Delta Petroleum meldet Gasexplorationsprogramm

Gestern gab Exxon Mobil einen Quartalsgewinn von 5 Milliarden US$ bekannt. Ein absoluter Rekord für eine Firma in einem Quartal. Dies zeigt umso mehr, dass alle Ölgesellschaften, kleine und mittlere, die Öl und Gas produzieren (so auch Delta Petroleum, Nasdaq: DPTR, WKN 901183), fantastische Öleinnahmen und Gewinne im Verhältnis zu den Vorjahren ausweisen sollten (sofern die Kosten im Griff sind). Ich glaube, dass wir früher oder später im ganzen Ölsektor Neubewertungen der Ölgesellschaften erleben werden. Deshalb sind Ölgesellschaften derzeit ein Muss für Analysten und Anleger.  

Delta Petroleum Corp. is engaged in the acquisition,  exploration, development and production of oil and gas  properties. For the 3 months ended 9/30/00, total revenues  totaled $2.4M, up from $147K. Net income totaled $270K vs.  a loss of $529K. Results reflect increased oil and gas  production due to the acquisition of 11 producing wells.  Net income also reflects an increase in average prices of  oil and gas.  
Delta Petroleum
Earnings
Latest Report 0.03
Last 12 Months -0.34
This Yr. (Estimate) -0.45
Next Yr. (Estimate) 0.00

Nabors Industries:
NBR conducts oil, gas and geothermal land drilling  operations in North, South and Central America, the Middle  East and other regions. NBR is also one of the largest land  well servicing and workover contractors in the U.S. For the  9 months ended 9/00, revenues totaled $945.2M, up from  $425.3M. Net income before extra. item totaled $80.6M, up  from $20M. Results reflect increased sales due to higher  oil & gas prices, & the acquisition of Pool Energy Services.  

Earnings
Latest Report 0.56
Last 12 Months 0.60
This Yr. (Estimate) 0.84
Next Yr. (Estimate) 1.76



as wäre ja wohl eine bessere Alternative,oder wie siehst Du das?  

 

Also, natürlich hast du im Prinzip mal wieder recht. Die Ölserviceunternehmen (v.a. die Driller) haben momentan wesentlich mehr Potenzial. Der Nachteil ist, dass die meisten schon sehr gut gelaufen sind, es ist also nur eine Frage von ein paar Wochen bis die "heißgelaufen" sind.
Bei Delta wär ich vorsichtig : erstens haben die Manager da den Bock des Jahrhunderts geschossen (ihr Öl bei 10$ auf Termin verkauft  ;-))) ) und zweitens ist die Lage ihrer Ölfelder zum Teil kritisch (Naturschutzgebiete und sowas).
Backgroung zu Geothermie gibt's übrigens unter
http://www.geothermie.de  und
http://www.gfz-potsdam.de

Gruss, Fips  

wollte dem blackbull,der hier ständig das gleiche postet,nur ne Alternative aufzeigen,aber Dein Beitrag ist sehr interessant  

NBR ist von Prudential als "Strong buy" eingestuft worden; ich glaube aber trotzdem (oder eher - auch deswegen), dass das Ende der Fahnenstange für's erste bald erreicht ist.  

Stochastic unten,weit oben im MACD bei www.clearstation.com

ich seh hier eher einen guten Aufwärtstrend,wünschte ich hätte sie mir geholt  

Ich hab NICHT das Chartbild gemeint, sondern die Redewendung als solche. Für einen driller ist ein KGV von 30 historisch gesehen schon ziemlich hoch.
Kann allerdings auch sein, dass die Amis jetzt schlagartig realisieren, dass bei ihrer Energieversorgung an allen Ecken und Enden die Kacke am dampfen ist.
Schade, das Berlin soooo weit weg ist, würde gerne mal vorbeischauen.  

Hier noch ein Link zum neuesten Update eines Research-Berichtes über Delta Petroleum, veranlasst aufgrund des Halbjahresberichtes:

http://www.sued-see.de/dptr2.pdf
 

Der Kurs kommt zwar etwas ins stottern, aber vielleicht gibt der Artikel trotzdem noch einen kleinen Push :

There's nothing like performance to bring investors out of the
             woodwork. Take this year's ongoing UBS Warburg Energy
             Conference -- the first such conference since Warburg bought
             PaineWebber last year. Compared to the much smaller crowds
             last year, more than 700 investors are expected to flock to the
             Grand Hyatt in Midtown Manhattan to listen to energy companies
             project powerful earnings forecasts for the coming year.

             Natural gas prices at $6 per share and oil at $30 per share can
             certainly excite investors. And given the presentations by several
             energy services and drilling companies on Tuesday, executives
             are excited about the prospects as well.

             Like A Good 'Nabor'

             For Nabors Industries' (NBR:Amex - news) Chairman and CEO
             Eugene Isenberg, the oil patch doesn't get much better than this.
             "It's somewhere between very good and unbelievable," he said,
             describing his assessment of the prospects for the oil services
             sector. His perspective is long term, having joined Exxon
             (XOM:NYSE - news) in 1955, after completing his schooling at
             UMass and Princeton and a stint in the Navy.

                            His tenure in the industry, combined
                            with his position as head of the
                            dominant land-rig operator in the
                            world, lends his opinion of the
                            industry's future a lot of weight. "We're
                            in a tight market and I think we will be
                            for some time," he said. "The major
                            exploitable is the North American gas
                            market."

             And, it's a market Nabors is positioned to take advantage of.
             "The company has the largest fleet of deep drilling rigs, which is
             likely to benefit the most from an expansion in North America gas
             drilling," said UBS Warburg energy services analyst Jamie Stone
             in a report prepared for conference attendees. "Nabor's earnings
             are accelerating as drilling activity picks up and rig day rates and
             margins begin to rise." He rates Nabors strong buy with a $71
             12-month price target. His firm has not provided banking services
             for the company.

             As exploration and production companies push for additional
             drilling rigs, Nabors will benefit. According to Isenberg, Nabors
             has 60% of the remaining industry capacity. "We will put 150-180
             new rigs to work in the coming year," he said. With demand
             pushing rig rates to new highs, margins expand with additional
             cash flowing to the bottom line. Estimates call for Nabors to earn
             $2.10 in 2001, up from 89 cents last year, with cash flow
             increasing to $4.09 this year from $2.36 in 2000.

             The ramp-up in rig development has surprised even Isenberg.
             "We're bringing out more rigs than anyone would have guessed
             two years ago," he said. "People are surprised at the number of
             rigs we could bring out and the rates we can get for even a
             mechanical rig."

             While the longtime oilman is happy with operations at home, he
             thinks Nabors' international business still has room to improve.
             "Offshore, things are going a little slower," he said. "International
             business is slower than we expected, although it is picking up."

             As for the future of Nabors, a company that has grown
             significantly through acquisitions, Isenberg believes additional
             merger opportunities are limited. "I don't think there are many
             things in the Lower 48," he said. "There are international assets
             we could buy and bring them back here."

             However, Nabors has more than $1.2 billion in cash, which
             Warburg's Stone thinks points to additional acquisitive growth.
             "The company has successfully integrated its latest acquisition --
             Poole Energy Services -- and is likely to continue to augment
             its growth through acquisitions."

             While some analysts say the stock is expensive -- currently
             trading at nearly 30 times next year's earnings and 15 times its
             cash flows -- the company remains the clear leader among
             land-based drillers. "There will be 1,300 total U.S. rigs by the end
             of 2001," says Isenberg. "Eighty to 90% will be land rigs, and we'll
             have over half of those."