Hva skal til for at ZENA går til 50 øre?


Ikke så veldig mye. Nå skal de gjøre noen grep (og de har sikret seg penger til grepene):

Fra melding sist uke: "The Company's geological team in Azerbaijan has identified a number of wells in the Muradkhanli oilfield in which perforations of selected untapped intervals are expected to generate additional oil production. Zenith expects to begin performing the first perforation activities during the next ten days and will provide updates as the activities progress"

Hva betyr så det? Vi kan se på Arctics analyse fra i fjor:

"For instance, Zenith just purchased a BD-260 workover rig, which is capable of perforating at depths well below 4000 metres, and should provide the necessary firepower to open the partially blocked wells. Several wells, for instance Z-21 and Z-28 have a very high reservoir pressure and produced well above 500 boe/d before they became clogged just weeks after production commenced in the 80’s, likely because the well completion techniques used by the Soviet operators were unsatisfactory. Zenith however believes that once these wells are re-opened, the relatively unchanged reservoir pressure could yield flow rates possibly exceeding 100 bbl/d, but its base case is production figures in the range of 15-50 bbl/d. As these workover wells require very little investment compared to the drilling and competion of new wells, they represent the low-hanging fruits in Zenith’s portfolio, and will probably contribute positive cash flow to finance the more capital intensive drilling campaign (of new wells) scheduled for early 2019»"

Og så har vi C30 (se melding fra selskapet):

"The Company has evaluated a number of drilling locations to follow planned drilling operations in well C-30. As previously announced, mobilisation of Zenith's 1,200hp drilling rig to the C-30 well location is expected to take place before the end of October 2019."

Og så har vi neste boring:

"As part of its planned future drilling programme, Zenith has identified well M-247, located in the south-western part of the Muradkhanli oilfield, as a highly prospective geological target for well deepening or sidetrack operations targeting the Middle Eocene and Upper Cretaceous formations.
Well M-247 is currently not in production and last produced at a rate of approximately 200 barrels of oil per day in 1990."

Så hvis de ligger med en produksjon på drøye 500 fat om dagen nå, så kan dette gi vekst:

Perforation program: Ulike boringer kan gi 15-100 fat om dagen fra hver boring. Et vellykket program, som vi snart får høre mer om, kan fort gi oss ytterligere 300 fat om dagen i produksjon.

C-30 skal bores. Bør kunne gi minst 200-300 fat om dagen.

M-247 skal etter hvert bores. Kan gi 100-200 fat om dagen.

Da er vi fort på 1000-1200 fat om dagen uten de store kapitalkostnadene. Og da faller produksjonskost ned under 10 dollar fatet, som gir rom for ytterligere perforation. Som gir ytterligere produksjonsvekst.

Jeg tror ikke det tar lang tid før kursen er over 50 øre!

Hehehe. Så om du hadde shortet på 1,5 så hadde du hatt 200% avkastning? Det er matte jeg ikke får til å gå opp. Blir bare 74% på min kalkis. Kanskje jeg er dum:/
Herbius
28.10.2019 kl 09:13 359

Nu er folk vist vågnet 👍🤑