Dragon Oil kein Stück aus der Hand geben.

Dragon Oil has awarded a contract, subject to the signing of a formal contract within the next 60 days, to Yantai Raffles Offshore Ltd. for lease and management of a new build Super M2 jackup rig in the Cheleken Contract Area.

The M2 jackup rig will be constructed as a self-elevating drilling unit in accordance with international marine construction standards. The M2 jackup rig is expected to be constructed and mobilized to the Cheleken Contract Area in Q4 2011. Upon delivery, the lease and management contract is expected to commence for an initial duration of five years, with an option to extend it for a further period of up to two years.

Dr. Abdul Jaleel Al Khalifa, Chief Executive Officer, commented, "I am pleased to announce that Dragon Oil has awarded a contract for lease and management of a new build Super M2 jackup rig commencing in Q4 2011. This contract gives us an excellent opportunity to secure the rig we want and for a longer period than would otherwise be possible in the open market. In 2009, we achieved significant progress with securing rigs for the development of the Cheleken Contract Area and today's announcement underscores our commitment to work in the same direction."

www.rigzone.com/news/article.asp?a_id=86595&rss=true

www.irishtimes.com/newspaper/breaking/2010/0223/breaking28.html

www.investegate.co.uk/Article.aspx?id=201003260955212462J

www.finanznachrichten.de/...ls-plans-for-restructuring-020.htm

Dragon Oil has been marketing the majority of its entitlement barrels through a crude oil swap agreement with a subsidiary of the National Iranian Oil Company, Naftiran Company since the commencement of the PSA. In 2009, Dragon Oil sold approximately 90% (2008:80%) of its entitlement barrels through this marketing route. The term of the swap agreement was for 10 years and it has recently expired.

To gain further access to international markets and maintain flexibility in operations, Dragon Oil has historically maintained alternative routes for its crude oil. Accordingly, in 2009 Dragon Oil exported 10% (2008: 20%) via Baku, Azerbaijan despite achieving lower realized prices as compared to sales via Iran.

Dragon Oil is currently negotiating with Naftiran Company Limited in relation to a new swap agreement or extending the term of the existing swap agreement. As there is no certainty at this time with regard to the outcome of these negotiations, Dragon Oil is making interim arrangements to market additional quantities of crude oil through the western route via Baku, Azerbaijan.

Dragon Oil is satisfied that there is sufficient capacity in its existing and other marketing routes to satisfy current production.

www.rigzone.com/news/article.asp?a_id=90786&rss=true

www.rns-pdf.londonstockexchange.com/rns/0635K_1-2010-4-12.pdf

www.proactiveinvestors.com.au/companies/...-campaign-9846.html

www.irishtimes.com/newspaper/breaking/2011/0222/breaking12.html

www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=4064624

www.investegate.co.uk/Article.aspx?id=201102221728096773B

Profits at Dragon Oil more than doubled in the first half of the year on the back of increased production and high prices.

Oil and gas producer and developer Dragon said yesterday that revenues rose 91 per cent in the first six months of the year at $527.4 million, from $276.3 million during the same period in 2010.

Profit for the period increased by 125 per cent to $309.4 million from $137.6 million. Earnings per share increased at a similar rate during the six-month period to 59.98 cents from 26.71 cents at the end of last year’s first half.

Dragon is listed on the Dublin and London stock exchanges.

It produces oil from a licence area in the eastern Caspian Sea, off the coast of Turkmenistan.

www.irishtimes.com/newspaper/finance/2011/...224302231494.html

Dr Abdul Jaleel Al-Khalifa, CEO of Dragon Oil, is aiming for $200-300m of annual infrastructure investment.

www.arabianbusiness.com/fire-in-his-belly-414611.html

www.bbc.co.uk/news/business-14946031

Die Europäer müssen sich anstrengen - erste Fortschritte sind nach über 18 Monaten zu verzeichnen.
www.hurriyetdailynews.com/...n-caspian-gas-pipeline-2011-09-12

sobald Nabucco deutlichere Fortschritte macht, sollte meiner Meinung unabhängig von Bohr-Resultaten der Kurs deutlich anziehen...

Hier schon, im Conference call: 2011 Interim Results

www.dragonoil.com/Doc/pdf/ConferenceCalls/...script10Aug11.pdf

sind Anspielungen auf die Kompressor Station

(Goodbody; Seite 6 : "And secondly, I was just wondering if you could give us a bit more colour around the compression station and the timeline associated with the gas contracts please? Thank you."

Hier die Nachricht vom 18.09.2011 zur Station :

www.turkmenistan.ru/en/articles/15381.html

"Gas compressor station “Khazar” with the capacity of 2 billion cubic meters of gas per year has been stuffed with modern equipment"

Grüße  - Gaertnerin -

www.oilvoice.com/n/...une_B159_Development_Well/14401b1c4.aspx

Interim Dividend (2011)
  Dear Shareholder,
  On 10 August 2011, following the introduction of the dividend policy and declaration of the maiden dividend for 2010, the Board of Dragon Oil was pleased to announce the interim dividend of US cents 9 per share.

The final dividend in respect of 2011 will be announced at the time of publication of the 2011 full-year results in February 2012. The interim dividend is not subject to shareholder approval.
 
    

The following is the dividend timetable for the shareholders’ information:

10 August 2011: Declaration of interim dividend

17 August 2011: Ex-Dividend Date

19 August 2011: Record Date

23 September 2011: Dividend Payment Date.

 

www.dragonoil.com/Investors/...%282011%29/Default.aspx?id=1287

 cool...

... dem langen und schweren Weg nach Oben...   : -))


www.shareprice.co.uk/DGO/DRAGON-OIL


nur meine Meinung,
-Gaertnerin-

... ein weiterer Meilenstein:

   LAnge haben die, die wie ich diese Aktie seit 2008 haben, darauf gewartet:

Dass Dragon Oil aus dem Schatten der Spekulationen und (Komplett-) Übernahmen des Mehrheitsaktionärs tritt.

Dass Dragon Oil nämlich mal ein paar seiner Dukaten aus der Kriegskasse von deutlich über 1 Milliarde € (aus dem Ärmel genannt) in die Hand nimmt und sich ein weiterse Betätigungsfeld ausserhalb der kaspischen Region sucht...

Dass wieder Bewegung und neuer Input in den kleinen, schlafenden Riesen kommt...

 

"... Following completion of the farm-in conditions, the  Bargou Joint Venture will comprise Dragon Oil (55%), Cooper Energy (30%)  and Jacka Resources (ASX: JKA, 15%). If the Hammamet West-3 well is  successful and the Joint Venture proceeds with development of the Field,  Dragon Oil will assume operatorship of the Bargou Exploration Permit  subject to confirmation from the Government of Tunisia.  In the case of a  development phase, Dragon Oil will carry Cooper Energy in an amount  equal to approximately US$5 million (subject to audit) to compensate  them for pro rata past costs, after which all parties will pay their  participating interest share for any development costs...."

 

 

www.dragonoil.com/Media/Regulatory_News/...24&rid=11000968

 

sicherlich ein günstiger Zeitpunkt, um hier in Zeiten der allgemeinen Unsicherheit als sicherer Kapital - (Arbeit-) geber in Erscheinung zu treten...

Die jungen Demokratien in Nordafrika brauchen jeden Arbeitsplatz.

Und die alten Aktionäre wollen endlich adäquate Kursbewegungen sehen...

- Gärtnerin -

... ein weiterer Meilenstein:

   LAnge haben die, die wie ich diese Aktie seit 2008 haben, darauf gewartet:

Dass Dragon Oil aus dem Schatten der Spekulationen und (Komplett-) Übernahmen des Mehrheitsaktionärs tritt.

Dass Dragon Oil nämlich mal ein paar seiner Dukaten aus der Kriegskasse von deutlich über 1 Milliarde € (aus dem Ärmel genannt) in die Hand nimmt und sich ein weiterse Betätigungsfeld ausserhalb der kaspischen Region sucht...

Dass wieder Bewegung und neuer Input in den kleinen, schlafenden Riesen kommt...

 

"... Following completion of the farm-in conditions, the  Bargou Joint Venture will comprise Dragon Oil (55%), Cooper Energy (30%)  and Jacka Resources (ASX: JKA, 15%). If the Hammamet West-3 well is  successful and the Joint Venture proceeds with development of the Field,  Dragon Oil will assume operatorship of the Bargou Exploration Permit  subject to confirmation from the Government of Tunisia.  In the case of a  development phase, Dragon Oil will carry Cooper Energy in an amount  equal to approximately US$5 million (subject to audit) to compensate  them for pro rata past costs, after which all parties will pay their  participating interest share for any development costs...."

 

 

www.dragonoil.com/Media/Regulatory_News/...24&rid=11000968

 

sicherlich ein günstiger Zeitpunkt, um hier in Zeiten der allgemeinen Unsicherheit als sicherer Kapital - (Arbeit-) geber in Erscheinung zu treten...

Die jungen Demokratien in Nordafrika brauchen jeden Arbeitsplatz.

Und die alten Aktionäre wollen endlich adäquate Kursbewegungen sehen...

- Gärtnerin -

sorry für die Wiederholung oben, es gab Probleme beim Einfügen

 

http://www.thenational.ae/business/energy/dubai-linked-dragon-oil-to-drill-in-tunisia

 

Dubai-linked Dragon Oil to drill in Tunisia

April Yee

         

 

Dragon Oil, a petroleum producer majority-owned by  Dubai, has bought into an exploration block in the country whose ongoing  revolution sparked the Arab Spring.

The agreement to invest up to US$26.6 million (Dh97.6m) in an  offshore field in Tunisia is the company's first step outside  Turkmenistan after lacklustre drilling in Yemen.

"Of course they could have found [assets] in a safer region, but that  would have come at the much higher price," said Pavel Sorokin, an  analyst at Alfa Bank in Moscow. "There are political risks in Tunisia,  but the political risks are associated with any country in the region."

Shares of Dragon Oil listed in Dublin jumped 1.8 per cent to close at €5.60 on Monday, the day of the announcement.

The Tunisian investment could offer a potential supply source for  Emirates National Oil Company (Enoc), which owns 51 per cent of Dragon.

The Dubai Government-owned producer and retailer, which buys oil at  market prices but must sell it at a lower rate mandated by the federal  Government, has struggled this year to supply its petrol stations in  Sharjah and the Northern Emirates. The Sharjah Government ordered Enoc's  stations there to shut down after they failed to restore the flow of  petrol.

Under the Tunisia agreement, Dragon Oil is to pay 75 per cent of  drilling costs - up to $26.6m - in exchange for a 55 per cent stake in a  new joint venture company with Australia's Cooper Energy and Jacka  Resources. The Tunisian government has yet to approve the farming-out of  the exploration block, which covers 4,616 square kilometres of seas.

..."

www.proactiveinvestors.co.uk/companies/...y-by-2015-34695.html

Important events in oil and gas sector of Caspian region’s countries over last week

en.trend.az/capital/analytical/1948524.html

bin mal gespannt auf die Kursentwicklung die nächsten Wochen und Monate.
Meine Erwartungen sind hoch, funktioniert natürlich nur, wenn wir konjunktur-technisch
nicht weiter abrutschen.

Das Potential auch ohne Charttechnik & Neuigkeiten ist groß...

"...
Crude prices could rise as high as US$150 a barrel if investment in oil and gas production in the Middle East and North Africa (Mena) falls sharply below $100 billion a year over the next four years.
..."

www.thenational.ae/thenationalconversation/...will-soar-to-150

Wobei der schnelle Anstieg auf 150 US$  dann gleich die nächste Krise zur folge hätte...

- Gaertnerin -

 

langsamen Eingewöhnen an diese 'Zielmarke' ?! 

Der gestern in der FAZ erschienene Artikel festigt die 150 US$ - Annahme:

Ausgehend von einem Rohölpreis von z.Zt. ca. 100-110 US$ entspräche dies einer jährlichen Preissteigerung Rohöl von ca. 15% ...

......................  Was heißt das für Dragon Oil ? ...................

Egal aber, wie hoch die jährlichen Preissteigerungsraten ausfallen werden :

1)  Öl wird mittelfristig sicherlich nicht günstiger .... (außer es crasht erneut ... wg. zu hoher Energiepreise)

2) Dragon wird von jeder Opec-Erhöhung weiterhin profitieren ...

3) Steigende Erdgas-Nachfrage  (durch teurer werdendes Rohöl & weniger CO2) = höhere Preise auf Erdgas = höhere Gewinne / Bewertung Dragon ...

 

Stichworte in diesem Themenzusammenhang könnten sein:

Nachfrage, Weltwirtschaft, Russland, Gaspreise, alternative Energien, Nabucco, Desertec, Erschließung neuer Fördergebiete, etc ...

Interessant in diesem Zusammenhang, dass unmittelbar vor dem Zusammenbruch der Weltwirtschaft 2008 sowohl die Preise für Energie, als auch der BDI (Baltic Dry Index -was kostet die Beförderung von Schüttgut (Eisenerz, Getreide, etc.))  neue Höchststände erreicht hatten ...

.................................

Auszug aus dem Artikel:

Im Gespräch: Rohstoffexperte Eugen Weinberg     "Die EZB hat Anleger an die Märkte gelockt"

 

                 

Derzeit bestimmt die Opec den Ölpreis, weil die  Nachfrage nicht vom Preis abhängt. Das Problem ist: Saudi-Arabien hat in  der jüngeren Vergangenheit seine Staatsausgaben um 15 Prozent im Jahr  ausgeweitet. Das Land braucht heute einen Ölpreis von mehr als 80  Dollar, um seine Staatsausgaben zu finanzieren. Wenn die Staatsausgaben  in diesem Tempo weiter wachsen, brauchen die Saudis in fünf Jahren einen  Ölpreis von rund 150 Dollar. Den würden sie dann auch durchsetzen.

                 

Das Gespräch führte Gerald Braunberger.

         

102 pdf-Seiten,  englischsprachig :




www.dragonoil.com/Doc/pdf/AnnualReports/2011AnnualReport.pdf




kurz überflogen, sieht doch recht gut aus, insbesondere die  0,20 $  Divi  verkürzen die Wartezeit bis "zum Pflücken" auf angenehme Art und Weise ...  :- ))


glta,
lg,
gaertnerin