Domus: Om du fortsetter å svare Pick og Steve, havner du samme kategori som dem. Da blir du blocka.

Mao så må ledelsen kjøpe aksjer hver dag for å forsvare at menigmann skal investere sine... spesiell argumentasjon

blokk i vei. Jeg svarer akkurat som jeg vil og føler. Jeg argumenterer saklig og innestår for alt.

Domus, ber deg innstendig om å la være å kommentere dem! Blokk dem som meg så slipper du å forholde deg til hva de sier.

Bare et skudd i mørket -domus siden ingen positive nyheter hjelper kursen.

Domus og Pickup tilfører mer her på forum om QEC enn dere andre til sammen. Stå på gutter, dere er best.

vulkan - ketchup argumenterer ensidig og glemmer at det alltid finnes to sider av en sak.
Derfor ønsker jeg å vise den andre siden av saken. Om alle som er uenige med ketchup blokkerer han, blir hans ord stående uimotsagt for alle dem som ikke blokkerer.

Jeg argumenterer lenge nok til at mine synspunkter er tydelige nok, og avslutter når runddansen begynner.

Poenget er at oljeselskapene på Anticosti som truet med søksmål, behøvde ikke å fullføre trusselen fordi Couillard innså at Quebec hadde en tapt sak og kom dem i møte med et tilbud om erstatning. Kom han noen gang Binnion i møte? Man var jo kommet langt lengre businesswise enn Qec noen ganger har vært i forhandlinger med myndighetene. Fra linken: That contract gives the Quebec government a 35-per-cent equity stake in the Anticosti development, while Corridor, Petrolia Inc. and Saint-Aubin E&P (Quebec) Inc. each own 21.67 per cent. As part of the deal, Corridor and Petrolia contributed their land holdings on the island and the Quebec government agreed to help finance the venture, which was set to drill and frack three wells on Anticosti — which is twice the size of Prince Edward Island — this summer.

PS
Jeg vil anbefale dem som synes det er uinteressant å følge meg å starte en tråd hvor jeg er blokkert. Her kan dere skrive om Qec i fred og ro uten forstyrrende innblanding fra meg. Lykke til.

Nei, ketchup, poenget er at ditt poeng forsvant ref utvinningstillatelse!
At myndighetene hadde gått inn i prosjektet sier bare at de stod enda dypere i det.
Lisensholderne fikk tilbake det de hadde investert pga forutsetningene forandret seg radikalt.
Så gjenstår det å se om tilsvarende blir gjeldende også i Lowlands og omegn.

Domus er den eneste som svarer pickup nøkternt og saklig, det skal vi andre være glade for at han gidder!

Domus.
Din link oppklarte for meg hva som skilte Qec fra Anticosti, og hvorfor Couillard innså at Quebec her hadde en tapt sak i motsetning til Qec hvor han ikke firet en tomme. I tillegg til letelisens hadde oljeselskapene på Anticosti en businesskontrakt med myndighetene om utvinning som var langt mer omfattende og dyptgående enn Qec noen gang har vært i nærheten av i sine forhandslingsrunder. I dette tilfellet kan kontrakten nærmest bli sett på som en utvinningslisens.

"That contract gives the Quebec government a 35-per-cent equity stake in the Anticosti development, while Corridor, Petrolia Inc. and Saint-Aubin E&P (Quebec) Inc. each own 21.67 per cent. As part of the deal, Corridor and Petrolia contributed their land holdings on the island and the Quebec government agreed to help finance the venture, which was set to drill and frack three wells on Anticosti — which is twice the size of Prince Edward Island — this summer"

Feil igjen, ikke utvinning - exploration !

Det søkes det om etter at utforskning er gjennomført.

Aksjen er fullstendig ødelagt,her må det en uttalelse til fra ledelsen om fremtidsutsikter(uker) og planer(emisjoner) kan ikke låse kapital på denne i årevis man har da andre muligheter.

Olja gått i pluss og børsen stiger.
Kvekken nærmer seg rødt terreng.

Tunge tider!

Har vår mann med doktortittel innen anvendt geologi som jeg stadig har referert til, hevdet noe annet enn at en letelisens (exploration) ikke gir automatisk utvinningstillatelse?

...men argumentasjonsrekka di, ketchup, faller fra hverandre ref både Anticosti, utvinningstillatelse og erstatninger for letelisens.

Det begynte med geologen som sa at letelisenser ikke var utvinningslisenser. Deretter fortsatte ketchup med at på Anticosti fikk de erstatning, og hvorfor får ikke da Qec? Ketchup mente da på at det var nok pga utvinningslisens på Anticosti, noe Qec ikke har på sine områder.
Da det viste seg at det ikke var utvinningslisenser på Anticosti likevel, men at det ble utbetalt erstatninger til tross for at det kun var letelisenser så var det plutselig å anse kontrakten mellom Québec og selskapene på Anticosti som utvinningslisens. Det er jo også feil, og til slutt er ketchup tilbake til start med å si at Qec har letelisenser. Der var runddansen.

På Anticosti fikk de erstatninger da letelisensens kriterier ble radikalt forandret. Der var det ingen utvinningslisens.
Qec letelisenser i Lowlands har også fått forandret sine kriterier radikalt. Ser man ikke likheter her, så velger man å blunke fryktelig lenge om gangen.

IRMC for nå har runddansen begynt!

Domus
Eneste runddans jeg kan se her, er dine krumspring etter å bite deg selv i halen.

Fra Wikipedia
Questerre har letetillatelse i tre delstater, Alberta, Britisk Columbia og Quebec. 

Pareto ute i dag med BUY/TP NOK 7.0

Kursmål her og der, faller bare ytterligere.. den tar imot på opprinnelig emi kurs på 2.57 til slutt.
Alle Quebec Wannabes som til stadighet blir skuffet må ut av QEC før det blir noen oppgang!
Kan bli en lang vinter, lenge til neste boremelding. Jordan nytt er kanskje det første, men ingen deadline satt for forhandlingene med myndighetene.

PU løfter de spørsmålene som vi med kunnskapsmangler sitter med og kanskje tidvis paranoide slutninger, mens Domus på andre siden svarer og serverer fakta og realitetsorienterer oss. For meg blir det litt som PU&Domus = Q&A. De har begge viktige roller..

Ned i dag også, akkurat det jeg sa...tross dagens melding som hausera sa var så bra ;)

Jeg vil anbefale deg å gå gjennom min diskusjon med Domus i dag. Du kan for eksempel starte med 10:281016 og se hvor vi ender opp.

Pick Up

I dag kl 10:281016

Selv om letelisensen involverer fracking, er det fortsatt en letelisens som ikke er ensbetydende med utvinningstillatelse

PPR Ceo sier han har vært i kontakt med legault som selv har sakt at han er i favør for og utvikle olje og gas i quebec, arealet til PPR er i lowlands, Ati venter på at moriatoriumet blir løftet i desember så begynner de og bore vanlige brønner! Mye penger og tjene her den neste tiden! En dag nå snart så smeller det fart :)
Send mail til PPR vis noen trenger bekreftelse i fra de ;)

https://twitter.com/HaraldYgdrasil/status/1065656403799490565

Får vi svar innan årets slut? Bara några få veckor kvar.

We hope to begin negotiations with the Kingdom of Jordan for a concession agreement by year-end.”

Commenting on its oil shale project in Jordan, he added, “We have started the next phase of engineering. In addition to the long-life reserves with no real decline rate relative to shale oil and conventional production in North America, this project also benefits from upgrading and premium pricing to Brent. Following the results from the feasibility study by Hatch, we are looking at optimizing capital costs to improve returns for this multibillion-barrel deposit. We hope to begin negotiations with the Kingdom of Jordan for a concession agreement by year-end.”

27 juni 2018

Commenting on next steps, he added, “Based on these positive results, we plan to move to the next phase of engineering with Hatch, known as pre front-end engineering design (“pre-FEED”) or FEL 2. The pre-FEED work will include the design and costing for a pilot project. It will also improve the accuracy of the current AACE Class 5 cost estimates above, which have an average accuracy of +100/-50%, to Class IV cost estimates which will have an average accuracy of +30/-20%. It will leverage the ongoing pre-FEED (FEL 1 & FEL 2) work by our partner, Red Leaf, on their EcoShale process for the project in Utah. Pre-FEED work for the retort is scheduled to begin next quarter.”

Kan vi få resultat från detta också innan årets slut tro?
Pre-FEED work for the retort is scheduled to begin next quarter.

Det borde vara med början i augusti, så arbetet har varit igång ett tag nu får man hoppas.

Skulle tro att man måste ha alla siffror klara när man söker concession agreement.

Sabla godt innlegg på diskusjons forum i Uniten, Energy Board Investment board.

Re: Gluts take time to work off

I think there are a couple of points here in no particular order.

1) I think people underestimate just how good for the Saudis/et this periodic freakout is as it doesn't affect there planning or operations anything like their public competition.

2) I think the "glut" we are talking about here is one largely created out of a mismatch of GCC nations pushing Iranian replacement barrels not all of which were needed

3) I think the US had one heck of a maintenance season, especially mid con.

4) I bought my first producers since April recently (CJ.to and CPG) based solely on the fact that even at 50$ oil, their real problem is a differential blowout which is so severe now there were big protests against a Canadian PM over it (which is kinda new in my experience). I think a combination of factors works this down to where its not hurting the government as much within 6 months or a year. These stock are all far lower than when oil worldwide and structurally was thought to be 30$ for the foreseeable future.

5) I think people do not count around here enough the impact of the speculative positioning which is now by far the biggest short-term mover in the markets, creating or destroying via "virtual" means millions of barrels a day of supply. Now we can all sit around and argue about the long-term effects of allowing this and how insane it is....but it is what it is. The speculative positions as of Friday is essentially exhausted (won't see WTI numbers till Monday but Brent spec longs are at a 3 year low, options have disintegrated) and its going to become much harder now to push the price down because you don't have fake millions of barrels weighing on it.

6) in 2016 oil cratered because the Saudi/GCC gang said quite openly we will crush you. They are now saying just as clearly we will NOT crush you.

Overall I have really been buying very heavily since the 4$ crack and basically, put most of my remaining speculative cash to work this past holiday week (mostly in smashed MLPS). all scenarios but a 2008 systemic meltdown have been priced into those IMO. Even stranger, very few of the MLPS are purely oil depended and many are actually a little more NG than oil. NG is absolutely booming in the US.... Now we will see how it plays out.

En til

GLUT is a 4-letter word

Logistics modeling can help explain the situation. When we observe a logistics distribution system and see increases in storage at some nodes this can be driven by two factors. Oil flows upstream to downstream to end users. So if a node's storage builds then production upstream from that node is high OR takeaway is low. In the case of Canada and the US the Canada node feeds into the US node which releases into a global floating node. When a main rivers floods it backs up tributaries. Since TransMountain does not yet exist nor Energy East the ports for Alberta and Saskatchewan are those in Texas and Louisiana.

Is there a glut in Saudi Arabia and Iraq - no - in fact Saudis are reducing storage so no glut there. In Nigeria or Brazil - no. In floating storage at sea - no. We see gluts only in the US and Canada.

Are we heading to another clear extended global glut like 2015 and 2016? Floating storage and OCED inventories so far say no. Remember floating storage rising in 2015 to an extra 100 million barrels at sea? Not happening now...why not...because there is no global glut.

Will a global glut form? A lack of long lead time projects coming online 2019 to 2022 says no. A growth happy US shale industry says yes. An OPEC+ that can reduce output some says no. A slowing global economy says yes.

So is there a glut? Yes...in the US and Canada.

Is there a global glut - no. But maybe one will form...

What will happen - does not take a phi beta kappa for this one - either a) more oil flows out of the US into the floating global market or b) US and Canada production recede.

Prices do not care they just react and see that balance is restored.

Now prices are saying three things - 1) US short cycle do your thing and show us how you can reduce output quickly by slowing completions and take advantage of high decline rates....same for Canada...and 2) OPEC do your thing and collectively reduce output in a controlled manner. And 3) all you consumers out there go ahead and buy more yes it is a Black Friday sale on oil as well...

Is there a silver lining to this crash - yes - US shale is taking over price formation from OPEC and it is short cycle. Since it is short cycle any crash in oil prices will be short in time - as will a spike in oil prices.

Regarding Canada - infrastructure has lagged because of legislative feet dragging and judicial activism. Judicial activism has been important because of the surprise factor. Had the oil industry known ahead of time the problems with TM and KeyStone they would have chosen another path like Energy East or Enbridge additions or rail. The political system has checks and balances and TM could be declared in the national interest but the government is dragging its feet. Why is irrelevant to the markets. Supply has increased with a 300 kbpd addition of oil sands in 2018 and gradual increases through the rest of the supply base. Originally TM was asupposed to finish end of 2019 but now it looks like maybe 2023. Railroad takeaway is growing at about 40 kbpd monthly but this takes time and railroads want two to three year contracts so producers are reticent putting pressure on discounts. Last summer the situation pressured discounts but when an outlier shoulder season hit refineries that take most of the Canadian crude this caused discounts to spike. Empty pipeline space was not diverted to export. So inventories went up and now there is a backlog of excess oil waiting to get out into the US which itself is backlogged.

CANADA SHATTERS COLD RECORDS — GRAND SOLAR MINIMUM PATTERN

https://electroverse.net/canada-shatters-cold-records-grand-solar-minimum-pattern/?utm_source=ReviveOldPost&utm_medium=social&utm_campaign=ReviveOldPost

Fint at det er flere hedge funds som har blitt fyrverkeri i det siste. Håper fler; kan ikke skje
bedre mennesker. Fluktuasjonene på olje og gass priser, ikke minst sistnevnte, har vært
resultat av PAPIR OLJE og PAPIR Gass ( NAKED SHORTING ), via derivater. Gikk Big Shitt for mange HF's,
samt ikke minst, parasittene, Shortere.

Det hele ble et sturrium av forskjellige måter å redde seg på i derivat marketed. Bare å sitte
på cash/aksjer, så kommer vi til bake til normalen.

Ba om kommentarer til den politiske situasjon i Canada. Liberals + tiny Green; not so sure for Canadian National Elections scheduled for Oct 2019. Premier Trudeau, kan deklarere en tidligere dato dersom ønsket.

Når i QEC må man jo se hvordan ståa er, for, dersom ikke Trudeau, Liberal klarer å fortsette som Premier, VIL pipelines west, MEN, viktigst, fracking Qubec / Montreal vil ikke lenger være bundet på hender og føtter. Canadaiere må jo forstå at de ikke lenger kan subsidiere pga. Greenhouse; som innebærer en regning for Canada all told of, was it, C$ 180 Billion, each year.

Anyway, look at this, new position in the race, just got from a poster over der...

Much more independent Canadian political analysis

https://www.google.com/amp/s/globalnews.ca/news/4564813/justin-trudeau-andrew-scheer-close-ipsos-poll/amp/

Tror nok jeg blir blinde i QEC en god stund til. Været blir Råkaldt og tapping av lagret NG er høy, i.e. lagrene nå suppleres.

Much more independent Canadian political analysis

https://www.google.com/amp/s/globalnews.ca/news/4564813/justin-trudeau-andrew-scheer-close-ipsos-poll/amp/

Går det rette veien, og østkyst nord America, Canada; MÅ det skje noe.

Rystad confirms that except for the Neutral zone, the Saudi's are out of spare capacity:
I said, " the Saudi's are out of spare capacity"

For en Gal, Gal Verden, og med Trump i spissen, rene Komikken

Axios: President Trump twice raised to the Iraqi prime minister the idea of repaying America for its wars with Iraqi oil

"President Trump twice raised to the Iraqi prime minister the idea of repaying America for its wars with Iraqi oil, a highly controversial ask that runs afoul of international norms and logic, according to sources with direct knowledge."

https://www.axios.com/trump-to-iraqi-pm-how-about-that-oil-1a31cbfa-f20c-4767-8d18-d518ed9a6543.html?utm_source=facebook&utm_medium=social&utm_campaign=organic&fbclid=IwAR1jkcI-Vnac5RbyoQSJvForqy8FJW0_FxTYypZ_Kh487LZI30Y_X2m5eEs

And help get Trudeau out of office
GM to close Oshawa plant
This is huge.... Economy is getting worse.... Hard to ignore Alberta when economy getting worse.... And help get Trudeau out of office.... Get real estate to roll over and all hell will break loose...

3000 jobs gone but many more as so many smaller companies support that plant.

###########################

Canada
GM to close Oshawa plant
Rob Gibson - Nov 25, 2018 / 3:17 pm | Story: 242873

Photo: CTV
CTV is reporting that General Motors intends to shutter its operations in Oshawa Ontario.

The move would impact thousands of employees and the union indicates high-paying auto industry jobs would be lost.

Right now there are 2,500 union jobs and another 300 management positions in Oshawa. The city of 159,000 people has already survived thousands of job losses. At one point Oshawa was home to approximately 40,000 auto workers.

The formal announcement is expected to come Monday morning.

Asetek 21,83 %
Targovax 15,85 %
Rec Silicon 14,06 %
Otello Corp 9,22 %
Solstad Offshore 7,39 %
Protector Forsikring 7,26 %
Thin Film Electronics 5,00 %
XXL 1,16 %
Monobank -2,79 %
Questerre Energy Corp -8,09 %
Hovedindeksen 2,50 %