Beiträge von bobelle21

@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

@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

@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

Nein bin noch dabei. Die Stabilisierung um 1 CAD scheint sich zu verfestigen. Ich habe bereits die Summe zur Verdopplung meiner Anteile an Kodiak reserviert.

Grüße

aktuelle Empfehlung:

Die Experten von "Öko Invest" empfehlen die Aktie von SW Umwelttechnik (/ ) zu halten. Der Umsatz des 800 Mitarbeiter (+11%) starken Unternehmens sei im vergangenen Geschäftsjahr um 20% auf 91,2 Mio. Euro gestiegen, wobei 64% auf den Hauptmarkt Ungarn, 28% auf den Heimatmarkt Österreich und bereits 4% auf Rumänien entfallen seien. Das EBIT habe sich um 70% auf 3,9 Mio. Euro und die EBIT-Marge von 3% auf 4,3% verbessert. Der Jahresüberschuss sei wegen des von -0,4 Mio. Euro auf -2,0 Mio. Euro verschlechterten Finanzergebnisses mit 1,4 Mio. Euro rund 7% schlechter ausgefallen als im Geschäftsjahr 2004. Der Gewinn je Aktie habe sich auf 2,21 Euro reduziert. Die Dividende solle um 25% auf 0,25 Euro je Anteilsschein angehoben werden. Für das laufende Geschäftsjahr würden die Experten einen auf erstmals über 100 Mio. Euro steigenden Umsatz sowie einen auf über 2,2 Mio. Euro steigenden Gewinn erwarten. Die Aktie dürfte inklusive stiller Reserven weit über 50 Euro wert sein. Zudem wäre die SW Umwelttechnik bei Kursen um 50 Euro - bei nur 0,66 Millionen Stück ausstehenden Aktien - erst mit einem Drittel des aktuellen Jahresumsatzes bewertet. Vor diesen Hintergründen raten die Experten von "Öko Invest" die SW Umwelttechnik-Aktie weiter zu halten.

Der Ölförderdienstleister Catoil bietet beim Börsengang am 4. Mai in Frankfurt Aktien für bis zu 293 Mio. Euro an, ohne den Namen eines Haupteigners zu nennen. Bei Interessenten stößt die Geheimhaltung auf Skepsis.

"Er ist ein westeuropäischer Investor, der aus privaten Gründen nicht genannt werden möchte", sagte der seit November 2005 im Unternehmen tätige Catoil-Chef Manfred Kastner am Donnerstag zum Auftakt der Werbetour des Managements bei Investoren. Neben dem ungenannten Eigentümer ist die im niedersächsischen Celle lebende Mitgründerin Anna Brinkmann über eine Holding in Zypern einer der beiden Catoil-Eigner.

Brinkmann und der anonyme Eigner werden auch nach dem Börsengang über ihre Zypern-Holding einen beherrschenden Anteil von mindestens 60 Prozent an Catoil halten. Die Altaktionäre erhalten 55 Prozent des Emissionserlöses, das sind bis zu 160 Mio. Euro. Der Rest fließt ins Unternehmen. Die Anonymität des Haupteigners sei ein schwieriges Thema bei Investoren, sagte eine mit dem Vorgang vertraute Person: "Wir sind nach den ersten Reaktionen der Anleger aber zuversichtlich, dass der Börsengang dennoch möglich ist." Der Streubesitz könnte bis auf 40 Prozent steigen. Die Preisspanne ist 12,50 bis 15 Euro.

Gradmesser für Risikohunger

Der Börsengang von Catoil ist ein Gradmesser für den Risikoappetit der Anleger. Der Dienstleister für Ölkonzerne in Russland und Zentralasien profitiert von der starken Anlegernachfrage nach Investitionsmöglichkeiten in der Ölbranche und in Wachstumsmärkten. Das Unternehmen stellt durch die Ausweitung seiner Förderfahrzeugflotte um 50 Prozent ein starkes Wachstum in Aussicht. Die kommenden beiden Wochen werden zeigen, ob Investoren bereit sind, das Verschweigen des Namens eines Haupteigners zu akzeptieren.

Die Investoren müssen Catoil und den Banken vertrauen, denen der ungenannte Eigner bekannt ist. Das Debüt begleiten Dresdner Kleinwort Wasserstein und die österreichische Erste Bank. Die Schweizer Großbank UBS trat kurzfristig vom Mandat zurück. Ein Grund dafür war nach Informationen der FTD das Bestehen des Haupteigners auf Anonymität. Catoil-Mitgründerin Brinkmann nannte Differenzen über die nötige Vorbereitungszeit für das Debüt als Grund für den Rückzug. "Die UBS meinte, dass wir zu schnell sind. Die wollten den Börsengang im Herbst, wir wollten ihn jetzt", sagte Brinkmann. UBS wollte zu Catoil am Donnerstag nicht Stellung nehmen.

Rechtlich möglich wird die bei öffentlichen Aktienangeboten äußerst unübliche Anonymität des Verkäufers durch die Gesetzeslücke, dass Unternehmen aus dem europäischen Ausland bei einem Börsengang in Deutschland anders als einheimische Firmen nicht ihre Mehrheitseigner offen legen müssen, sagte Christoph Seibt, der den Börsengang für die Wirtschaftskanzlei Freshfields betreut. Catoil ist in Österreich registriert und hat den Hauptsitz in Baden bei Wien.
Gute Beziehungen
Catoil beschäftigt mehr als 2200 Mitarbeiter, großteils in Russland. "Wir helfen der Ölindustrie, das schwarze Gold aus bis zu 5000 Metern Tiefe zu holen", sagte Brinkmann. Dazu bringt Catoil große Mengen Gas in eine Bohrstelle ein. Auf Grund der für Westsibirien und Zentralasien führenden Logistik und der guten Geschäftsbeziehungen sieht Catoil-Chef Kastner einen Vorteil gegenüber teils deutlich größeren Branchenrivalen wie Halliburton und Schlumberger. Die Banken vergleichen Catoil vor allem mit den kleineren kanadischen Wettbewerbern Trican und Calfrac, die mit dem mehr als vierfachen Umsatz von 2005 bewertet sind. "Beim Umsatzmultiple hat Catoil einen deutlichen Abschlag", verlautete weiter.

2006 will der Konzern 35 Mio. Euro investieren. Davon sollen vier Flotten mit Fahrzeugen und Ausrüstung zu den bestehenden acht Flotten gekauft werden, sagte Kastner. Catoils Geschäft sei kaum abhängig vom zuletzt über 70 $ pro Barrel (159 Liter) gestiegenen Ölpreis, denn die russischen Kunden müssten alle Erlöse oberhalb des russischen Inlandspreises von unter 30 $ pro Barrel an den Staat abgeben, sagte Brinkmann.

http://www.ftd.de/boersen_maer…lage/66600.html?nv=cd-rss

Im Moment schichte ich die eingefahren Minengewinne weiter in Öl- und Gasaktien um.

Neu im Depot: Arsenal Energy Inc. (Doug Casey Empfehlung)

BUY— Arsenal has had several episodes of strong gains since our September recommendation—only to get knocked back each time. Most recently, the company was besieged by dissent about its takeover of Tiverton Petroleums. With that acquisition now in the books, it looks like AEI is poised to move higher once again.
The Tiverton deal is one big reason. It secured Arsenal’s production base. The company’s debt-adjusted net asset value per share now sits at C$1.47, slightly above the current share price. And Tiverton brings a great deal of upside. Its undeveloped production—oil and gas Tiverton left in the ground for lack of capital—was the reason AEI was so keen for the deal. AEI’s management believes there may be a few hundred barrels of daily production they can easily bring online. And Tiverton’s projects host additional drill-ready targets.
In addition to these possible quick-adds, Arsenal has other, higher-impact projects. In the Worsley area of Alberta, the company has drilled a well in pursuit of a large light oil play. Other operators have coaxed production rates of up to 2,500 b/d from similar wells. Arsenal’s will be completed and tested following springbreak-up. The company has a 100% interest until payout and then a 60% interest.
Management is also excited about its Tower Creek project in western Alberta. A well being drilled there is targeting the Leduc formation, with an estimated reserve potential of 30 to 40 billion cubic feet of gas. Arsenal holds 20%, meaning that their share of a successful well could be worth C$20 million to C$30 million. The well should be completed and tested this summer. And, of course, the company is advancing its Nuqra project in Egypt. More seismic data has been acquired, and the company is planning to drill early in the fourth quarter of 2006. Remember, this is a huge concession: 7.5 million acres, with potential oil reserves in the billions of barrels. Few investors are aware of this side of Arsenal. But once seismic data has been digested, management should be able to start telling the story. At that point, we expect to see the company getting some valuation for this high-impact project. In other news, company president Mike Vandale has stepped down, and Errol Stewart has stepped into his place. Errol looks very capable, and we think the company will fare well under his control. Mike will continue as chairman of AEI and will be investigating more international opportunities for the company. Announcement of a new project is entirely possible for 2006.
The next few weeks may be relatively quiet for AEI. But after that we expect the news flow to pick up. And we definitely expect investor interest to quicken later this year as drilling time in Egypt gets closer. If you can buy at current prices and wait for nine months, you stand a very good chance of making strong gains. And the share price could start to move up sooner, depending on the success of the domestic projects.

Silberfuchs

Nein, hab erst Abends wieder auf den Kurs geschaut, hab gedacht es hätte Zeit bis morgen.

Grüße

Gestern gekauft. Empfehlung von Doug Casey:

BUY—When we first wrote up Triex, we noted that it has excellent management, promising projects (including a number in prime areas of the Athabasca Basin) and an extremely low market cap. Those observations still hold.
In December 2005, the company upped its float somewhat by issuing 3.5 million new shares to raise C$7.7 million. This brings shares outstanding to 12.7 million for a market cap of just over C$30 million. This is cheap, considering the company holds the Mann Lake project in the southeast section of the Athabasca Basin — recognized as the most prospective area of the basin — as well as the West Carswell project, adjacent to UEX Corp in the western basin.
Triex’s share price has been up and down over the past few months, when the company didn’t have a lot going on. Now it does: drilling is underway at West Carswell. We should see results in the next couple of months.
We’ve also heard encouraging things about Mann Lake, specifically that Cameco has been doing a lot of work near the border of Triex’s property. Cameco doesn’t make an effort unless they seriously believe an area is prospective. Their activity so close to TXM’s land is thus a positive sign. Even if Triex doesn’t make a discovery, they still could benefit from their excellent land position. There have been rumblings that companies in the Athabasca Basin may start to consolidate. In fact, we saw the first buy in March, when Hathor Exploration acquired private Roughrider Uranium. Roughrider’s main projects are in the same general area as Mann Lake. This makes us wonder whether Triex might also become a target for a company looking to become a bigger player in the basin.
With Triex’s share price coming off over the past few weeks, this is an excellent time to buy. Especially with drilling at West Carswell now underway, we believe the company will be receiving more attention over the next few months.

Grüße

Was für ein Tag! Nach meinem Beitrag gings noch auf 2,40 CAD runter und danach gabs ein riesen Intradayreversal. Volumen sehr hoch: 26,4 Mio. Aktien. Damit hatte ich nicht so schnell gerechnet.

Grüße

Hier noch der aktuelle Kommentar von Canaccord:

I’m sure you’ve all heard of the “Million Dollar Man” so may we introduce
you to the “Quarter Billion Dollar Man”. Today, a senior player of the
Falcon Oil and Gas story is suddenly gone from the scene, as Allan Laird has
resigned or been replaced or whatever you want to call it when you read
the news announcement from the company today.
Obviously, the market didn’t like the news and in the first bit of trading,
the stock was down as much as 70 cents or in other words, a quarter of a
billion dollars worth of asset value disappeared. Later in the day it recovered.
We track down Allan today, and he says simply that the travel was getting
to him, that he has to spend some more time with his family and that
they’ve got such a team that if anything should happen to anyone of the
players in Falcon, “it shouldn’t really matter anyway!” As of now he suggests,
he’s on sabbatical over the summer and hoping to get his health
back in order. That’s what he’s saying…
Excuse us, but we are going to read something into this. When you’ve
got two interesting characters like Marc Bruner and Allan Laird involved in
a story, how dare we suggest something might have happened between the
“Dynamic Duo”, but that’s what we suspect. These two, were the founders
of Ultra Petroleum and two of the key players and many people following
the Falcon story are hoping for a similar success story.
Just look at the volume today and it tells you how widely followed this
story is, not just in Alberta folks—this is from Bay Street to Wall Street to
London’s financial district. It’s one of the stories of the day. Does this big
Basin Centered Gas play work or not and I suspect by mid to late June
when they finally test some of the first wells on this play, we will get a
taste. Once again, the excitement about Basin Centered Gas is usually if
you get a couple of wells, that tells you, you’ve got hundreds if not thousands
more potential wells.
Which of course is the good news. It was Jim Letourneau of the Big
Picture Speculator and someone getting quite a reputation for following
unconventional gas plays, be it basin centered gas or coal bed methane,
that got us involved in this story, although we have followed Laird for
years. He told us recently that as the stock went up, he sold half and as it
went farther up he sold another half. Today as the stock cratered, he actually
nibbled on a few.
Well, we are a little more nervous than him and it seems every time we
check, there is ever more stock issued without yet, one successful well to
show for a market cap that was approaching almost a billion and a half
dollars. We suspect that if the well in June is not awesome, the market will
be more than a little disappointed.
We wish Allan Laird and his former teammates well, but we are gone!

Sogar ich hab mal nen richtigen Ausstiegspunkt erwischt. Falcon hab ich am 19.04. zu 3,70 CAD verkauft. Zur Zeit segelt sie auf 2,64 CAD! Ich mach mich wieder bereit zum Einstieg. Folgende News ist u.a. (neben techn. Korrektur) für den Sturz verantwortlich: Allan Laird (VP, Engineering and Director) steigt aus.
In einem Canaccord-Interview im März diesen Jahres hat sich Laird äußerst positiv über das Potential von Falcon geäußert. Mal schauen was er mit seinen Aktien macht.

http://www.canadianinsider.com…ransactions.php?ticker=FO

http://biz.yahoo.com/cnw/06042…con_oil_new_dir.html?.v=1

Grüße

Silberfuchs

Ja, gern geschehen. Ich drück Dir die Daumen.

Hier noch ein interessanter IPO-Kandidat, aber wohl außer Reichweite für unsere Direktbroker:

Coogee Resources eyeing $250 million IPO to list on ASX
Source: PERTH, April 25 AAP
Published: April 25 2006, 11:49AM

Perth-based private energy company Coogee Resources is considering a $250 million initial public offering (IPO) to help fund a new $500 million oil and gas development in the Timor Sea.

Coogee already produces oil from two of its operations in the Timor Sea and hopes to develop another oil field by 2008.

The company has been drilling at the Montara/Skua oil field and has recently made a second discovery which intersected a 25 metre oil column.
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Coogee chief executive Peter Hood said the latest discovery, Swallow, was very good and had the potential to contain up to two million barrels of recoverable oil, hosting production rates of more than 5,000 barrels of oil per day.

The new discoveries sit between the two already producing assets, about 20km apart, Mr Hood said, and could be tied back to the planned Montara project.

"They are easy to tie back to the main development," he said.

"We are now in a position, with approximately 38 million barrels to go ahead with that field development and basically that will be six wells in those four fields."

Mr Hood said the current production was sold to a trader which then on-sold it to consumers and he was considering this, along with other options, for the new production.

"We've got two years to build this so that is an exercise that will take place at a later date," he said.

"It's all high-quality oil and will easily find a place in the market."

Once the new fields are developed, production will start at 40,000 barrels per day and naturally decline over the 12 year project life.

Mr Hood said at current oil prices the project would generate about $US500 million in the first year.

The company is now looking at its options to get the project up and running and is considering either an IPO with debt, an IPO with a joint venture or debt with a joint venture.

"We are putting the information together, certifying reserves after these discoveries and re-estimating the capital," he said.

A decision on whether or not to proceed with an IPO would need to be made before the third quarter this year and it is now being advised by Azure Capital

"We are leaning towards an IPO," Mr Hood said.

If Coogee did decide to list it would be in the top five of the oil and gas producers in Australia, he said, and be similar in size to ROC Oil Company.

The company recently appointed former Woodside Petroleum chief executive John Akehurst as a non-executive director.

http://www.tradingroom.com.au/…f_060425_114900_3250.html

Grüße

Danke für den interessanten Dach-Aspekt, aber ich denke das wird wohl kaum Auswikungen auf den Zinkpreis oder die beschriebenen Substitue haben.
Hier noch mal eine globalere Meininung zum Zinkpreis:

Zinifex tips slow growth in supply
Felicity Williams
24apr06

ZINC prices are set to stay at record highs, with any response to the current shortage in supply likely to be slow, according to Zinifex chief executive Greig Gailey.

Mr Gailey said the cure for zinc prices was more raw material, but it took somewhere between three and five years to develop a new zinc mine.

"We have a very large deposit in Queensland called Dugald River, which is about 50 million tonnes," he told the ABC's Inside Business program yesterday.

"We're currently in the phase of doing a pre-feasibility study but even if we fast-track that project through . . . it would not be in the market before 2010 or 2011."

The seeds of the acute shortage in zinc were sown in the early part of the decade, Mr Gailey said.

"Nobody made any money, companies like Pasminco failed, and as a result of that nobody did any exploration, nobody was interested in developing zinc mines and what we're seeing today is the fruits of that."

He said Zinifex had cash in the bank but had not yet decided what to do with it.

Acquisitions were clearly of interest but resources companies were "pretty well priced" at the moment.

Zinifex, formed out of the remnants of Pasminco, began trading at $1.83 a share in April 2004 and closed on Friday at $10.84.

Zinc rose $US250 a tonne to $US3325 on Friday, after vaulting to a fresh record at $US3360. – AAP

http://www.heraldsun.news.com.…8904280%255E664%2C00.html

Grüße

Hab noch grade eine witzige Weisheit gelesen, die sich mit Kursraketen beschäftigt. Verfasser unbekannt:

"Aktien sind wie brennende Streichhölzer. Wer sie als letzter hält, verbrennt sich die Finger."

Grüße

Hab noch grade eine witzige Weisheit gelesen, die sich mit Kursraketen beschäftigt. Verfasser unbekannt:

"Aktien sind wie brennende Streichhölzer. Wer sie als letzter hält, verbrennt sich die Finger."

Grüße

Tschonko

Jetzt bin ich doch dabei. Comdirect hat auch die Orderbücher für Catoil geöffnet. Auf der einen Seite freue ich mich, aber andererseits sind mir zu viele Banken gar nicht lieb, da sinken die Chancen ja noch mehr.

In der aktuellen WiWo wird das Catoil-Ipo vorgestellt. Wie Du schon gesagt hattest, auch die Wiwo empfindet die Aktie als undurchsichtig.
Die meisten abgebenden Altaktionäre (vorallem der ominöse "westeuropäische Investor") bleiben weiterhin unbekannt.
Als ungewöhnlich wird auch das Firmenkonstrukt bezeichnet. Die österreichische Catoil AG gehört zu 100% der Catoil-Holding Ltd. mit Sitz auf Zypern. Die AG besitzt die beiden russischen Töchter Catkoneft und Cabobneft, die das eigentliche Geschäft betreiben.

Dennoch wird als Empfehlung "spekulativ zeichnen" ausgegeben. Ich denke, Zeichnungsgewinne sind drin.

Grüße

Marco83

Da ich kein ausgewiesener Chartexperte bin, verweise ich mal auf die Kollegen von Godmode: http://www.godmode-trader.de/news.php?ida=431362&idc=252

Eine Korrektur, halte ich im Moment auf Grund des kritischen poltischen Umfeldes in einigen wichtigen Ölländern (Iran, Venezuela, Nigeria) für eher unwahrscheinlich.

Grüße

2006/04/21 08:40

Zhaoyuan Mining (Holdings), a major mainland gold miner, plans to raise up to HK$2 billion through an initial public offering in Hong Kong as early as in July to capitalize on the recent rally in gold prices, sources said.
"Zhaoyuan Mining is likely to submit the application form to the Hong Kong regulator shortly, in a move to proceed with the listing as early as in July," a source said.
The gold miner initially hired Cazenove to handle the share sale but later invited UBS to join as a syndicated member of the deal. Gold prices rose for a fifth consecutive day to the highest in 25 years at US$645.25 (HK$5,032.95) a troy ounce Thursday, almost 1.5 times more than the trough of US$254 a troy ounce in 2001. Market watchers expect gold prices to climb even higher,driven by continued large fund inflow into the commodity markets.
"Gold prices have been pushed up mainly because of fear of inflation in light of high oil prices," a commodity stock analyst said, adding that investors are increasing gold investment amid the weakening US dollar. <The Standard>

http://corpsv.etnet.com.hk/web…=ETNETP1&NEWSID=160421209

Julian D. W. Phillips (The Gold Forecaster) zum Thema:

Today's Gold market

This year so far [in its short life], gold has run ahead astoundingly, rising $100 in a matter of weeks. At first it would seem that it is merely a "spike" in the price, due to turn down any time. But it hasn't, instead it has only paused at what were thought to be significant resistance levels. There is no doubt that the gold market has changed its very nature, from a metal market to something more fundamental to the functioning of the entire global market system. If this is correct then these gold price levels or even considerably higher ones are here to stay.

Technical Analysts are seeing a fundamental change in the 'shape' of the gold market, which is defeating the certainty with which they could accurately forecast price moves.

It is clear there has been a significant expansion in the demand for gold, without a similar expansion in supply. New, highly competent, Investors have arrived on the scene turning to gold not only a "safe-haven" but as an investment, which will hold its value in a world where inflation or deflation will cause the money we are so used to, to lose much of its value while confidence in it wanes steadily. It is clear the globe is on the brink of seeing a loss of confidence in the market system itself, as it approaches a rupture in the stability of the oil market where we will soon see demand outrun supply. In this role gold will more than match the rise in the price of oil, as it did in the seventies.

weiter unter:
http://www.freemarketnews.com/…4-20.asp?wid=174&nid=4580

20.04.2006
Q-Cells-Mitgründer und Großaktionär Immo Ströher steigt überraschend bei dem Solarzellenhersteller aus - "aus Gründen der Vermögensdiversifizierung und persönlichen Lebensplanung", lautet die offizielle Begründung. In Kreisen heißt es dagegen, Ströher habe sich mit der Unternehmensführung überworfen.

Frankfurt am Main - Die ehemalige Wella-Eigentümerfamilie Ströher steigt überraschend beim Solarzellenhersteller Q-Cells Chart zeigen aus. Q-Cells-Mitgründer Immo Ströher wolle sich "aus Gründen der Vermögensdiversifizierung und persönlichen Lebensplanung" von seinem 20,5 Prozent umfassenden Paket an Q-Cells-Aktien trennen, teilte das Unternehmen am Donnerstag mit. In Branchenkreisen hieß es hingegen, Ströher habe sich mit der Führung von Q-Cells überworfen.

Der kürzlich 60 Jahre alt gewordene Ströher habe die Investmentbank Credit Suisse beauftragt, fünf Millionen Aktien in einer Privatplatzierung institutionellen Anlegern im In- und Ausland anzubieten. Seine restlichen 2,57 Millionen Q-Cells-Aktien sollen über eine Umtauschanleihe über rund 250 Millionen Euro abgegeben werden. Die Anleihe kann 2009 in Q-Cells-Aktien getauscht werden.

Nach Angaben von Händlern werden die fünf Millionen Aktien zu je 73 bis 77 Euro angeboten. Damit würden Ströher bis zu 385 Millionen Euro zufließen. Durch die Platzierung der Anteile erhöht sich der Streubesitz auf rund 68,5 von etwa 55 Prozent, womit auch die Gewichtung der Aktie im Technologieindex TecDax Chart zeigen steigt. Derzeit ist Q-Cells der fünftschwerste Wert im TecDax. Weitere Großaktionäre sind die Investmentfirma Good Energies mit 16,4 Prozent, Apax mit 11,7 Prozent und das Management mit 8,1 Prozent.

An der Börse büßten die Q-Cells-Aktien Chart zeigen zeitweise fast 10 Prozent ein, nachdem sie zuletzt kräftig zugelegt hatten. Gegen Mittag lagen die Papiere mehr als 7 Prozent im Minus bei 78 Euro.

Analysten sagten, an der fundamentalen Einschätzung zu dem Unternehmen ändere sich durch den angekündigten Ausstieg nichts. Gleichwohl komme der Schritt nicht gut an. "Wenn sich ein Hauptaktionär von seinem gesamten Anteil trennt, ist das in aller Regel kein positives Signal", sagte Stephan Wulf von Sal. Oppenheim.

Noch am Vortag hatte das Management von Q-Cells auf der Bilanzpressekonferenz erklärt, dass die Großaktionäre keine Pläne hätten, sich von ihren Anteilen zu trennen. Von Ströhers geplantem Ausstieg sei Q-Cells selbst erst am Donnerstagmorgen überrascht worden, sagte ein Sprecher. Ströher gehörte zu den Gründungsinvestoren des Unternehmens, das 1999 mit einem Startkapital von 60.000 Euro ins Leben gerufen wurde und heute eine Marktkapitalisierung von rund drei Milliarden Euro hat. Ströher wolle seinen Sitz im Aufsichtsrat behalten, hieß es.

Solon: Ströher will bei uns investiert bleiben

Die Ströher-Finanzholding war bisher größter Aktionär von Q-Cells und ist auch am Solartechnikunternehmen Solon Chart zeigen mit rund 34 Prozent beteiligt. Nach Angaben einer Solon-Sprecherin hat Ströher, der Aufsichtsratschef ist, keine Pläne, sich auch von seinem Anteil an dem Berliner Unternehmen zu trennen.

Immo Ströher ist ein Nachfahre des Frisörs Franz Ströher, der 1880 das Kosmetikunternehmen Wella gründete, das inzwischen zum US-Konsumgüterspezialisten Procter & Gamble Chart zeigen gehört.

http://www.manager-magazin.de/…2C2828%2C412147%2C00.html