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2 olie exploratie aandelen

Geplaatst: 30 oktober 2015, 08:04
door hamilcar54
Exploratie aandelen vallen onder de categorie high risk/high reward. Hier heeft men er zowat alles aan gedaan om het risico te beperken door extra analyse van de geschoten seismic. De aandelen worden ook besproken op investorshub voor als je meer info wenst. Zie hieronder een samenvatting:


2 low cost (traditional non-shale) oil plays with enormous potential - drilling starts in december !

Terra Nova Energy (TGC ticker on Canadian Venture):

Focused on exploring for and developing low cost, high margin oil in Australia's Cooper Basin.

Short info sheet:

- cost per barrel is 23-28$
- Brent oil now sells for around 50$ a barrel
- the company receives an extra 10%-15% premium above the Brent market price
- to be proven reserves in the upcoming drilling campaign of around 92.7 million barrels of oil
- company owns 20% of the oil properties
- drilling starts in december
- only 6% of the total acreage has been shot with 3d seismic, that leaves still 93% unexplored. Can you imagine what the other 93% might hold if 6% of their acreage already shows a possible 92.7 million barrels !!!

This results in a possible share price of around 6$ when the reserves are proven after the drilling campaign ends (The stock now trades around 0,08$)! Remember, this is only for their explored 6% acreage, the potential upside here is still much higher !

Management did a PP and they themselves raised money for the company earlier this year so they also have a lot of skin in the game !

The company trades on the Canadian Venture exchange but also on the OTC (TNVMF). I would advise to buy on the Venture since volume there is always much higher then on the OTC, the OTC is very thinly traded so it's difficult to get in/out.


Company Share Structure:

87.5 Million Shares
7.4 Million Options
1.9 Million Warrants
= 96.8 Million fully diluted


Holloman Energy (HENC ticker on OTC):

Partner to Terra Nova Energy on it's oil properties, HENC owns around 49% of the properties. Of course the same items in the info sheet as stated above also apply here, the only difference is that HENC owns a bigger cut of the acreage. Management is from Holloman Corporation in Houston and are also the largest shareholders (60 % - Holloman Value Holdings), they also provide all financing and have a lot riding on this.


Company Share Structure:

112.6 million shares fully diluted

This results in a possible share price of around 12$ when the reserves are proven after the drilling campaign ends (The stock now trades around 0,25$) ! Remember, this is only for their explored 6% acreage, the potential upside here is still much higher !