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Canacol Energy

WKN: A0RF2S / ISIN: CA1348081045

Chancen im Ölsektor

eröffnet am: 08.02.10 13:29 von: scioutnescio
neuester Beitrag: 17.10.12 17:53 von: kl_hase
Anzahl Beiträge: 17
Leser gesamt: 4248
davon Heute: 1

bewertet mit 3 Sternen

08.02.10 13:29 #1  scioutnescio
Chancen im Ölsektor 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 www.sedar.­com.  
08.02.10 13:41 #2  scioutnescio
Und hier ein paar Zahlen... 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.  
11.02.10 11:45 #3  scioutnescio
Research Report 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:

11.02.10 11:51 #4  scioutnescio
Und Canaccord kommt zu dem gleichen Ergebnis..­..

08.04.10 10:42 #5  scioutnescio
In zwei Monaten 60% Plus erreicht Heute vor zwei Monaten habe ich den Thread eröffnet. Seitdem beträgt der Kursgewinn­ 60%. Schön...  
27.05.10 21:22 #6  Leo35
bis jetzt bist du ja noch allein auf weiter Flur

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?

03.08.10 12:16 #7  scioutnescio
Inzwischen über 100% plus in weniger als 6 Monaten.  
09.08.10 20:49 #8  Leo35
ich liege auch

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

Deine anderen Empfehlung­en durchleuch­te ich noch.


27.08.10 15:21 #9  scioutnescio
Da is noch einiges zu erwarten! 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.
02.09.10 10:55 #10  Leo35
@ scioutnescio
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.

07.09.10 15:50 #11  scioutnescio
Habe mich gegen Ausstieg entschieden 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.  
02.11.10 13:03 #12  scioutnescio
Top Pick auf BNN 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..­.  
26.04.11 10:23 #13  Leo4stocks
Warum stürzt Canacol so ab?

Und das obwohl die Ölprei­se bei 120 USD liegen?

12.06.12 14:10 #14  Leo4Essen
heute noch mal -13 %

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

12.06.12 14:11 #15  Leo4Essen
heute noch mal -13 %

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

17.10.12 17:46 #16  kl_hase

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


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