Ölsand-Projekte, Interessante Anlagemöglichkeit

BESTEHT INTERESSE, DASS ICH ZU HEADWATERS EINEN NEUEN THREAD ERÖFFNE? - bitte Antworten hier posten. Mein erstes Posting zu Headwaters ist Nr. 9 hier (oben).

In einer Nanotechnologie-Studie der "Innovest Group"

www.innovestgroup.com/pdfs/2005-10-19_Nanotechnology_Report.pdf

fand ich auf S. 73, dass Headwaters den Nano-Katalysator für den Ölsand-Abbau und für die Veredelung minderwertigen Öls bereits entwickelt hat. Die Ausbeute steigt damit um 10 bis 50 Prozent. Das Produkt wird zurzeit in 25 Raffinerien getestet und soll noch dieses Jahr erste Einnahmen generieren.

... Homogenous Catalyst: The company has developed the (HC)3™ catalyst, a single-molecule nanocatalyst to upgrade heavy oils such as the tar sand bitumen found in Canada and the low-grade crudes imported from South America, Eastern Europe and off-shore sites, into high-quality synthetic crudes, increasing conversion by 10 - 50 %.
The product is currently being tested in several major oil refining companies around the world and Headwaters expects to generate revenues for this product this year.

Headwaters has identified more than 25 refineries which could immediately benefit from addition of the (HC)3 Technology, including about 10 which could utilize the
(HC)3 catalyst with only a minimal capital expenditure...

Adviser Soapbox
A Second Chance In The Oil Sand
Curtis Hesler, Professional Timing Service, 11.02.05, 12:00 PM ET<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />

Related Quotes BRLC 6.68 - 0.19   HPQ 28.53 - 0.21   INTC 23.99 + 0.10   MSFT 26.66 + 0.22   ORBT 11.55 + 0.30   SU 56.68 - 0.95   XLE 49.50 - 1.53	<?xml:namespace prefix = v ns = "urn:schemas-microsoft-com:vml" />

Curt Hesler's subscribers have collected nearly $15 in dividends on their $17 buy of Enerplus Resources, and the stock now trades at $41. Click here for Hesler's latest energy buys.

MISSOULA, MONT. - I warned you to expect some weakness in September and October, but it is now time to look for a rally. Trading lows are often born during October weakness.

A rally will get the press all lathered up and spouting the bullish case. Fence-sitters will be seduced as the pros finish liquidating their positions. The flurry will be short term, however, and for quick traders only. The key is that resource stocks will recover to new highs, but the others will not.

Long-term investors should stick with resource, commodity-driven issues only, and they should hold their positions.

Admittedly, our Canadian trusts are not growth investments, but they have allowed us to participate in the rising prices of crude oil and natural gas. Energy prices have a good ways to go yet, and although in time the energy trusts will exhaust their reserves, their dividends and share prices will rise over the next year and a half.

Special Offer: A handful of energy stocks are already making new runs at their old highs. Ride the energy bull with Curt Hesler. Click here to download "Oil and Gas: Slam-Dunk Investing for Income and Capital Gains," a free special report from Professional Timing Service.

The Canadian dollar is also going to rise over the next two years. That will augment our dividends as well. The trusts will rise and fall with the general market’s tide. They are currently selling off along with everything else. This was expected, and they don’t seem to be any weaker than the rest of the energy sector, nor do I see any unusual volume.

I fully expect to advise you to sell these cash cows someday, and it will be difficult at that point to give up the income. Nevertheless, everything has its day and its sunset. I do not believe that the sun has set on the Canadian energy trusts, at least not the ones we own.

There will eventually be viable energy alternatives, but the problem (which I will go into more in the next monthly letter) is that alternatives are too far in the future and, at this point, are not energy-positive. That is, it takes more energy to produce them than you get back. This is the problem with ethanol, oil shale and hydrogen. But more on this another time.

One energy alternative that is practical now is tar sands. The downside is that although tar sands are now being commercially and profitably converted into crude oil, production volume is still scant and well behind what we need.

Mentley’s Display Technology Investor is aimed at picking the best investment bets for the booming digital-TV and flat-panel markets Since its inception in May, Mentley’s Core Display Technology Portfolio is up 60%, with four out of six stocks in the black. Brillian alone is up 330%. Click here for Mentley's full portfolio.

Suncor Energy (nyse: SU - news - people ) is producing some 260,000 barrels a day and is ramping up to increase this to 500,000 barrels a day by 2010. World demand requires an additional 6 million barrels a day in new production to offset depletion, and once world production peaks in the next year or two, this number will accelerate. Even 500,000 barrels a day is a drop in the bucket, but a profitable drop in the bucket for Suncor.

I expect crude prices will rise steeply over the next several years, and that will translate into higher profits for Suncor. They make very good money as long as crude sells for over $20 a barrel. So even if crude prices were to dip (but don’t bet on it), Suncor will still see solid cash flow with which to expand its tar sands operations.

The potential for Suncor is to double from here, but this is not an overnight, short-term investment. It is a year 2010 to 2015 investment. The most worrisome problem within that time frame is a possible buyout. We would make good money in that event but probably not realize the total potential in this company. Can you imagine where Microsoft (nasdaq: MSFT - news - people ) investors might be today if it had been bought out by Intel (nasdaq: INTC - news - people ) or Hewlett-Packard (nyse: HPQ - news - people )?

Special Offer: On March 16, the Prudent Speculator TechValue Report recommended Orbit International at $7.31. By Aug. 4, Orbit was trading at $13.50--a gain of 85% in less than eight months. Click here for October's timely buys.

The recent dip in crude prices pulled Suncor back to our buy price of $52.90. In fact, it fell to a low of $48.09 on Oct. 14. My advice is to buy Suncor at $52.90 or better for an excellent long-term energy investment.

Some of the other issues on our buy-and hold list hit downside buy prices this month. If those prices are reached, that is the time to do your buying. Buying at or below the recommended prices will go a long way toward managing risk and maximizing profits. Patience!

The energy bull is not over yet, regardless of what the talking heads tell you on CNBC. The media is in the business of selling air time and newspapers. Their incentive is to make themselves money, not make you money. As it is, my Energy Forecaster is still looking bullish.

Excerpted from the mid-October edition of Professional Timing Service. Click here for more of Curt Hesler's analysis and a complete list of his recommended stocks in Professional Timing Service.

More Adviser Soapbox Columns

Send comments and questions to newsletters@forbes.com

Want to track news by this author or about this industry? Forbes Attache makes it easy. Click here.

Companies  Intel Hewlett-Packard Suncor Energy MicrosoftTopics  Curtis Hesler Professional Timing Service Alberta Tar Sands Suncor

.... und in Ölsandwerte einsteigen.

Suncor ist das älteste Unternehmen im Bereich Ölsand, hat riesige Ressourcen, eine beachtliche tägliche Fördermenge und steht lt. Branchenkennern im Blickfeld von Chinas Übernahmephantasien!

seekingalpha.com/article/...-in-canadian-currency?source=yahoo  
Lower refining profits and the hot Canadian dollar will temper gains from soaring prices as Canadian oilsands companies roll out third quarter results in the coming days, said Raymond James.....Canadian Oil Sands Trust also benefited from record production levels at the company’s core asset, its share of the Syncrude Canada Ltd. oilsands joint-venture, while production at Suncor’s oilsands project was curtailed slightly as it tied in its latest expansion in July.

Raymond James estimates cash flow per share for Canadian Oil Sands Trust will come in at 98 cents, up from 55 cents per unit in the second quarter, with recent weak natural gas prices — a key piece of the operating cost equation for oilsands companies — giving the trust’s cash flow an extra boost.

For Suncor, Raymond James estimates cash flow per share of C$1.71 in the quarter, marking a 9.5% decline from the second quarter.....

Suncor hatte durch Maintenance-Arbeiten im 3. Quartal einen Gewinnrückgang gezeigt. Dies hatte den Aktienkurs gedrückt. Auch der leichte Ölpreisrückgang hatte eine Erholung verhindert, die sich aber jetzt abzeichnet. Der Grund liegt darin, daß man während der Überholarbeiten auch Verbesserungen der Maschinerie vorgenommen hat, welche im Q4 und vor allem im kommenden Jahr zu höherem Output und damit auch zu einer Verringerung der Gewinnungskosten je barrel beitragen wird.

Bekanntlich zeigen alle Ethanolproduzenten in den USA Verluste. Für eine Produktion unter dem stärkeren kanadischen $ muß  das aber noch mehr gelten. Suncor betreibt seit 2006 die größte Anlage in Kanada. Mich macht es nervös, wenn im gesamten 36 Seiten Zahlenwerk für das vergangene Quartal kein Hinweis auf die Situation der Ethanolgewinnung zu finden ist.
Weiß jemand darüber etwas?

Britain's BP has been conspicuously absent from Alberta, whose vast oil resources, second only to Saudi Arabia, have drawn its international peers, eager to boost reserve holdings as they struggle to access other oil-rich nations such as Russia and Venezuela. And though Alberta's trove is largely a heavy, sludgy bitumen that's tricky and expensive to process, recent oil prices near $100 a barrel have made oil sands projects extremely profitable.
Under the terms of the deal, BP and Husky will operate the two partnerships on a 50-50 basis. The oil sands partnership focuses on Husky's Sunrise project, whose first 60,000 barrel-a-day phase is expected to start producing in 2012. The companies plan to spend 3 billion Canadian dollars ($2.98 billion) by that date. The project, operated by Husky, will eventually build up to 200,000 barrels a day over the next decade.
The bitumen will be transported from the Hardisty, Alberta, hub down to BP's 155,000 barrel-a-day Toledo refinery through existing pipeline networks. The facility can currently process 60,000 barrels a day of heavy crude such as bitumen, but the companies plan to double this, expanding total capacity to 170,000 barrels a day by 2015, spending $2.5 billion in the process. BP will operate the refinery as a U.S. refining LLC.
The arrangement is a near-replica of the ConocoPhillips deal, which exchanged equity in two of EnCana's oil sands projects for a stake in two of ConocoPhillips' U.S. Midwest refineries.
Husky's vice president of oil sands, Gary Mihaichuk, said this summer a deal along these lines could be "a practical solution," given the high cost of refining assets. He added, however, that the company was also looking at buying another refinery following its Lima, Ohio, acquisition from Valero Energy Corp., to handle projected oil sands volumes. Lima has refining capacity of 160,000 barrels a day and Husky plans to convert it to handle conventional heavy crude from its oil sands upgrader at Lloydminster, Alberta, rather than tying it to Sunrise.
Read the full aticle of:
www.ibtimes.com/articles/20071205/...y-in-5-5-billion-deal.htm

Copyright 2007 The Associated Press. All rights reserved.
This material may not be published, broadcast, rewritten or redistributed.

BP meldet Asset-Tausch und Joint Venture mit Husky Energy
London (aktiencheck.de AG) - Die britische BP plc (ISIN GB0007980591/ WKN 850517), der größte Ölkonzern in Europa, kündigte am Mittwoch einen Asset-Tausch und Joint Ventures mit der Husky Energy Inc. (ISIN CA4480551031/ WKN 552934), dem viertgrößten Ölförderer in Kanada, an.

Im Rahmen der Asset-Transaktion wird BP die Hälfte seiner Ölraffinerie in Toledo (Ohio) gegen 50 Prozent der Anteile des Sunrise-Ölfelds von Husky Energy in Alberta (Kanada) tauschen. In der Folge werden zwei unabhängige 50:50 Joint Ventures gegründet, welche die entsprechenden Aktivitäten besitzen und betreiben sollen.

Die Aktie von BP gewinnt in London aktuell 1,79 Prozent auf 598,00 Pence, die von Husky Energy in Toronto 3,58 Prozent auf 40,55 Kanadische Dollar (05.12.2007/ac/n/a)


Quelle: aktiencheck.de AG