Chancen im Ölsektor

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Eröffnet am:08.02.10 13:29von: scioutnescioAnzahl Beiträge:17
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1115 Postings, 6627 Tage scioutnescioChancen im Ölsektor

08.02.10 13:29
CANACOL ENERGY ist ein kanadischer Ölproduzent/Explorer, der noch ziemlich am Anfang steht. Er hat Lizenzen in Kolumbien, Guyana und Brasilien. Untenehmen wie Petrominerales und Pacific Rubiales haben es vorgemacht wie man mit Ölförderung in Kolumbien Werte schaffen kann. Canacol besitzt ein anerkanntes Management und hervorragende Explorationschancen. Heute wurde das Investitionsprogramm 2010 bekannt gemacht. Sehr beeindruckend:

Canacol Energy Ltd. Announces US$46 Million Capital Program for 2010Canacol Energy Ltd CNE 2/8/2010 7:00:26 AMCALGARY, ALBERTA, Feb 8, 2010 (Marketwire via COMTEX News Network) --
Canacol Energy Ltd. ("Canacol" or the "Corporation") (TSX VENTURE:CNE) is pleased to announce a US$46 million capital budget in 2010 for exploration and development activities in Colombia, Guyana, and Brazil. The budget includes the drilling of 15 wells, which include 3 exploration wells, one each in Colombia, Guyana, and Brazil, and 3 appraisal and 9 development wells in Colombia. The budget also includes the acquisition of 100 square kilometers ("km") of 3D seismic and 160 km of 2D seismic in Colombia and Brazil, the building of a 2,000 barrel of fluid per day early production facility at the Capella discovery in Colombia, and the expansion of its operated Rancho Hermoso production facilities in Colombia. Canacol also plans to participate in the exploration bid round scheduled in Colombia for late June as a qualified operator.

The Corporation anticipates production to average 4,200 barrels of oil per day ("bopd") net production revenue in 2010, with an exit rate of 7,000 bopd, which excludes any production resulting from exploration success. Canacol has US$25 million in cash at the end of Q4, 2009, and the 2010 work program is expected to be fully funded from a combination of cash on hand and cash-flow from existing operations.

Charle Gamba, President and CEO of Canacol, stated "the 2010 budget will achieve four critical objectives for the Corporation. We will key off our new pool discovery at Rancho Hermoso in Colombia to increase production and free cash flow that will be used to fund the near and midterm capital requirements for the company. We will complete the appraisal of the Capella oil discovery, which includes the drilling of the first horizontal well, and a cyclic steam flood pilot which will quantify the potential increase in ultimate recoverable reserves from this significant discovery. We will also collect the necessary geophysical data on our 100% operated Tamarin and Pacarana contracts offsetting the Capella oil discovery in advance of drilling in 2011 and 2012. Finally, we will appraise a large light oil discovery in Guyana which could have a material effect to the Corporation in the event of success. The 2010 program will be fully funded by a combination of cash on hand and free cash flow from operations."


Canacol has interests in 6 exploration and production contracts in Colombia, and plans to spend US$37 million on various exploration and development projects there in 2010. The capital programs, which include the drilling of 13 wells, the acquisition of 60 km of 2D seismic and 100 square km of 3D seismic, and the construction of new facilities and expansion of existing facilities, are outlined below.

Llanos Basin

Canacol has operated interests in the Rancho Hermoso (100%) and Entrerrios (60%) producing fields in the Llanos Basin. Both contracts are operated under Production Sharing and Risked Service contracts with Ecopetrol, the state oil company of Colombia.

Rancho Hermoso Production Contract (100% operated working interest)

The Corporation plans to drill up to 5 infill development wells as a direct result of the success of the Rancho Hermoso 5 well drilled in December 2009, which tested over 8,000 bopd combined flow of 33 degrees to 36 degrees API gravity oil from a new pool discovery in the Guadalupe and Los Cuervos reservoirs. The 5 new wells will target the Mirador, Los Cuervos, Guadalupe, and Ubaque reservoirs, all of which are currently producing in the field. The drilling program is anticipated to commence in Q2 2010, and will continue through to December, focusing primarily on obtaining production from the Los Cuervos, Guadalupe, and Ubaque reservoirs, in which the Corporation has a net royalty interest. In addition to the new development wells, the Corporation plans to expand the fluid handling capacity of the existing facilities in order to process the additional production.

The Corporation has executed a contract with Gasmocan S.A., a private Colombian gas processing company, to provide electrical power to the Rancho Hermoso field. Currently the Corporation burns diesel in rented power generators to power the producing wells and the facility. Under the terms of the contract, the Corporation will provide field gas that Gasmocan will use to generate electricity. The electricity will be sold to the Corporation for US$0.09 per megawatt, and will eliminate the need for purchasing diesel and renting generators. The Corporation is targeting a 15% reduction in opex for the field as a result of the electrification plan.

Putumayo - Caguan Basin

Canacol is one of the largest exploration landholders in the Putumayo - Caguan Basin of southern Colombia, with working interests in two exploration and production contracts and one technical evaluation area, all of them awarded under the new terms as regulated by the Agencia Nacional de Hidrocarburos ("ANH").

Ombu E&P Contract - Capella Heavy Oil Discovery (10% non-operated working interest)

Canacol and its joint venture operating partner plan the following activities at the Capella heavy oil discovery. The joint venture will spend approximately US$50 million gross on drilling and infrastructure programs at this significant discovery in 2010.

Commencing in Q1 2010, the Corporation will participate in the drilling of 3 appraisal wells, including the Romero 1 well which will appraise the northeast part of the discovery, 1 one horizontal well within the southwest part of the discovery, a steam injection pilot utilizing one of the existing vertical wells, the construction of an early production facility to handle 2,000 barrels of fluid per day, the laying of flow lines to all producing wells, and the upgrading of existing roads and bridges.

Commencing in Q3 2010, the Corporation will participate in the drilling of 3 infill wells in the central part of the discovery, which may be vertical or horizontal depending on the success of the first horizontal well to be drilled in Q1, 2010, the acquisition of 100 square km of 3D seismic, and the drilling of a water disposal well.

The primary objectives of the program are to 1) continue appraisal of the discovery through the drilling of appraisal wells to increase production, reserves, and resources, 2) formulate a full field development plan by year end through the acquisition of a 3D seismic program, the quantification of horizontal well performance on oil production rate and recovery, and the quantification of the steam injection pilot results in terms of oil rate and ultimate recovery, and 3) install an early production facility, flow lines, and upgrade roads and bridges to increase the volume of oil sales from the field from the currently producing wells and the new wells to be drilled this year.

Tamarin E&P Contract (100% operated working interest)

The Tamarin contract is located approximately 25 km to the southwest of the Ombu contract, and was awarded to Canacol directly in August 2009. Based upon the available geophysical and geological data in this frontier area, the Corporation has determined that the fault trend present at its Capella discovery to the northeast continues onto the Tamarin contract, setting up the potential for another Capella type heavy oil prospect. Together with the nearby Pacarana TEA, awarded to the Corporation in July 2009, Canacol now has a significant operated exploration position at 100% working interest immediately offsetting its Capella heavy oil discovery. Canacol is currently tendering a 60 km 2D exploration seismic program which will be acquired in Q2, ahead of drilling an exploration well in 2011.

Pacarana TEA (100% operated working interest)

The Pacarana contract is a technical evaluation area awarded directly to Canacol in July 2009, and is located immediately south of the Ombu contract. Canacol is currently in the process of tendering a 2,500 km aeromagnetic gravity survey, which it anticipates completing in Q2.

Middle Magdalena Valley Basin

Sierra E&P Contract (25.5% operated working interest)

The Sierra contract is located along the western margin of the prolific Middle Magdalena Basin, and was also awarded under the new terms as regulated by the ANH. The contract contains a discovery well, Sierra 1, drilled in 1991, which recovered 22 barrels of 17 degrees API medium gravity oil during swabbing from 10 ft of interpreted oil pay within the Tertiary aged Honda sandstone at a depth of 1,700 feet measured depth, a prolific producing reservoir within the Basin. Management estimates that the discovery contains approximately 8 million barrels of gross mean unrisked recoverable prospective resources. Canacol acquired 46 square km of 3D seismic over the discovery in 2009, and plans to drill the Sierra 2 exploration well in March. The Sierra 2 well will be drilled approximately 60 meters away from the discovery well in order to penetrate the same 10 ft of interpreted oil pay encountered in the adjacent Sierra 1 well. Unlike the discovery well however, the Corporation will equip the well and with a progressive cavity pump; production technology commonly used in Western Canada.


Takutu PPL (65% non-operated working interest)

Canacol and its joint venture operator, Groundstar Resources Ltd., are currently reviewing bids for a drilling rig and associated services in order to move a rig into the country in Q2 2010 to drill the K-2 exploration well. It is anticipated that the joint venture will award the contracts in late February 2010 and immediately commence mobilization of the drilling rig to Guyana. The bottom hole location for the K-2 well will be approximately 400 meters northwest of the Karanambo 1 discovery well, and will target the same productive reservoirs that tested 411 bopd of 42 degrees API gravity oil in 1982. Gaffney Cline and Associates attributed gross mean risked recoverable prospective resources of 128 million barrels of oil to the discovery in the December 2009 report compiled for the Corporation. The joint venture to date has completed the construction of the drilling pad, access roads, and staging areas in preparation of drilling, and has purchased and mobilized tubulars and wellheads sufficient to drill 3 wells, which are now in country and on location. The well is anticipated to spud in late Q2 of early Q3 2010, and is anticipated to take 50 days to drill and test, and if successful will be put on a long term production test to establish the deliverability and performance of the reservoir. The cost of drilling the K-2 well net to Canacol is US$ 6 million, and upon completion of the drilling operations operatorship will be transferred to Canacol.


Canacol has a 47.5% non-operated working interest 5 producing oil fields located onshore in the Reconcavo Basin of Brazil, and working interests varying from 25 to 100% working interest in 10 exploration contracts located onshore in the Espirito Santo, Reconcavo, and Tucano Basins. In 2010 the Corporation plans to drill one exploration well on Block 170 in the Reconcavo Basin, and acquire 100 km of 2D seismic on Block 318 in the Espirito Santo Basin prior to drilling in 2011. The net cost to the Corporation for these activities is US$3 million.

The Corporation also plans to participate in an exploration bid round, should one occur in Brazil this year. Canacol is a qualified Class B operator in Brazil, which allows it to participate both onshore and in shallow water. The Corporation is also actively pursuing strategic alternatives to dispose of its non-operated producing assets in Brazil.

Reconcavo Basin

Block 170 (37.5% non-operated working interest)

Canacol will participate in the drilling of the Catu exploration prospect located on Block 170 in the second quarter of 2010. The prospect contains three prospective stacked reservoir sandstones that management estimates may contain up to 6 million barrels of gross mean unrisked recoverable light oil resource. The preferred well location is situated updip from an old well that recovered light oil from one of the three prospective intervals.

Espiritu Santo Basin

Block 318 (100% operated working interest)

By means of its wholly owned subsidiary, Brazalta Norte, Canacol will acquire 100 km of 2D seismic commencing in Q1 2010. The objective of the survey is to improve the resolution of an exploration lead identified on available high resolution aeromagnetic data. If the lead can be upgraded to prospect, a well may be drilled in 2011.

Canacol is a Canadian based international oil and gas corporation with operations in Colombia, Brazil and Guyana. Canacol is publicly traded on TSX Venture Exchange (TSX VENTURE:CNE). The Corporation's public filings may be found at  

1115 Postings, 6627 Tage scioutnescioUnd hier ein paar Zahlen...

08.02.10 13:41
Canacol will das Jahr 2010 mit einer täglichen Förderung von 7000 Barrels beenden. Den Wert von 1 Barrel geförderten Öls bei einer Unternehmensbewertung wird (wenn es 100% Öl ist) kann man mit etwa $80.000 ansetzen. Im Bakken und im Cardium in Kanada sind es teilweise sogar über $100.000.

7.000 Barrels würden dann einem Unternehmenswert von $560 Mio entsprechen. Da die Exploration mit vorhandenem Kapital und Cash aus der laufenden Förderung finanziert werden soll, droht keine Verwässerung. Die aktuelle Marktkapitalisierung beträgt $100 Mio.  

Wenn Bohrungen nicht das erwartete Ergebnis bringen, so wird sich das sehr stark auf den Aktienkurs auswirken - insbesondere, wenn es eine der ersten Bohrungen ist.
Wenn der Ölpreis signifikant und dauerhaft unter $70 fällt, wird der Wert pro Barrel Tagesförderung sinken. Aber selbst dann wenn man den in schlechten Zeiten verbreiteten Wert von $40000 annimmt, dann gibt es noch immer ein schönes Kurspotenzial.

Kolumbien gilt übrigens als investorenfreundliches Land.  

1115 Postings, 6627 Tage scioutnescioResearch Report

11.02.10 11:45
Hier der LInk zu einem ausführlichen Research Report, der ein Kursziel von $0,85 und ein Buy Rating enthält. Andere wie GMP Securities kommen genau zu dem gleichen Ergebnis:  

1115 Postings, 6627 Tage scioutnescioUnd Canaccord

11.02.10 11:51

1115 Postings, 6627 Tage scioutnescioIn zwei Monaten 60% Plus erreicht

08.04.10 10:42
Heute vor zwei Monaten habe ich den Thread eröffnet. Seitdem beträgt der Kursgewinn 60%. Schön...  

606 Postings, 5657 Tage Leo35bis jetzt bist du ja noch allein auf weiter Flur

27.05.10 21:22

ich habe heute auch mal 2500 Stück gekauft; finde die Aussichten gut und Öl wird immer gebraucht;  was  mich nur wundert ist, wenn die wirkluch 4,000 Barrel /Tag im Schnitt fördern wollen sind das ja ca. 500-600 Mio USD Umsatz. Wieviel bleibt dann wohl noch an Gewinn hängen? Zudem sind die Steigerungen, die man beabsichtigt enorm...

Da die Konjunkturaussichten gut sind, gehe ich auch davon aus, dass der Ölpreis nicht so schnell auf 30-35 $ weider fällt...ich schau mir das mal dieses Jahr an;

Gibt es noch andere Ölexplorer, die auch schon fördern?


1115 Postings, 6627 Tage scioutnescioInzwischen über 100% plus

03.08.10 12:16
in weniger als 6 Monaten.  

606 Postings, 5657 Tage Leo35ich liege auch

09.08.10 20:49

bei + 40 % - die Aktie läuft prima!! Ich sollte mein depot etwas umstellen und mehr kleine ölfirmen kaufen.

Deine anderen Empfehlungen durchleuchte ich noch.



1115 Postings, 6627 Tage scioutnescioDa is noch einiges zu erwarten!

27.08.10 15:21
Auf BNN hat gestern Michael Decter Canacol als sein Top Pick vorgestellt:

Expecting this company to do spectacularly well. Mostly in Colombia, Brazil and Guyana. Drilling some very strong wells and have $80 million to do this. Producing about 3000 barrels a day and expecting to exit at 7000. Good management.

606 Postings, 5657 Tage Leo35@ scioutnescio

02.09.10 10:55
Canacol energy war ein Supertipp!!! Ich habe zwischenzeitlich mal Gewinn realisiert und dann  wieder neu eingekauft...
Ich bin noch dabei Deine anderen Tipps genauer zu untersuchen, zumindest die ich erst mal noch interessant fand.:
Alange Energy - Tag Oil -  Ithaca Energy -  Sterling Resources
Tests Total of 12,847 BOPD From 3 Separate Zones in the Rancho Hermoso 6 Well in Colombia
August 27, 2010

Canacol Energy Ltd. ("Canacol" or the "Corporation") (TSX VENTURE:CNE; BVC:CNEC) is pleased to provide an update of its development drilling program at its Rancho Hermoso Field, a field under commercial production, located in the Llanos Basin of Colombia, which is operated under a Participation Contract with Ecopetrol. The Corporation has completed flow testing of the Los Cuervos - Barco reservoir in the recently drilled Rancho Hermoso 6 ("RH 6") well, the first of five development wells planned for 2010. The RH 6 well encountered 115 feet ("ft") of net oil pay within 5 different reservoir intervals, which include, from top to bottom, the C7, Mirador, Los Cuervos - Barco, Guadalupe, and Ubaque. Three of the five reservoirs, the Ubaque, the Guadalupe, and the Los Cuervos - Barco, were flowed tested separately. On August 16, 2010, the Corporation announced that it had tested a gross rate of 3,340 barrels of oil per day ("bopd") from the Ubaque reservoir, and on August 23, 2010, the Corporation announced that it had tested 3,302 bopd from the overlying Guadalupe reservoir.


Charle Gamba, President and CEO of Canacol, stated "We are very pleased with the final flow test results from the RH 6 well, the first of 5 wells we are drilling in the Rancho Hermoso field this year. With a combined total gross flow rate of 12,847 bopd from three of the five oil bearing reservoirs encountered in the well, we are on track to deliver on our exit target of 7,000 bopd net production for 2010. Drilling continues at Rancho Hermoso, with the RH 7 well currently at 8,881 feet, and results are anticipated soon. Following the completion of the RH 7 well the Corporation will spud the third well in the program, RH 8, in early September."

Los Cuervos - Barco Flow Test Results
The Los Cuervos - Barco reservoir at RH 6 contains 33 ft of net oil pay. The Los Cuervos - Barco was perforated between 9,726 and 9,743 ft measured depth ("MD") and flowed at a final gross rate of 6,205 bopd (1,551 bopd net) of 35 degrees API light gravity oil with 7% water cut using an electrical submersible pump set to a frequency of 45 Hz during a 24 hour flow period. Following a 24 hour shut in period to obtain reservoir pressure, the Los Cuervos - Barco reservoir will be placed on long term production. The Corporation plans to co-mingle production from the Los Cuervos - Barco and Guadalupe reservoirs towards year end after the long term production performance of the zone has been established.


Rancho Hermoso 7 Well
The rig meanwhile is drilling the RH 7 well at a location approximately 1,500 ft to the north of the RH 6 well. The rig is currently drilling at a depth of 8,881 ft MD, and is anticipated to reach a total depth of approximately 10,213 ft MD in late August. Under the terms of the Production Sharing Contract with Ecopetrol, the Corporation receives 25% of gross oil production from all non-Mirador reservoirs, which would include the Ubaque, Guadalupe, and Los-Cuervos.


1115 Postings, 6627 Tage scioutnescioHabe mich gegen Ausstieg entschieden

07.09.10 15:50
weil Canacol mE noch einiges an Potenzial hat. Das gilt gleichermaßen auch für die anderen, die Leo genannt hat. Bei Alange geht es mE in den nächsten vier Monaten aufwärts. Jedenfalls wenn die Bohrergebnisse gut sind. Ithaca und Sterling: Beide sind relativ sicher; aber es wird noch bis zu zwei JAhren dauern bis man da in größerem Maße ernten kann, weil es nicht viele News geben wird, die den Kurs treiben. Xcite Energy (auch Nordsee) bietet mehr Risiko; aberf auch mehr Chancen. Ja, und Tag Oil ist mein Favorit. Für die nachgewiesenen Reserven ist der Kurs aktuell zu hoch. Für die möglichen Reserven WEIT unter Preis.
Das Management versucht zunächst die nachgewiesenen Reserven zu entwickeln sowie die Produktion zu optimieren und angrenzende Gebiete mit wahrscheinlichen Reserven zu explorieren. Mit den Einnahmen sollen dann die möglichen Resourcen entwickelt werden. Das dauert etwas länger aber vermindert das Risiko.  

1115 Postings, 6627 Tage scioutnescioTop Pick auf BNN

02.11.10 13:03
meinte Michael Smedley am 29.10.

"Colombian heavy oil. Has the same amount of tracts of land, resources in heavy oil as Pacific Rubiales (PRE-T)."

Und PRE hat eine traumhafte Entwicklung hinter sich (und hoffentlich auch noch vor sich).

Am 2.9. hat Leo35 im Posting #10 meine Tipps genannt. Wer gekauft hat, hat gut verdient...  

371 Postings, 5641 Tage Leo4stocksWarum stürzt Canacol so ab?

26.04.11 10:23

Und das obwohl die Ölpreise bei 120 USD liegen?


264 Postings, 4416 Tage Leo4Essenheute noch mal -13 %

12.06.12 14:10

leider muss Canacol ständig Geld leihen und Aktien ausgeben...wann sind die denn mal einfach profitabel?????????????


264 Postings, 4416 Tage Leo4Essenheute noch mal -13 %

12.06.12 14:11

leider muss Canacol ständig Geld leihen und Aktien ausgeben...wann sind die denn mal einfach profitabel??


17 Postings, 5705 Tage kl_hasehier

17.10.12 17:46

noch wer investiert?warum ist der kurs in letzter zeit so abgekackt? 


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