Zenith Energy - Oljen priset til usd 1 pr fat?

Frodon
ZENA 29.04.2022 kl 12:56 149095

Er dette blant de billigste olje selskapene pr dags dato? Er oljen de eier priset til ca usd 1 pr fat? I tillegg til olje produksjon, selger også selskapet gass og strøm. Bare strøm produksjonen som selskapet har i Italia, tjener selskapet nok penger til å forsvare hele børs verdien på kr 180 millioner

"Electricity prices during the month of March 2022 averaged approximately EUR 295 per MWh, resulting in net revenues of approximately EUR 300,000 per month. Zenith’s current net production costs remain fixed at approximately EUR 35,000 per month"

https://newsweb.oslobors.no/message/558660

"Oil production:

Zenith has reported production from its Tunisian assets in the first half of 2021/22 at 517 b/d. Shipments were somewhat lower at 371 b/d. Significantly, production in Tunisia was running at 650 b/d net in late September including conditional SLK output. Zenith suggested that 1,000 b/d is possible by the second quarter of 2022 assuming successful workover and drilling activity

Tunisia work programme:

Zenith has interests in four producing licences in Tunisia. At Robbana in the south of the country the workover of the ROB-1 well was successfully
completed in early Q4 2021. Production was boosted from approximately 20 b/d to 100 b/d. Near-term, the work programme in Tunisia involves drilling a vertical well at Robbana and two side-tracks in non-producing wells at the Ezzaouia also in the south of the country. The objective is 1,000 b/d for the latter while for the former we believe 500 b/d might be possible. The cost of US$2.5m is underpinned by the recent US$4m equity raise

Valuation and financing

Reflecting the sometimes difficult operating and business environment, valuations for undeveloped resources in Nigeria are modest. We believe valuation might well be less than US$1/barrel. If we assume US$0.5/barrel and 233mm barrels of resources for the two discoveries the valuation would be US$117m. A 42% interest would therefore be US$49m which implies significant headroom vis-à-vis the US$20m as per the OML 141 option agreement.

Zenith has indicated that plans have already been finalized for drilling the Barracuda 5 well (B-5). Apparently, all the necessary civil engineering work has been undertaken for the well including dredging and site clearance. The well location is between two previously drilled wells which have encountered ‘significant hydrocarbons’. The indications are that drilling will commence in January 2022. In a success case Zenith has indicated that production is expected to start immediately using a barge-mounted early production facility. Production could commence during the second quarter of 2022 at a rate of approximately 4,000 b/d, according to Zenith. Further development is expected with the locations for Barracuda wells 6, 7 and 8 already identified. If Zenith chooses to exercise
the option agreement, there will, therefore, be an ongoing corporate and development financing requirement"

Informasjon hentet fra linkene under

Prospektet 4.3.2022

https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/03/315-033-Prospectus-2022-final-approved.pdf

Analyse fra Allenby Capital 14.12.2021:

https://www.allenbycapital.com/our-research/?msclkid=f7a374b5c7a911ecaa511cb87e0b4104&fwp_research_client=2618

Børs meldinger fra selskapet:

https://newsweb.oslobors.no/search?category=&issuer=12675&fromDate=&toDate=&market=&messageTitle=
Konjagi
31.05.2022 kl 16:55 4978

Ikke noe galt med kalkulatoren din Frodon
Dette er en akskje og forsåvidt et selskap som ikke er på kartet ennå (dvs av kartet for øyeblikket).
Historien preger fortsatt og mange småsparere tapte mye penger da AZ kollapset.
Vi vil gå i motbakke lenge er min spådom og er begrunnet i historie dessverre. Men med pågående produksjon og økende inntekter, ser jeg for min del ingen nedsiden. Men det er jo selvfølgelig min personlige vurdering
Redigert 31.05.2022 kl 16:56 Du må logge inn for å svare
Frodon
31.05.2022 kl 17:48 4879

Bra, da er vi to ;) Ja, skjønner det er mye grums som henger igjen fra tidligere og mange investorer som har brent seg her. At det tar tid før fundamentene blir priset inn i aksje kursen, gjør meg ingenting...så lenge energi prisene er høye. Og det vet vi jo ikke om de vil være hvis USA går inn i resesjon, men nå synes jeg en olje pris over usd 60 er høyt, det samme med strøm pris over 70 øre. Dagens energi inntekter er super profitt, så bitte litt av inntektene burde bli priset inn etter hvert
Herbius
31.05.2022 kl 19:10 4806

Ja kunne SATME være hyggeligt 👍😃👍
Men Svartsyn får ikke tid, han skal til Kongo/ Tilapia 😂
Herbius
31.05.2022 kl 19:12 4813

Hej Svartsyn 😃

Håbløst site dette 🤮🤮😂😂

Kan du mærke at Tilapia nærmer sig 👍💰👍
Bliver en sindsyg dag/ uge når den kommer 💰
loomis
31.05.2022 kl 20:41 4654

I morgen blir det rødt!
Vi får håpe at 0,973 holder.
Herbius
31.05.2022 kl 20:45 4651

Ja ja Guldhaugen 😂😂😂😂
Konjagi
31.05.2022 kl 20:56 4617

Kan du begrunne dette utsagnet? Du sitter kontinuerlig her på trådene og slenger utav deg alle mulige påstander uten å dokumentere en eneste påstand. For meg er du kun et støymoment, så for din egen del stopp mens du kan
Konjagi
31.05.2022 kl 21:09 4588

Jeg mener at det du skriver av innlegg er bare vrøvl...kan ikke skrive det tydeligere uten å bli ufin og tråkke over streken, som du hele tiden utfordrer
Konjagi
31.05.2022 kl 21:14 4567

Hehe.... Svartsyn. Jeg sitter av og til og kjenner på irritasjon over disse utallige rare innleggene her. Men det har vel sin misjon i form av at andre engasjerer seg og holder liv i trådene. Men gud hjelpe meg for vrøvl innimellom.
Om de har en misjon? Ikke vet jeg. Fremstår stort sett som støy og slåsskamps i sandkassen
oiler
31.05.2022 kl 21:31 4517

He he... loomis har solgt med sviende tap...
fylla12
31.05.2022 kl 21:50 4479

Mest sannsynlig får kursen på Zenith ett spark bak i morgen
Hvorfor ?
Gevinstsikring ...


Hektor
01.06.2022 kl 00:23 4356

Mye taler kanskje for en reprising oppover pga oljeprisen, den lille usikkerheten er nå løst og som har holdt Zena litt på benken. Tradingview har nå kjøpsignal og Kina åpner opp mer og mer onsdag og vil være en bra timing for neste salg i juni. Er ihvertfall ikke noe tvil om at mer olje vil eksportes fra Afrika til Europa framover. Angående Russland og Opec+ vil følges nøye framover, hva vil skje ved en ekskludering? Neste Opec møte er i Congo nå i juni. Nå må Tilapia 2 komme... Skal jo økes gradvis uansett og det nærmer seg vell.

https://financialpost.com/pmn/business-pmn/opec-mulls-excluding-russia-from-oil-production-deal-wsj
Redigert 01.06.2022 kl 00:26 Du må logge inn for å svare
po59
01.06.2022 kl 02:08 4287

Enig Hector, tenker den stabiliserer seg rundt 15 øre neste 14 dg, så får vi noen rykk før mere info, og må si at nå har eg trua
Gullit
01.06.2022 kl 06:42 4195

Tar man med litt forventning om Tilapia også så er 15-20 øre en helt normal kurs .. tenker juni kan gi ett byks
Viking_I
01.06.2022 kl 08:50 4012

Current oil price Tilapia II is having bigger value with following points.
Valuation given for Tilapia is kr 0.19 (56% 2P reserve - 10.99 only Djeno sands reservoir - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
--------------------------------------------
Valuation given for Tilapia is kr 0.29 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price upto $70 - Metric EV/2P - $3.5 + $2.5 million loan )
------------------------------------------------
Valuation given for Tilapia is kr 0.58 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + $2.5 million loan )
------------------------------------------------
Valuation given for Tilapia is kr 0.92 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price $100-$115 to - Metric EV/2P - $11 + $2.5 million loan )
------------------------------------------------
Number of shares 1.873 billion
Redigert 01.06.2022 kl 08:51 Du må logge inn for å svare
Viking_I
01.06.2022 kl 09:06 3937

Do not sell below 0.11 as ROB-1 start next week. last time course was kr 0.12 before production shut down. Also there is oil sale and possible Tilapia worth kr0.92 in Mid June.

Why company choose date 18th June to update ROB-1, after Congo energy conference 15th To 17th June.
Redigert 01.06.2022 kl 09:14 Du må logge inn for å svare
Viking_I
01.06.2022 kl 10:52 3736

People can judge valuation themselves with these scenario (oil sale money $12 million + $5.6million from SNPC not considered in calculation)
Valuation given for Italy is kr 0.049 (2P reserve - 2.90 - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
------------------------------------------------
Valuation given for Italy is kr 0.098 (2P reserve - 2.90 - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + 0 million loan )
------------------------------------------------
Valuation given for Italy is kr 0.153 (2P reserve - 2.90 - Based on market oil price $100-$115 to - Metric EV/2P - $11 + 0 million loan )
------------------------------------------------
Currently producing.


Valuation given for Tunisia is kr 0.13 (2P reserve - 7.77 - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
------------------------------------------------
Valuation given for Tunisia is kr 0.25 (2P reserve - 7.77 - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + 3.5 million loan )
------------------------------------------------
Valuation given for Tunisia is kr 0.39 (2P reserve - 7.77 - Based on market oil price $100-$115 to - Metric EV/2P - $11 + 3.5 million loan )
------------------------------------------------
Currently producing.

Number of shares 1.873 billion

Metric EV/2P - $3.5 - $70(Operating Cost + Royalty + Tax )
Metric EV/2P - $7 - $70 to $100 ( Royalty + Tax )
Metric EV/2P - $11 - $100-$115 (Royalty + Tax )
Redigert 01.06.2022 kl 11:06 Du må logge inn for å svare
Viking_I
01.06.2022 kl 11:00 3725


Current Valution
¨
Oil price $70 (Based on December without any loan)

Italy + Tunisia = kr 0.179

Italy + Tunisia + Congo = kr 0.369 As per Dec Report
******************************************

Oil price $70 to $100 (with loan $6million )

Italy + Tunisia = kr 0.34

Italy + Tunisia + Congo = kr 0.924

****************************************
Oil price $100 to $115 (with loan $6million )

Italy + Tunisia = kr 0.54

Italy + Tunisia + Congo = kr 1.47
Svartsyn
01.06.2022 kl 11:02 3723

Hallo Konjagi.
Ikke bry deg om hva " Reitgjerde " ligaen lirer utav seg .
Det er mest underholdning å se hva " geniene" lurer utav hodene sine.
Men nå til dagens budskap, det har aldri sett bedre ut i firmaets historie (ever).ALDRI.
Skjønn betydningen av det jeg sier....
Og ha en flott dag alle som en ,tilogmed de som tror at stigende oljepris er det samme som stigende aksjekurs i oljemyggen Zenith Energy sin lille verden.
Flott at noen begynner å sammenligne oss med Shell ,BP og de andre store gutta.
Skal inrømme at deler av innlegget er skrevet ironisk.

You must implement the special Zenith discount.... ;)

Does someone remember the insane rise of APCL from 1kr to 12kr? I never invested, and dont know the details. I remember a lot of positivity on the forum before it all went to shit.
What was the mcap at 12kr? What was the potential future and current BOED at 12kr?
Can it be compared to zenith?
Viking_I
01.06.2022 kl 11:42 3647

I followed APCL that time totally based on 2P reserve report which was 7.4 billion barrels with 8 licenses in Senegal, Gambia, Ivory Coast and Sierra Leone. it went in sheet after dry well and license revoke in Gambia and Senegal now PNOR got back Gambia A1 back.

In Zenith one thing is clear all field are producing and proven including Tilapia before license expired it was producing 60 bopd form R1/R2. If delays avoided it will go 60 times from here with Nigeria.

Valuation given for Nigeria is kr 4.71 (42% of 2P reserve - 166 - Based on market oil price $100 - Metric EV/2P - $6 + with loan $20million )
Redigert 01.06.2022 kl 11:55 Du må logge inn for å svare

Found an old presentation from april 2017.
Did APCL have any production? Or just a lot of potential 2p reserves/production/licenses? I cant find anything right now.

Can see that around 12kr pr share, the oilprice was ca. 45-50dollar. Their mcap was ca. 1400mnok.
Viking_I
01.06.2022 kl 12:07 3590

0 barrels until they merge with PNOR. But that time they had a serious CEO who is leading PNOR now.
Redigert 01.06.2022 kl 12:09 Du må logge inn for å svare
Viking_I
01.06.2022 kl 15:03 3419

it will be stable around 0.1020 for one week before reaching 0.12 next week.
Frodon
01.06.2022 kl 16:21 3311

Har du truffet på en eneste av de spådommene til nå? Selv en hobby investor med uflaks burde klart å truffet en gang i blant 😅
fylla12
01.06.2022 kl 16:39 3284

Mai 2022 er historie og forventet oppstart av Lucera er ikke meldt.
Kjedelig så vi får folde våre hender sammen med Fader AC og be om fort gang.

Amen
Frodon
01.06.2022 kl 20:27 3084

Det er ikke så skuffende at Lucera ikke har startet opp enda, forsinkelser kan skje. Men det er veldig skuffende at de ikke skriver noen linjer med oppdatering om feltet, med forklaring på hva som skjer og eventuell ny guiding. Hvis det kommer melding om oppstart av feltet innen få dager, er det helt ok at de ikke har sendt ut oppdatering
Mulla3
01.06.2022 kl 20:44 3046

Å dere tute og maser. Kan dere slutte med vrøvle å vente til selskapet eksploder eller går konkurs. Begge deler er like sannsynlig.

Skal vel straks selges nye 50 000 fat nå til hyggelige priser 💥
Aldara
02.06.2022 kl 00:50 2731

Går vel opp marginale %s når det meldes for så å faaaaallllllllllllllllllllllllllllllllllllllllllllllllleeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee igjen opphøyet i n'te..
Viking_I
02.06.2022 kl 08:30 2534

i know some trying to keep below 0.1, but now I will take care it will not close below 0.1 until next week and after that it will cross 0.12 after next weekend.
Viking_I
02.06.2022 kl 10:03 2344

From here forgot about bankruptcy from here it will go up only. I doubt will go back to 0.9 to 0.1 range. so buy whatever you get before next week. No one will sell below 0.1 now.
Redigert 02.06.2022 kl 10:03 Du må logge inn for å svare
Frodon
02.06.2022 kl 10:11 2314

Du må i hvert fall treffe en gang i blant for å få litt troverdighet. I den tiden jeg har lest her, har du vell ikke truffet på kursutviklingen en gang? Ikke har du kapital til å holde kursen over 0,1. selger jeg ut på best, raser kursen 😉
uritse
02.06.2022 kl 10:15 2311

Viking - appreciate very much all the info that you dig-in and share on here. But...and that's a big BUT please stop predicting when things are going to happen and advising whether someone has to buy at these levels or not. First, I hardly doubt there are people reading the forum and making decisons to buy or sell. Second with how the situation is in the countries that ZENA is operating, there is almost no certainity as to when things are going to happen/get finalized and I am afraid your repeated inaccurate predictions will finally put your creadability in question. Zenith is at a much better situation than ever in it's history and it's a question of time before that's reflected in the share price. Patience is the key here, more than ever now:)
Viking_I
02.06.2022 kl 10:25 2289

hidden buy order at 0.1016 5T (about 2 million to buy)
Tricky
02.06.2022 kl 11:30 2169

What's happening ? Above 0.11 suddenly
LATO
02.06.2022 kl 11:32 2168

Last opp! Olja skal i 150 dollar fatet og ZENA skal mot 1 kr!

Kjøpt å kjøpe på 11-12 øre da :)
Viking_I
02.06.2022 kl 11:34 2174

ROB -1 will start on 8th June so 25% increase in production so price will match 0.12. Also oil sale in this month. so look like those who short trying to buy. Tilapia Expected in mid June.
Redigert 02.06.2022 kl 11:35 Du må logge inn for å svare