Hab das bei Big L. gesehen und für die Deutschen/Europäer hab ich ja sowas auch schon gemacht. Möchte auch Werte die ich für fürs Traden oder langfristig interessant finde hier kurz und vielleicht auch manchmal länger vorstellen.
patzi
patzi
Top-News
patzis ESKIVANA US Depotvorschläge
Beiträge:
10
Zugriffe: 900 / Heute: 1
Zugriffe: 900 / Heute: 1
| Kategorie | Trading |
|---|---|
| Branche | Oil Drilling, Equipment & Services |
| Aktueller Kurs | $2.21 |
Seitel, Inc.. The Group's principal activity is to provide seismic data and related geophysical services for oil and gas industry. The Group explores and develops petroleum projects and owns natural gas and crude oil reserves. The Group owns and licenses seismic data libraries. The seismic data library consists of both two-dimensional and three-dimensional data acquired by contracting with crew companies and by buying existing data libraries from other companies. Seismic data is an essential tool used by oil and gas companies to find hydrocarbons. The data is marketed under license agreements to major and independent oil and gas companies. The Group focuses its seismic operations mainly on the onshore US Gulf Coast and also pursues international and other domestic opportunities.
Ich glaub, Seitel hat grad einen Investor gefunden, der neue Kohle in das Unternehmen pumt. Die Branche ist ausgezeichnet (u.a. OMNI & PETD). Unternehmen ist nicht profitabel, aber darum gehts hier auch nicht. Wer weiß, wie lang der Run anhält.
patzi
| Kategorie | Investment |
|---|---|
| KGV | 8 |
| Branche | Oil Companies, Secondary Index |
| Aktueller Kurs | $36.53 |
Chart (Psoting 8)
Öl wird knapp, wer's hat, hat gewonnen:
CALGARY, Alberta, Dec 17 (Reuters) - Nexen Inc. (Toronto:NXY.TO - News), Canada's No. 4 oil explorer, said on Wednesday it will boost spending 16 percent to C$1.8 billion ($1.4 billion) in 2004, with most of it earmarked for major projects and exploration.
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Nexen will concentrate on developing its assets in the U.S. Gulf of Mexico, offshore west Africa, the Middle East and Alberta's oil sands amid strong oil and gas prices that have fueled industry-wide jumps in cash flow.
It projected 2004 production after royalties at 180,000-195,000 barrels of oil equivalent a day, compared with a 2003 estimate of 185,000 bpd.
Cash flow next year could be C$10.20 a share, assuming an average U.S. oil price of $25 a barrel and natural gas futures price of $4.25 per million British thermal units, which are both well below current levels.
If current prices hold, cash flow could top C$15 a share next year, up from a 2003 estimate of C$14, Nexen said.
Among big outlays, the company plans to spend C$391 million on the C$3 billion Long Lake, Alberta, oil sands project, should its board make a go-ahead decision in the first quarter, as expected.
Last week, it said it delayed the decision on the project, in which it has a 50 percent stake, but stressed it remained on track to pump 60,000 barrels of synthetic crude a day starting in 2007.
Nexen also plans to shell out C$161 million for its share of Syncrude Canada Ltd.'s expansion, which has a total price tag estimated at C$5.7 billion.
Expenditures in the Gulf of Mexico are budgeted at C$190 million. Production there is expected to top 70,000 barrels of oil equivalent a day by the end of 2004 as its Gunnison deep water project starts up and it garners additional output from its Aspen field, it said.
Both enjoy low-royalty status as new projects.
"Deep-water Gulf of Mexico developments are very attractive. At current prices, the cash netback from Aspen production is almost double our corporate average," chief executive Charlie Fischer said in a statement.
The prolific Masila block in Yemen has long been Nexen's marquee property. It expects to drill 80 wells there this year and net production is projected as high as 118,000 bpd.
The company also said it would spend C$163 million developing Yemen's Block 51, a new project expected to pump up to 25,000 bpd by 2005.
Nexen's chemicals and marketing units will be target of C$95 million in capital spending, up from C$55 million last year, it said.
The company's shares jumped 95 Canadian cents to a 52-week high C$44.39 on the Toronto Stock Exchange (News - Websites) on Wednesday. It announced its capital spending plans after the market closed.
($1=$1.33 Canadian)
patzi
| Kategorie | Investment |
|---|---|
| Branche | Oil Companies, Secondary Index |
| KGV 'o3 | 14.42 |
| Divi.rend. | 11.67% |
| Aktueller Kurs | $16.23 |
Noch ein konservatives Ölinvestment mit Potential! Hat krasse Zahlen abgeliefert!
Pengrowth Energy Trust announces third quarter results
Friday October 31, 9:13 am ET
Stock Symbol: PGF.UN, TSX; PGH, NYSE
CALGARY, Oct. 31 /PRNewswire-FirstCall/ - Pengrowth Corporation ("Pengrowth"), administrator of Pengrowth Energy Trust, announced the unaudited results for the three months and nine months ended September 30, 2003.
- Distributable cash for the third quarter 2003 increased 58% over the
third quarter of 2002 to $73.0 million as a result of higher
commodity prices and increased production. For the nine month period,
distributable cash increased 90% to $241.9 million, and a further
$26.8 million was retained to fund capital expenditures. At the end
of the third quarter 2003, $6.5 million is available for distribution
in future months.
- As a result of sustained strength in commodity prices, Pengrowth
realized netbacks of $18.31 per boe for the quarter and $20.05 per
boe on a year to date basis.
- Cash distributions increased to $0.63 per unit in the third quarter
2003 from $0.52 per unit in the same quarter last year. For the nine
month period ended September 30, 2003, cash distributions increased
to $2.05 per unit compared to $1.47 per unit for the same period in
2002.
- Pengrowth's on-going development program helped offset natural
production declines during the quarter. Production for the third
quarter averaged 48,850 boepd, up slightly from the second quarter
average production rate of 48,839 boepd.
- Capital expenditures during the third quarter totaled $20.7 million.
Total capital expenditures of $56.2 million on a year to date basis
have been made.
- On July 23, Pengrowth closed a public offering of 8.5 million trust
units at $16.95 per unit to raise total gross proceeds of
$144.1 million (net $136.3 million). A portion of the proceeds were
used to repay bank indebtedness and a cash balance of $78.0 million
was on hand at the end of the third quarter.
- At the end of the third quarter, Pengrowth had a net debt to net debt
plus equity ratio of 15%, which underscores the strong financial
position at the end of the quarter. In addition to the cash balance
of $78.0 million, unutilized borrowing capacity of approximately
$226 million was available at the end of the third quarter to fund
future acquisitions.
- Subsequent to quarter end, Pengrowth announced it had entered into an
agreement to purchase Emera's 8.4% interest in the Sable Offshore
Energy Project (SOEP) platform facilities for a purchase price of
$65 million prior to adjustments. This acquisition will eliminate the
remainder of the SOEP processing fees which currently average
approximately $1.3 million per month.
Summary of Financial and Operating Results
Three Months ended %
(thousands, except per unit September 30 Change
amounts) 2003 2002
--------------------------------------------------
INCOME STATEMENT
Oil and gas sales $ 160,695 $ 111,205 45%
Net income $ 33,025 $ 12,497 164%
Net income per unit $ 0.28 $ 0.14 100%
Funds generated from operations $ 86,977 $ 52,703 65%
Funds generated from operations
per unit $ 0.73 $ 0.58 26%
Funds withheld to fund capital
expenditures $ 8,106 $ - 100%
Distributable cash before
withholding(x) $ 81,057 $ 46,139 76%
Distributable cash before
withholding per unit(x) $ 0.68 $ 0.51 33%
Distributable cash(x) $ 72,951 $ 46,139 58%
Actual distributions paid or
declared per unit $ 0.63 $ 0.52 21%
Weighted average number of units
outstanding 118,928 90,380 32%
BALANCE SHEET
Working capital $ 24,852 $ (26,132) 195%
Property, plant and equipment
and other assets $1,419,193 $1,123,863 26%
Long-term debt $ 269,980 $ 259,024 4%
Unitholders' equity $1,126,721 $ 834,309 35%
Unitholders' equity per unit $ 9.29 $ 9.23 1%
Number of units outstanding
at period end 121,286 90,398 34%
TRUST UNIT TRADING (TSX)
High $ 17.87 $ 15.63
Low $ 16.20 $ 13.01
Close $ 17.25 $ 14.90
Value $ 349,497 $ 140,784 148%
Volume (thousands of units) 20,476 9,367 119%
TRUST UNIT TRADING (NYSE) -
Listed on April 10, 2002
High $ 13.13 US $ 10.25 US
Low $ 11.55 US $ 8.40 US
Close $ 12.81 US $ 9.37 US
Value $ 230,205 US $ 11,027 US 1988%
Volume (thousands of units) 18,614 1,141 1531%
DAILY PRODUCTION
Crude oil (barrels) 22,852 17,640 30%
Natural gas (thousands of cubic
feet) 122,140 105,434 16%
Natural gas liquids (barrels) 5,641 4,991 13%
Total production (BOE) 6:1 48,850 40,203 22%
PRODUCTION INCREASE
(year over year) 22% -7%
PRODUCTION PROFILE
(6:1 conversion)
Crude oil 47% 44%
Natural gas 42% 44%
Natural gas liquids 11% 12%
AVERAGE PRICES
Crude oil (per barrel) $ 39.06 $ 40.40 -3%
Natural gas (per mcf) $ 5.67 $ 3.38 68%
Natural gas liquids (per barrel) $ 32.44 $ 30.42 7%
Average price per BOE $ 35.76 $ 30.07 19%
(x) See Note 2 to Financial Statements
Nine Months ended %
(thousands, except per unit September 30 Change
amounts) 2003 2002
--------------------------------------------------
INCOME STATEMENT
Oil and gas sales $ 530,718 $ 314,383 69%
Net income $ 146,510 $ 26,543 452%
Net income per unit $ 1.29 $ 0.31 316%
Funds generated from operations $ 278,947 $ 150,182 86%
Funds generated from operations
per unit $ 2.45 $ 1.75 40%
Funds withheld to fund capital
expenditures $ 26,831 $ - 100%
Distributable cash before
withholding(x) $ 268,777 $ 127,398 111%
Distributable cash before
withholding per unit(x) $ 2.36 $ 1.49 58%
Distributable cash(x) $ 241,946 $ 127,398 90%
Actual distributions paid or
declared per unit $ 2.05 $ 1.47 40%
Weighted average number of units
outstanding 113,751 85,783 33%
BALANCE SHEET
Working capital $ 24,852 $ (26,132) 195%
Property, plant and equipment
and other assets $1,419,193 $1,123,863 26%
Long-term debt $ 269,980 $ 259,024 4%
Unitholders' equity $1,126,721 $ 834,309 35%
Unitholders' equity per unit $ 9.29 $ 9.23 1%
Number of units outstanding
at period end 121,286 90,398 34%
TRUST UNIT TRADING (TSX)
High $ 18.22 $ 17.00
Low $ 13.39 $ 13.01
Close $ 17.25 $ 14.90
Value $1,166,122 $ 503,516 132%
Volume (thousands of units) 73,172 33,350 119%
TRUST UNIT TRADING (NYSE) -
Listed on April 10, 2002
High $ 13.80 US $ 10.90 US
Low $ 9.07 US $ 8.40 US
Close $ 12.81 US $ 9.37 US
Value $ 582,065 US $ 29,135 US 1898%
Volume (thousands of units) 49,282 2,925 1585%
DAILY PRODUCTION
Crude oil (barrels) 23,722 18,079 31%
Natural gas (thousands of cubic
feet) 120,693 106,430 13%
Natural gas liquids (barrels) 5,660 5,114 11%
Total production (BOE) 49,498 40,931 21%
PRODUCTION INCREASE
(year over year) 21% 5%
PRODUCTION PROFILE (6:1 conversion)
Crude oil 48% 44%
Natural gas 41% 43%
Natural gas liquids 11% 13%
AVERAGE PRICES
Crude oil (per barrel) $ 41.45 $ 37.19 11%
Natural gas (per mcf) $ 6.49 $ 3.32 95%
Natural gas liquids (per barrel) $ 35.47 $ 27.11 31%
Average price per BOE $ 39.27 $ 28.13 40%
Note Regarding Forward-Looking Statements
This discussion and analysis contains forward-looking statements. These statements relate to future events or our future performance. In some cases, you can identify forward-looking statements by terminology such as "may", "will", "should", "expect", "plan", "anticipate", "believe", "estimate", "predict", "potential", "continue", or the negative of these terms or other comparable terminology. These statements are only predictions. A number of factors, including the business risks discussed below, may cause actual results to vary materially from these estimates. Actual events or results may differ materially. In addition, this discussion contains forward-looking statements attributed to third party industry sources. Readers should not place undue reliance on these forward-looking statements.
When converting natural gas to equivalent barrels of oil within this discussion, Pengrowth uses the international standard of 6 thousand cubic feet (mcf) to one barrel of oil equivalent (boe). Production volumes and revenues are reported on a gross basis (before crown and freehold royalties) in accordance with Canadian practice. All amounts are stated in Canadian dollars unless otherwise specified.
Distributable Cash
Distributable cash increased by 58% to $73.0 million in the third quarter of 2003, from $46.1 million in the third quarter of 2002. For the nine months ended September 30, 2003, Pengrowth recorded $241.9 million in distributable cash, compared to $127.4 million in the first nine months of 2002. An additional $26.8 million of distributable cash from the first nine months of 2003 was withheld to fund capital expenditures and a balance of $6.5 million remained to be distributed to unitholders in future months.
Actual distributions were $0.63 per unit for the third quarter of 2003 compared to $0.52 per unit for the third quarter of 2002, and $2.05 per unit on a year to date basis in 2003 compared to $1.47 per unit for the first nine months of 2002.
The increase in distributable cash is attributable mainly to higher commodity prices (Pengrowth's average per boe selling price was 40% higher in the first nine months of 2003 compared to the same period in the prior year), and a 21% increase in production, offset in part by a reduced payout ratio - commencing with the January 2003 distribution, approximately 10% of cash available for distribution has been withheld to repay debt or fund capital expenditures.
Net Income
Net income for the third quarter of 2003 was $33.0 million compared to $12.5 million for the previous year. The increase is due mainly to higher production and commodity prices compared to the prior year. For the first nine months of 2003, Pengrowth recorded net income of $146.5 million, compared to $26.5 million for the previous year. Net income for the nine month period ended September 30, 2003 includes a foreign exchange gain of $19.5 million. This relates mainly to an unrealized gain on Pengrowth's U.S. dollar denominated debt due to a rise in the Canadian dollar relative to the U.S. dollar since the U.S. $200 million debt financing was completed in April, 2003.
Gesamter Bericht
patzi
| Kategorie | Investment |
|---|---|
| KGV ‘o4 | neg. |
| Branche | Software Index |
| Aktueller Kurs | $7.47 |
Immersion hatte ich ja schon im Depotwettbewerb letztes Jahr gespielt. Da aber die Aktie meiner Meinung nach langfristig enormes Potential beinhaltet, wird sie hier noch mal empfohlen. Immersion hat weiland nicht nur einen Patentstreit gegen Microsoft gewonnen und wurde danach zu deren Partner erklärt. Neuerdings klopfen auch Riesen wie Samsung bei Immersion an und holen sich schon mal eine Lizens für deren Technik. Deren Software scheint gefragt.
HEADLINES
• Samsung Licenses Immersion's TouchSense Technology For Cell Phones
Wed, Jan 7 - Business Wire
• Immersion Wins CES Innovations Award for TouchWare Gaming Software
Tue, Dec 16 - Business Wire
• Immersion Corporation Financials
Wed, Nov 26 - EDGAR Online Financials
• Immersion Medical Introduces First Touch Feedback Hysteroscopy Training Simulator
Wed, Nov 19 - Business Wire
• IMMERSION CORP Files SEC form 10-Q, Quarterly Report
Fri, Nov 14 - EDGAR Online
• Immersion Joins COMET Automotive Technology Partnership Program
Mon, Nov 10 - Business Wire
• Immersion Corporation to Present at The Seidler Companies' Technology Conference on November 6th Tue, Nov 4 - Business Wire
• IMMERSION CORP Files SEC form 8-K, Financial Statements and Exhibits
Mon, Oct 27 - EDGAR Online
• Immersion Corporation Reports Third Quarter 2003 Financial Results
Mon, Oct 27 - Business Wire
Hier gehts zu den Nachrichten!
patzi
| Ticker | MROI |
|---|---|
| Kategorie | Investment |
| KGV ‘o4 | 82 |
| Branche | Software Index |
| Aktueller Kurs | 16.o7 |
Ist eine der ersten US-Aktien gewesen, die ich beobachtet habe. Sind im S&P 6oo SmallCapIndex notiert und hab einen ganz leckeren Langfristchart, der nach langfristigem Rebound schreit. Die Jungs basteln Verwaltungssoftware für Firmen.
Der 6-MonatsChart sieht dagegen noch recht langweilig aus, aber die Verkaufszahlen des Topproduktes MAXIMO scheinen mir in letzter Zeit enorm zu sein. Mit einem o4er KGV von 82 ist die Aktie zwar schon ambitioniert bewertet, aber erst bei den letzten Zahlen wurde wieder die Gewinnschwelle erreicht, sodass sich diese in Zukunft noch ausbauen lassen.
HEADLINES
• MRO Software, Inc Earnings Call scheduled for Thu, Jan 22
Thu, Jan 8 - CCBN
• MRO Software to Hold Regularly Scheduled Fiscal First Quarter 2004 Conference Call on January 22 Thu, Jan 8 - Business Wire
• MRO Software, Inc. Financials
Sat, Jan 3 - EDGAR Online Financials
• MRO SOFTWARE INC Files SEC form 10-K, Annual Report
Mon, Dec 29 - EDGAR Online
• Entergy's James A. FitzPatrick Nuclear Power Plant Goes Live With MRO Software's MAXIMO
Mon, Dec 15 - Business Wire
• MRO Software and Stelex Announce Alliance to Help Manage Risk, Reduce Validation Costs for Customers in FDA Regulated Industries
Tue, Dec 2 - Business Wire
• MRO Software Offers Focused Vertical Solution for Pharmaceuticals
Mon, Nov 24 - Business Wire
• MRO Software's IT Asset Management Solution Included as Part of HP Managed Services Offering
Wed, Nov 12 - Business Wire
• MRO Software Selected by DTE Energy for Work and Asset Management
Tue, Nov 4 - Business Wire
• New Star Analyst Rankings for MRO Software Inc
Sun, Nov 2 - StarMine
Zu den Nachrichten
patzi
Wie ihr ja vielleicht schon gemerkt habt, habe ich eine Vorliebe für SM-Shares. SMSI, SMTS und nun auch SM. Dieses Unternehmen gehört zu den 1oo am schnellsten wachsenden Unternehmen, die Kicky einst vorgestellt hat. Das ist noch nichts besonderes. Damit können aber die 9-Monatszahlen dienen. Der Gewinn stieg um 19o%. Die Aktie scheint jedoch überhaupt noch nicht gelaufen zu sein. Dementsprechend niedrig liegt das KGV mit 13.7 für ein Wachstumsunternehmen.
HEADLINES
• Coverage initiated on St. Mary Lnd/Expl by Southwest Securities
Tue, Dec 23 - Briefing.com
• St. Mary Announces Property Sales and New Senior Vice President
Tue, Dec 2 - Business Wire
• St. Mary to Proceed with Coalbed Methane Project
Mon, Dec 1 - Business Wire
• St. Mary Land & Explorati Financials
Thu, Nov 13 - EDGAR Online Financials
• St. Mary Lnd/Expl downgraded by McDonald Invst
Thu, Nov 6 - Briefing.com
• ST MARY LAND & EXPLORATION CO Files SEC form 10-Q, Quarterly Report
Thu, Nov 6 - EDGAR Online
• ST MARY LAND & EXPLORATION CO Files SEC form 8-K, Financial Statements and Exhibits
Thu, Nov 6 - EDGAR Online
• St. Mary Reports Earnings for Third Quarter 2003
Wed, Nov 5 - Business Wire
• Q3 2003 St. Mary Land & Exploration Earnings Release - After Market Close
Wed, Nov 5 - CCBN
Zu den Nachrichten
patzi
In solchen Zeiten gute Aktien zu kennen ist wichtig. SM ist so eine. War ja auch mein TopTipp - konservativ, aber gut!
patzi
patzi
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