affordable."


    Added Erik Straser, General Partner, MDV-Mohr Davidow Ventures: "This financing is not only a testament to the differentiation of Nanosolar's technology but also a reflection on the entire team and execution capability of the company."


    "We are pleased to have been able to achieve such a broad consensus among the leading investors in this industry that we have managed to develop the world's distinctly most cost-efficient, mass-manufacturable solar cell," said Martin Roscheisen. "We are excited about working with our extended team to build a company that contributes to ensuring a safe future where there will be affordable electricity without the risk from carbon emissions."


    About Nanosolar


    Nanosolar is a global leader in solar power innovation. Nanosolar's solar electricity panels deliver unparalleled cost efficiency, enabling customers to use green power without paying more. With its proprietary nanoparticle ink and fast roll-printing technology, Nanosolar owns the processes and designs to produce the world's most cost-efficient solar cells and make them available in many versatile product forms. The company's headquarters are in Palo Alto, California, with European operations based in Berlin, Germany. More information on Nanosolar is available on the Internet at http://www.nanosolar.com.


    ---------------------------


    Nanosolar to Build 430MW Solar Cell Factory


    World's Largest Solar-Cell Factory; Building a Billion-Dollar Fab for Less; Volume Production Equipment Ordered; Decision Imminent on Bay Area Facility


    PALO ALTO, California - June 21, 2006 - Nanosolar Inc., a global leader in solar power innovation, today announced that it has started executing on its plan to build a volume cell production factory with a total annual cell output of 430MW once fully built out, or approximately 200 million cells per year, and an advanced panel assembly factory designed to produce more than one million solar panels per year.


    Presently in pilot production in its Palo Alto, California facility, Nanosolar announced that it has started ordering volume production equipment for what is going to be the world's largest solar cell manufacturing factory. The company also announced today that its first cell fab will be located in the San Francisco Bay area and that its first panel fab -- for a broad array of novel product form factors using advanced processes -- is expected to be located in Berlin, Germany.


    Seed-financed by the founders of Google, the company's team started pursuing its mission of making solar electricity vastly more affordable in 2002. After four years of intense commercial research and development, including two years of manufacturing process development and engineering, the company has now delivered on its ambition to produce a fundamentally less expensive, mass-manufacturable solar cell.


    "Thin-film printing overcomes the complexity, high cost, and yield and scalability limitations associated with vacuum-based processes. Nanosolar's technology enables low-cost, high-yield production previously unattainable," said Chris Eberspacher, Nanosolar's head of technology, noting further: "This allows us to produce cells very inexpensively and assemble them into panels that are comparable in efficiency to that of high-volume silicon based PV panels."


    Added Werner Dumanski, Nanosolar's head of manufacturing and a storage-disk industry manufacturing veteran: "Given the square meter economics of solar, high-throughput high-yield processes have to be used to succeed in this industry. With Nanosolar's printing process, the fully-loaded cell cost -- including materials, consumables, energy, labor, facility, and capital -- is less than the depreciation expense alone that vacuum thin-film companies have to pay for the equipment that produces their cells."


    Regarding the scale of the factory, Dumanski points out: "A factory of this capacity would cost more than one billion dollars to build if one used conventional solar technology. Given the distinctly superior capital efficiency of our unique process technology, we can achieve this scale with a lot less capital and as a startup company."


    About Nanosolar


    Nanosolar is a global leader in solar power innovation. Nanosolar's solar electricity panels deliver unparalleled cost efficiency, enabling customers to use green power without paying more. With its proprietary nanoparticle ink and fast roll-printing technology, Nanosolar owns the processes and designs to produce the world's most cost-efficient solar cells and make them available in many versatile product forms. The company's headquarters are in Palo Alto, California, with European operations based in Berlin, Germany. More information on Nanosolar is available on the Internet at http://www.nanosolar.com.

  • Ölsand - Aktien , Ölsand

    Husky hat in China ins schwarze getroffen! Wahnsinns Gasvorkommen.


    Grüße


    Husky Energy Announces Significant Gas Discovery in South China Sea
    Wednesday June 14, 6:13 pm ET


    CALGARY, June 14 /CNW/ - Mr. John C.S. Lau, President & Chief Executive Officer of Husky Energy Inc., announced today that Husky Oil China Ltd., a wholly owned subsidiary of Husky Energy, has made a significant hydrocarbon discovery at Liwan 3-1-1, Block 29/26, in the South China Sea.


    Liwan 3-1-1 was drilled in a water depth of 1,500 metres on Block 29/26 in the Pearl River Mouth Basin and is the first deep water discovery made offshore China. The block is located approximately 250 kilometres south of Hong Kong. The well was drilled on existing 2-D seismic data to a total depth of 3,843 metres on a large structure with 60 square kilometres of closure and encountered 56 metres of net gas pay on logs over two zones. The 2-D seismic interpretation prior to drilling the well indicated a direct hydrocarbon response at the Liwan 3-1-1 location, which Husky's analysis indicates is present over a majority of the 60 square kilometre closure currently mapped. The porosity encountered in the pay zones averaged approximately 20 percent, based on Husky's petrophysical interpretation. Liwan 3-1-1, which is the deepest water well drilled offshore China, confirms the existence of a new hydrocarbon province.


    The Liwan 3-1-1 well will be sidetracked for further evaluation of the pay zone and Husky currently plans a 3-D seismic survey in the near future to assess a number of similar structures which have been identified on 2-D seismic data. Further drilling on the block will follow after the evaluation of the 3-D data. Based on our current interpretation of the 2-D seismic and the Liwan 3-1-1 well results, the discovery could contain a potential recoverable resource of four to six trillion cubic feet of natural gas and as such, would be one of the largest natural gas discoveries offshore China.
    "We are very pleased with our exploration results and this discovery confirms our confidence in the significant undiscovered hydrocarbon potential in the South China Sea," said Mr. Lau. "We look forward to evaluating this discovery and continuing our exploration efforts in China."


    Husky has been actively exploring offshore China, in collaboration with CNOOC (China National Offshore Oil Corporation) since 2002. Husky signed the Production Sharing Agreement for Block 29/26 in August 2004, with a commencement date of October 2004. Block 29/26 is 3,965 square kilometres in area and one of three exploration blocks currently held by Husky in the South China Sea. CNOOC has the right to participate in the development of any discovery for up to 51 percent working interest.


    http://biz.yahoo.com/cnw/06061…china_discovery.html?.v=1

  • Silber Companies - Liste und Neues

    Tschonko


    teile Deine Einschätzung. die Fehler mit dem zu frühen Nachkauf sind fast nicht zu vermeiden, aber wie Du schon sagst, hauptsache man kennt seine Werte sehr gut, dann wird auch ein falscher Kaufzeitpunkt ausgebügelt werden.


    Grüße


    P.S. bei Silvercorp wurder der Aktienrückkauf genehmigt.


    Silvercorp Metals Inc.: Normal Course Issuer Bid
    Wednesday June 14, 7:23 pm ET


    VANCOUVER, BRITISH COLUMBIA--(CCNMatthews - June 14, 2006) - Silvercorp Metals Inc. ("Silvercorp") (TSX:SVM - News) advises that the Normal Course Issuer Bid announced June 13, 2006 will commence at market open Monday June 19, and continue to June 18, 2007. Under the Bid, Silvercorp intends to acquire up to 1,000,000 of its Common Shares (being approximately 2% of the 47,818,407 shares issued and outstanding as at June 14), over a one year period. Purchases will be made at the discretion of the Directors at prevailing market prices, through the facilities of the TSX. The Company intends to cancel all shares acquired under the issuer bid.


    http://biz.yahoo.com/ccn/060614/200606140333463001.html?.v=1

  • Silber Companies - Liste und Neues

    Silvercorp. glaubt an sich. Ich auch!


    Grüße


    Silvercorp Metals Inc.: Normal Course Issuer Bid
    Tuesday June 13, 1:25 pm ET


    VANCOUVER, BRITISH COLUMBIA--(CCNMatthews - June 13, 2006) - Silvercorp Metals Inc. ("Silvercorp") (TSX:SVM - News) is of the opinion that prevailing market conditions have resulted in Silvercorp's shares being undervalued relative to the immediate and long term value of Silvercorp's Ying Silver-Lead-Zinc Mine in Henan Province, China. Accordingly, Silvercorp intends to commence a Normal Course Issuer Bid to acquire up to 1,000,000 of its Common Shares (being approximately 2% of the 47,818,407 shares currently issued and outstanding), over a one year period. Purchases will be made at the discretion of the Directors at prevailing market prices, through the facilities of the TSX Exchange. The Company intends to hold all shares acquired under the issuer bid for cancellation. The Issuer Bid is subject to regulatory approval.


    http://biz.yahoo.com/ccn/060613/200606130333109001.html?.v=1

  • Wie geht es auf dem Goldmarkt weiter

    nodollar


    Ich unterstütze deine physiche Investitionsempfehlungen. Da sind wir auch bestimmt nicht alleine hier.


    Was mir auch auffällt beim lesen ist, daß der momentan (noch) vorherrschende US$ hier kaum im Zusammenhang mit den Goldpreis thematisiert wird. Die amerikanischen Defizite sind enorm, der Dollar hängt am seidenen Faden der Ausländer. Japan beginnt bereits im Stillen seine enormen Devisenreserven im US$ abzubauen.


    Ich kann zwar die Goldkäufe der einzelnen Zentralbanken auch nicht zweifelsfrei beweisen, aber die kürzlich veröffentlichten Aussagen z.B. von der Bank of China oder Putin zum Abbau der Devisenreserven erscheinen mir durchaus wegweisend.


    Was bleibt dann aber,wenn der Dollar in eine große Krise gerät? Andere Währungen (Euro, Yen)? Ich würde mich über einen Gold-Standart freuen! ;)


    Grüße

  • Ölsand - Aktien , Ölsand

    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.

  • When the sun comes shining....Solarwerte

    @Eldo


    hab meine Cashreserve bisher ausschließlich genutzt um vorallem Uran- und Silberaktien einzusammeln. Bei den Solars und Co warte ich noch.


    Die Sonnenwende kommt bestimmt! Es ist jedoch sehr genau darauf zu achten, ob die Solarmodulfertiger Lieferverträge nach 2007 für angemesse Preise bekommen. Da kommts zum Engpass. Siehe mein Posting vom 27.05.06 01:03h.


    Grüße

  • When the sun comes shining....Solarwerte

    Tschonko


    das Underperform-Rating für Carmanah versuche ich auch noch rauszufinden.


    Danke für den Hinweis auf WMF.Die hab ich schon vor Jahren mal gehabt, hab sie aber aus den Augen verloren. Weiß aber, daß die von den Buchwerten und Bilanzkennzahlen unglaublich günstig sind. Werd mich am Montag direkt wieder einkaufen!


    Hier noch ein Auszug aus einer alten WiWo-Empfehlung von 11.12.2003, ist aber noch fast 1:1 auf heute zu übertragen:


    WMF verfügt über ausgezeichnete Bilanzrelationen: Die Eigenkapitalquote erreicht 60,4 Prozent, der Buchwert je Aktie liegt etwa 30 Prozent über dem Börsenkurs. Finanzschulden findet man in der Bilanz, in der reichlich stille Reserven stecken, keine. Dividende und Substanzkraft machen WMF zu einer Alternative im konservativen Anlageuniversum.


    Grüße

  • When the sun comes shining....Solarwerte

    OTTAWA, May 26 (Reuters) - As Canada shrugs off a long, cold winter to bask in spring sunshine, investors may similarly warm to solar power stocks that compete in a sector some analysts say is set for white-hot growth.


    Fueled by rocketing oil prices and environmental concerns, the market for solar power products is already blazing, and an increasing appetite for electricity is seen driving even stronger gains in the future.


    Over the last decade, the sector has averaged above 35 percent growth each year, according to research. In 2005, the market marched 45 percent higher, despite supply shortages.


    Now worth an estimated $10 billion per year, solar's future looks bright.


    But there's at least one fly in the ointment - particularly for the slew of small players in this emerging market - a global shortage of key ingredient silicon is crimping production.


    That makes it likely that manufacturing capacity will increase well in excess of silicon supply, Wall Street says.


    When the silicon bottleneck does ease, predicted for 2008, a price war is likely for solar modules and cells, predicts National Bank Financial analyst Tom Astle.


    "We suspect that the industry players have two years to get it right before competitive pressures mount," he said in a recent note. "Investors should watch this closely."


    A key Canadian player to follow is Cambridge, Ontario-based ATS Automation Tooling Systems Inc. (ATA.TO: Quote, Profile, Research) Its solar power unit, Photowatt International, is poised for a highly anticipated initial public offering in the fourth quarter of calendar 2006.


    "Photowatt is pretty well positioned because they are in the top 20 in the world," said Blackmont Capital analyst James Bradford.


    "Also, they're extremely profitable, which is kind of rare in the solar space. And so they can definitely take on some cost. If prices for solar panels and solar cells come down, they (will likely) manage to stay ahead of the curve and keep costs down."


    Still, investors hammered ATS this week after it took a C$65 million writedown for part of its cutting-edge solar technology assets to account for a commercialization delay.


    Photowatt competes with such North American luminaries as Suntech Power (STP.N: Quote, Profile, Research), SunPower (SPWR.O: Quote, Profile, Research) and Evergreen Solar (ESLR.O: Quote, Profile, Research). Other key players, some of which are part of diversified corporations, include Sharp Corp. (6753.T: Quote, Profile, Research), SolarWorld (SWVG.DE: Quote, Profile, Research), Kyocera (6971.T: Quote, Profile, Research) and GE (GE.N: Quote, Profile, Research).


    Canada also has contenders in the wholesale and installation market, which is dominated by Conergy (CGYG.DE: Quote, Profile, Research), privately held PowerLight Corp. and Solar Integrated Technologies (SITq.L: Quote, Profile, Research).


    Victoria, British Columbia-based Carmanah Technologies Corp. (CMH.TO: Quote, Profile, Research), which integrates solar products, controls about 60 percent share of the Canadian market, Astle estimates.


    Xantrex Technologies (XTX.TO: Quote, Profile, Research), which supplies advanced power electronics such as inverters, has the bulk of its business in the United States and stands to cash in on growth expected there, Astle added.


    Behind Japan and Germany, the United States is one of the world's biggest solar power markets, and government subsidies have helped power growth.


    This year, for example, California pledged about $3 billion to put solar panels on 2.2 million roofs over the next 11 years.


    But for all the sector's appeal, analysts caution investors not to be blinded by solar power stocks.


    "Alternative energy, and in particular, solar energy, has become the flavor of the day. However, not all investment opportunities in the sector are equal," Fraser Mackenzie analyst James Muir said in a note initiating coverage of Carmanah with an "underperform" rating.


    "At some point the investment community will begin to price the alternative energy sector on a more rational and financially sound basis, and stocks such as Carmanah will underperform the market," Muir said.


    http://yahoo.reuters.com/stock…-05-26_20-15-21_N26444479

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Bin durch eine aktuell durchgeführte Finanzierung auf UPC aufmerksam geworden (http://www.ccnmatthews.com/new…chText=false&showText=all). Ähnliches Geschäftsmodell wie Silver Wheaton. Eher aber ein langfristig agierender Fonds. Sehr gute Möglichkeit direkt in Uran zu investieren ohne Minenrisiko. Wird gemanagt von Denison. Aktueller NAV pro Aktie zum 30.04.06 5,94 CAD, aktueller Börsenkurs 8,06 CAD.


    Die Prämie scheint vom Markt als gerechtfertigt angesehen zu sein, lag schon mal im vergangen Monat bei 3,50 CAD pro Aktie. Die Finanzierung lief auch über 6,272,790 Aktien von UPC zu 8,25 CAD. Werde mal ein paar Stücke ins Depot legen.


    http://www.uraniumparticipation.com


    Grüße

  • Der Rohöl Thread

    It’s one thing we keep learning with those “little itty-bitty” junior
    oil and gas company’s that come up with a big play that could
    change fortunes overnight. We learn again and again, that nothing
    ever seems to happen on time. But in this case with Gulf Shores and
    bigger partner International Frontier, at least we know now that it is
    going to happen.


    Pat Boswell of IFR, is one of the key guys behind a very significant
    play in the North Sea, which I am sure you are going to hear a lot
    more of over the next few months, because of its size.
    While there is a lot of exploration being done these days on the
    small pools that were left by the biggies 20 and 30 years ago when
    exploration in the North Sea was so exciting, this is one of those big
    ones that was left that could cause major drooling over the results.
    While Boswell suggests that his technical people give a target
    between 300 and 600 million barrels, a half a billion seems to be a
    even number that people are working with and that represents an
    enormous target that you would be happy to find anywhere in the
    world, particularly in a relatively safe domicile like Britain.
    He also tells us that according to the announcement, Oilexco suggests
    that drilling will commence before year end, but part of Oilexco’s
    problem is with their new discovery of Disraeli and when they will
    use their rig to do additional appraisal wells there.
    The one important thing though, is that at least it is getting explored,
    because many of the permits in the North Sea states that if
    you don’t get a look at them by a certain date there is a risk that you
    can lose your permit.


    Clive Stockdale, the former oil & gas analyst at Pemberton, Dominion
    and Loewen Ondaatje, comes up with many of our favorite
    high risk/high reward oil & gas plays and this was a story that he
    talked about to us way back when Gulf Shores was $0.20 a share.
    He says today, “it’s going to be fun” and the only difference between
    what we expected a while ago and now is of course the time
    difference, and then all of a sudden three plays we own shares of are
    involved in the same play.


    IFR has an advantage, though, in that they have a carried interest,
    but the question to be asked about a little guy like GUL is, what
    would a punter pay for a lottery ticket that if this well hits and hits
    big, could be worth $15 or $17 a share? Would he pay $1.00, could
    he pay $1.50 or could he pay $2.00?
    We would be very disappointed if GUL is anywhere near it’s current
    price when this play is spudded.


    Canacccord am 23.05.06 zur IFR-Meldung