Cashbestand ca. 3 Mio, jederzeit liquidierbare Perseus Mining für ca. 5 Mio, eigene drills, also hier von Pleitegeier zu sprechen wie vielerorts zu lesen kommt der wirklichkeit nicht nahe.
Marktkapitalisierung: 9,32 Mio. CDN$ oder 7,11 Mio Euro
Geduld haben, jetzt (Steuerverkaufs-) Aktien aufsammeln und in 2011 wieder verkaufen.
Auszug aus der Annual General Meeting in Perth November 2010 mit Graeme Parsons,CEO
Review of 2009-2010 operations • Overview of West Mailisu Prospects • Farmout Activity • 2010 – 2011 Kyrgyz Work Programme • Romanian asset • Kazakhstan Opportunities • Activity Summary
Caspian has a strategic acreage position in the Kyrgyz section of the Fergana Basin • Fergana Basin – prolific oil province > 1 Billion Barrels and 1.7 TCF Produced to date – first production in 1901, more than 60 oilfields
Eight licences on Fergana Basin in the Kyrgyz Republic • Applications lodged for 2 year extensions on 5 licences • Potential for significant oil and gas discoveries with more than 25 prospects and leads mapped • Seeking JV partners to develop licences
2010 ‐ Year in review 1. Santos JV • Caspian regained 100% ownership of 7 Kyrgyz licences after Santos withdrew from its joint venture in February 2010 2. Caspian operations • Drilled East Mailisu 1 and Mailisu III #6 wells • Interpretation of seismic enabled compilation of a prospect and leads inventory which includes 25 opportunities with total prospective resources of 242 mmbbls oil - Lead size up to 55 mmbbls with average of around 10mmbbls across the portfolio • Produced ~ 3800 bbls from Mailisu III and Charvak fields over 12 month period - production was suspended pending production licences, obtained November 2010 • Recorded 26km 2D seismic in West Mailisu licence • No lost time injuries for operations 3. Changed political situation • Parliamentary elections passed peacefully in October 2010 • Coalition government currently being formed • Decree guaranteeing foreign investment • Period of interim government has seen decreased government efficiency (longer time to get decisions made)
West Mailisu Leads details West Mailisu East (Palaeogene Bed III and Beds V & VII) • Mean potential oil -13.8 million barrels (mmbbls) • Mean potential reserves 2.6 mmbbls • Potential for mean gas reserves of 9.7 bcf from the Jurassic section prospect West Mailisu Central • Estimated 10.5 mmbbls mean potential oil in place and 2 mmbbls potential mean reserves Prospect Oil OIIP Reserves Zone mmbbls mmbbls WM East Bed III 5.5 1.0 Beds V & VII 8.3 1.6 WM Central Bed III 4.2 0.8 Beds V & VII 6.3 1.2 Total 24.3 4.6
Farmout Activity • Seeking alternative farmout participants • Several companies have signed confidentiality agreements and received proprietary data • Seeking funding for a two-year work programme including seismic and drilling in return for a 50% interest in the licences • Once stable government is restored, 2011 will see a renewed focus by the Company to attracting farmin participants to the licences
2011 Indicative Kyrgyz Work Programme Activity Timing Comments Potential Impact West Mailisu Seismic 1Q 2011 2 firm drilling targets Drill West Mailisu East #l 2Q 2011 Exploration Well - dependent on finding Up to 3.5 mmboe (5.9 bcf gas and 2.6 mmbbls farminee oil). Seismic Acquisition - East Mailisu Sulukta 2Q/3Q 2011 Extent of coverage dependent on finding Defining potential large Mailisu, Akbura & p g leads indicated from farminee seismic review
Romania – Parta Block Location: Southern Pannonian Basin, western Romania CIG ownership: 20% Operator: ADX Energy Limited (ADX) Area: 1221 sq km. Seven (excised) producing oil and gas fields Upside: Many attractive seismically-identified targets 2011 work programme: o 2D seismic reprocessing and acquisition o Scheduled to commence in the 2nd quarter o Awaiting signature for exploration agreement by government
• Four oil and seven gas leads recognised on existing seismic • Mean (success case) reserves estimated at 24.5 mmbbls (oil) and 234 bcf (gas) • Three different play types – structural/stratigraphic, stratigraphic, and basin floor fans
2011-2013 • Reprocessing (300km) • 2D acquisition (200km) • 3D acquisition (150sq km) • One well 2011 detail • 1Q – Reprocess all existing 2D seismic • 2Q – Acquire and process 100km 2D seismic • Sub-surface studies – construct geological models • Marketing studies (gas, facilities)
• Caspian is reviewing potential opportunities in Kazakhstan • In August 2010, Caspian entered an Area of Mutual Interest Group with Argos Sibinga Petroleum and CHPlus Resources • More than 30 opportunities have been reviewed and high graded • Six opportunities are being pursued and detailed reviews undertaken • Opportunities include coal seam gas, undeveloped existing discoveries and “brown” fields with significant upside potential • Caspian aims to have a new opportunity within 6 months
Kyrgyz Republic • Additional Seismic to be recorded in West Mailisu to optimize well locations - Q1 • Possible drilling of West Mailisu well • Reprocessing 2009 seismic • Additional seismic over Charvak, Sulukta and Ak-Bura licences • Ongoing farmout activity Romania • 2D Seismic acquisition and reprocessing • Detailed geological studies Other Areas • One new country entry expected
Value elements • Established oil production from Mailisu III and Charvak • Modern drilling rig and associated equipment acquired at a cost of over US$5.5 million • Caspian holds: – $2.6 million cash and deposits – Listed investments – market value ~A$5 million – Other assets such as funded mineral exploration joint ventures and future gold royalties on projects with development plans
Graeme Parsons – Executive Director/CEO Geologist with 30 years experience in oil and gas exploration, development and management Colin Carson – Executive Chairman More than 20 years of corporate experience in listed companies Mike Sandy – Director Experienced petroleum geologist with 30 years experience including 10 years in a management role with Novus Petroleum Oleg Gaponenko – General Director Canadian-trained Kyrgyz national director Alex Novak – Consultant Experienced Kyrgyz campaigner www.caspianogl.com
Finanzinvestoren sehen die Entwicklung des Ölpreises (siehe WTI ) so optimistisch wie seit Jahren nicht. Fondsmanager und andere Rohstoff-Spekulanten schlossen in der Woche vom 21. bis 28. Dezember so viele Wetten auf eine Fortsetzung der Rally ab wie seit mindestens vier Jahren nicht. Das geht aus einer Statistik der US-Terminbörsenaufsicht CFTC hervor, die bis zum Juni 2006 zurückreicht. Die Zahl der Wetten auf einen Preisanstieg überstieg die der Spekulationen
brunneta
: Kirgisistan und Usbekistan unterzeichneten
einen Vertrag über die Gas zu einem Preis von $ 223 für 1 tausend Kubikmeter zu liefern. m Firma: Caspian Energy
Datum: 2011/01/10
Kirgisistan und Usbekistan unterzeichneten einen Vertrag über die Gas zu einem Preis von $ 223 für 1 tausend Kubikmeter zu liefern. m, die 19 $ unter dem Preis im Jahr 2010, sagte Generaldirektor der JSC Kyrgyzgaz Turgunbek Kulmurzaev bei einem Treffen mit Premierminister Almaz Atambajew. Da die CEIBCNews (www.caspenergy.com) mit Bezug auf Finmarket, im Jahr 2010 den Preis des usbekischen Gases nach Kirgisistan belief sich auf $ 242 für 1 tausend Kubikmeter. MT Kulmurzaev sagte, dass in diesem Jahr wird Kirgisistan, Usbekistan 200 Millionen Kubikmeter erhalten. Meter, die auf das Volumen verbraucht entspricht. Der Leiter der Kyrgyzgaz darauf hingewiesen, dass der Vertrag eine Bestimmung, die vorher nicht gemacht liefern, dass "Kirgisien kann das Volumen des Gases über 200 Millionen Kubikmeter verbraucht. M zunehmen, Unterrichtung der Partner von 15 Tagen." Im Gegenzug wies Ministerpräsident Atambajew A. T. Kulmurzaevu "nicht zu Erhöhung der Gastarife für die Verbraucher im laufenden Jahr zu ermöglichen und interne Ressourcen und Fähigkeiten zu finden, um Tariferhöhungen zu vermeiden.
Explorers ADX Energy (ASX: ADX) and Caspian Oil & Gas (ASX: CIG) have signed an exploration block concession agreement in Romania with Agentia Nationala Pentru Resurse Minerale (NAMR).
Explorers ADX Energy (ASX: ADX) und Caspian Oil & Gas (ASX: CIG) haben eine Exploration Block Konzessionsvertrag in Rumänien mit Agentia Nationala Pentru Resurse Minerale (NAMR) unterzeichnet.
31 JANUARY 2011 DECEMBER 2010 QUARTERLY SECURITIES EXCHANGE REPORT Summary   An additional 8km seismic line was recorded in West Mailisu to better define the East prospect. Processing of this line is nearing completion. The Parta Block concession agreement in the Pannonian Basin, Romania was signed on January 28th 2011
ist ja fast durch cash ( AUD 2mio) und beteiligungen ( 5 $ mio ) gedeckt. selbst bei kursen von 0,01 = 11,3 mio. sind die gewinnzuwächse bei produktionsbeginn kaum berücksichtigt. einfach unentdeckt? chart scheint auch so eine leichte bodenbildung vollziehen zu wollen. hm. könnte durchaus interessant werden das teilchen....
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