Zenith Energy - Oljen priset til usd 1 pr fat?
Er dette blant de billigste olje selskapene pr dags dato? Er oljen de eier priset til ca usd 1 pr fat? I tillegg til olje produksjon, selger også selskapet gass og strøm. Bare strøm produksjonen som selskapet har i Italia, tjener selskapet nok penger til å forsvare hele børs verdien på kr 180 millioner
"Electricity prices during the month of March 2022 averaged approximately EUR 295 per MWh, resulting in net revenues of approximately EUR 300,000 per month. Zenith’s current net production costs remain fixed at approximately EUR 35,000 per month"
https://newsweb.oslobors.no/message/558660
"Oil production:
Zenith has reported production from its Tunisian assets in the first half of 2021/22 at 517 b/d. Shipments were somewhat lower at 371 b/d. Significantly, production in Tunisia was running at 650 b/d net in late September including conditional SLK output. Zenith suggested that 1,000 b/d is possible by the second quarter of 2022 assuming successful workover and drilling activity
Tunisia work programme:
Zenith has interests in four producing licences in Tunisia. At Robbana in the south of the country the workover of the ROB-1 well was successfully
completed in early Q4 2021. Production was boosted from approximately 20 b/d to 100 b/d. Near-term, the work programme in Tunisia involves drilling a vertical well at Robbana and two side-tracks in non-producing wells at the Ezzaouia also in the south of the country. The objective is 1,000 b/d for the latter while for the former we believe 500 b/d might be possible. The cost of US$2.5m is underpinned by the recent US$4m equity raise
Valuation and financing
Reflecting the sometimes difficult operating and business environment, valuations for undeveloped resources in Nigeria are modest. We believe valuation might well be less than US$1/barrel. If we assume US$0.5/barrel and 233mm barrels of resources for the two discoveries the valuation would be US$117m. A 42% interest would therefore be US$49m which implies significant headroom vis-à-vis the US$20m as per the OML 141 option agreement.
Zenith has indicated that plans have already been finalized for drilling the Barracuda 5 well (B-5). Apparently, all the necessary civil engineering work has been undertaken for the well including dredging and site clearance. The well location is between two previously drilled wells which have encountered ‘significant hydrocarbons’. The indications are that drilling will commence in January 2022. In a success case Zenith has indicated that production is expected to start immediately using a barge-mounted early production facility. Production could commence during the second quarter of 2022 at a rate of approximately 4,000 b/d, according to Zenith. Further development is expected with the locations for Barracuda wells 6, 7 and 8 already identified. If Zenith chooses to exercise
the option agreement, there will, therefore, be an ongoing corporate and development financing requirement"
Informasjon hentet fra linkene under
Prospektet 4.3.2022
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/03/315-033-Prospectus-2022-final-approved.pdf
Analyse fra Allenby Capital 14.12.2021:
https://www.allenbycapital.com/our-research/?msclkid=f7a374b5c7a911ecaa511cb87e0b4104&fwp_research_client=2618
Børs meldinger fra selskapet:
https://newsweb.oslobors.no/search?category=&issuer=12675&fromDate=&toDate=&market=&messageTitle=
"Electricity prices during the month of March 2022 averaged approximately EUR 295 per MWh, resulting in net revenues of approximately EUR 300,000 per month. Zenith’s current net production costs remain fixed at approximately EUR 35,000 per month"
https://newsweb.oslobors.no/message/558660
"Oil production:
Zenith has reported production from its Tunisian assets in the first half of 2021/22 at 517 b/d. Shipments were somewhat lower at 371 b/d. Significantly, production in Tunisia was running at 650 b/d net in late September including conditional SLK output. Zenith suggested that 1,000 b/d is possible by the second quarter of 2022 assuming successful workover and drilling activity
Tunisia work programme:
Zenith has interests in four producing licences in Tunisia. At Robbana in the south of the country the workover of the ROB-1 well was successfully
completed in early Q4 2021. Production was boosted from approximately 20 b/d to 100 b/d. Near-term, the work programme in Tunisia involves drilling a vertical well at Robbana and two side-tracks in non-producing wells at the Ezzaouia also in the south of the country. The objective is 1,000 b/d for the latter while for the former we believe 500 b/d might be possible. The cost of US$2.5m is underpinned by the recent US$4m equity raise
Valuation and financing
Reflecting the sometimes difficult operating and business environment, valuations for undeveloped resources in Nigeria are modest. We believe valuation might well be less than US$1/barrel. If we assume US$0.5/barrel and 233mm barrels of resources for the two discoveries the valuation would be US$117m. A 42% interest would therefore be US$49m which implies significant headroom vis-à-vis the US$20m as per the OML 141 option agreement.
Zenith has indicated that plans have already been finalized for drilling the Barracuda 5 well (B-5). Apparently, all the necessary civil engineering work has been undertaken for the well including dredging and site clearance. The well location is between two previously drilled wells which have encountered ‘significant hydrocarbons’. The indications are that drilling will commence in January 2022. In a success case Zenith has indicated that production is expected to start immediately using a barge-mounted early production facility. Production could commence during the second quarter of 2022 at a rate of approximately 4,000 b/d, according to Zenith. Further development is expected with the locations for Barracuda wells 6, 7 and 8 already identified. If Zenith chooses to exercise
the option agreement, there will, therefore, be an ongoing corporate and development financing requirement"
Informasjon hentet fra linkene under
Prospektet 4.3.2022
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/03/315-033-Prospectus-2022-final-approved.pdf
Analyse fra Allenby Capital 14.12.2021:
https://www.allenbycapital.com/our-research/?msclkid=f7a374b5c7a911ecaa511cb87e0b4104&fwp_research_client=2618
Børs meldinger fra selskapet:
https://newsweb.oslobors.no/search?category=&issuer=12675&fromDate=&toDate=&market=&messageTitle=
They waited for good platform to announce, and they will get it on June 15 to 17th in first Congo's international Energy conference. Zenith already started working on planning of drilling program with 60% Zenith interest in Tilapia. Read bond holders report published in March (of course between the lines)
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2021/03/18122333/315-033-Prospekt-2021-202-FMA-approved.pdf
https://energycapitalpower.com/the-energy-minute-congo-international-energy-conference-2022-to-drive-investment-into-africas-most-mature-markets/
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2021/03/18122333/315-033-Prospekt-2021-202-FMA-approved.pdf
https://energycapitalpower.com/the-energy-minute-congo-international-energy-conference-2022-to-drive-investment-into-africas-most-mature-markets/
Redigert 02.06.2022 kl 13:14
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Hektor
02.06.2022 kl 12:55
2061
Kan en av triggerne til Tilapia2 forsinkelse være nettopp Opec nedskalering siste 2 årene...
jokers trying to pull back but remember no one will sell below 0.12 after 8th production start and if oil sale news comes before that ...................... someone sold more than 4 million he will try to cover short before 8th June.
Redigert 02.06.2022 kl 13:00
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Frodon
02.06.2022 kl 12:48
2061
Litt ironisk at aksjen stiger når olje prisen går ned, og at aksjen ikke stiger når olje prisen går opp ;) Olje prisen var langt høyere like før olje salget i april 2022, også falt olje prisen en del ned når de skulle selge. Traff nesten bunnen faktisk. Håper ikke det samme skjer nå, siden olje prisen nettopp var på usd 123 og har falt til 113 nå? Jeg håpet på usd 130++ på dette olje salget ;)
Burde komme oppdatering om strøm produksjonen i Italia snart. Tipper den kommer i neste uke, siden de har sendt ut oppdateringen den 6te og 10ende de siste 2 mnd
Burde komme oppdatering om strøm produksjonen i Italia snart. Tipper den kommer i neste uke, siden de har sendt ut oppdateringen den 6te og 10ende de siste 2 mnd
Furuen
02.06.2022 kl 12:47
2064
Aldara skrev En form for "sperre" på 0,113?
Eller tidelsøretradere som skal ta gevinsten sin.
Frodon
02.06.2022 kl 12:42
2070
Ja, jeg er enig at selskapet kan forsvare høyere prising, men det har jo ingenting med gjetting på kurser daglig og ukentlig. Det er samme om det tar 1 uke, 1 måned eller 1 år, bare fundamentene blir priset inn i aksjen. Når du sitter å gjetter på tull du ikke kan vite, mister du bare troverdigheten i de bra innleggene dine ;)
waiting to buy cheaper, jokers trying to pull course down. will see after June end. do it before 8th June.
Redigert 02.06.2022 kl 12:41
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Konjagi
02.06.2022 kl 12:37
2104
Slow down your endless and daily predictions a bit....nobody take you seriously anymore
Hektor
02.06.2022 kl 12:37
2099
Kan nyheten om at Opec medlem Saudi Arabia kan øke produkskjon være en trigger her? Altså forventninger at Kongo og andre Opec medlemmer skal øke mer enn forventet. Tilapia 2 nærmer seg?
Redigert 02.06.2022 kl 12:37
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May be someone want to secure position early. I don't think anyone will get less than kr0.2 when tilapia is announced. Anyhow ROB-1 running defend kr 0.12 in Jan so it will go up. AC haven't took IC from last 3.5 month, I am expecting he will do it after Tilapia announcement. 30th June there will be annual report for Zenith.
Everyone forgot about ROB-3 drilling expecting 150 to 200 bopd
Everyone forgot about ROB-3 drilling expecting 150 to 200 bopd
Redigert 02.06.2022 kl 12:37
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Nice people leaving soon so we will see big uprise after Tilapia and oil sale in mid June , Month end will be important here.
Frodon
02.06.2022 kl 12:23
2171
Slettet brukerskrev it will be stable around 0.1020 for one week before reaching 0.12 next week.
Da bommet du her også, på under et døgn etter du skrev innlegget.
https://www.youtube.com/watch?v=3pH98f8kz5w
https://www.youtube.com/watch?v=3pH98f8kz5w
Frodon
02.06.2022 kl 12:21
2188
Oppgangen er bare forsinket i forhold til forrige børs melding. Det var bare en del som ikke skjønte meldingen som måtte selge seg ut først ;)
Svartsyn
02.06.2022 kl 12:19
2205
Ja,ja. Gjentar mitt budskap, det har aldri sett bedre ut i Zenith Energy s sin historie.
Pengene fra gass/elektrisitet salg + oljesalg gir oljemyggen akkurat det en oljemygg må ha for å bli noe helt annet.
CASH-FLOW, CASH-FLOW CASH-FLOW og atter CASH-FLOW.
Er det ikke herlig sa idioten Han hadde endelig fått nye batterier til kalkulatoren som hadde fungert dårlig siste stunden.
Det hadde kanskje hjulpet litt å snu kalkulatoren rett vei opp/ned også..
Artig å se poster på 4 millioner med kostpris 11 øre fyke avgårde.
Og enda artigere skal det bli når oppgangen blir 50 til 60 %,og ikke 5 til6 %..
P.s Det er ikke vits i å skjønne noe, tallene vinner nesten alltid til slutt.
100 fat her og 100 fat det. Det blir millioner av det sa kalkulatoren med nye batterier.
Ha en fin dag alle Zenithere.
Pengene fra gass/elektrisitet salg + oljesalg gir oljemyggen akkurat det en oljemygg må ha for å bli noe helt annet.
CASH-FLOW, CASH-FLOW CASH-FLOW og atter CASH-FLOW.
Er det ikke herlig sa idioten Han hadde endelig fått nye batterier til kalkulatoren som hadde fungert dårlig siste stunden.
Det hadde kanskje hjulpet litt å snu kalkulatoren rett vei opp/ned også..
Artig å se poster på 4 millioner med kostpris 11 øre fyke avgårde.
Og enda artigere skal det bli når oppgangen blir 50 til 60 %,og ikke 5 til6 %..
P.s Det er ikke vits i å skjønne noe, tallene vinner nesten alltid til slutt.
100 fat her og 100 fat det. Det blir millioner av det sa kalkulatoren med nye batterier.
Ha en fin dag alle Zenithere.
Dagens oppgang er hyggelig og god nervemedisin for mange ..
Ingen børsmelding idag som kan forklare dette men kansje flere
som ser oppsiden i Zenith ....
Ingen børsmelding idag som kan forklare dette men kansje flere
som ser oppsiden i Zenith ....
X-43 scramjet
02.06.2022 kl 11:40
2310
Kommer det endelig en god melding midten av juni? Tar en evighet denne, nå laster opp kraftig før midten av juni og håper Zena kommer sterkt tilbake
Frodon
02.06.2022 kl 11:36
2331
Det kan virke som han er en robot til tider, spesielt når det kommer innlegg han ikke liker ;)
Tricky skrev What's happening ? Above 0.11 suddenly
ROB -1 will start on 8th June so 25% increase in production so price will match 0.12. Also oil sale in this month. so look like those who short trying to buy. Tilapia Expected in mid June.
Redigert 02.06.2022 kl 11:35
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Tricky skrev What's happening ? Above 0.11 suddenly
Last opp! Olja skal i 150 dollar fatet og ZENA skal mot 1 kr!
Kjøpt å kjøpe på 11-12 øre da :)
Kjøpt å kjøpe på 11-12 øre da :)
hidden buy order at 0.1016 5T (about 2 million to buy)
uritse
02.06.2022 kl 10:15
3493
Viking - appreciate very much all the info that you dig-in and share on here. But...and that's a big BUT please stop predicting when things are going to happen and advising whether someone has to buy at these levels or not. First, I hardly doubt there are people reading the forum and making decisons to buy or sell. Second with how the situation is in the countries that ZENA is operating, there is almost no certainity as to when things are going to happen/get finalized and I am afraid your repeated inaccurate predictions will finally put your creadability in question. Zenith is at a much better situation than ever in it's history and it's a question of time before that's reflected in the share price. Patience is the key here, more than ever now:)
Frodon
02.06.2022 kl 10:11
3496
Du må i hvert fall treffe en gang i blant for å få litt troverdighet. I den tiden jeg har lest her, har du vell ikke truffet på kursutviklingen en gang? Ikke har du kapital til å holde kursen over 0,1. selger jeg ut på best, raser kursen 😉
From here forgot about bankruptcy from here it will go up only. I doubt will go back to 0.9 to 0.1 range. so buy whatever you get before next week. No one will sell below 0.1 now.
Redigert 02.06.2022 kl 10:03
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jantt skrev wrong again I am sure
i know some trying to keep below 0.1, but now I will take care it will not close below 0.1 until next week and after that it will cross 0.12 after next weekend.
Aldara
02.06.2022 kl 00:50
3913
Går vel opp marginale %s når det meldes for så å faaaaallllllllllllllllllllllllllllllllllllllllllllllllleeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee igjen opphøyet i n'te..
gravemaskinen
01.06.2022 kl 23:22
4000
jantt skrev wrong again I am sure
Skal vel straks selges nye 50 000 fat nå til hyggelige priser 💥
jantt
01.06.2022 kl 21:08
4192
Slettet brukerskrev it will be stable around 0.1020 for one week before reaching 0.12 next week.
wrong again I am sure
Mulla3
01.06.2022 kl 20:44
4228
Å dere tute og maser. Kan dere slutte med vrøvle å vente til selskapet eksploder eller går konkurs. Begge deler er like sannsynlig.
Frodon
01.06.2022 kl 20:27
4266
Det er ikke så skuffende at Lucera ikke har startet opp enda, forsinkelser kan skje. Men det er veldig skuffende at de ikke skriver noen linjer med oppdatering om feltet, med forklaring på hva som skjer og eventuell ny guiding. Hvis det kommer melding om oppstart av feltet innen få dager, er det helt ok at de ikke har sendt ut oppdatering
Mai 2022 er historie og forventet oppstart av Lucera er ikke meldt.
Kjedelig så vi får folde våre hender sammen med Fader AC og be om fort gang.
Amen
Kjedelig så vi får folde våre hender sammen med Fader AC og be om fort gang.
Amen
Frodon
01.06.2022 kl 16:21
4493
Slettet brukerskrev it will be stable around 0.1020 for one week before reaching 0.12 next week.
Har du truffet på en eneste av de spådommene til nå? Selv en hobby investor med uflaks burde klart å truffet en gang i blant 😅
it will be stable around 0.1020 for one week before reaching 0.12 next week.
0 barrels until they merge with PNOR. But that time they had a serious CEO who is leading PNOR now.
Redigert 01.06.2022 kl 12:09
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Barneskirenn
01.06.2022 kl 11:56
4786
Found an old presentation from april 2017.
Did APCL have any production? Or just a lot of potential 2p reserves/production/licenses? I cant find anything right now.
Can see that around 12kr pr share, the oilprice was ca. 45-50dollar. Their mcap was ca. 1400mnok.
Did APCL have any production? Or just a lot of potential 2p reserves/production/licenses? I cant find anything right now.
Can see that around 12kr pr share, the oilprice was ca. 45-50dollar. Their mcap was ca. 1400mnok.
I followed APCL that time totally based on 2P reserve report which was 7.4 billion barrels with 8 licenses in Senegal, Gambia, Ivory Coast and Sierra Leone. it went in sheet after dry well and license revoke in Gambia and Senegal now PNOR got back Gambia A1 back.
In Zenith one thing is clear all field are producing and proven including Tilapia before license expired it was producing 60 bopd form R1/R2. If delays avoided it will go 60 times from here with Nigeria.
Valuation given for Nigeria is kr 4.71 (42% of 2P reserve - 166 - Based on market oil price $100 - Metric EV/2P - $6 + with loan $20million )
In Zenith one thing is clear all field are producing and proven including Tilapia before license expired it was producing 60 bopd form R1/R2. If delays avoided it will go 60 times from here with Nigeria.
Valuation given for Nigeria is kr 4.71 (42% of 2P reserve - 166 - Based on market oil price $100 - Metric EV/2P - $6 + with loan $20million )
Redigert 01.06.2022 kl 11:55
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Barneskirenn
01.06.2022 kl 11:26
4867
You must implement the special Zenith discount.... ;)
Does someone remember the insane rise of APCL from 1kr to 12kr? I never invested, and dont know the details. I remember a lot of positivity on the forum before it all went to shit.
What was the mcap at 12kr? What was the potential future and current BOED at 12kr?
Can it be compared to zenith?
Does someone remember the insane rise of APCL from 1kr to 12kr? I never invested, and dont know the details. I remember a lot of positivity on the forum before it all went to shit.
What was the mcap at 12kr? What was the potential future and current BOED at 12kr?
Can it be compared to zenith?
Svartsyn
01.06.2022 kl 11:02
4905
Hallo Konjagi.
Ikke bry deg om hva " Reitgjerde " ligaen lirer utav seg .
Det er mest underholdning å se hva " geniene" lurer utav hodene sine.
Men nå til dagens budskap, det har aldri sett bedre ut i firmaets historie (ever).ALDRI.
Skjønn betydningen av det jeg sier....
Og ha en flott dag alle som en ,tilogmed de som tror at stigende oljepris er det samme som stigende aksjekurs i oljemyggen Zenith Energy sin lille verden.
Flott at noen begynner å sammenligne oss med Shell ,BP og de andre store gutta.
Skal inrømme at deler av innlegget er skrevet ironisk.
Ikke bry deg om hva " Reitgjerde " ligaen lirer utav seg .
Det er mest underholdning å se hva " geniene" lurer utav hodene sine.
Men nå til dagens budskap, det har aldri sett bedre ut i firmaets historie (ever).ALDRI.
Skjønn betydningen av det jeg sier....
Og ha en flott dag alle som en ,tilogmed de som tror at stigende oljepris er det samme som stigende aksjekurs i oljemyggen Zenith Energy sin lille verden.
Flott at noen begynner å sammenligne oss med Shell ,BP og de andre store gutta.
Skal inrømme at deler av innlegget er skrevet ironisk.