Global Energy - derzeit billigster AIM Ölwert

www.globalenergyplc.com/uploads/...esentationSeptember2010.pdf

MK £24 Mio
2P Reserven 147.1 million BOE
also werden die 2P BOE gerademal mit £0.16 / $0.25 bewertet

Der billigste Oilplay an der Londoner AIM, siehe Seite 11 in obigen Link

Emerald Energy wurde für £18 per 2P BOE (H2 2009) verkauft, das würde für Global bedeuten: £2.646.000 oder £75

Überblick aus dem Halbjahresbericht 1.Hj,2010 (s.o.)

Large Reserves:
3rd largest 2P reserves among AIM-listed Oil & Gas companies
2P reserves of 147.1 million BOE* against market cap of just c £24 million - trading at £0.16 / $0.25 per 2P BOE
Focused on Colombia & Peru - areas of recent corporate transactions (i.e. Emerald Energy, PanAndean)
Average production in H1 2010 of c 1,015 bopd (net)

Wir sind also bereits  Produzent !

www.globalenergyplc.com/uploads/...esentationSeptember2010.pdf

Die Jungs von GS haben sich die Sache gestern angeschaut:
Global Energy Development started at Goldman Sachs with buy rating, 157p target price

68.5p gestern in London
ca. 3% Aufschlag zum ask bei Tradegate/Berlin

Harken ... 33.56%
Lyford ... 15.04%
F.I.L. ... 10.94%
2008 trust. 5.22%
N.C.C. .... 4.08%
Millenia .. 3.99%

Directors . 1.01%

.....................
Leaving .... 9,271,437 in free float. (26.16%) - not very many shares available.

"..People chasing the falkland plays who have no oil and 20 x the market cap of GED who have P2 reserves of 147,100,000 barrels of oil.."

"..If any falkland oilies discovered 140million barrels shares would go through the roof.
Crazy with production of 1000 bopd to rise to 1500 bopd soon.."

"..GED's EPS for 2011 is set to be 58pps. That means GED are currently on a rating of just over 1. That can't be right. I would think a rating of 5 would be more like it? 300p target?.."

www.advfn.com/cmn/fbb/thread.php3?id=19303006&from=697

...wir sind doch schon wieder ein ganzes Stück weiter:
www.advfn.com/lse/ShareChart.asp?sharechart=GED

BIG SMILE ;)

Fundamental Data

Sector   OIL & GAS PRODUCERS   Mkt.Sector   AIM   Mkt.Segment   AIM   Turnover   13.71   Profit   1.67   Norm EPS   0.01   PE Ratio   6,327   Market cap   27.82   NMS   -