Venter på PM AEC vedr brønnen i Syd Afrika
Nå er det ikke lenge før vi får PM vedr brønnen som Africa Engery Corp borer i Syd Afrika med Deepsea Stavanger. The field could hold 1,5-3 billion barrels. The outlook for finding hydrocarbons is extremely high. The question is weather it id oil or gas, and weather it is a good-quality reservoir. While Total has said the field could hold between 500 million to over 1 billion barrels of oil equivalent. one of it's partner in the project is more upbeat. Quote..
https://uk.reuters.com/article/uk-total-exploration-focus/oil-major-total-plans-biggest-exploration-drive-in-years-idUKKCN1PN0RB
https://uk.reuters.com/article/uk-total-exploration-focus/oil-major-total-plans-biggest-exploration-drive-in-years-idUKKCN1PN0RB
Redigert 21.01.2021 kl 07:27
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Hengarn
01.02.2019 kl 11:43
5057
Du er ikke den eneste, blir veldig spennende å høre resultater fra pågående brønn.
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Turbon
02.02.2019 kl 20:04
4995
Riktig spennende dette.
Den kan let ga 10 gangern! Muligt at kjöpe mer på mandag tenker jeg til lavt pris (under 2SEK)...
Den kan let ga 10 gangern! Muligt at kjöpe mer på mandag tenker jeg til lavt pris (under 2SEK)...
Redigert 21.01.2021 kl 07:27
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Turbon
03.02.2019 kl 13:19
4938
Hvorfor besöker sörafrikas energiminister Odfjell Stavanger? ;)
https://www.youtube.com/watch?v=QhfbLjvbbUk&feature=youtu.be
https://www.youtube.com/watch?v=QhfbLjvbbUk&feature=youtu.be
Redigert 21.01.2021 kl 07:27
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Turbon
03.02.2019 kl 20:36
4869
Jeg håper de center med pm til senere i uken :)
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Snittvik
04.02.2019 kl 09:31
4795
Pareto:
Please find attached the Africa Energy slides form today
Highlights:
• We expect the results from the much anticipated Brulpadda exploration (Block 11B/12B, offshore South Africa) well in coming days
• This is a potential company making catalyst for Africa Energy that has a 4.9% effective interest in the block
• We present three of our valuation and anticipated trading ranges scenarios for reference: a 500 mmbbl (gross) oil discovery; a 3 tcf dry gas discovery; and a dry downside scenario
• Case 1: commercial oil discovery (500mmbl, gross)
o Our Fully Risked NAVPS increases to SEK 4.09 from SEK 2.50
o We would expect shares to trade at SEK ~3.3 based on a P/NAV of 0.8x (the current trading ratio)
o This represents a +75% to the last closing price
• Case 2: commercial dry gas discovery (3 tcf, gross)
o Our Fully Risked NAVPS increases to SEK 2.63
o Shares could trade at around SEK 2.1
o This represents a +10% upside and could support the current share price
• Case 3: no discovery downside
o Our Fully Risked NAVPS is reduced to SEK 1.42
o Could trade at SEK ~0.6 -0.7 based on a P/NAV of 0.4x-0.5x
o This represents a -70% downside to the last closing price
Please find attached the Africa Energy slides form today
Highlights:
• We expect the results from the much anticipated Brulpadda exploration (Block 11B/12B, offshore South Africa) well in coming days
• This is a potential company making catalyst for Africa Energy that has a 4.9% effective interest in the block
• We present three of our valuation and anticipated trading ranges scenarios for reference: a 500 mmbbl (gross) oil discovery; a 3 tcf dry gas discovery; and a dry downside scenario
• Case 1: commercial oil discovery (500mmbl, gross)
o Our Fully Risked NAVPS increases to SEK 4.09 from SEK 2.50
o We would expect shares to trade at SEK ~3.3 based on a P/NAV of 0.8x (the current trading ratio)
o This represents a +75% to the last closing price
• Case 2: commercial dry gas discovery (3 tcf, gross)
o Our Fully Risked NAVPS increases to SEK 2.63
o Shares could trade at around SEK 2.1
o This represents a +10% upside and could support the current share price
• Case 3: no discovery downside
o Our Fully Risked NAVPS is reduced to SEK 1.42
o Could trade at SEK ~0.6 -0.7 based on a P/NAV of 0.4x-0.5x
o This represents a -70% downside to the last closing price
Redigert 21.01.2021 kl 07:27
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Snittvik
04.02.2019 kl 09:51
4778
Så Pareto mener:
Finner de olje som kan brukes: Kurs: 4,09
Finner de gass: Kurs 2,63
Borrer de tørt: Kurs 0,60
Finner de olje som kan brukes: Kurs: 4,09
Finner de gass: Kurs 2,63
Borrer de tørt: Kurs 0,60
Redigert 21.01.2021 kl 07:27
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FAR100
04.02.2019 kl 14:59
4703
risky. nå har aksjen doblet seg på 2-3 dager. Hvor stor sjanse for treff?
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“We are expecting the results in the coming days,” Total’s Chairman and Chief Executive Patrick Pouyanne said.
While Total has said the field could hold between 500 million to over 1 billion barrels of oil equivalent, one of its partner in the project is more upbeat.
“The outlook for finding hydrocarbons is extremely high. The question is whether it is gas or oil, and whether it is a good-quality reservoir,” Keith Hill, CEO of Africa Oil Corp, a minority stakeholder in the field, told Reuters, adding that the field could hold 1.5 to 3 billion barrels.
Other oil companies and South African authorities are likely to be watching closing.
“Any potential discovery will ultimately result in the attraction of other oil companies and the growing of the oil and exploration and production industry in South Africa,” said Viljoen Storm, acting chief executive of the country’s state-owned Petroleum Agency.
While Total has said the field could hold between 500 million to over 1 billion barrels of oil equivalent, one of its partner in the project is more upbeat.
“The outlook for finding hydrocarbons is extremely high. The question is whether it is gas or oil, and whether it is a good-quality reservoir,” Keith Hill, CEO of Africa Oil Corp, a minority stakeholder in the field, told Reuters, adding that the field could hold 1.5 to 3 billion barrels.
Other oil companies and South African authorities are likely to be watching closing.
“Any potential discovery will ultimately result in the attraction of other oil companies and the growing of the oil and exploration and production industry in South Africa,” said Viljoen Storm, acting chief executive of the country’s state-owned Petroleum Agency.
Redigert 21.01.2021 kl 07:27
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1,5-3 milliarder fat. Da ser vi 10 sek lett.
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Snittvik
04.02.2019 kl 17:06
4639
Den går enten i 60 øre eller 3,5 er mitt stalltips. for hva det er verdt
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FAR100
04.02.2019 kl 21:26
4583
finner de olje så ser vi 4 tallet
Redigert 21.01.2021 kl 07:27
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Kan fort gå til 10 også. Funnet kan bli opp mot 3 mill fat. Da snakker vi tosifret!
Redigert 21.01.2021 kl 07:27
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Jeg tror ikke de hadde fått ut SA minister når de hadde kommet til TD. Det vil være veldig dårlig å la han miste ansikt sånn. De var på TD og skulle logge 2.feb. da minister var på besøk offshore. Denne brønnen kan bli årets elefant funn!
Redigert 21.01.2021 kl 07:27
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Turbon
05.02.2019 kl 14:17
4399
"While the extent of the oil discovery in the Western Cape has not yet been made public, Total has hinted that the signs were positive for a major discovery."
Dette er fra https://businesstech.co.za/news/energy/297004/finding-oil-off-the-coast-of-mossel-bay-could-be-a-game-changer-for-south-africa/?fbclid=IwAR1VUmbuFr-7OLk0z5durpLbSjUdhEpfsldjzywh344_BiMY_tx71dJT6Dk
Dette er fra https://businesstech.co.za/news/energy/297004/finding-oil-off-the-coast-of-mossel-bay-could-be-a-game-changer-for-south-africa/?fbclid=IwAR1VUmbuFr-7OLk0z5durpLbSjUdhEpfsldjzywh344_BiMY_tx71dJT6Dk
Redigert 21.01.2021 kl 07:27
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Turbon
05.02.2019 kl 19:03
4344
Få dette in, Brulpadda er et mammutfunn. Kjöp nå hvis dere hinner in för PM. Total har rapport på torsdag - Brulpadda er eventets dronning!
Redigert 21.01.2021 kl 07:27
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Snart 4 stk supply skip på location nå. Tyder på at de tømmer riggen for utstyr, eller får mere utstyr. Tror nok mest de tømmer riggen for utstyr. De var på TD på Lørdag så logging er nok ferdig snart. Hadde det vært tørt hadde det nok vært meldt allerede tenker jeg.
Redigert 21.01.2021 kl 07:27
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Turbon
05.02.2019 kl 20:13
4297
De er nokk ferdige nå :) Jeg ser ikke annet en at det er bullseye :)
Redigert 21.01.2021 kl 07:27
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Redigert 21.01.2021 kl 07:27
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https://www.youtube.com/watch?v=hb80y-7IqBk
Litt for tilfeldig at minister er for å se bitet komme ut av hullet....
Fra 2:20
Litt for tilfeldig at minister er for å se bitet komme ut av hullet....
Fra 2:20
Redigert 21.01.2021 kl 07:27
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Total also announced Thursday to have made a discovery
"significant" gas condensate on the prospects of Brulpadda,
located 175 kilometers off the southern coast of Africa from
South.
The French group (45% of the block concerned) and its partners
- Qatar Petroleum (25%), CNR International (20%) and the
South African consortium Main Street (10%) - plan to lead
a 3D seismic acquisition campaign in the year, and then
drill up to four exploratory wells on this permit.
"significant" gas condensate on the prospects of Brulpadda,
located 175 kilometers off the southern coast of Africa from
South.
The French group (45% of the block concerned) and its partners
- Qatar Petroleum (25%), CNR International (20%) and the
South African consortium Main Street (10%) - plan to lead
a 3D seismic acquisition campaign in the year, and then
drill up to four exploratory wells on this permit.
Redigert 21.01.2021 kl 07:27
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Snittvik
07.02.2019 kl 08:45
4072
Event:
Total has announced a significant discovery at the Brulpadda-1AX well on Block 11B/12B offshore South Africa. Total is the operator (45% W.I.) with Africa Energy having an effective 4.9% interest in this block.
Impact: POSITIVE
Based on our first look of the announcement and preliminary valuation, our Risked NAV for Africa Energy has increased to SEK 3.8/share from SEK 2.5/share. Taking a P/NAV trading range of 0.8x-1.0x, we expect Africa Energy to trade higher today at around SEK ~3.5.
Details:
• Africa Energy has an effective 4.9% interest in Block 11B/12B, through its 49% shareholding in Main Street 1549 - the partners are: Total (45%), Qatar Petroleum (25%), Canadian Natural Resources (20%), and Main Street 10%.
• The well encountered a total of 57 meters of net gas condensate pay in Lower Cretaceous high-quality reservoirs.
• Core samples were taken in the upper reservoir, and a comprehensive logging and sampling program was performed over both reservoirs.
• “With this discovery, Total has opened a new world-class gas and oil play and is well positioned to test several follow-on prospects on the same block,” Total’s senior vice president for exploration Kevin McLachlan said in a statement.
• Total and its partners plan to acquire 3D seismic this year.
Conclusion:
In our opinion this is a very positive result for Africa Energy and a company-making catalyst. We expect a great deal of interest in the name with share price to potentially trade up by over 80% today.
Total has announced a significant discovery at the Brulpadda-1AX well on Block 11B/12B offshore South Africa. Total is the operator (45% W.I.) with Africa Energy having an effective 4.9% interest in this block.
Impact: POSITIVE
Based on our first look of the announcement and preliminary valuation, our Risked NAV for Africa Energy has increased to SEK 3.8/share from SEK 2.5/share. Taking a P/NAV trading range of 0.8x-1.0x, we expect Africa Energy to trade higher today at around SEK ~3.5.
Details:
• Africa Energy has an effective 4.9% interest in Block 11B/12B, through its 49% shareholding in Main Street 1549 - the partners are: Total (45%), Qatar Petroleum (25%), Canadian Natural Resources (20%), and Main Street 10%.
• The well encountered a total of 57 meters of net gas condensate pay in Lower Cretaceous high-quality reservoirs.
• Core samples were taken in the upper reservoir, and a comprehensive logging and sampling program was performed over both reservoirs.
• “With this discovery, Total has opened a new world-class gas and oil play and is well positioned to test several follow-on prospects on the same block,” Total’s senior vice president for exploration Kevin McLachlan said in a statement.
• Total and its partners plan to acquire 3D seismic this year.
Conclusion:
In our opinion this is a very positive result for Africa Energy and a company-making catalyst. We expect a great deal of interest in the name with share price to potentially trade up by over 80% today.
Redigert 21.01.2021 kl 07:27
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Turbon
07.02.2019 kl 08:53
4062
"The well encountered a total of 57 meters of net gas condensate pay over two Lower Cretaceous high-quality reservoirs. Core samples were taken in the upper reservoir, and a comprehensive logging and sampling program was performed over both reservoirs."
Jeg venter på resultat fra nedre reservoiren og 3D... Men det höres helt fint ut.
Jeg venter på resultat fra nedre reservoiren og 3D... Men det höres helt fint ut.
Redigert 21.01.2021 kl 07:27
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FAR100
07.02.2019 kl 09:11
4037
kun gass og ikke olje, dårlig
Redigert 21.01.2021 kl 07:27
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trasi
07.02.2019 kl 10:50
3971
Ren manipulasjon som holder denne under 2,80 nå. Men vi får nå se ut over dagen.
Redigert 21.01.2021 kl 07:27
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trasi
07.02.2019 kl 10:56
3965
TOTAL CEO PATRICK POUYANNE SAYS SOUTH AFRICA'S BRULPADDA DISCOVERY IS "PROBABLY QUITE BIG", ABOUT 1 BILLION BARRELS
Her blir det liv snart............
Her blir det liv snart............
Redigert 21.01.2021 kl 07:27
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Turbon
07.02.2019 kl 11:00
3959
FAR100 skrev kun gass og ikke olje, dårlig
Jo, kan se dårlig ut... Men men :)
Redigert 21.01.2021 kl 07:27
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trasi
07.02.2019 kl 11:06
3944
Ikke bare gass her nei, bare vent til Totals presentasjon er ferdig du ;-)
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Turbon
07.02.2019 kl 11:12
3936
Jeg venter - ikke tal om annet :)
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abroker
07.02.2019 kl 11:16
3929
Vi venter og vi venter og vi venter og vi venter?
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Turbon
07.02.2019 kl 11:32
3905
Jo, 1 billion barrels of gas&oil enlig pressetreff...
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trasi
07.02.2019 kl 11:46
3891
Satser på at 1 milliard barrels snart synker inn hos markedet.
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PerUlv83
07.02.2019 kl 11:56
3878
FAR100 skrev kun gass og ikke olje, dårlig
Du vet at gas condensate vanligvis oppnår høyere priser en olje vel?
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PerUlv83
07.02.2019 kl 12:03
3873
FAR100 skrev kun gass og ikke olje, dårlig
Du vet at gas condensate vanligvis oppnår høyere priser en olje vel?
Redigert 21.01.2021 kl 07:27
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