TriOil (Canada) 2.100 boe/d bei MK von 67 Mio C$

Q3 Zahlen: TriOil Confirms 2011 Exit Production Guidance

TriOil is on track to meet its exit production guidance of 1,900-2,100 Boe/d

http://www.newswire.ca/en/story/883687/...er-2011-operational-and-fin

Die Landverkäufe in Alberta im November erzielten bis zu 1,1 Mio$ pro Section. TriOil besitzt in der Ecke 57 net sections. Wenn man das hochrechnet, ist allein das Land mit 62,7 Mio $ zu bewerten oder 2 $/share und berücksichtigt dabei nicht einmal die derzeitige Produktion, Reserven und die weiteren Liegenschaften (This is ignoring their other valuable assets: Tableland and PRA are worth $60mm-$90mm, adding another $2.00 - $3.00 per share...This is also ignoring their huge new light oil discovery).

http://www.stockhouse.com/Bullboards/...&r=0&s=TOL&t=LIST

Wenn man die Company von der Ertragsseite her bewerten will, so kann man ca. 85.000 $/boed für eine Übernahmegebot heranziehen. Für die Zahlen Ende 2011 bedeudet dies:

 2.100 boed x 85.000$ / 35,4 mio diluted shares* = 5,04 $ je Aktie (Kurs gestern 2,16$)

*As of November 23, 2011, there were approximately 31.3 million shares issued and outstanding (35.4 million fully diluted).

Auszug Q3 2011 Financial Highlights:

• Reduced operating costs to $15.83/boe in Q3 compared $19.09/boe in the second quarter of 2011 and $16.97/boe in the third quarter of 2010.
• Drilled 2 (1.5 net) wells at Lochend with a 100 percent success rate.
• Maintained a strong balance sheet, exiting the third quarter of 2011 with net debt of $3.2 million.  This represents 10 percent of available bank lines at September 30, 2011 and 6 percent of current bank lines.

Investing in Oil: Why the Middle East is a Breeding Ground for Black Swan Events

http://www.beatingtheindex.com/...eding-ground-for-black-swan-events/

Investing in Oil: My Bias for Canadian Oil Producers

http://www.beatingtheindex.com/...my-bias-for-canadian-oil-producers/

TriOil Resources (TOL.V $2.09 [-0.07])
Cardium Land: 56 net sections
TriOil assembled about 36,000 net acres in the Lochend area with a drilling inventory of 150-200 net Cardium horizontal locations. The company currently produces about 1,250 boe/d with a 45% weighting to oil and plans to increase it to exit 2011 at 2,500 boe/d with an 80% weighting to oil. 75 percent of TOL’s 2011 drilling capital is being directed towards horizontal development of the Cardium light oil resource play at Lochend, Alberta.

http://www.canadianoilstocks.ca/...-stocks-top-5-cardium-oil-juniors/

 

CALGARY, Nov. 30, 2011 /CNW/ - TriOil Resources Ltd. ("TriOil" or the "Company" - TSXV: TOL) is pleased to announce that it has closed its previously announced offering (the "Offering") of 11,921,450 class A shares of TriOil (the "Shares") at a price of $2.10 per Share....

http://www.newswire.ca/en/story/887117/...ing-of-25-million-financing

 

TriOil Updates Corporate Presentation on Website

Überaus pünktlich - Zusammenfassung auf Seite 25:

http://www.trioilresources.com/en/trioilpresentationdec2011v2.pdf

Hab heute nochmal nachgetankt, der Laden brummt ;D

Eine echte Perle mit fairem Spread hier in D (meist gut 1%)

Insider activity

http://www.canadianinsider.com/node/7?menu_tickersearch=TOL+|+TriOil+Resources

"..DYODD but low shares outstanding, a good management team and most importantly a very strong balancve sheet will make the biggest difference in owing this junior O&G company.."

http://www.stockhouse.com/Bullboards/...&r=0&s=TOL&t=LIST

Highlights

TriOil's Central and Western Lochend trend is yielding very strong Cardium results, with our first 3 slick water completions on this trend posting IP30 rates of approximately 326, 368 and 657 boe/d, IP 60 rates of 258, 315 and 512 boe/d and cumulative production of 23,400, 16,500 and 26,500 barrels of oil.

The Company's Dunvegan oil play at Kaybob is off to an impressive start. We are very pleased to report that our first Kaybob well has averaged 795 boe/d over its initial 30 days, with cumulative production over 24,000 barrels of oil in its initial 40 days of production. Our second well on the play (TOL operated; 55% working interest) tested at an average rate of 668 boe/d (95% oil) over its initial 3 days of testing.

Corporate production based on field estimates reached 1,950 boe/d (70% oil and natural gas liquids) in mid-December, in line with exit guidance....

http://www.oilvoice.com/n/...ides_operations_update/81201939e159.aspx

Canaccord Commentary

 TriOil released an operational update last night highlighted by excellent new Dunvegan oil results and multiple type curve-beating Cardium production numbers. The highlight, in our opinion, was the 795 BOE/d IP30 rate of the company's initial Dunvegan success (30% w.i.) at Kaybob. The well is currently doing 475 BOE/d in its second month and has produced over 24,000 Bbls of oil to date. It has been followed up with a well testing 668 BOE/d (55% w.i.) over three days.This test rate is roughly a third of its predecessor, but given the deltaic geological interpretation of management's (see Figure 1 on the following page), we had no expectations that all future wells would be as high; and frankly a 668 BOE/d test is excellent, particularly in view of TriOil's 1,950 BOE/d exit rate....

We are reiterating our BUY rating and C$7.25 target price.

This remains based on a 5.5x 2013E EV/DACF multiple supplemented by .76 of risked Cardium upside....

http://www.stockhouse.com/Bullboards/...2446&l=0&pd=2&r=0

 

Feb 1/12	Feb 1/12	Johnson, Cheryne	Direct Ownership	Common Shares Class A	10 - Acquisition in the public market	3,300	$3.04
Feb 1/12	Feb 1/12	Tripp, Russell J.	Direct Ownership	Common Shares Class A	10 - Acquisition in the public market	26,500	$3.08
Feb 1/12	Feb 1/12	Wiacek, Andrew Zbigniew	Direct Ownership	Common Shares Class A	10 - Acquisition in the public market	8,425	$3.10

http://www.canadianinsider.com/node/7?menu_tickersearch=tol