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=
Viking_I
01.06.2022 kl 11:00
4508
Current Valution
¨
Oil price $70 (Based on December without any loan)
Italy + Tunisia = kr 0.179
Italy + Tunisia + Congo = kr 0.369 As per Dec Report
******************************************
Oil price $70 to $100 (with loan $6million )
Italy + Tunisia = kr 0.34
Italy + Tunisia + Congo = kr 0.924
****************************************
Oil price $100 to $115 (with loan $6million )
Italy + Tunisia = kr 0.54
Italy + Tunisia + Congo = kr 1.47
Viking_I
01.06.2022 kl 10:52
4519
People can judge valuation themselves with these scenario (oil sale money $12 million + $5.6million from SNPC not considered in calculation)
Valuation given for Italy is kr 0.049 (2P reserve - 2.90 - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
------------------------------------------------
Valuation given for Italy is kr 0.098 (2P reserve - 2.90 - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + 0 million loan )
------------------------------------------------
Valuation given for Italy is kr 0.153 (2P reserve - 2.90 - Based on market oil price $100-$115 to - Metric EV/2P - $11 + 0 million loan )
------------------------------------------------
Currently producing.
Valuation given for Tunisia is kr 0.13 (2P reserve - 7.77 - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
------------------------------------------------
Valuation given for Tunisia is kr 0.25 (2P reserve - 7.77 - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + 3.5 million loan )
------------------------------------------------
Valuation given for Tunisia is kr 0.39 (2P reserve - 7.77 - Based on market oil price $100-$115 to - Metric EV/2P - $11 + 3.5 million loan )
------------------------------------------------
Currently producing.
Number of shares 1.873 billion
Metric EV/2P - $3.5 - $70(Operating Cost + Royalty + Tax )
Metric EV/2P - $7 - $70 to $100 ( Royalty + Tax )
Metric EV/2P - $11 - $100-$115 (Royalty + Tax )
Valuation given for Italy is kr 0.049 (2P reserve - 2.90 - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
------------------------------------------------
Valuation given for Italy is kr 0.098 (2P reserve - 2.90 - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + 0 million loan )
------------------------------------------------
Valuation given for Italy is kr 0.153 (2P reserve - 2.90 - Based on market oil price $100-$115 to - Metric EV/2P - $11 + 0 million loan )
------------------------------------------------
Currently producing.
Valuation given for Tunisia is kr 0.13 (2P reserve - 7.77 - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
------------------------------------------------
Valuation given for Tunisia is kr 0.25 (2P reserve - 7.77 - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + 3.5 million loan )
------------------------------------------------
Valuation given for Tunisia is kr 0.39 (2P reserve - 7.77 - Based on market oil price $100-$115 to - Metric EV/2P - $11 + 3.5 million loan )
------------------------------------------------
Currently producing.
Number of shares 1.873 billion
Metric EV/2P - $3.5 - $70(Operating Cost + Royalty + Tax )
Metric EV/2P - $7 - $70 to $100 ( Royalty + Tax )
Metric EV/2P - $11 - $100-$115 (Royalty + Tax )
Redigert 01.06.2022 kl 11:06
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Viking_I
01.06.2022 kl 09:06
4720
Do not sell below 0.11 as ROB-1 start next week. last time course was kr 0.12 before production shut down. Also there is oil sale and possible Tilapia worth kr0.92 in Mid June.
Why company choose date 18th June to update ROB-1, after Congo energy conference 15th To 17th June.
Why company choose date 18th June to update ROB-1, after Congo energy conference 15th To 17th June.
Redigert 01.06.2022 kl 09:14
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Viking_I
01.06.2022 kl 08:50
4795
Current oil price Tilapia II is having bigger value with following points.
Valuation given for Tilapia is kr 0.19 (56% 2P reserve - 10.99 only Djeno sands reservoir - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
--------------------------------------------
Valuation given for Tilapia is kr 0.29 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price upto $70 - Metric EV/2P - $3.5 + $2.5 million loan )
------------------------------------------------
Valuation given for Tilapia is kr 0.58 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + $2.5 million loan )
------------------------------------------------
Valuation given for Tilapia is kr 0.92 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price $100-$115 to - Metric EV/2P - $11 + $2.5 million loan )
------------------------------------------------
Number of shares 1.873 billion
Valuation given for Tilapia is kr 0.19 (56% 2P reserve - 10.99 only Djeno sands reservoir - Based on market oil price $70 - Metric EV/2P - $3.5 )
Based on Dec valuation report.
--------------------------------------------
Valuation given for Tilapia is kr 0.29 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price upto $70 - Metric EV/2P - $3.5 + $2.5 million loan )
------------------------------------------------
Valuation given for Tilapia is kr 0.58 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price from $70 to $100 - Metric EV/2P - $7 + $2.5 million loan )
------------------------------------------------
Valuation given for Tilapia is kr 0.92 (60% 2P reserve - (10.99+4.4+1.1)*(60%/56%) Djeno + Mengo +R1/R2 Reservoir - Based on market oil price $100-$115 to - Metric EV/2P - $11 + $2.5 million loan )
------------------------------------------------
Number of shares 1.873 billion
Redigert 01.06.2022 kl 08:51
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Gullit
01.06.2022 kl 06:42
4978
Tar man med litt forventning om Tilapia også så er 15-20 øre en helt normal kurs .. tenker juni kan gi ett byks
po59
01.06.2022 kl 02:08
5070
Enig Hector, tenker den stabiliserer seg rundt 15 øre neste 14 dg, så får vi noen rykk før mere info, og må si at nå har eg trua
Hektor
01.06.2022 kl 00:23
5139
Mye taler kanskje for en reprising oppover pga oljeprisen, den lille usikkerheten er nå løst og som har holdt Zena litt på benken. Tradingview har nå kjøpsignal og Kina åpner opp mer og mer onsdag og vil være en bra timing for neste salg i juni. Er ihvertfall ikke noe tvil om at mer olje vil eksportes fra Afrika til Europa framover. Angående Russland og Opec+ vil følges nøye framover, hva vil skje ved en ekskludering? Neste Opec møte er i Congo nå i juni. Nå må Tilapia 2 komme... Skal jo økes gradvis uansett og det nærmer seg vell.
https://financialpost.com/pmn/business-pmn/opec-mulls-excluding-russia-from-oil-production-deal-wsj
https://financialpost.com/pmn/business-pmn/opec-mulls-excluding-russia-from-oil-production-deal-wsj
Redigert 01.06.2022 kl 00:26
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oiler skrev He he... loomis har solgt med sviende tap...
Mest sannsynlig får kursen på Zenith ett spark bak i morgen
Hvorfor ?
Gevinstsikring ...
Hvorfor ?
Gevinstsikring ...
Konjagi
31.05.2022 kl 21:14
5350
Hehe.... Svartsyn. Jeg sitter av og til og kjenner på irritasjon over disse utallige rare innleggene her. Men det har vel sin misjon i form av at andre engasjerer seg og holder liv i trådene. Men gud hjelpe meg for vrøvl innimellom.
Om de har en misjon? Ikke vet jeg. Fremstår stort sett som støy og slåsskamps i sandkassen
Om de har en misjon? Ikke vet jeg. Fremstår stort sett som støy og slåsskamps i sandkassen
Konjagi
31.05.2022 kl 21:09
5371
Jeg mener at det du skriver av innlegg er bare vrøvl...kan ikke skrive det tydeligere uten å bli ufin og tråkke over streken, som du hele tiden utfordrer
Hva mener du?
Konjagi
31.05.2022 kl 20:56
5400
Kan du begrunne dette utsagnet? Du sitter kontinuerlig her på trådene og slenger utav deg alle mulige påstander uten å dokumentere en eneste påstand. For meg er du kun et støymoment, så for din egen del stopp mens du kan
I morgen blir det rødt!
Vi får håpe at 0,973 holder.
Vi får håpe at 0,973 holder.
Herbius
31.05.2022 kl 19:12
5596
Hej Svartsyn 😃
Håbløst site dette 🤮🤮😂😂
Kan du mærke at Tilapia nærmer sig 👍💰👍
Bliver en sindsyg dag/ uge når den kommer 💰
Håbløst site dette 🤮🤮😂😂
Kan du mærke at Tilapia nærmer sig 👍💰👍
Bliver en sindsyg dag/ uge når den kommer 💰
Herbius
31.05.2022 kl 19:10
5589
Ja kunne SATME være hyggeligt 👍😃👍
Men Svartsyn får ikke tid, han skal til Kongo/ Tilapia 😂
Men Svartsyn får ikke tid, han skal til Kongo/ Tilapia 😂
Frodon
31.05.2022 kl 17:48
5662
Bra, da er vi to ;) Ja, skjønner det er mye grums som henger igjen fra tidligere og mange investorer som har brent seg her. At det tar tid før fundamentene blir priset inn i aksje kursen, gjør meg ingenting...så lenge energi prisene er høye. Og det vet vi jo ikke om de vil være hvis USA går inn i resesjon, men nå synes jeg en olje pris over usd 60 er høyt, det samme med strøm pris over 70 øre. Dagens energi inntekter er super profitt, så bitte litt av inntektene burde bli priset inn etter hvert
Konjagi
31.05.2022 kl 16:55
5761
Ikke noe galt med kalkulatoren din Frodon
Dette er en akskje og forsåvidt et selskap som ikke er på kartet ennå (dvs av kartet for øyeblikket).
Historien preger fortsatt og mange småsparere tapte mye penger da AZ kollapset.
Vi vil gå i motbakke lenge er min spådom og er begrunnet i historie dessverre. Men med pågående produksjon og økende inntekter, ser jeg for min del ingen nedsiden. Men det er jo selvfølgelig min personlige vurdering
Dette er en akskje og forsåvidt et selskap som ikke er på kartet ennå (dvs av kartet for øyeblikket).
Historien preger fortsatt og mange småsparere tapte mye penger da AZ kollapset.
Vi vil gå i motbakke lenge er min spådom og er begrunnet i historie dessverre. Men med pågående produksjon og økende inntekter, ser jeg for min del ingen nedsiden. Men det er jo selvfølgelig min personlige vurdering
Redigert 31.05.2022 kl 16:56
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Svartsyn
31.05.2022 kl 16:52
2802
Jada, 100 fat her og 100 fat der. Det er noe å tenke på for idioten.
Jaggu skal en lese mye rart, og Zenith sine sider inneholder det beste.
Nå har osteprisen i Frankrike gått opp,rart ikkje aksjekursen på Zenith har øket.
Mulig eg holder kalkulatoren opp/ ned.
Det må finnes en grense ,selv under vann.
Ha en flott dag alle Zenithere.
Hylekoret er iferd med å avsløre sin totale inkompetanse om hva en oljemygg er for noe.
Slapp av gutta boys, dei blir totalt gruset på 1000 fat total egen produksjon
Jaggu skal en lese mye rart, og Zenith sine sider inneholder det beste.
Nå har osteprisen i Frankrike gått opp,rart ikkje aksjekursen på Zenith har øket.
Mulig eg holder kalkulatoren opp/ ned.
Det må finnes en grense ,selv under vann.
Ha en flott dag alle Zenithere.
Hylekoret er iferd med å avsløre sin totale inkompetanse om hva en oljemygg er for noe.
Slapp av gutta boys, dei blir totalt gruset på 1000 fat total egen produksjon
Utrolig ? Egentlig ikke.
Zenith er tilbake der de var i januar med ROB-1 tilbake.
Ikke noe feire fordi det er noen månder med tapt
produksjon og Zenith trenger mere gryn inn .
Med velykket side track drilling av EZZ-18 og ROB-3 i
stabil produksjon blir det noen annet .
Når Tilapia blir en virkelighet er fortsatt uklart.
Zenith er tilbake der de var i januar med ROB-1 tilbake.
Ikke noe feire fordi det er noen månder med tapt
produksjon og Zenith trenger mere gryn inn .
Med velykket side track drilling av EZZ-18 og ROB-3 i
stabil produksjon blir det noen annet .
Når Tilapia blir en virkelighet er fortsatt uklart.
Frodon
31.05.2022 kl 16:08
2892
Ganske utrolig at aksjen er opp kun 3% idag. Olje prisen er opp 51% så langt i år, Zena er ned. Håper det ikke er min kalkulator det er noe galt med 😉
patek5146
31.05.2022 kl 16:06
2840
og alligevel med dagens positive nyhed skal konfirmanderne sælge til 0.1024 og tjene til at købe en pizza, går ud fra den først tager fart når vi kender flow raten
Cat349e
31.05.2022 kl 15:42
2898
Hei Herb!
Si fra når du og Aqua skal opp og drikke paraplydrinker hos Onkel svartsyn😅 Hiver meg gjerne med👍
Si fra når du og Aqua skal opp og drikke paraplydrinker hos Onkel svartsyn😅 Hiver meg gjerne med👍
Cat349e
31.05.2022 kl 14:30
3097
Aldara skrev so that you,cat, can buy..
Yes. Var vist meg som plukket litt ekstra👍
Cat349e
31.05.2022 kl 14:21
2960
My plan seems to work so far👍
As i said before today. If someone wants out. Sell out in big numbers👍
As i said before today. If someone wants out. Sell out in big numbers👍
Viking_I
31.05.2022 kl 14:15
2954
In Calm period it is ok, but this month June is special Zenith. in search of small numbers may loose large upside.
After this work over Rig will be used for EZZ side track.
After this work over Rig will be used for EZZ side track.
Redigert 31.05.2022 kl 14:16
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Cat349e
31.05.2022 kl 14:13
2863
Have you migth think about some jokers use sales orders to try get some more shares? 🤔😅👍
Viking_I
31.05.2022 kl 14:04
2894
jokers come with sale order but they forgot next week production will start with oil sale news. After waiting so many days no one will sell cheaply knowing Tilapia is at corner in Mid June.
Redigert 31.05.2022 kl 14:05
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Her ble det liv :)
Cat349e
31.05.2022 kl 13:56
2840
Tar høyde for 100. Sist var også vedlikehold..
De hadde 124 i flowrate i start.. denne varierer litt, må tenke på at det er nylig overhalt og må forvente litt "tilsig" av smuss og slikt kort fortalt. Derfor de skriver forventer 100 med stabil flow.. også derfor de måler raten i opp mot 10 dager før de børsmelder hva den stabilt ligger på.
De hadde 124 i flowrate i start.. denne varierer litt, må tenke på at det er nylig overhalt og må forvente litt "tilsig" av smuss og slikt kort fortalt. Derfor de skriver forventer 100 med stabil flow.. også derfor de måler raten i opp mot 10 dager før de børsmelder hva den stabilt ligger på.
Viking_I
31.05.2022 kl 13:54
2838
company will produce oil and electricity worth $24 million to $40 million ( plus $12 million oil sale money in account ) in next one year and Company value is $18 million.
Frodon
31.05.2022 kl 13:39
2858
Gikk produksjonen litt ned igjen? Jeg håper produksjonen øker litt nå, etter de har vedlikeholdt den
"124 barrels of oil per day has been recorded from well Robbana-1 well"
https://newsweb.oslobors.no/message/545488
"124 barrels of oil per day has been recorded from well Robbana-1 well"
https://newsweb.oslobors.no/message/545488
Viking_I
31.05.2022 kl 13:37
2787
Total 550 for Zenith
ROB-1 - 100
EZZ- 240 bopd
SLK - 125 bopd + gas
EBB- 100bopd + condense gas
+ Italian NOK 2 million profit/ month
ROB-1 - 100
EZZ- 240 bopd
SLK - 125 bopd + gas
EBB- 100bopd + condense gas
+ Italian NOK 2 million profit/ month
Redigert 31.05.2022 kl 13:40
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