ich mische jetzt auch hier bischen mit

Jetzt ist doch die wahrscheinlichkeit von Positiv-Nachrichten zu Umverschuldung und Verkauf/Kooperation größer als die Negativ-Nachrichten (Produktionsrückgang und Zahlungsunfähigkeit sind ja seit kurzem eingebpreist).  

Kanadas Ölsand
Chinas Gier nach dem Öl-Dorado

Während in den arabischen Ölstaaten die Revolution in der Luft  liegt, gerät Kanada ins Zentrum globaler Energiestrategien: Im stabilen  Ahornland werden immer gigantischere, neuartige Ölquellen erschlossen.  Die sichert sich jetzt China Zug um Zug - und versetzt Amerika und  Deutschland in Aufregung...

http://www.manager-magazin.de/politik/...schaft/0,2828,745432,00.html

 

für die nächsten - eingeplanten - Events:

10. März: Annual Information (Sind wohl die endgültigen Zahlen für 2010)
27. April: Q1-Zahlen und Hauptversammlung  

sollte Opti eigentlich froh sein, die rechneten in ihren Prognosen doch von ca. 85 $ oder?  

dachte schon, du bist aus OPTI raus.
Aus 'nem anderen Thrad kenne ich folgende Zahlen, bei denen OPTI den Break Even erreicht haben müsste:

$150 oil, 30K bitumen.
$140 oil, 32K bitumen.
$130 oil, 34.5K bitumen
$120 oil, 37.4K bitumen
$110 oil, 40.8K bitumen
$100 oil, 44.9K bitumen
$90 oil, 55 K bitumen
$80 oil, 56.2K bitumen
$70 oil, 64.3K bitumen

Angegeben ist der Ölpreis vom WTI
(Quell: http://www.stockhouse.com/Bullboards/...amp;r=0&s=OPC&t=LIST)

Und wenn Du schon dort bist, lies mal das:
http://www.stockhouse.com/Bullboards/...&r=0&s=OPC&t=LIST  

http://www.oilvoice.com/n/...a_Provides_Project_Update/810b96c78.aspx

Reuters · Mar. 16, 2011  Mar. 16, 2011

http://www.financialpost.com/...nada+sands+project/4449862/story.html

Auf der Suche nach neuen Trends in der Rohstoffwelt stehen derzeit zwei alte Bekannte im Fokus: Kanada und Eisenerz. Kombiniert könnten diese beiden Themen im Osten des nordamerikanischen Landes nun zu einem neuen spannenden Thema für Investoren werden.

http://www.goldinvest.de/index.php/...wird-ein-neuer-trendmarkt-20245

hat einer von euch schon gesehen, was die Aktie am Freitag mittag in Kanada gemacht hat:  

ich finde nicht wirklich Neuigkeiten, weshalb der Kurs plötzlich so angestiegen ist.
Nur die üblichen Vermutugen eines Buy-outs oder einer Schulden-Restrukturierung, ggf. kommen noch deutlich verbesserte Produktionszahlen in Frage.
Volumen in Toronto lag am Fr. bei über 4mio., deutlich über dem Durchschnitt.

Bin gespannt wie's Montag weitergeht...  

 

Aber es muss wohl in Canada ein ganz schönes Volumen über den Tisch gegangen sein.  

Letzter Kurs

http://www.boersennews.de/markt/aktien/...k6gCFc4e3wodSmO_Bg&rd=1

http://www.godmode-trader.de/nachricht/...-Crude-Rohoel,a2511801.html

OPTI Canada to Host First Quarter 2011 Results Conference Call and 2011 Annual Shareholder Meeting on April 27, 2011

http://www.marketwire.com/press-release/...holder-tsx-opc-1505083.htm

HAUPTVERSAMMLUNG

$ 27.000.000

Vorjahres-Verlust von $ 41.000.000

http://ca.finance.yahoo.com/news/...Canada-capress-877165736.html?x=0

wenn die bei den jetzigen Ölpreisen nicht aus den Puschen kommen, wann dann ?  

By Dan Healing

CALGARY — Several oilsands companies may be talking about a joint venture with India’s biggest energy explorer, but analysts are betting that it’s Athabasca Oil Sands Corp.

Or Cenovus Energy Inc. Or —and this is a long-shot —troubled Opti Canada Inc., which is quickly running out of money as the minority partner in the underperforming Long Lake, Alta., oilsands project it shares with Nexen Inc.

New Delhi-based Oil and Natural Gas Corp. is in talks to acquire oilsands reserves in Canada and may increase its investments in Kazakhstan to help offset declining production, Bloomberg News reported this week. In the story, the energy explorer’s chairman and managing director A.K. Hazarika is quoted as saying, “discussions are going on at good speed” in Canada, without naming companies the state-run firm is in talks with.

“Domestically we are not able to cope, and oil demand is rising. Easy oil is not available and we have to move to unconventional areas.”

Several international oil companies have taken stakes in the oilsands recently — led by the Chinese — and there are plenty of opportunities remaining.

The previous week, Cenovus Energy Inc. of Calgary said it had struck a committee to find by year-end a partner in a joint venture or other arrangement to accelerate its oilsands developments.

Sveinung Svarte, the president and chief executive of Athabasca, said his company is looking for partners and he knows that the Indian company is in the market.

But he wouldn’t confirm talks.

“If it was, I probably couldn’t answer you anyway so let me answer more generic,” he said. “We are talking to companies. I cannot name who they are but obviously oilsand is on everybody’s agenda again because they realize it’s a great resource that is environmentally justifiable and you will see more oilsands investments in the future.”

Athabasca sold a 60 per cent share in its MacKay River and Dover thermal projects in Alberta for $1.9 billion to PetroChina in 2009 but it is seeking matches to share in the risks and rewards of its four other proposed projects in the Fort McMurray, Alta., area.

Analyst Phil Skolnick of Canaccord Genuity said the Indian company has been rumoured before to be looking for oilsands investments but the pressure is on them to actually move this time.

“We’ve been hearing for years and nothing’s really happened,” he said. “But there has to be a sense of urgency now given that (South) Korea, China, Thailand are now in there and oil prices are above $100 (US per barrel). It probably sets up a situation where you want to make a move sooner rather than later.”

Randy Ollenberger, an oilsands analyst for BMO Capital Markets, said the joint venture partner would have to have size. “It could be any number of companies,” he said. “It’s probably gotta be at least a billion barrels (of contingent reserves).”

ONGC lost a bid to buy ExxonMobil Corp.’s stake in an Angolan oilfield in March and has lagged behind its Chinese rivals as the world’s most populous nations seek overseas assets to boost energy security. Indian companies have announced US$6.6-billion of energy acquisitions since January 2010, compared with at least US$36.9-billion US of bids by companies such as PetroChina Co. and CNOOC Ltd., according to data compiled by Bloomberg.

India’s oil import costs rose about 17% to US$101.7-billion in the year ended March 31, Hazarika said.

“To offset this burden, we are looking for equity oil outside the country,” he said.

Production from oilsands is viable at crude above US$75 a barrel, Hazarika said. Such ventures assure steady output and returns for at least 20 years, he said.

http://business.financialpost.com/2011/05/06/...plorer-eyes-oilsands/

infrastructure

http://www.journalofcommerce.com/article/id44414

http://www.journalofcommerce.com/article/id44414

CALGARY, ALBERTA--(Marketwire - May 19, 2011) - Concurrent with a press release issued today by its joint venture partner, OPTI Canada Inc. (OPTI) (TSX:OPC) announces that recent bitumen production at the Long Lake Project is averaging approximately 28,300 barrels per day (bbl/d) (9,900 bbl/d net to OPTI).

About OPTI

OPTI Canada Inc. is a Calgary, Alberta-based company focused on developing major oil sands projects in Canada. Our first project, the Long Lake Project, plans for approximately 72,000 barrels per day (bbl/d), on a 100 percent basis, of SAGD (steam assisted gravity drainage) oil production integrated with an upgrading facility. The Upgrader uses our proprietary OrCrude™ process, combined with commercially available hydrocracking and gasification. Through gasification, this configuration substantially reduces the exposure to and the need to purchase natural gas. On a 100 percent basis, the Project is expected to produce 58,500 bbl/d of products, primarily 39 degree API Premium Sweet Crude (PSC™). Due to its premium characteristics, we expect PSC™ to sell at a price similar to West Texas Intermediate (WTI) crude oil. The Long Lake Project is a joint venture between OPTI and Nexen Inc. (Nexen). OPTI holds a 35 percent working interest in the joint venture. Nexen is the sole operator of the Project. OPTI's common shares trade on the Toronto Stock Exchange under the symbol OPC.

http://www.marketwire.com/press-release/...uction-tsx-opc-1517134.htm

Nexen expects Long Lake to start generating positive cash flow 'any day'

http://www.winnipegfreepress.com/business/breakingnews/122668818.html

was ist denn jetzt schon wieder los?