PETROTAL hovedtråd


Petrotal

* 160millioner i cash (20 mill $ I januar)
* Ingen LÅN
* Produserer nå ca 12000 bpd
* Øker produksjonen til ca 15000 i jun
* Øker produksjonen til 20 000 bpd+ i 2020
* 2020 er finansiert med cash fra produksjonen
* 2p reserver er i dag 39mboe men det jobbes med å øke dette til 80 mboe.


Netback per barrel på 65$:

5000 bpd : 34.75 $
10000 bpd : 39.65 $
20000 bpd : ???????


2020-2021 gevinst estimater:

Selskapet har konservative estimater på snitt prod på 13000 bpd for 2020.
Dette gir 142 millioner dollar i gevinst på 62$ snitt.

20000 bpd gir 257 millioner dollar i gevinst...


Nåværende brønner :

1XD - shut in at 800bopd
2XD - 2400 bopd
3 - 3500bopd
1WD - 2700 bopd
4H - 6200 bopd
5h. - 8250 bopd





Det er også planlagt 6 nye w. brønner i 2020,første starter i januar.



Selskapet følges av :

covered by four investment banks: Eight Capital (Calgary), Numis (London), GMP FirstEnergy (London), Pareto Securities (Oslo).

Petrotal er listet i Canada, London og i USA.
Canada og London er de med mest volum.

USA : PTALF
Canada : TAL.V (TAL)
London : PTAL

Så!! Bonusen.. Dette er triggeren ingen analyse selskaper har med i sine utregninger og targets.




Block 107

🔵534 mmbo
🔵Full 2D seismic with Drilling permits
🔵Derisked with 3D
🔵Farmout ongoing
🔵Possible partners in Dataroom

De jobber med en Farmout og har selskaper de er i dialog med.

Alt dette finner du i selskaps presentasjonen fra October som du finner under.

Så skal det være sagt at børsverdien er svært lav og alle analyse targets er Mye høyere enn dagens kurs.

Med en konservativ produksjon på 13000 bpd ved dagens oljepris og aksjekurs gir det en P/E på 1.4....ja det er lavt.

Les selv :

http://petrotal-corp.com/wp-content/uploads/2018/06/PetroTal_Investor_Presentation_October_2019.pdf october presentation

Så er det 2 aksjegrupper på FB, bare å søke på Petrotal der :)
Pareto securities følger selskapet tett.

Lykke til
Redigert 21.01.2020 kl 10:31 Du må logge inn for å svare

Kom en sjuk pm i går ettermiddag.
13000 bpd og oppgradering ac cpf2 skjer i august istedet for slutten av 2020.
Det betyr at 20000-24000 fat per dag kommer mye raskere enn beregnet.
Dette selskapet overpresterer på alt. Fortsatt ingen lån og Farmout på den andre blokken pågår

PetroTal announces 2019 year-end Oil Production of 13,300 bopd

New 5H horizontal well produced 240,000 barrels of oil over last 30 days

Calgary and Houston - January 13, 2020-PetroTal Corp. ("PetroTal" or the "Company") (TSX-V: TAL and AIM: PTAL), the Peruvian focused E&P company, is pleased to announce 2019 year-end production of 13,300 barrels of oil per day ("bopd") from the Bretaña oil field, operated 100% by PetroTal.

2019 OIL PRODUCTION

The Company achieved 2019 exit rate production of 13,300 bopd and has averaged 12,500 bopd for the first eleven days of 2020. Average oil production from the Bretaña oil field for the fourth quarter was 7,757 bopd, a 77% uplift on the 4,382 bopd achieved during the third quarter of 2019. In 2019, PetroTal produced just over 1.5 million barrels of oil, representing average oil production of 4,131 bopd, an increase of over 330% from the average production of 958 bopd realized in 2018.

The 5H well continues to perform above expectations and has now produced 240,000 barrels of oil in its first 30 days of operation and is currently producing 6,500 bopd.

Commissioning of the central production facility ("CPF") commenced on December 22, 2019 with the successful hydrostatic test of the new 20,000 barrel oil storage tank. Commissioning will continue for another 30 days while all components are flow tested. During this period, overall oil production at the field is expected to fluctuate.

YEAR END CASH

At December 31, 2019, PetroTal had cash of approximately US$21 million, inclusive of US$15 million received for oil delivered to the ONP pipeline from December 1 to 15 through the previously announced oil sales contract with PetroPeru. Going forward, the Company will receive monthly revenue payments under the terms of this oil sales agreement.

2020 CAPITAL BUDGET AND OUTLOOK

Within a week, the Company intends to announce its 2020 capital budget, which aims at replicating last year's success by more than tripling annual production and achieving a 2020 exit rate of 20,000 bopd. PetroTal plans to achieve this by accelerating commissioning of the next phase of facilities to late August this year instead of year-end 2020.

Manolo Zuniga, President and Chief Executive Officer, commented:

"We're pleased that we were able to exit 2019 at the upper end of the previously announced guidance, a new record oil production level for PetroTal. The entire PetroTal team worked extremely hard to accommodate the strong oil production of the 5H well during the CPF commissioning phase. Additionally, the implementation of the PetroPeru oil sales contract, enables the Company to receive regular monthly revenues for its oil production."

ABOUT PETROTAL

http://uk.advfn.com/stock-market/london/PTAL/share-news/PetroTal-Corp-2019-year-end-Oil-Production-of-13/81510824?adw=1126416
cirka
14.01.2020 kl 20:17 288

Ser litt på tallene igjen.
Med en produksjon på 14 000 fat pr dag vil de ha en PE på under 2. Hele selskapet er utbetalt på to år, hvem andre har tilsvarende?

Ja det er ganske sykt

Gratulerer Freidland ( Friedland , Fredlund , Fredheim ? ! ) Ser at "MadsNordnet " på Nordnets Shareville nå anbefaler PetroTal på CAD 0.49.. Du har tydeligvis gjort en god jobb ( sammen med Pareto ! ) i å fremme PTAL. Skulle ha kjøpt .Var jo klar over at disse tidligere Sterlinggutta.var av Sterling klasse .

Ha en god helg

P.s. Handler du på Toronto elle London Xch . ?

Takk for det. Ny pm i dag, ser utrolig bra ut for 2020

Fully Funded Capital Budget of $99m
Production to 20,000 BOPD!!!!!
Triple production in 2020

20,000bopd equivalent to producing Operating Net backs of over $280m...

Still No loans/debt
No delution planned (ingen emitioner)
Dividens(utbytte) started
Low mcap
Huge triggers

More Cost savings

http://uk.advfn.com/stock-market/london/PTAL/share-news/PetroTal-Corp-Fully-funded-2020-Capital-Budget-of/81563559?adw=1126416

Jeg kjøper i canada #Tal.v