Caspian Oil & Gas mit großer Zukunkt.
Marktkapitalisierung: 9,32 Mio. CDN$ oder 7,11 Mio Euro
Geduld haben, jetzt (Steuerverkaufs-) Aktien aufsammeln und in 2011 wieder verkaufen.
http://media.wotnews.com.au/asxann/01125763.pdf
Risiko: Sehr hoch
Chance: Sehr Hoch
Auszug aus der Annual General Meeting in Perth November 2010 mit Graeme Parsons,CEO
Review of 2009-2010 operations
• Overview of West Mailisu Prospects
• Farmout Activity
• 2010 – 2011 Kyrgyz Work Programme
• Romanian asset
• Kazakhstan Opportunities
• Activity Summary
Caspian has a strategic acreage position in the
Kyrgyz section of the Fergana Basin
• Fergana Basin
– prolific oil province > 1 Billion Barrels and 1.7 TCF Produced to date
– first production in 1901, more than 60 oilfields
Eight licences on Fergana Basin in the Kyrgyz
Republic
• Applications lodged for 2 year extensions on 5
licences
• Potential for significant oil and gas discoveries with
more than 25 prospects and leads mapped
• Seeking JV partners to develop licences
2010 ‐ Year in review
1. Santos JV
• Caspian regained 100% ownership of 7 Kyrgyz licences after Santos
withdrew from its joint venture in February 2010
2. Caspian operations
• Drilled East Mailisu 1 and Mailisu III #6 wells
• Interpretation of seismic enabled compilation of a prospect and leads
inventory which includes 25 opportunities with total prospective resources
of 242 mmbbls oil - Lead size up to 55 mmbbls with average of around 10mmbbls
across the portfolio
• Produced ~ 3800 bbls from Mailisu III and Charvak fields over 12 month
period - production was suspended pending production licences, obtained
November 2010
• Recorded 26km 2D seismic in West Mailisu licence
• No lost time injuries for operations
3. Changed political situation
• Parliamentary elections passed peacefully in October 2010
• Coalition government currently being formed
• Decree guaranteeing foreign investment
• Period of interim government has seen decreased government efficiency
(longer time to get decisions made)
West Mailisu Leads details
West Mailisu East (Palaeogene Bed III and Beds V & VII)
• Mean potential oil -13.8 million barrels (mmbbls)
• Mean potential reserves 2.6 mmbbls
• Potential for mean gas reserves of 9.7 bcf from the Jurassic
section prospect
West Mailisu Central
• Estimated 10.5 mmbbls mean potential oil in place and 2
mmbbls potential mean reserves
Prospect Oil OIIP Reserves
Zone mmbbls mmbbls
WM East Bed III 5.5 1.0
Beds V & VII 8.3 1.6
WM Central Bed III 4.2 0.8
Beds V & VII 6.3 1.2
Total 24.3 4.6
Farmout Activity
• Seeking alternative farmout participants
• Several companies have signed confidentiality
agreements and received proprietary data
• Seeking funding for a two-year work programme
including seismic and drilling in return for a 50%
interest in the licences
• Once stable government is restored, 2011 will see a
renewed focus by the Company to attracting farmin
participants to the licences
2011 Indicative Kyrgyz Work Programme
Activity Timing Comments Potential Impact
West Mailisu Seismic 1Q 2011 2 firm drilling targets
Drill West Mailisu East #l 2Q 2011
Exploration Well -
dependent on finding
Up to 3.5 mmboe (5.9
bcf gas and 2.6 mmbbls
farminee oil).
Seismic Acquisition - East
Mailisu Sulukta 2Q/3Q 2011
Extent of coverage
dependent on finding
Defining potential large
Mailisu, Akbura & p g leads indicated from
farminee seismic review
Romania – Parta Block
Location: Southern Pannonian Basin, western Romania
CIG ownership: 20%
Operator: ADX Energy Limited (ADX)
Area: 1221 sq km. Seven (excised) producing oil and gas fields
Upside: Many attractive seismically-identified targets
2011 work programme:
o 2D seismic reprocessing and acquisition
o Scheduled to commence in the 2nd quarter
o Awaiting signature for exploration agreement by government
• Four oil and seven gas leads recognised on
existing seismic
• Mean (success case) reserves estimated at
24.5 mmbbls (oil) and 234 bcf (gas)
• Three different play types –
structural/stratigraphic, stratigraphic, and
basin floor fans
2011-2013
• Reprocessing (300km)
• 2D acquisition (200km)
• 3D acquisition (150sq km)
• One well
2011 detail
• 1Q – Reprocess all existing 2D seismic
• 2Q – Acquire and process 100km 2D seismic
• Sub-surface studies – construct geological models
• Marketing studies (gas, facilities)
• Caspian is reviewing potential opportunities in Kazakhstan
• In August 2010, Caspian entered an Area of Mutual Interest
Group with Argos Sibinga Petroleum and CHPlus Resources
• More than 30 opportunities have been reviewed and high
graded
• Six opportunities are being pursued and detailed reviews
undertaken
• Opportunities include coal seam gas, undeveloped existing
discoveries and “brown” fields with significant upside
potential
• Caspian aims to have a new opportunity within 6 months
Kyrgyz Republic
• Additional Seismic to be recorded in West
Mailisu to optimize well locations - Q1
• Possible drilling of West Mailisu well
• Reprocessing 2009 seismic
• Additional seismic over Charvak, Sulukta and
Ak-Bura licences
• Ongoing farmout activity
Romania
• 2D Seismic acquisition and reprocessing
• Detailed geological studies
Other Areas
• One new country entry expected
Value elements
• Established oil production from Mailisu III and Charvak
• Modern drilling rig and associated equipment acquired at a
cost of over US$5.5 million
• Caspian holds:
– $2.6 million cash and deposits
– Listed investments – market value ~A$5 million
– Other assets such as funded mineral exploration joint
ventures and future gold royalties on projects with
development plans
Graeme Parsons – Executive Director/CEO
Geologist with 30 years experience in oil and gas exploration,
development and management
Colin Carson – Executive Chairman
More than 20 years of corporate experience in listed companies
Mike Sandy – Director
Experienced petroleum geologist with 30 years experience including
10 years in a management role with Novus Petroleum
Oleg Gaponenko – General Director
Canadian-trained Kyrgyz national director
Alex Novak – Consultant
Experienced Kyrgyz campaigner
www.caspianogl.com
Im Januar 2009 hatte die Regierung die Exportzölle komplett ausgesetzt und wurde im August 2010 wieder bei 20 USD/Tonne eingeführt.
http://boersenradar.t-online.de/Aktuell/Rohstoffe/...is-24219796.html
YOUR GATEWAY TO LUCRATIVE CASPIAN ENERGY MARKET!
Why Azerbaijan and Caspian Oil & Gas Exhibition 2011?
http://www.caspianoilgas.az/2011/
http://www.oil-gas.kz/en/
Firma: Caspian Energy
Datum: 2011/01/10
Kirgisistan und Usbekistan unterzeichneten einen Vertrag über die Gas zu einem Preis von $ 223 für 1 tausend Kubikmeter zu liefern. m, die 19 $ unter dem Preis im Jahr 2010, sagte Generaldirektor der JSC Kyrgyzgaz Turgunbek Kulmurzaev bei einem Treffen mit Premierminister Almaz Atambajew. Da die CEIBCNews (www.caspenergy.com) mit Bezug auf Finmarket, im Jahr 2010 den Preis des usbekischen Gases nach Kirgisistan belief sich auf $ 242 für 1 tausend Kubikmeter. MT Kulmurzaev sagte, dass in diesem Jahr wird Kirgisistan, Usbekistan 200 Millionen Kubikmeter erhalten. Meter, die auf das Volumen verbraucht entspricht. Der Leiter der Kyrgyzgaz darauf hingewiesen, dass der Vertrag eine Bestimmung, die vorher nicht gemacht liefern, dass "Kirgisien kann das Volumen des Gases über 200 Millionen Kubikmeter verbraucht. M zunehmen, Unterrichtung der Partner von 15 Tagen." Im Gegenzug wies Ministerpräsident Atambajew A. T. Kulmurzaevu "nicht zu Erhöhung der Gastarife für die Verbraucher im laufenden Jahr zu ermöglichen und interne Ressourcen und Fähigkeiten zu finden, um Tariferhöhungen zu vermeiden.
http://www.oil-exchange.com/t-news/1006
Partnership between Russian and Norwegian Oil and Gas Industries
http://russia.intsok.com/index.php
Azerbaijan, EU sign declaration on southern gas corridor
http://www.caspianoilgas.az/2011/?p=news__read&t=industry&q=0
Explorers ADX Energy (ASX: ADX) und Caspian Oil & Gas (ASX: CIG) haben eine Exploration Block Konzessionsvertrag in Rumänien mit Agentia Nationala Pentru Resurse Minerale (NAMR) unterzeichnet.
http://www.proactiveinvestors.com.au/companies/...ith-namr-13522.html
http://wotnews.com.au/announcement/...eases_Quarterly_Report/1146665/
selbst bei kursen von 0,01 = 11,3 mio. sind die gewinnzuwächse bei produktionsbeginn kaum berücksichtigt.
einfach unentdeckt?
chart scheint auch so eine leichte bodenbildung vollziehen zu wollen.
hm.
könnte durchaus interessant werden das teilchen....