Dragon Oil - Öl vom Kapsischen Meer

da  hat sich der eine oder andere wohl vom Kaufsignal anstecken lassen ...  

lach !  

DRAGON OIL PLC
(the "Company" or together with its subsidiaries "Dragon Oil" or the "Group")

Statement regarding a preliminary approach

The Board of Dragon Oil plc, an international oil and gas exploration and production company, announces that it has received an approach in relation to a possible offer for the Company (the "Approach"). The Approach is of a preliminary nature and there can be no certainty that any offer will be made or as to the terms of any such offer, should one be forthcoming.

A further announcement will be made as appropriate.  

Emirates National Oil Company (ENOC) aus Dubai hält bereits gut 50 % der Aktien und beabsichtigt die restlichen ebenfalls zu kaufen. Neben ENOC ist / war auch Heritage Oil im Gesprächt.
Dragon Oil spricht von "Vorgesprächen" ( “talks of a preliminary nature”) ...
Man wird sehen.

Der Artikel aus der FT hier:

http://www.ft.com/cms/s/0/...abdc0.html?ftcamp=rss&nclick_check=1  

einen "moderaten" Aufschlag zum Schlusskurs vom 3ten Juni 2009. Deshalb auch der Kursrückgang nach den News heute ... schade für die, die noch zu 4.60 + reingingen.

mfg  

stimmt schon, aber wer weis schon, ob sie die einzigen Bieter bleiben... so hat z.B. CN auch immer Bedarf und auch das nötige Kleingeld. A la long dürfte auch ein Einstieg bei 4.60 + kein Fehler gewesen sein.
time will tell ...  

Emirates National Oil Co., the Dubai state-controlled energy company that’s the largest investor in Dragon Oil Plc, said it may make an offer for the remaining stock after holding talks with the London-listed explorer.

Emirates National “is contemplating making an offer to acquire all of the outstanding shares of Dragon,” it said today in a statement. A bid would be at “a modest premium” to Dragon’s closing share price on June 3, the company said.

Dragon, a Dubai-based explorer operating in Turkmenistan, closed at 338 pence a share that day, valuing the company at 1.73 billion pounds ($2.78 billion). It jumped 19 percent yesterday after saying it received a bid approach.

Oil producers are studying acquisitions as falling crude prices and lower equity values make assets affordable. Heritage Oil Ltd., a U.K. explorer operating in Uganda and Iraq, said June 3 it’s in preliminary discussions that may lead to a merger, while Britain’s Premier Oil Plc bought Oilexco North Sea Ltd. for $505 million in May.

“We see Dragon Oil as an excellent acquisition target due to its strong fundamentals,” Pavel Sorokin, a Moscow-based analyst at UniCredit, said today in a note. “Dragon Oil has production growth potential of around 15 percent year on year, major untapped gas reserves that Turkmenistan is keen on developing, and an excellent management team.”

Production Gains

Dragon increased first-quarter output 19 percent to an average of 43,787 barrels a day after bringing new wells on stream, the company said in April. The explorer plans to drill as many as 35 development wells through 2011.

Dragon fell 6.8 percent to 375 pence today, the biggest decline in three months, valuing the company at 1.92 billion pounds.

The explorer, 52 percent-controlled by Emirates National, has been subject to takeover speculation in the past. Russia’s OAO Lukoil unsuccessfully sought to buy control of the company in 2005, while Royal Dutch Shell Plc, BP Plc and PT Medco Energi Corp. were cited as potential investors in 1997, according to newspapers Bisnis Indonesia and the U.K. Daily Telegraph.

Chief Executive Officer Abdul-Jaleel Al-Khalifa said in March that Dragon itself is studying purchases of assets and businesses to expand further in Central Asia, the Middle East, North Africa and the North Sea. The explorer said at the time it plans to set up Dragon Oil Ltd. in Bermuda as a holding company, cutting tax on acquisitions.

Profit Increase

Dragon invested about $81 million in drilling and infrastructure development in the first quarter and had $833 million in cash with no debt as of March 31. It posted a 21 percent increase in earnings last year to $369 million on higher output, while sales advanced 18 percent to $706.1 million.

The company plans capital expenditure on infrastructure of $700 million to $800 million through 2011, including $300 million this year, which doesn’t include drilling. As much as $600 million is earmarked for infrastructure development and drilling in 2009, the company said earlier in the year.

Emirates’ talks with Dragon follow discussions between Heritage Oil and potential partners. St. Helier, Jersey-based Heritage said June 3 that any merger would be “treated as a reverse takeover” under U.K. listing rules. The deal would involve the “acquisition by Heritage of a company that is not subject to the City Code on Takeovers and Mergers,” a reference to companies listed in the U.K., Channel Islands or Isle of Man.

http://www.bloomberg.com/apps/...mp;sid=aQGcWT60x0ZE&refer=energy  

Habe nochmal nachgelegt, bin jetzt gut investiert im Drachen... jetzt heist es gem. Kosto: schlafen, schlafen, schlafen, und abwarten ;-) ...
Wir werden sehen ...  

Emerging Markets Investor - Dragon Oil kein Stück aus der Hand geben

12:34 09.06.09

Endingen (aktiencheck.de AG) - Die Experten von "Emerging Markets Investor" raten, kein Stück der Aktien von Dragon Oil (Profil) aus der Hand zu geben.

Bei der Gesellschaft habe es positive Analystenkommentare gegeben. Die Analysten des Researchhauses Davy würden davon ausgehen, dass Dragon Oil noch im laufenden Jahr ein Gaslieferabkommen unterzeichnen und 2012 mit der Gasproduktion beginnen werde.

Obwohl sich der Aktienkurs in den letzten Wochen verdoppelt habe, bleibe der Titel extrem günstig bewertet. Allein die Cash-Reserven in Höhe von 833 Mio. USD (Ende 1. Quartal) würden ein Drittel der derzeitigen Market-Cap von rund 2,5 Mrd. USD abdecken.

Werde Öl demnächst wieder bei 85 USD gehandelt, wären allein die Ölassets von Dragon Oil 563 GBp wert und die Fair-Value Bewertung der Aktie läge bei rund 630 GBp weit über den derzeitigen Kursen. Auf diesem Niveau sei eine Übernahme der Gesellschaft in den kommenden Wochen möglich.

Die Experten von "Emerging Markets Investor" empfehlen, kein Stück der Dragon Oil-Aktie aus der Hand zu geben. (Ausgabe 11 vom 08.06.2009) (09.06.2009/ac/a/a)

 

1 Woche   1 Monat   3 Monate   1 Jahr   3 Jahre   5 Jahre  
Performance     -1,34%   39,43%   169,51%   -19,93%   82,64%   550,00%  
          §Hoch          4,42 4,50 4,50         5,88 7,10 7,10
          §Tief                  4,23 3,00 1,67          1,40 1,40 0,59
          §Volatilität (%)  61,46 80,04 64,20          92,85 69,21 64,26

Kennzahlen relativ zum Vergleichsindex *

                              1 Woche   1 Monat   3 Monate   1 Jahr   3 Jahre   5 Jahre  
                                                                                                    §
          §rel. Performance -1,19% 35,00% 141,38%   +4,58% 88,69% 523,73%
          §Korrelation           0,51 0,43 0,46         0,45 0,35 0,28
          §Beta                   1,77 1,38 1,02          1,02 0,87 0,79

war keine absicht.....sorry  

ASHGABAT, TURKMENISTAN: Dragon Oil plc has signed a contract with BKE Shelf Limited  to hire Eurasia Drilling jackup Astra for a period of six months, commencing in November. BKE Shelf Ltd. is the offshore drilling division of Eurasia Drilling.

Dragon Oil plans to use the jackup to drill two wells during the contract term. Dragon Oil will use the rig in the Cheleken contract area of the Caspian Sea, offshore Turkmenistan. Cheleken covers around 950 square kilometers (366.8 sq miles) and includes two offshore oil and gas fields, Dzheitune (Lam) and Dzhygalybeg (Zhdanov), in water depths of between eight meters and 42 meters (26.2 ft to 137.8 ft).

Dragon Oil has previously employed this rig on a short-term contract basis.

Dragon Oil CEO Dr Abdul Jaleel Al Khalifa said that the company was looking to secure additional rigs for the development of the Cheleken asset.

http://www.energycurrent.com/?id=2&storyid=18855


DEUTSCH

Dragon Oil Verträge Astra für das Bohren in der Kaspischen

Ashgabat, Turkmenistan: Dragon Oil plc hat einen Vertrag mit BKE Regal Limited zu mieten Eurasia Drilling jackup Astra für einen Zeitraum von sechs Monaten, beginnend im November. BKE Shelf Ltd. is the offshore drilling division of Eurasia Drilling. BKE Regal GmbH ist der Offshore-Bohr-Abteilung der Eurasia Drilling.

Dragon Oil plans to use the jackup to drill two wells during the contract term. Dragon Oil Pläne zur Nutzung der jackup zwei Brunnen zu bohren, während der Vertragslaufzeit. Dragon Oil will use the rig in the Cheleken contract area of the Caspian Sea, offshore Turkmenistan. Dragon Oil wird die Anlage in den Vertrag Cheleken Bereich des Kaspischen Meeres, Offshore-Turkmenistan. Cheleken covers around 950 square kilometers (366.8 sq miles) and includes two offshore oil and gas fields, Dzheitune (Lam) and Dzhygalybeg (Zhdanov), in water depths of between eight meters and 42 meters (26.2 ft to 137.8 ft). Cheleken umfasst rund 950 km ² (366,8 m² Meilen) und umfasst zwei Offshore-Öl-und Gasfelder, Dzheitune (Lam) und Dzhygalybeg (Zhdanov), in Wassertiefen von acht Metern und 42 m (26,2 ft zu 137,8 m).

Dragon Oil has previously employed this rig on a short-term contract basis. Dragon Oil hat früher dieses rig auf einen kurzfristigen Vertrag Grundlage.

Dragon Oil CEO Dr Abdul Jaleel Al Khalifa said that the company was looking to secure additional rigs for the development of the Cheleken asset. Dragon Oil CEO Dr. Abdul Jaleel Al Khalifa, dass das Unternehmen war auf der Suche, um weitere Plattformen für die Entwicklung der Asset-Cheleken.

http://www.finanznachrichten.de/...-term-rig-to-drill-2-wells-020.htm

http://www.rigzone.com/news/article.asp?a_id=77366&rss=true

Dragon Oil plc (Ticker: DGO), an international oil and gas exploration and production compa ny,  announces that it has signed a contract  with  BKE Shelf Limited   to hire  the  Astra  jack-up r ig  for a  period of  six  months  commencing  in   November  2009  on favourable terms . The Group  plans to  use th is jack-up  rig to   drill   two  well s   during  the contract term.  Dragon Oil has previously employed this rig on a  short-term contract  basis.

Dr Abdul Jaleel Al Khalifa, Chief Executive Officer , commented:  

" I am  pleased t o report that Dragon Oil has  secured the availability  of the  Astra  jack -up rig   to drill two wells and to help achieve its production growth forecast .  The Group remains  committed  to secur ing   additional  rigs  on attractive terms  for  the   development of  the Cheleken  asset ."


http://www.dragonoil.com/News/RNS_Announcements/...4&rid=10070887