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旧 Feb 9th, 2005, 00:06     #1
又一村
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默认 隆重推荐加股: CLL.TO

CLL.TO 作为春节礼物,奉献给大家!
你如果尽快持有它,两年后你会为你的决策而自豪!

公司名称:Connacher Oil and Gas Limited

石油和天然气公司
公司联结:
http://www.connacheroil.com/

股票发行:89,526,743

今天收盘价: 0。63
持股时间: 2年 ( 到 2006年 12 月 )


主营:从油沙矿提炼石油。
目标:2006年,每天产油:10000 桶

Connacher would expect to commence a 10,000 bbl/d project in 2006
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旧 Feb 9th, 2005, 00:10   只看该作者   #2
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默认

Connacher updates 2005 activity
Tuesday January 18, 9:01 am ET


CALGARY, Jan. 18 /CNW/ - Connacher Oil and Gas Limited (CLL - TSX) announced today it has now completed drilling the first three of 19 planned core holes at its Great Divide oil sands project, situated approximately 80 kilometers southwest of Fort McMurray, Alberta.
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These three core holes are part of a planned twelve well program on what Connacher has labeled Pod One, a Middle McMurray oil-bearing channel located on a portion of the company's 101 section (64,640 acre) land holding in the region. Previously, in early 2004, Connacher drilled 11 delineation core holes on this channel. Subsequently, in October, 2004 DeGolyer & MacNaughton Canada Limited, an independent engineering consultant, assigned 52.8 million barrels of possible recoverable reserves to this channel, using NI 51-101 parameters, but obviously before considering the results of the company's current drilling program.

The 2005 program on Pod One was designed to provide additional information about the geometry and size of the channel to support Connacher's planned application to develop this accumulation into a production project using SAGD technology. Based on preliminary results from these first three wells, including a review of well logs, Connacher is encouraged the accumulation may be larger than previously mapped, but no additional reserve estimates or calculations have been undertaken and an analysis of the actual cores remains to be completed.

Connacher expects the remaining nine wells on Pod One will be completed by April 2005 and data will be integrated with information presently in the company's possession. Engineering design, simulation and environmental studies which are needed to support an application to the Alberta EUB and to Alberta Environment to commence production are underway, targeting a submission by September, 2005. Upon receipt of regulatory approval, Connacher would expect to commence a 10,000 bbl/d project in 2006.

Later in the first quarter 2005 Connacher also expects to drill up to seven new core holes on its Pod Three channel, located in the Marianna Lake region approximately six miles southwest of Pod One. There is less well control associated with Pod Three than was the case with Pod One when the acreage was acquired in early 2004.

Connacher was also successful in acquiring, at low cost, an additional 100 percent working interest in 18 sections (11,520 acres) of oil sands leases at the December 15, 2004 Alberta Crown Sale. This brought the company's total holdings at Great Divide to a 100 percent working interest in 101 sections (64,640 acres). At that sale, the top price paid for nearby acreage exceeded $2,300 per acre, almost double the previous high price paid for lands in the area in October, 2004.

Connacher also announces that it expects to commence drilling in southwest Saskatchewan at Tompkins and Battrum in the near future, with up to 25 wells budgeted for these regions in 2005. An earlier startup has been constrained by certain testing procedures at Tompkins and by extremely cold weather during the first part of 2005.

Connacher is also pleased to announce that it is supporting initiatives by its 61 percent-owned subsidiary, Petrolifera Petroleum Limited, to secure two new high potential oil and natural gas concessions in a second jurisdiction in South America. Petrolifera has also initiated a 144 square kilometer 3-D seismic program on the 95,000 acre Puesto Morales/Rinconada concession in the Neuquen Basin, Argentina. Drilling is expected to commence in the second quarter, 2005.

Connacher is a Calgary-based oil and natural gas exploration and production company. Its principal asset is its 100 percent ownership of the Great Divide oil sands project in Alberta, where 101 sections (64,640 acres) of oil sands leases are held. The company also owns extensive conventional acreage and oil production in the Battrum and Tompkins regions of southwest Saskatchewan. Connacher also owns 61 percent of Petrolifera Petroleum Limited, actively producing and exploring for oil and natural gas on its 95,000 acre Puesto Morales/Rinconada concession in the Neuquen Basin, Argentina. Petrolifera is also negotiating two new concessions in South America. Connacher's current production is approximately 950 boe/d.
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旧 Feb 9th, 2005, 00:21   只看该作者   #3
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默认

Connacher's South American subsidiary, Petrolifera, to raise $7 million; plans to acquire two new licenses in Peru
09:00 EST Monday, February 07, 2005

CALGARY, Feb. 7 /CNW/ - Connacher Oil and Gas Limited ("Connacher" - CLL - TSX) announced today that its 61 percent-owned subsidiary, Petrolifera Petroleum Limited ("Petrolifera"), has entered into an engagement letter with a syndicate of investment bankers to raise up to $7 million of new equity from the sale of seven million units from Petrolifera's treasury at a price of $1.00 per unit, by way of a best efforts private placement.

Each unit will be comprised of one common share, one-half share purchase warrant and one right. A full share purchase warrant will entitle the holder to acquire one additional common share from Petrolifera's treasury at a price of $1.50 per common share until the later of twelve months from a going-public transaction (a "Liquidity Event") or eighteen months from the closing date of the financing, which is scheduled to occur on March 8, 2005 or such later date as may be agreed upon by the parties. The right will entitle the holder of the units to receive, at no additional cost, an additional 0.1 unit in the event Petrolifera has not completed a Liquidity Event within seven months of the closing date, but will otherwise expire with no securities issued pursuant thereto.

The transaction will be co-managed by PowerOne Capital Markets Limited ("PowerOne") and Jennings Capital Inc. ("Jennings") and the syndicate will include Dominick & Dominick Securities Inc. ("Dominick & Dominick") and Octagon Capital Corporation ("Octagon"). The agents will receive as compensation cash commissions of seven percent of the gross proceeds (which will be paid from the proceeds of the offering) and non-transferable compensation warrants equal to seven percent of the number of units sold, with each such compensation warrant exercisable by the holder into one unit at a price of $1.00 until the later of 12 months from the Liquidity Event or 18 months from the closing date of the financing. The terms of the units to be issued on exercise of the compensation warrants are identical to those being offered pursuant to the private placement. The compensation payable to the agents will be allocated among the agents on the basis of 40 percent to PowerOne, 40 percent to Jennings, 10 percent to Dominick & Dominick and 10 percent to Octagon.

PowerOne is considered to be a connected issuer of Petrolifera as it, together with its officers, directors and shareholders, and associates of such persons owns approximately 18 percent of the issued and outstanding shares of Petrolifera. PowerOne was involved in negotiating the terms of the offering, which was suggested by Petrolifera.

Assuming this issue is fully subscribed Petrolifera will have 20 million common shares outstanding (basic) and 30.7 million fully diluted and would receive an additional $8.8 million of proceeds if all warrants and options outstanding were exercised. Connacher will not participate in this financing; however, it will retain the right but not the obligation to participate in future Petrolifera financings and to own up to 40 percent of Petrolifera over time.

Proceeds of the offering will be used to fund a portion of Petrolifera's expected $6.2 million 2005 capital programs in both Argentina, where the company owns the Puesto Morales/Rinconada concession; and in Peru, where the company is negotiating the acquisition of two new licenses. In Argentina, Petrolifera is nearing completion of a 144 square kilometer 3D seismic program over its 100 percent-owned Puesto Morales/Rinconada concession in the Neuquen Basin. Once the results are processed and interpreted, Petrolifera expects to drill up to five exploratory and infill wells and conduct several well workovers on its Argentinean acreage during the balance of this year. In Peru, Petrolifera expects to conduct and complete environmental studies and then reprocess seismic and conduct geological studies on the two new licenses being negotiated.

Gross proceeds of the offering in excess of $5 million will be used to repay a portion of Petrolifera's $2.75 million indebtedness to Connacher arising from Petrolifera's 2004 purchase of the Argentinean properties from Connacher. It is expected the balance of the capital program will be funded from cash flow or subsequent financings.

Connacher and Petrolifera were recently qualified to negotiate for new licenses and have a right of first refusal to acquire two significant oil and natural gas licenses covering two large blocks, one in the Maranon Basin and one in the Ucayali Basin of Peru.

Block 106 in the Maranon Basin is comprised of approximately two million acres onshore northern Peru. It is adjacent to and on trend with numerous oil fields, and surrounds the Corrientes Field, which has recoverable reserves in excess of 200 million barrels. An underutilized oil pipeline also crosses the block. A minimum work program of U.S. $25.4 million over the seven year exploratory phase of the license has been agreed for Block 106. This is comprised of U.S. $2.2 million in the first three years for reprocessing of old seismic and acquisition of new seismic; U.S. $10 million in year four (including one well); and U.S. $13.2 million for the remaining three years, including another well. Associated guarantees aggregate U.S. $4.0 million over the seven-year exploratory term, with each period's deposit determined in relation to the work program for that period and recoverable upon completion of that period's work program. The term of an exploitation license which might result upon commercial discovery is 30 years for crude oil and 40 years for natural gas.

Block 107 in the Ucayali Basin onshore central Peru is comprised of approximately 3.2 million acres. It is on trend with and northwest of the giant Camisea natural gas and condensate complex. The reserves for the Camisea blocks are estimated at 16.4 Tcf of natural gas and 850 million barrels of condensate. The agreed minimum work program for Block 107, which is more exploratory in nature, is U.S. $16.4 million over the seven year exploratory term, with associated guarantees aggregating U.S. $2.6 million. The program includes U.S. $6.4 million of studies and primarily seismic in the first six years and a well commitment in year seven. As with Block 106, guarantees are determined in relation to each period's minimum commitment and are recoverable upon completion of the program for that period.

Peru has recently revamped the contractual terms and process for securing new oil and natural gas licenses. These changes were designed to encourage new activity and investment in the country. In Connacher's and Petrolifera's opinion, the terms available and process for securing new licenses are attractive and favorable by international standards, especially for smaller companies. Also, the proximity of the blocks to existing fields combined with favorable geological conditions is attractive.

It is anticipated that negotiations with Perupetro, the Peruvian government agency, will be concluded and that definitive licenses will be issued in approximately 60 days.

Pursuant to an understanding between Connacher and Petrolifera, the licenses will be held by Petrolifera and in exchange for facilitating the transaction and for providing certain back-stop guarantees to Petrolifera during the exploratory phase of the licenses, Connacher will retain a 10 percent carried working interest through the drilling of the first well on each license. Petrolifera will have a right of first purchase of this interest should Connacher elect to sell it at some future date, while Connacher will have a one-time option to convert the interest into a two percent gross overriding royalty at its election following completion of the first well on each license.

In connection with the financing, Petrolifera will appoint Mr. Gary D. Wine to the position of President of the company. Mr. Wine is a geologist with over 25 years of experience, much of which has been concentrated on Peru and Argentina. Mr. Wine is a Petrolifera shareholder and in consideration for his expertise and role in assisting Petrolifera in securing the new blocks, he will receive a three percent gross overriding royalty on the two Peruvian blocks when the licenses are issued. Mr. R. A. Gusella, President and Chief Executive Officer of Connacher, will assume the position of Executive Chairman of Petrolifera, and Mr. Rick Kines, Vice President Finance and Chief Financial Officer of Connacher, will be the Interim Chief Financial Officer of Petrolifera. Connacher also provides managerial and technical support to Petrolifera pursuant to a Management Services Agreement completed in 2004.

An expanded Board of Directors will be proposed for approval by Petrolifera's shareholders at a meeting to be scheduled in the first quarter 2005. It has been agreed that the nominees for the new Board will include the newly-appointed President, three Connacher nominees and two independent nominees to be agreed upon among Connacher, Petrolifera and the agents.

Connacher Oil and Gas Limited is a Calgary-based oil and gas exploration, development and production company. Its principal asset is its Great Divide oil sands project situated southwest of Fort McMurray, Alberta where it holds 101 sections, (64,640 acres) of oil sands leases and, subject to regulatory approval, is proceeding with plans to commence an initial 10,000 bbl/d SAGD project in 2006. It also holds conventional exploratory and producing properties in southwest Saskatchewan at Battrum and Tompkins and at Steelman in southeast Saskatchewan. Connacher is also the largest shareholder of Petrolifera, a private company engaged in oil and natural gas exploration and production activities in South America.
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旧 Feb 11th, 2005, 20:05   只看该作者   #4
icedtea
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默认

不错呀,今天早上买了点, 收市时涨了近18%。谢了! 还有没有什么好东东推荐一下, 主要是适合做短线的?
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旧 Feb 11th, 2005, 21:21   只看该作者   #5
又一村
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默认

CLL.TO 不要指望在短期内有丰厚回报!!!
要长期握着它


短期作,可试一下:

CVQ.V ,加股, 今天收在 2。69 制药公司。
基本面不错。 持股时间: 3 - 12 个月
象这种股票,你不能指望今天进货,明天就有钱赚。
一定要持一段时间

公司联结:
http://www.cvtechnologies.com/

最新消息:

CV Technologies, Makers of COLD-fX(R), Posts Profit of $4.2 Million for Q1, 2005
Monday February 7, 9:01 am ET


EDMONTON, ALBERTA--(CCNMatthews - Feb. 7, 2005) - CV Technologies Inc. (CVT) (TSX VENTURE:CVQ - News) today released its financial and operating results for the first quarter of fiscal 2005 (October, November, December 2004). The quarter was highlighted by record sales and earnings.
For the three months ending December 31, 2004 (Q1, 2005), the Company had net sales of $11.3 million compared to $1.8 million in the same quarter of last year. That represents a 544% quarter-over-quarter increase. Profits for Q1, 2005 increased to $4.2 million from $266 thousand for Q1, 2004. The net income of $4.2 million was 37% of sales as compared to 15% in same quarter of last year.

This performance in sales and profitability was attributed to CVT's expanded distribution, increased sales and awareness in Central Canada and continued momentum and support within the West, substantial publicity and improved operating efficiencies derived from economies of scale as well as changes in operating practices. Sales and cost management initiatives decreased operating expenses from 54% of sales in Q1, 2004 to 34% in Q1, 2005.

CVT president and CEO, Dr. Jacqueline Shan said, "We are especially pleased with these results and our current financial position. It's the result of the successful execution of our commercialization strategy. We have more than met our goals on all fronts - sales, marketing, publicity, product awareness, distribution expansion and celebrity endorsements. And as a result, for the first time in the Company's history, CVT is cash positive and debt free. As of December 31, 2004; CVT had $10.8 million in current assets relative to $4.0 million in current liabilities."


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作者: icedtea
不错呀,今天早上买了点, 收市时涨了近18%。谢了! 还有没有什么好东东推荐一下, 主要是适合做短线的?
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旧 Feb 11th, 2005, 21:38   只看该作者   #6
hoopeo
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默认

切,这不是成心嘛。知道咱们不趁加元,也做不了胛骨。
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旧 Feb 11th, 2005, 21:41   只看该作者   #7
cw2000
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默认

关键是加元股的数据太少
global and mail上的也不好用

===
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旧 Feb 12th, 2005, 00:01   只看该作者   #8
又一村
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默认

我作这些加股,全是 RSP 帐户。
反正这些钱放在那也不能用。所以,持股时间再长我也不在乎


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作者: hoopeo
切,这不是成心嘛。知道咱们不趁加元,也做不了胛骨。
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旧 Feb 12th, 2005, 00:07   只看该作者   #9
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默认

最近有没有发现新垃圾?赶快贴出来。
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旧 Feb 12th, 2005, 00:49   只看该作者   #10
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默认

你知道的, HCCF。PK, 已经涨了 2 - 3 倍了
但你已经讲过,不碰 PINK。
我这几天上班,作 CONTRACT 工,没法做股票。
你这几天你做的不错,恭喜你新的一年很好的发一下

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最近有没有发现新垃圾?赶快贴出来。
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旧 Feb 12th, 2005, 15:04   只看该作者   #11
icedtea
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先谢谢村长了。星期一买点去。CLL本来是想做长线的,没想到买了当天就涨了。开心呀! 你说CLL 的0.80 是不是个阻力位呢?
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旧 Feb 12th, 2005, 15:46   只看该作者   #12
又一村
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默认

周五涨的太快了。周一开盘后会继续上涨,下周有可能突破 0。8 的阻力位。
但未必能在高位站稳 ?有可能会在高位后回调。
下周三应能看出些眉目。

引用:
作者: icedtea
先谢谢村长了。星期一买点去。CLL本来是想做长线的,没想到买了当天就涨了。开心呀! 你说CLL 的0.80 是不是个阻力位呢?
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旧 Feb 15th, 2005, 00:11   只看该作者   #13
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Thumbs up 谢了.

老兄眼光不错.今天买了点,涨地真快.
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旧 Feb 17th, 2005, 14:41   只看该作者   #14
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默认 CVQ not suggested Buy Now

好题材的股票,有16 millions option,有dilution risk. 题材不错因为cold, flu market比较大,美国4 billions,加拿大如果按十分之一算有400 millions. 而该公司的主打产品cold-fx
可以留意一下shoppersdrugs 的广告的最后一页,目前市场份额不高。如果按去年4季度收入算(最好的记录),11*4=44 millions不过市场份额10%。提升空间很大。

所以应该等好的进入点。
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旧 Mar 1st, 2005, 14:13   只看该作者   #15
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默认

CVQ。V

2。93 NOW


引用:
作者: 又一村
短期作,可试一下:

CVQ.V ,加股, 今天收在 2。69 制药公司。
基本面不错。 持股时间: 3 - 12 个月
象这种股票,你不能指望今天进货,明天就有钱赚。
一定要持一段时间

"
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旧 Mar 3rd, 2005, 17:10   只看该作者   #16
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蝶恋花 is on a distinguished road
默认

cll1.19了,0.80元买入,还赶上好时光!
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旧 Jul 22nd, 2005, 14:18   只看该作者   #17
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默认

Price: 0.97 now
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旧 Jul 22nd, 2005, 14:24   只看该作者   #18
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默认 Interview with President Dick Gusella

David Pescod: Youve mentioned the three-prong approach in that you have some production out of Saskatchewan of 500 to 700 barrels that keeps that door open. You control a new company called Petrolifera, which has lots of excitement, but high risk drilling coming up in Peru and Argentina and the future of the company in the Great Divide. How would you describe the three situations?

Dick Gusella: The first question that you have given me is about our three-pronged approach for Connacher Oil and Gas, which involves our conventional production, our oil sands and also our equity stake in a company called Petrolifera, which we created to hold our international properties.

Our conventional activity is primarily focused in southwestern Saskatchewan in the general Battrum region where we now have about 800 barrels a day of production. We have just drilled five successful wells on or around our Battrum producing area and we expect that we are going move toward 1,000 barrels a day from that region before the end of the year.

Again, our conventional production pays our bills and covers the overhead costs associated with hiring the staff that we need to manage our Great Divide Oil Sands project (about which I will speak to you later), but we do see some growth and expansion potential. Our target for our conventional activity over the next year or so is to get us up to around 2,000 barrels a day.

So, if at some point down the road we decided to re-organize Connacher taking into account that the Great Divide will initially be a 10,000 barrel-a-day project, which makes our conventional production base seem quite small in comparison. We also might look at the potential to Trust. Otherwise, we still want to grow and have a large enough conventional activity so it could be stand alone should we reorganize some day.

We see opportunity both in the acquisition area and the exploration area to expand, in a region where we feel we have considerable expertise. We also see enhanced recovery potential in this region, applying what is called an ASP flood, which would make a lot of economic sense with a $50 to $60 oil price and we are investigating that alternative as well. If it was successful at Battrum, we thought we could take it into other areas as well.

The third aspect of our company is our international investment in a company which is called Petrolifera Petroleum. We plan to take Petrolifera public later this year. Having first acquired 100% of our Argentinean property from our operator at arms length, we then sold these interests to i a subsidiary and simultaneously brought in sophisticated third party money to assist in the financing the purchase, originally, and then the expansion of Petrolifera through a second tranche financing with institutional and other investors. This second financing was completed in March after our early 2005 success in negotiating two world class royalty/tax licenses in Peru, which I genuinely believe is going to be an exploration hot spot and development hot spot in South America over the next several years. Peru has revamped their licensing terms, and they have made it much more attractive for companies to enter the country. Free access to data and negotiated work commitments are available, which opens the door to smaller qualifying companies. Connacher supported Petroliferas initiative in Peru, manages the company with its President, Gary Wine, a geologist with extensive Argentinean and Peruvian experience, and retains a 40% equity stake.

We are confident that the blocks that we have are well-situated in a very favorable fiscal regime. Block 106 in the Maranon Basin surrounds the largest oil field in the basin. Block 107 in the Ucayali Basin is on trend with the giant Camisea gas fields with reported reserves of 16Tcsf and close to a billion barrels of liquids. We are quite optimistic that this company can be the home run in 2007 ?2008 for people looking at the International Exploration game. I would mention that this (the international junior) still remains a very attractive investment alternative for people. Witness what has happened recently in India and other countries around the world that are being explored by Canadians. We bring a lot of enthusiasm, good corporate citizenry and expertise to the equation.

D.P: The one big project with Connacher with some certainty seems to be the Great Divide and its potential of an initial 10,000 barrels a day production of heavy oil. What kind of time frame do you see for this project over the next while?
D.G: Our big project is Great Divide in the oil sands and you asked me what time frame do we see for this project? Lets just go back in history a bit. We control 101 sections in this region. We did have considerable conventional well control on this acreage before we acquired it. This helped define the prospect or Pods 1-4 that we believe could well exist on this property.

We have drilled extensive core holes around Pod 1. It is beside the main highway between Edmonton and Fort McMurray, which bisects this property and we are moving ahead now with an application, which we expect to submit sometime around the third week of July, to the EUB and to Alberta Environment, to move ahead to develop this particular Pod.

We anticipate that we are looking at 10,000 barrel-a-day project over a 25 year life span at minimum and we are getting an updated reserve evaluation done by GLJ. This will probably be the next major news out of this particular Pod, which is in the furthest or most advanced stage of development. We expect to be about six months awaiting the outcome of the EUB and Alberta Environment deliberations. I would mention that we arent required to have a full blown environmental impact assessment, because our foot print is quite small and this is a fairly developed area, with the highway and transportation corridor running right through our property and right next door to the Pod One Development project that we will have.

We hope to see the approvals in early 2006 and then we will start our horizontal drilling and the construction of our facilities. It will probably take between $180 million to $200 million to get this on stream. This includes about a $20 million contingency and the cost of the drilling of the first 15 well pairs or SAGD well pairs, which will be drilled into this accumulation to commence the exploitation process. Our target is to try to be injecting steam into this, by October 2006 and actually see oil about December 2006.

After we build up towards 10,000 barrels a day, these projects run at 99.7% of capacity, i.e.: virtually 100% of capacity, because of the steam injection associated with it. We would expect to have recovery factors that would eventually move to between 60 and 80% in place and each one of these Pods would be 150 to 200,000 million barrels OIP, so you are looking at recovering 75 to 100,000 million barrels per Pod. This full level of recovery may not be recognized right out of the chute.

This is as compressed a time frame as we can deal with. We are benefiting from the fact that we have good access to this property and that the main highways run right through it and so we can get rigs going up and can pick them back up again, when they are coming back down to Edmonton again at spring break-up.
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默认 Interview with President Dick Gusella - 2

D.P: One of the big questions for the Great Divide is that while it has four pods, the assumption by many is that only one might see development. What are the chances that a second or third of the four pods could see development over the coming years?


D.G: There have been discussions about how many Pods we would have at the Great Divide. We feel that we have indicated on our maps up to four Pods, but you have indicated in your question that there is an assumption that only one might see development. We think that there is a large probability of more than one Pod being developed on this property. We just didnt pull that out of the air; we did have discreet and concrete well control on these particular lands; we identified prospects or channels before we designated them as prospective pods.

They do need additional core hole drilling to confirm their size and that they have sufficient reservoir to exploit. This is the process you go through just like you do in the mining business, Dave. As you know, when you get a lead you then drill additional wells surrounding that lead to try and get a clear handle on the size and geometry. Then you can plan your development drilling. All we are doing in the Oil Sands here is we are mining using SAGD technology, because our ore body is deposited at around 450 meters below surface and the only way we can get to it and exploit it effectively is by drilling horizontal well pairs. We are fortunate in that we are at that depth, so that we can use conventional horizontal wells. We dont have to get a special rig, like some of our competitors do, because they are so shallow. Also, when you are using steam, anytime you have some depth, it enhances the performance of your steam in assisting you in terms of more efficient recovery.

So, we are pretty enthused that we are going to have sustainability and repeatability, which are two buzz words that we have and that is implicitly and philosophically, which is our approach on this particular project.



D.P: One of the big questions about the Great Divide is financing. Will it be equity, which will dilute the stock or will it be a joint venture agreement with a major that would give someone else a chunk of the play? The question is how severe the dilution might be?

D.P: How do you see this playing out and considering the huge dilution weve seen in the junior mining business, is there a chance we could see a rights issue to award loyal investors?

D.G: Question four that you put to me, Dave, was a question about financing and we are evaluating our alternatives as we speak. One of the critical data points we await, (or milestones if you will) is updated reserve reports. This will assist us and I expect to have it within the next couple of weeks. At that time, we would issue a press release on it. The early indications in the report (and a report isnt a report until it is finalized), the early indications are that we are getting pretty good recognition by GLJ of the existence of only Pod 1 and a decent reserve base. It also is important that our reserves are going to be upgraded to the probable status from the possible reserve category, and as you know the market place tends not to give much credence to possible reserves and even in our own case, we have historically used 10% of the 10% value in keeping with the NI51-101 definitions.

So, we will have reserve quality or upgrade and then the evaluation can be brought into our underlying asset base, at higher values as compared to what we did when we treated them as possible reserves. So, we are going to have a resource study and a reserve study and probable reserve assigned to Pod 1, possible reserves continuing to be assigned to other portions of our acreage based on the well control and data that we have been able to provide GLJ.

Our objective in financing is to have maximum interest retention at minimum equity dilution. We will have to put additional equity into this exercise, but we are trying to do as much as we can for our existing shareholders at minimum dilution. We also continue to explore some partnering alternatives ?the oil sands are topical these days and everyone is looking for something. It may be a combination of things.

You ask the question about a rights issue? Well, rights issue just arent used very much anymore, but we appreciate the support of our loyal investors. We will look at ways and means of making sure our existing shareholders are as looked after as might be feasible in the circumstances.

I have never been a great proponent of bought deals as compared to a marketed financing and I think there may be some ways we could, (when we do put equity into the company at the appropriate time) incorporate something that is specific to our existing shareholders. I think that we could probably get some project financing for this, something like a middle tier financing. The last money that comes in would be secured debt from Chartered Banks and there is not a whole lot new about that as you well know Dave, but there is a strong indication that we could get about a 1/3 of any project financed with secured bank debt. In other words it comes in after the other money is in place.

One alternative (of course) is to bring in a partner, but that is permanent dilution as well, because you are giving up a stake in the project forever once you bring a partner in that matter. We will just have to evaluate it and see what else they might bring to the equation besides money. We have this all modeled and we will structure it as best as we can. I would point out that we do have a very sophisticated model that we use that enables us to evaluate various alternatives and proposals. We have had numerous conversations with our friends over in China. They approached us over a year ago; whether that is the right way for our company to go remains to be seen.

We know that there are certainly other players and there is a real barrier of entry to the Oil Sands now, so people will be knocking at our door. Our initial preference is to go alone if we can and try to maintain 100%, because the operational flexibility gives you continuing control of the project, but we will just have to evaluate which is the better alternative.

D.P: Down the road, the Great Divide project looks like the perfect investment for an oil and gas income trust. Considering so many oil and gas income trusts have such short life spans of 3 or 4 or 5 years, a project with a 25-year life span ?wouldnt it look awfully appealing to more blue-chip investors?

D.G: The Great Divide has the potential for an Oil Sands trust and I think that you are bang on in recognizing that potential. I think one of the key things that we have done for the Connacher shareholders is by getting into the Oil Sands and developing this project to where it is now we have reduced the risk of the company as the oil sands is an annuity-like project and we are very enthused about it.

We can see a 10,000 barrel a day, 25 year project we hope is repeatable several times and in the early years, depending on what price deck you use these things can generate $75 to $80 million in annual cash flow. Once you got that level of cash flow, you never have to dilute again in developing Pod 2, 3 or 4 if they exist as you have cash generated and huge revolving borrowing power. The other channels/pods do exist; the question is concerning the quality and volume of reserves for future exploitation.

So you can flip your debt. You have got lots of debt capacity with that kind of cash flow and of course this is a lenders dream. You have reduced the risk and made it more of an annuity type company (if you will) by this involvement.

Offsetting this glowing picture is that there are differential issues in the short run in the market place that we have to be mindful of. With more and more heavy oil coming into the market place, even with substantially rising prices, we have seen the differentials jump remarkably high compared to where they were historically reaching as high as $26.00 a barrel. So, we are looking at ways and means of mitigating that differential risk and we are investigating some business opportunities in the integration area that would serve that purpose.

I just cant elaborate any further at this time about that, but we are aware of the circumstances and mindful of the higher commodity risk associated with heavy oil and this is 8 degree APIP oil and yet at the same time our project is not big enough to have an onsite upgrader. So weve had to look at other alternatives and we are doing that and we hope to announce some progress in that area in the near future.
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旧 Jul 22nd, 2005, 14:32   只看该作者   #20
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默认 Interview with President Dick Gusella - 3

D.P: Its been pointed out by some that insider selling report shows one Dick Gusella selling a few shares. Your comment?

D.G: There has been both buying and selling. If you look at the reports, I have exercised some options and I have sold some stock and I also took out some money to pay income taxes and home renovation costs, which I might add reflect the Calgary boom!

There was also some selling by our Lead Director and that was purely portfolio adjustments. He just felt that between Petrolifera (where he is a shareholder) and Connacher that his exposure was quite high and he made a decision and everybody is a free agent here. It certainly breaks my heart every time I have to part with a share of Connacher, because I think it has lots of potential. I hope that answers your question.

D.P: We hear that you are cutting back these days and only putting in a 12-hour day from 6:00am to 6:00pm. Doesnt that cut into your golfing time?

D.G: As far as cutting back my daysI got here at 6:30 a.m. this morning so, I was a little late, but we all work hard around here because we enjoy it and are trying to accomplish something. We are trying to work on a model (if you will), which is similar to BlackRock where you hopefully have 10, 20 or 30,000 barrels a day in due course here and you have 10, 12, or 15 people who are able to administrate it and run it. We step up by using the oil sands expertise that is out in the marketplace on a contract basis when you are in process (like we are) in submitting an application, or in a high activity period and then you wind it back down.

We clearly are going to have a lot of field people up there working around the clock, when we get a 10,000 barrel a day operation up in the oil sands. It is a 24/7/365 day a year project, so we probably have 20 field people involved in our operation with steam, production and moving the oil into the market place, but in our head office we try to keep it small and compact. We want to maintain people with an equity stake, or the ability to have a substantial equity stake, who enjoy their job and work hard in the office. That is what drives us and we are performance driven, Dave; that is what makes a company tick.

D.P: Okay, lastly? With so many things to affect Connachers price over the coming 18 months, from the price of oil to how Great Divide gets built to the success of Petrolifera, we notice commentators and analysts giving the target range of anywhere between $1.50 and $5.00. Thats a broad range, but we would like to hear your comments anyway.

D.G: You probably are better qualified to answer that question then I am, but looking at the valuations of these oil sands models, each one of the Pods, depending on your price deck, could be worth $250 to $500 million based on the 8% after tax value.

Again, it turns on your price deck. The higher the price deck, the higher the valuation and of course offsetting that is we currently have 90 million shares outstanding. If I even had to double our capitalization (and I am not saying we would), but if we had to we still are looking at say $2.00 to $3.00 a share in value per Pod. Adding that to our conventional assets and then to our stake in Petrolifera (we own 8 million shares and every dollar of Petrolifera would mean a dime in Connacher), suggests to me that in a 24 month period, a $3.00 to $5.00 price target is not an unreasonable target. I think that the value potential and the realization of that value potential is there without giving up all the up side by financing everything with equity today.

D.P: Okay, one last question. You are an oil man who spent his whole life in the oil business, where do you see oil prices over the next few years? And a few stock picks!

D.G: Now you are going to pull the notes from the dinner we had in Calgary a while ago Dave, but I think probably $40 to $75 range, is a reasonable range. A couple of stocks that I have liked that are interesting are the following. I do like what Bob Lamond seems to be doing with Diaz Resources and another one I have liked and I didnt mention this to you before is Diamond Tree on the TSX, which I think is making some good discoveries (as I hear it) and it is a good bunch of people running the company. It has a lot of upside potential. I also think Rally Energy, with the Egyptian exercise, could also be an interesting story as well.
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