Chernogorneft WPKN 900198 gekauft ! Was meint Ihr ?


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9237 Postings, 8690 Tage ByblosChernogorneft WPKN 900198 gekauft ! Was meint Ihr ?

 
  
    #1
06.08.00 18:33
Habe mir am Donnerstag 500 Chernogorneft zu 6,25 € in Berlin gekauft.
Der Wert ist oder soll den billigsten Ölwert sein.
Hatte den Wert schon einmal bei 1.79€ gekauft und bei 3,60€ verkauft.
Damals hatte ich 1000 Stück !, hätte ich die man behalten.

Was meint Ihr, haben die Rohstoffwerte und insbesondere Öl in den
nächsten zwei Wochen Zukunft.
Der Wert, den ich mir gekauft habe, war ja erst kürzlich schon einmal
durch die Decke geschossen.
Chernogornft soll schuldenfrei sein und ca. 2,5 Milliarden Barrol ge-
prüfte Reserven haben. KGV 1 oder so.
Ich hoffe der Wert geht ganz schnell auf 12,50€.

Also, wenn ein paar unter Euch sind, die mit russischen Werten
arbeiten, schreibt doch mal Eure Meinung.
Auch zu anderen russischen Werten.

Danke Byblos  

50 Postings, 8693 Tage Graf KoksRe: Russische Aktien sind in der letzten Woche um ca. 10 % gestiegen.

 
  
    #2
06.08.00 18:44
Nachdem das russische Parlament die Einkommensteuer auf generell 13 %
gesenkt hat, ergeben sich für Investoren und die russische Wirtschaft
erhebliches Potential. Einzelne Werte wie Tatneft, Surgutneftegas und GUM
etc. legten um ca. 20 % zu.
Von unseren Analysten wird dennoch Rußland nicht empfohlen und als risikoreich bezeichnet. Still und heimlich werden aber von ihnen alle errreichbaren Blue-Cips eingesammelt.
Wenn sie genugt gehortet haben, wird zum Kaufen (Strong-Buy) geblasen.
Grüsse aus Moskau
Graf Wladimir Koks
 

386 Postings, 8808 Tage $4u+meSorry, große Vorsicht mit Chernogorneft !

 
  
    #3
06.08.00 19:53
War selber mehrmals und mit Erfolg (auch wenn nicht zum ATH verkauft) drin,
habe aber am Freitag alles panikartig mit rd. 7,-Euro Gewinn verkauft.

Warum ?  Weil ich wieder mal zu wenig recherchiert habe. Muss mich schwer
zurücknehmen, daß ich nicht doch mal einen Totalverlust hinnehmen möchte.

Sieh mal im WO-Board nach. Dort wird massiv über die tatsächlichen Eigen-
tumsrechte bei Cherno (900198) diskutiert. Bei dem Durcheinander in
Russland weiß letztendlich keiner so recht Bescheid. Aber für mich stellt
sich die Wahrscheinlichkeit, daß die Cherno-AG gar keine Ölfelder mehr
besitzt, mit mehr als 50% dar. Der Restwert wäre dann klar umrissen mit
40 Rubel = ca. 1,- Euro je Aktie.

Mich hat es auch kalt erwischt, da ich dem Effekten Spiegel vertraut habe. Demnach ist Cherno tatsächlich stark unterbewertet. Der Artikel kam kurz
vor dem Ausbruch von Cherno im Frühjahr und damit lange nach der im WO-
Board beschriebenen Zwangsversteigerung. Wer letzlich Recht behalten wird,
steht für mich in den Sternen. Falls es zur Abfindung kommt, sollte Bolkow
Hoffmann verklagt werden. Falls nicht, wird Cherno schnell alten Höhen
erreichen. Mir ist es zu heiss, ich bin raus und werde nur vielleicht
in TNT, Surgutneftegas oder Lukoil investieren. Aber wer weiß schon genau,
welche Leichen dort im Keller liegen ?

Generell sehe ich russ. Ölaktien als sehr erfolgversprechend an. Meinem
Gefühl nach ist dabei TNT besser geeignet, da sie hauptsächlich in
West-Sibirien operieren (soweit ich das beurteilen kann). Lukoil ist stark
am Kaspischen Meer aktiv. M.M. nach wird sich der Krieg in diese Richtung
verlagern.

So, nun lest mal schön das Durcheinander bei Wallstreet-Online.de und bei
rufo.de,

good trades    sk  

1247 Postings, 8919 Tage MariusRe: Chernogorneft WPKN 900198 gekauft ! Was meint Ihr ?

 
  
    #4
06.08.00 20:02
Im Nächsten Nebenwertejournal (in ca. 2 Wochen) wird über die Aktie von Bolkow, der Effekten Spiegel AG berichtet.
Hat nichts mit euren Ölwerten zu tun. Nur mal interessenhalber für die Effekten Spiegel Abonenten.

Gruß Marius    

386 Postings, 8808 Tage $4u+meDanke Marius, ist schon wegen Eurogas und Alt-Commerzbank interessant. o.T.

 
  
    #5
06.08.00 21:00

386 Postings, 8808 Tage $4u+meHier ein Plagiat von "jen" aus dem WO-Board 06.08.00 21:15:09

 
  
    #6
06.08.00 21:50
Hallo zusammen!
die Chernogorneft Diskussion ist durch den autistischen Alleinunterhalter Madinvestor in eine Sackgasse geraten. Gleichgültig,
welche neue Meldung in`s Board gestellt wird, Mad kommt mit einem Zitat aus der Konkursmeldung vom November 1999
und beleidigt jeden, der inzwischen besser informiert ist.
Nun, was heisst "besser informiert" ? Die Lage Cherno`s, -oder besser gesagt: seiner Aktionäre,- ist auch z.Z.noch nicht
absolut klar. Ich habe deshalb nocheinmal meine Cherno-Textsammlung durchgeschaut und einiges Interessante hier
zusammengestellt. (Im Bedarfsfall habe ich noch einiges mehr)
Ich hoffe, dass dies dem einen oder anderen in seiner Entscheidung weiterhilft.Eine Bitte im Voraus:Verzeiht mir,
dass ich das Ganze nicht auch noch übersetzt habe!
Ich darf wohl für alle sprechen, die in Cherno investiert sind, wenn ich darum bitte, die Augen aufzuhalten und
neue Nachrichten, aber bitte wirklich nur neue -die Alten dürften nun hinreichend bekannt sein-, hier bekannt
zu machen und zur Diskussion zu stellen.
-jen-

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Tyumen Oil Company wins auction for Chernogorneft from Sidanko

26-11-99 A bankrupt Russian oil business was auctioned off as planned despite strong objections by the British-American firm BP Amoco. In a case closely watched by
foreign investors, the Tyumen Oil Company won the auction with a bid of $ 178 mm for the Chernogorneft unit of the bankrupt Sidanko oil company, the Interfax news
agency reported.
BP Amoco, which owns 10 % of Sidanko, complained that the government had given the go-ahead for the auction despite its offer to settle Chernogorneft`s debts. The
British-American firm has warned that it might leave Russia altogether if Sidanko loses Chernogorneft.
Western oil companies have invested billions of dollars in Russia since the 1991 Soviet break-up. But with many projects bogged down by bureaucratic delays and legal
disputes, fresh investment has slowed in the past two years. BP Amoco bought its stake in Sidanko for $ 571 mm two years ago.
The auction in Nizhnevartovsk, in western Siberia, also took place in spite of several court filings by a Sidanko shareholder who was seeking to suspend it. The
shareholder, Sputnik Funds, said that Chernogorneft creditors` committee had denied it access to documents it needed to make a bid.
Vladimir Levchenko, the chairman of the Russian Federal Property Fund, said that the auction had been legitimate. Two other bidders took part in the auction. Tyumen`s
bid was below the starting price of 5.2 bn rubles, but well above the minimum allowable bid of 2.7 bn rubles.
The sale of Chernogorneft will leave Sidanko with just a quarter of its former crude oil assets, the Moscow Times reported. Chernogorneft produced 6.8 mm tons of crude oil

in 1998. "No legal violations were committed," the Interfax news agency quoted him as saying.

So begann der Cherno-Krimi und mehr hat Madinvestor wohl nicht mitbekommen
jen

--------------------------------------------------


SIDANCO unexpectedly settled its quarrel with Tyumen Oil
Company (TNK) at the end of December, and the new peace makes
it likely that Sidanco`s bankruptcy will be called off. Under the
agreement Sidanco takes back its chief operating subsidiary,
Chernogorneft, from TNK, which bought the company at a
bankruptcy auction early in December. Chernogorneft will be
returned free of debts, and TNK will receive a 25% stake in Sidanco
as compensation (Alfa Group, which controls TNK via offshore
companies, originally had a third of Sidanco before being elbowed
out by Interros and Uneximbank three years ago). The ugly battle
over Chernogorneft cost TNK an expected $550m US credit, which
the US Eximbank refused to guarantee at the end of December.
However, TNK director, German Khan, said that he expects that
decision to be reversed. The money would likely be released to
support a joint-venture agreement between TNK and Sidanco to
develop the Samotlor field with input from BP Amoco, which is a
Sidanco shareholder.


Auf diese Nachricht hin habe ich am 23. Dezember 1999 5000 Cherno
zu 1.80 gekauft, die ich immernoch halte -z.Z.+255%. (Natürlich weiss
Madinvestor auch das besser, und behaupet, ich pushe Cherno, um bei
höheren Kursen mit weniger Verlust herauszukommen!!!!!! - jen-


--------------------------------------------------

TPT Limited Endorses Agreement in Principle Between
Sidanco, BP Amoco and Tyumen Oil Company

NEW YORK, Jan 12, 2000 -- (PRNewswire) TPT Limited today endorsed
the agreement in principle announced in December between the shareholders
of the Siberian Far Eastern Oil Company ("Sidanco") and the shareholders of
Tyumen Oil Company. The agreement in principle represents the first step
toward a definitive resolution of the dispute between the parties over the
ownership of Chernogorneft, Sidanco`s oil producing subsidiary.

TPT Limited is a company set up to invest on behalf of American and foreign
investors in Sidanco through Kantupan Holdings Company Limited. Investors
behind TPT Limited include the Sputnik Fund, which in turn invested in TPT
Limited on behalf of American and foreign investors, including various funds
for whom Soros Fund Management, L.L.C. is the principal investment
advisor; the Harvard Management Company, Inc., which is the principal
investment advisor to the Harvard University Endowment Fund; and Unifund
S.A.

Mr. Boris Jordan, President of the Sputnik Fund and former Sidanco
chairman, commented, "I am pleased that we have a framework for a
settlement agreement and appreciate the constructive and instrumental role of
Access Industries and its President, Len Blavatnik, in enabling this process to
go forward. We look forward to continuing productive discussions with Mr.
Blavatnik that will lead to a resolution of this matter, furthering our common
interest in developing one of Russia`s most important energy assets."

TPT Limited initiated litigation against Mr. Blavatnik, Access Industries, Inc.,
Renova, and Tyumen Oil Company in the New York State Supreme Court
on November 22, 1999, concerning the bankruptcy of Sidanco and certain of
its subsidiaries. Access Industries filed a motion seeking the immediate
dismissal of that lawsuit with the New York State Supreme Court on
December 13, 1999.

In light of the proposed settlement agreement, TPT Limited and defendants,
including Mr. Blavatnik, the president and principal shareholder of Access
Industries Inc., a privately held, U.S.-based minority investor in Tyumen Oil
Company, Renova Inc., and Tyumen Oil Company, have reached a
temporary standstill agreement in the New York litigation to enable the parties
to pursue a definitive settlement agreement. ((c) 2000 PRNewswire)

Die Interessengruppen formieren sich, der Streit weitet sich aus. -jen-
--------------------------------------------------
Tyumen Oil Welcomes State Department`s Decision to Lift
Objections To US Loan Guarantees

MOSCOW, Mar 31, 2000 -- (PRNewswire) Tyumen Oil Company (TNK)
welcomed today`s State Department decision to lift its objections to two
Export-Import Bank of the United States (Ex-Im) loan guarantees to upgrade
a Russian refinery and oil field with US technology.

Tyumen Oil hopes the Ex-Im Board will soon meet and approve its loan
guarantee applications to help the company pursue its strategy of becoming
one of the world`s largest integrated oil companies.

"These loan guarantees will create thousands of jobs in the United States and
Russia and enable significant cooperation with Western partners on technical
and managerial levels," said TNK President and CEO Simon Kukes.
"Broadly speaking, these projects will also help integrate Russia even further
into the world economy."

The loans will be used to upgrade Tyumen`s Ryazan refinery near Moscow
and to rehabilitate the giant Samotlor oil field in western Siberia.

ABB Lummus Global, part of ABB Ltd., will use $198 million in Ex-Im loan
guarantees to modernize Ryazan, with the goal of making it one of the best
refineries in Russia. TNK has an additional $70 million in syndicated loans
from private banks to upgrade the Ryazan refinery, which is strategically
located near the lucrative Moscow gasoline market. With these funds, Ryazan
will be upgraded so the percentage of conversion of its crude oil into refined
products will reach 80 percent, making it among the most efficient in Europe
and helping TNK increase the number of its gasoline stations from 600 to
1,000 by the year 2001. TNK intends to capture some 20 percent of
Moscow`s gasoline market.

In a two-year partnership, Houston-based Halliburton Co. will receive $292
million to rehabilitate the Samotlor oil field, one of the world`s largest. TNK
will also receive some $140 million in syndicated bank loans for Samotlor.
TNK`s goal is to maintain production of the portion of the Samotlor field it
controls of 350,000 barrels per day. For its part, the deal will help Halliburton
become a leader in petroleum services in Russia.

TNK`s Western-oriented management team has been aggressively
implementing its strategic business plan, which includes the two project
upgrades as well as planned cooperation with BP Amoco in developing the
Samotlor oil field, expansion into neighboring countries and retail expansion
within Russia.

-jen-Der Erfolg der BP - und US-Intervention: die Rückgabe von Cherno an Sidanco und:

"TNK is grateful that the State Department`s in-depth review has confirmed
that we have followed the rule of law, which we agree is crucial in Russia and
which we always strive for. We are also firmly committed to protecting
shareholder and creditor rights," Kukes said.

TNK is now the second-largest integrated oil company in Russia in reserves
and fifth in crude oil production. It is among the top 15 in the world based on
crude oil reserves. TNK believes that Western investment and technology are
key elements in restoring this valuable oil field.

Established in 1995, Tyumen Oil is one of Russia`s top five oil companies,
producing 460,000 barrels per day. It belongs to two private owners, Alfa
Group (Russia) and Access/Renova (United States/Russia). ((c) 2000
PRNewswire)



--------------------------------------------------

Russian Tyumen Oil Staff Join Slavneft
Unit`s Board

MOSCOW, Mar 31, 2000 -- (Reuters)
Shareholders in Megionneftegaz, a production unit of
Russian-Belarus oil company Slavneft, have elected
representatives of another oil company, Tyumen, to
its board, a Tyumen spokeswoman said on Friday.

"Two representatives of Tyumen Oil Company today
became members of the Megionneftegaz board," the
spokeswoman said.

She said Tyumen, which is pursuing a policy of
expansion, owned 26.1 percent of Megionneftegaz
and 12.8 percent of Slavneft.

"We are also interested in increasing our stake in
Slavneft and so we plan to bid at an auction if its
shares are tendered," she said.

Russia plans to sell 19 percent of Slavneft, Russia`s
10th biggest oil company, and Igor Shuvalov, the
chairman of Russia`s State Property Fund, said in
February a tender to sell this stake might take place
this year.

Tyumen, the country`s fifth largest oil producer,
bought two production units in bankrupt Sidanko oil
company, including Chernogorneft last year.

But in December, Sidanko and BP Amoco , which
owns 10 percent of Sidanko, reached agreement
that Tyumen would return Chernogorneft to Sidanko
in exchange for a blocking 25 percent plus one share
in Sidanko.
Was steht da? nicht etwa "essets of Chernogorneft", wie Madinvestor
neuerdings zitiert, sondern "Chernogorneft" wird zurückgegeben!! -jen-
Tyumen, Sidanko and Slavneft produced 20.06,
19.56 and 11.93 million tons of crude oil and gas
condensate in 1999 respectively.

(C)2000 Copyright Reuters Limited. All rights
reserved. Republication or redissemination of the
contents of this screen are expressly prohibited
without the prior written consent of Reuters Limited



--------------------------------------------------


US Lifts Block On $500 Million Russia
Oil Loan

WASHINGTON, Apr 1, 2000 -- (Reuters) U.S.
Secretary of State Madeleine Albright on Friday
lifted her opposition to the U.S. Export-Import
Bank`s $500 million loan guarantee package for
Russia`s troubled oil sector, which could help the
reform efforts of newly-elected Russian President
Vladimir Putin.

Last December, Albright blocked the Ex-Im Bank
from approving the loans for Russia`s Tyumen Oil
Company due to concerns about the treatment of
foreign investors in the country`s oil sector.

At the time, the Bank was prepared to approve the
loans for Tyumen - Russia`s second largest oil
company and the 15th in the world on the basis of
crude oil reserves. It was the first time the State
Department invoked its authority under a
seldom-used law to block an Ex-Im loan to Russia.

Albright ended her opposition to the deal earlier on
Friday, after being able "to clarify a number of
concerns" to her satisfaction with the way Tyumen
conducts business, State Department spokesman
James Foley told reporters.

"Her action today allows the Export-Import Bank to
move forward on these loan guarantees," he said.

Ex-Im Bank Chairman James Harmon said he was
pleased with Albright`s policy change and that the
Ex-Im board would take up the Tyumen transaction
"at the earliest possible opportunity."

The board`s next meeting is scheduled for April 14,
but it is unclear if the loan deal will be voted on then.

The financial package for Tyumen includes separate
loan guarantees of $295 million and $203 million to
support the sale of U.S.-made oil and gas equipment
and other services to rehabilitate Tyumen`s giant
Samotlor oil field in western Siberia and to upgrade
its Ryazan refinery near Moscow.

"These loan guarantees will create thousands of jobs
in the United States and Russia and enable significant
cooperation with Western partners on technical and
managerial levels," said Tyumen president Simon
Kukes, who was also pleased with Albright`s decision.

Foley said it was "coincidental" that Albright`s action came in the same week
that Valdimir Putin was elected Russia`s new president, downplaying any
suggestion it was a goodwill gesture toward Putin.

However, he pointed out that Putin had made public statements recognizing
the importance of investor and creditor rights, and the role they play in
creating a good environment for foreign and domestic investment.

"This does not mean that all our concerns about the protection of investor and
creditor rights, and indeed the rule of law, in Russia has been addressed. This
is obviously a work in progress," Foley said.

The spokesman said the State Department has "opened a dialogue" with the
Russian government to address "weaknesses" in the country`s legal framework
that led to Tyumen`s abuses of foreign shareholders and creditors.

When the loans were blocked, the Clinton administration was concerned with
the way Tyumen was able to acquire another oil company at the expense of
foreign firms.

Specifically, BP Amoco had lobbied for the loans to be turned down after
losing a fight with Tyumen through a bankruptcy proceeding to gain control of
Russian oil company Chernogorneft, a subsidiary of bankrupt Sidanko.

"We felt that how the U.S. dealt with these concerns needed to reflect the
policy priority we place and attach to the rule of law in Russia and that we
needed more time to assess the (Tyumen) transaction," Foley said.

Tyumen said two weeks ago it expects to sign a final deal in one to two
months with local rival Sidanko and BP Amoco officially ending the fight over
Tyumen`s purchase of Chernogorneft.

Tyumen`s Kukes said he was grateful the State Department`s in-depth review
of his company. "We are also firmly committed to protecting shareholder and
creditor rights," he said.

(C)2000 Copyright Reuters Limited. All rights reserved. Republication or
redissemination of the contents of this screen are expressly prohibited without
the prior written consent of Reuters Limited.


--------------------------------------------------


TNK

Tyumen Oil Co., usually referred to as TNK, developed into an oil major late in the game.

Novy Holding, a joint venture between Alfa bank, U.S. firm Access Industries and Access’
Russian affiliate Renova, bought a 40 percent stake in TNK from the government in July 1997 for
$810 million.
Erinnert Ihr Euch an den Alpha-Mann, der sich nicht an den Gedanken gewöhnen kann, dass das was
gewonnen schien (durch die Beteiligung an TNK) schon wieder zerronnen ist (durch die Rüchgabe von
Cherno an Sidanko), nachdem Sidanko SELBST all seine Schulden zurückgezahlt hat!!!!!!, die TNK
im Dezember `99 aufgekauft hatte, um die umstrittene Übernahme zu ermöglichen.-jen-

Novy Holding also controls Novy Petroleum, which has a further 10.1 percent stake in TNK.

That was before a further auction of 49.806 percent of TNK last December, bought for around
$200 million by New Priorities, a parity venture between TNK Renova and Alfa Group.

Led by president Simon Kukes — a Russian-born former Amoco executive — TNK has focused
its strategy on the massive Western Siberian Samotlor oil field, launching a new refinery in
Nizhnevartovsk last year. TNK subsidiary Nizhnevartovskneftegaz shares the Samotlor field with
Chernogorneft, hence TNK’s eagerness to wrest the latter away from Sidanko.

But the company has said it also plans to launch projects to increase production from its other
Western Siberian fields — Permyakovskoye, Khokhryakhovskoye and Koshilskoye.

TNK also plans to modernize its Ryazan refinery to increase output and boost its distribution and
marketing network, in part by building 70 new gasoline stations in Russia.

The oil company is also aggressively maneuvering for a stake in Irkutsk’s Kovykta gas field now
controlled by the Rusia Petroleum consortium. TNK bought 6 percent of Rusia earlier this year and
is now negotiating for an additional share emission.

The Natural Resources Ministry gave TNK licenses to develop adjacent fields last month.

Backed by Alfa Group — whose leaders Mikhail Fridman and Pyotr Aven have done an excellent
job of sticking tight to the corridors of power — TNK has not lacked for political influence. Then
Fuel and Energy Minister Viktor Kalyuzhny was a strong voice on their side in the tussle with BP
Amoco over Sidanko’s assets. And even assuming it does restore Chernogorneft to Sidanko
was mittlerweile ja geschehen ist!!!!!!!-jen-, TNK has won concessions that may allow it to retain access
to much of Chernogorneft’s crude. In 1999, Chernogorneft produced 6.3 million metric tons from
its estimated reserves of 287 million metric tons.

Meanwhile, TNK retains control of Kondpetroleum, which it bought away from Sidanko last year in
a similar bankruptcy auction to the one at which it acquired Chernogorneft. Kondpetroleum, with
reserves of 823.8 million metric tons, produced 2.5 million metric tons of crude last year.

While companies such as BP Amoco initially reacted against TNK’s strategy, recent signs — such
as BP Amoco’s statement that it is willing to work with TNK in Irkutsk — are showing otherwise.
"Better the devil you know than the devil you don’t," UFG’s O’Sullivan said.

--------------------------------------------------

Die Story aus britischer Sicht:


Select Committee on Foreign Affairs Third Report

Securing a healthy trading relationship


BP, Sidanko and the Chernogorneft Battle: an illustration of the challenges of doing business in Russia.

Chernogorneft, the oil-producing subsidiary of the Russian oil company Sidanko, has been at the centre of an increasingly fierce struggle for control
since early 1999. The principal contenders are Chernogorneft`s parent, Sidanko, which is 10 per cent owned by BP Amoco, and the Tyumen` Oil
Company (TNK). The battle has been waged via a bankruptcy suit, an increasingly popular method of taking control of Russian companies.
Buying a company with large debts can be expensive. Using a bankruptcy proceeding to secure the appointment of a favourably inclined external
administrator is often more appealing. If the case ends with an auction of the victim, it can be bought more cheaply.

This was clearly TNK`s aim. When the court-appointed external manager who took over in December 1998 looked like restoring Chernogorneft
to solvency, TNK arranged his removal. Subsequent external managers have been closely identified with TNK, which in September secured
approval of the external manager`s plan to sell off Chernogorneft by the end of the year, with no guarantee that it would be sold at public tender.
The sale took place on 26 November and, as expected, TNK prevailed, owing partly to the exclusion of its rivals from the process. The legality of
the sale is still being contested in a number of jurisdictions.

Much of TNK`s campaign was based on perfectly legal manipulation of the weaknesses in Russian bankruptcy law. However, some of its moves
appear to have been illegal and a number of court judgements were viewed by Russian observers as well as western ones as clearly biased.[72]
Federal Bankruptcy Service chief Georgii Tal` declared that Chernogorneft could have paid off its outstanding debts in six months and described
the West Siberian Arbitration Court as "the legal department of TNK." Adverse decisions in other jurisdictions were overruled or ignored.
Moreover, the involvement of the local, regional and federal authorities was evident throughout. This was particularly true of Tyumen` Oblast`, the
Governor of which, Leonid Roketskii, chairs TNK`s board of directors.

Following a lobbying campaign by BP Amoco in the US, President Clinton was reported to have blocked a £310 million US Export Import Bank
loan guarantee to TNK to upgrade its Russian refinery. This and an appeal to the then Prime Minister, Mr Putin, led to TNK and BP Amoco
reaching a deal whereby Chernogorneft is to be transferred free of debt to the full ownership and control of Sidanco. The agreement also specifies
that Sidanco`s bankruptcy will be brought to an end, and that the parent company of TNK will receive a 25 per cent plus one share interest in
Sidanco.

--------------------------------------------------

Alles klar???? Nein natürlich nicht (ausser für Madinvestor.) Ich würde aus meiner nicht
ausschlaggebenden Sicht behaupten: Panta rei! alles fliesst. Und für mich besteht nach
sorgfältiger Betrachtung aller Facetten dieser Story kein Grund, mich aus einem aus-
sichtsreichen Investment herausgraueln zu lassen.
Hier nochmal die realistischen Kursziele von Tharsus: 40,-Euro (Reitmeier mag ein Gauner sein,
ein besserer Russlandkenner, als Madinvestor ist er allemal
und von EMI: 30,-Euro (auch denen muss man nicht alles glauben, aber auch die sind sicherlich
kompetenter als Mad.
Was ist zu tun? Das kann hoffentlich ein jeder sebst entscheiden.

Gute Gewinne wünscht Euch
jen  

386 Postings, 8808 Tage $4u+meSorry, Kopieren hat nicht funktioniert. Ist aber sehr ausführlich, schaut

 
  
    #7
06.08.00 21:53
dort selber mal nach diesem Artikel. Tenor: Alles in Butter,
KZ 30,-...40,- Euro für Cherno. Naja, ich gönn's jedem.   sk  

609 Postings, 9115 Tage SchtonkFinger weg von Cherno

 
  
    #8
06.08.00 22:38
hier will die Spekulation noch zum letzten Mal einen draufsetzen!
Am Jahresende ist der Spuk vorbei. Was hier an Lügen präsentiert worden ist, geht auf keine Kuhhaut. Wer es selbst aus erster Hand wissen will, der soll BP Amoco anrufen und es sich aus erster Hand berichten lassen!

Gruss,
Schtonk  

386 Postings, 8808 Tage $4u+meAchtung ! Effekten Spiegel von heute weiß auch nichts genaues, Begehrlich-

 
  
    #9
09.08.00 11:55
keiten von Sidanko sind so groß, daß "möglicherweise" die freien Aktionäre ausgetrickst werden könnten.

Für mich ist damit ein Engagement in 900198 ausgeschlossen. Zumal mich nur der Effekten Spiegel mit der "billigsten Ölaktie der Welt" seinerzeit auf Cherno gebacht hat. Wenn also der Pusher auch nichts genaues weiß ist allerhöchste Vorsicht angesagt !

Ansonsten empfiehlt Bolkow heute wieder Russland-Werte, allen voran Lukoil, aber auch RT, Vimpel, Gum, Monsenergo. Nicht so begeistert ist er von Gazprom. TNT wird nicht erwähnt.

Von Eurogas gibt's wieder einen Hinweis auf Big Horn: Bekannte Gewinnexplosion.

Take care    sk
 

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