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-   -   fo.v 好像刚好苏醒 (http://www.chinasmile.net/forums/showthread.php?t=101705)

wz111 Sep 24th, 2005 15:41

fo.v 好像刚好苏醒
 
村长能否评估一下. 谢谢!

又一村 Sep 24th, 2005 18:05

我查不到任何实质性的资料,例如:油气储量,公司展望。
没有公司网站,查不到公司报表。
这种股票,我是不敢碰 !

引用:

作者: wz111
村长能否评估一下. 谢谢!


wz111 Sep 25th, 2005 14:31

@河幸恍┬畔

Hungary

In the NI51-101 RESOURCE EVALUATION REPORT ON THE MAKÓ TROUGH PROPERTY, HUNGARY (PDF) Here is the link for you. You might have to cut and paste it into your address bar...........

http://www.falconoilandgas.com/Falcon_Final_report.pdf

It states on page 3-5 the estimated prospective resources for the Mako and Tisza licenses are as follows,

LOW ESTIMATE - 4.1 TCF
BEST ESTIMATE - 11.7 TCF
HIGH ESTIMATE - 27.1 TCF

_____________________________________________________________________

Romania

On the Falcon Oil & Gas website in the projects section under Romania, here is the link.................

http://www.falconoilandgas.com/romania.php

It states, "The prospect is large, with a gross acreage of approximately 21,500 acres (34 sections) and a potential gas resource estimated to be in the order of 450 Billion cubic feet"

So looking at the two, Hungary is a far bigger elephant then Romania.
But Romania`s 450 Billion cubic feet is nothing to sneeze at.

They already drilled the first well in Romania and are now enlarging the hole to run production casing. Which was in the last PR........

http://www.stockhouse.com/news/news....911725&tick=FO

So I would expect results from Romania are just around the bend, soon to be followed by updates on Hungary.

Have a great weekend everyone.

Regards
JR

wz111 Sep 25th, 2005 14:42

Hungary

Falcon has conducted and interpreted a 3D seismic survey over a 16 square
kilometre portion of the Tisza Licence area. In addition, it has purchased
and reprocessed an additional set of 3D seismic data covering the southern
portion of the Tisza License. Based on the new seismic data, Falcon has
finalized the first three drilling locations in Hungary. Falcon will drill a
deep well on the Mako License at the Mako 5 location and two intermediate
depth wells-the Szekkutas well on the Mako License, and the Pusztaszer well on
the Tisza License.
Marc A. Bruner commented, "The 3D seismic data has greatly increased our
understanding of the geology in this massive basin. By collecting and
interpreting the 3D data over the summer, we have come up with multiple
drilling locations, three of which will be drilled in our fall program. We
have a large inventory of premium casing and two drilling rigs under contract,
so we're ready to start drilling. Our operations group plans to start
building the first of the surface locations for these wells within a week,
with the goal of having both rigs moved in and working in October. These are
exciting times for Falcon."

又一村 Sep 25th, 2005 18:02

FO.V
股票发行量:312M
股价:CAN$0。47

资源估价:
天然气价格: $6/MCF

HUNGARY:
$6 X 4.1 B = $24 B

Romania
$6 X 0.450 B = $2.4 B

Total: $26.4 B

$26.4 B X 0.1 / 0.312 B = $8.46/Share

如果按照资源价值的 10 % 为利蕴,股价应为 $8。46

引用:

作者: wz111
@河幸恍┬畔

In the NI51-101 RESOURCE EVALUATION REPORT ON THE MAKÓ TROUGH PROPERTY, HUNGARY (PDF) Here is the link for you. You might have to cut and paste it into your address bar...........

http://www.falconoilandgas.com/Falcon_Final_report.pdf

It states on page 3-5 the estimated prospective resources for the Mako and Tisza licenses are as follows,

LOW ESTIMATE - 4.1 TCF
BEST ESTIMATE - 11.7 TCF
HIGH ESTIMATE - 27.1 TCF

_____________________________________________________________________

Romania

On the Falcon Oil & Gas website in the projects section under Romania, here is the link.................

http://www.falconoilandgas.com/romania.php

It states, "The prospect is large, with a gross acreage of approximately 21,500 acres (34 sections) and a potential gas resource estimated to be in the order of 450 Billion cubic feet"

So looking at the two, Hungary is a far bigger elephant then Romania.
But Romania`s 450 Billion cubic feet is nothing to sneeze at.

They already drilled the first well in Romania and are now enlarging the hole to run production casing. Which was in the last PR........

http://www.stockhouse.com/news/news....911725&tick=FO

So I would expect results from Romania are just around the bend, soon to be followed by updates on Hungary.

Have a great weekend everyone.

Regards
JR


wz111 Sep 25th, 2005 18:22

谢谢村长! 作长线应该不错.

又一村 Sep 25th, 2005 18:34

完全赞同 :D

这种股票投资要适度,它会存在另外一种风险: 政治风险 !!!

引用:

作者: wz111
谢谢村长! 作长线应该不错.


wz111 Oct 3rd, 2005 17:27

这只小股票越来越引人注目了. 个人认为, 东欧的政治风险相比中国来说要小得多.

wz111 Oct 7th, 2005 17:09

nice move today.

wz111 Oct 15th, 2005 20:19

Articles
Falcon Oil and Gas


Previous Listing Page

Falcon Oil and Gas (FO) CDN
(FO:TSX)


Average Volume: 1,855,465
52-Week High / Low: 5.97 / 0.79
Shares Outstanding: 312,121,000


Falcon’s expertise includes some of the world’s top oil and gas experts with several decades of highly successful unconventional and conventional natural gas drilling, development and production in North America. They are the first North American company to bring unconventional drilling and extraction technologies (developed in the tight gas sands of the U.S. Rocky Mountain region) to Europe. Falcon’s core global operations are focused in countries characterized by stable political leadership, a healthy, growing economy, a high regional demand for energy and an existing pipeline infrastructure that permits rapid delivery of oil and gas to market - a huge advantage over many other oil and gas companies. With the demand of oil and gas, Falcon’s progress could lead to another steady climb in share value.

Their announcement last month about the results of their property in Romania is just another stepping-stone for their success. It’s a bull market out there and energy resource companies are the reason why. Not many people know this, but Romania has considerable oil and gas reserves and also a large scale and highly developed refining industry. Romania extracts around 6 million tonnes of oil annually and its production is about to receive a major… boost through the excavation of a recently discovered large-size oil deposit in the Black Sea that started in 1999. Overshadowed by the recent demand in Alberta’s oil sands, Falcon’s properties have potential that most Canadian investors can’t appreciate or foresee.

Its understandable why the focus has been on the Alberta Oils Sands C it has the largest reserves in the world, next to Saudi Arabia. However, the elaborate pipeline and distribution system in Romania is very advanced and millions of dollars is currently being invested in these large-scale operations. Falcon also seems to have an edge when it comes to finding financing. They have successfully raised over $40 million in 2004 and “will carry that through 2005 and well into 2006.” What does this mean for Falcon? Well, with so many established junior companies being eclipsed by the larger companies, Falcon’s financial resource will make sure that they here to stay. In fact, Bill Harris, Partner & Portfolio Manager of Avenue Investment Management, featured Falcon on ROBtv as one of his picks. The below link will allow you to see this featured clip:

http://www.robtv.com/servlet/HTMLTemplate/!robVideo/robtv0726.20050810.00031000-00031553-clip2/h/220asf///

With their last operational update and drill results a month behind, Streetinvesting.com will definitely be watching this company in both the short and long-term as we feel that its upside potential could grow even stronger.


Editor-in-Chief,
Streetinvesting.com


Streetinvesting.com has no vested interest in the above companies nor are they warranted in anyway.

wayaya Nov 9th, 2005 22:46

in 20000 shares at 0.59 last week, and out at 0.66 today.
 
anyone still have this stock?

wz111 Nov 10th, 2005 09:28

I got in @0.47 and still hold it.

It forms a cup with handle now. Take a look here and compare with the fo.v chart:

http://stockcharts.com/education/Cha...cupHandle.html

The Cup With Handle - the Holy Grail in the flying circus of investment indicators.
The Cup With Handle is often a strong sign that this formation is often a strong sign that conditions are optimal for a stock to break out and streak up the chart. It's formed during a period of consolidation. The left side is defined by increased volume and price activity. This is followed by investors taking profits which causes the price to fall, thus creating a base which is sustained for a period of time.

Institutional buying causes the price to rise, forming the right side of the cup in strong stocks. As the price rises, timid investors view this movement as an opportunity to exit the market. The Pivot Point is the close of the daily bar making the highest high during this market upturn.

As the handle is formed and descends, this will finish "shaking out" the weak, timid non-believers and leave only the strong, firm support the stock needs once it breaks out above the Pivot Point.

When successfully identified, the Cup With Handle formation can give you that "head start" you need to get in on the ground floor of a potentially explosive stock. With the right timing and the right tools, isolating and monitoring these stocks can provide that investment edge.

wayaya Nov 10th, 2005 23:02

good luck to you
 
i just afraid the downstrend in oil price will have some pressure on this stock.

wz111 Feb 5th, 2006 20:49

正在积蓄突破的能量.

wz111 Feb 8th, 2006 19:42

兄弟们, 系紧安全带, 火箭要升空了!

wz111 Mar 8th, 2006 19:54

今天在1.42的价位继续加仓.

村长, 看看这个公司的进展状况, 没准你也会动心的.

wz111 Mar 8th, 2006 19:56

Credit to JR~EWING

**************************** FALCON OIL & GAS SUMMARY # 1 ****************************

http://www.falconoilandgas.com/falconprofile.pdf - FALCON COMPANY PROFILE, THE BEST SUMMARY ON THEIR MOST PROLIFIC OPPORTUNITY [THE HUNGARIAN PLAY] PLUS A GENERAL OUTLINE OF THE COMPANY.

http://www.falconoilandgas.com/hungary.php - HUNGARIAN PROJECT


http://www.falconoilandgas.com/romania.php - ROMANIAN PROJECT


http://www.falconoilandgas.com/Falcon_Final_report.pdf - NI51-101 RESOURCE EVALUATION REPORT ON THE MAKÓ TROUGH PROPERTY, HUNGARY (PDF)
THIS IS THE MOST IMPORTANT ""CERTIFIED"" DOCUMENT FOR IT`S CONTEXT PERTAINING TO FALCON OIL & GAS


http://www.falconoilandgas.com/media_coverage.php - THERE ARE TWO CHOICES AT THIS SITE. ONE IS THE ROBTV COVERAGE, THE OTHER IS AN INTERVIEW WITH THE PRES. OF THE COMPANY


http://www.falconoilandgas.com/index.php - COMPANY WEBSITE THAT HAS THE INFORMATION POSTED ABOVE AND OTHER INFORMATION.


http://www.sedar.com/DisplayCompanyD...uerNo=00006234 - SEDAR DOCUMENTS


http://www.sedar.com/DisplayProfile....uerNo=00006234 - SEDAR PROFILE

___________________________________________________________________________

February 20, 2006 - Falcon Oil & Gas Ltd. Files Preliminary Short Form Prospectus

http://www.stockhouse.ca/news/news.a...443151&tick=FO

February 16, 2006 - Falcon Oil & Gas Pusztaszer-1 Gas Well Reaches Total Depth

http://www.falconoilandgas.com/releases/02-16-06.htm

February 10, 2006 - Falcon Oil & Gas Provides Operations Update for its Deep Gas Project in Hungary

http://www.falconoilandgas.com/releases/02-10-06.htm

February 6, 2006 - Falcon Oil & Gas Announces $250,000,000 Credit Facility

http://www.falconoilandgas.com/releases/02-06-06.htm

January 17, 2006 - Falcon Oil & Gas Awards Project Management Contract to Halliburton and Provides Operations Update

http://www.falconoilandgas.com/releases/01-17-06.htm

December 12, 2005 - Falcon Oil & Gas Announces License Extensions

http://www.falconoilandgas.com/releases/12-12-05.htm

November 2, 2005 - Falcon Oil & Gas Ltd. Announces Commencement of Hungarian Drilling Program and Provides Operations Update for Romania

http://www.falconoilandgas.com/releases/11-2-05.htm

September 12, 2005 - Falcon Oil & Gas Announces Results of Romanian Exploration Well and Provides Operations Update in Hungary

http://www.falconoilandgas.com/releases/9-12-05.htm

June 15, 2005 - Falcon Oil & Gas Provides Operations Update

http://www.falconoilandgas.com/releases/7-15-05.htm

___________________________________________________________________________


Drilling Rig on location at Falcon’s Pusztaszer-1 well site in Hungary.


___________________________________________________________________________

Drilling Rig 801

___________________________________________________________________________


Short Summary

As of....Short Volume..Change In Volume
28/Feb/2006 899,800 -2,329,700
15/Feb/2006 3,229,500 +3,229,500
31/Jan/2006 0 -70,200
15/Jan/2006 70,200 66,700
30/Dec/2005 3,500 -260,100
15/Dec/2005 263,600 220,100
30/Nov/2005 43,500 -247,800
15/Nov/2005 291,300 277,800
31/Oct/2005 13,500 -682,500
15/Oct/2005 696,000 695,800
15/Sep/2005 200 -69,800
31/Aug/2005 70,000 40,000
15/Aug/2005 30,000 -626,455
15/Jul/2005 656,455 373,854
30/Jun/2005 282,601 83,500

___________________________________________________________________________

http://www.canadianinsider.com/ - Type FO into SYMBOL and click GO

CANADIAN-INSIDER SITE. THE INFORMATION ON THIS SITE I HAVE FOUND TO BE INNCORRECT ON MORE THEN ONE OCCASION. IT IS AS OF NOW CORRECT AS FAR AS I CAN TELL. NOT ONE INSIDER HAS SOLD A SINGLE SHARE FOR QUITE SOME TIME [AS A MATTER OF FACT ALL I SEE ARE PURCHASES]. THE BEST SITE FOR SUCH INFORMATION IS SEDI, WHICH I HAVE PROVIDED IN THE NEXT SECTION.
___________________________________________________________________________

SEDI REPORT

1 - Go to http://www.sedi.ca/

2 - Click English or Francais

3 - Upper right corner click Access Public Filings

4 - Upper left side click on View Summary Reports

5 - Where it says, Report titles...............Description
Highlight the circle next to, Insider transaction detail, and then click next.

6 - Highlight, Security designation
In Manditory Criteria, select Issuer Name, next to that type in Falcon oil.

Underneath that for the dates in the bar where it says, "Identify date range" select "date of transaction"
In the boxes for selecting the dates in the top one put in..........
August 10 2004, or as far back as you wish - In the bottom one put in the current date..........

Under optional criteria.............................................

Debt - Click Select all

Equity - Click Select all

Issuer Derivatives
(Options, Rights...) - Click Select all

Third Party Derivatives - Click Select all

Then at the bottom of the page click Search

On the page that Search takes you to, you will see a blue bar going across the page. On the left hand side of the blue bar underneath, you will see in very small print, "View". Click on that, and there you are.



NewsBlast Sign-Up
StockHouse NewsBlast: Receive company sponsored news and information via email.

wz111 Mar 8th, 2006 19:57

Credit to JR~EWING

**************************** FALCON OIL & GAS SUMMARY # 2 ****************************

___________________________________________________________________________

For me personally, one of the most important attributes to any company I consider investing in is the management and their past record. This is some of the information you will find on Marc Bruner.
After reading what I am about to present, I challenge you to consider looking up the current values of the companies he was involved in and/or started.

Falcon is Led by Marc A. Bruner

Falcon's Hungarian properties were identified by leading
oil and gas consulting engineer/appraiser John Gustavson
of Gustavson Associates Inc. who presented the
opportunity to seasoned oil & gas company-builder Marc
A. Bruner.

[I invite you to revisit the site.............
http://www.falconoilandgas.com/falconprofile.pdf
and once again examine the section, "PROFESSIONAL ASSESSMENTS OF POTENTIAL RESOURCES IN THE MAKO TROUGH"]

Marc A. Bruner, co-founder of Pennaco Energy (Pennaco was
acquired by Marathon Oil-NYSE: MRO), Ultra Petroleum
(AMEX: UPL), Gasco Energy (AMEX: GSX) and other
successful energy exploration & production companies.
*********************************************************************


Galaxy’s management team is responsible for some of the most successful non-conventional gas projects in North America. Galaxy’s Advisory Board Chairman, Marc A Bruner was the founder and Chairman of the Board for Ultra Petroleum; he also was the founder of Pennaco Energy which was sold to Marathon Oil for $500 millionin 2001.
Marc A. Bruner, Chairman of the Advisory Board was directly responsible for negotiating all the land packages of Ultra Petroleum in the Green River Basin of Wyoming. As past Chairman of Ultra Petroleum (UPL:AMEX) he conceived and negotiated all 37 different land contracts that have become the cornerstone of the Ultra assets from major players like Questar, Haliburton, Western, Burlington and Pacific Corp. Lou Oswald, Strategic Advisor to Galaxy along with Mr. Bruner was directly responsible for building and negotiating the entire assets of Pennaco Energy. Bruner and Oswald ultimately developed Pennaco Energyinto a $500 million company at the time it was sold to Marathon Oil in 2001

*********************************************************************


Mr. Marc Bruner, 52, was appointed to First Ecom.com's board of directors in July 2001. Mr. Bruner is Chairman of the Board of Gasco Energy, Inc., an OTCBB listed natural gas company in which First Ecom.com owns preferred stock convertible into an approximately 26% interest in Gasco, and founder in 1998 of Pannonian Energy Inc. which merged with Gasco in 2001. Previously, from 1996 to 1998, Mr. Bruner was the founding Chairman of Ultra Petroleum, a TSE and AMEX listed natural gas company. Mr. Bruner was a founder in 1998 of Pennaco Energy, Inc., a coal bed methane company, and in 1996 of RIS Resources International, a natural gas company.

*********************************************************************

Marc Bruner was and is still involved with what is now GSX.
I would imagine if you have employed a successful stratagy and business model in a simular situation such as GSX, you might just employ it again, such as in FO. The reason I say successful is because I pulled up the charts on first GASE to see where it started, and then GSX to see where it has ended up.
I resolved myself to the thinking of hopefully staying in FO for two years. I am now thinking and hoping that three might be much better. Here is why.........................

{Since the last time of this post, events have unfolded where Halliburton is now involved with Falcon along with Schlumberger who was already doing work on the Romanian play for Falcon.}

News release pertaining to Halliburton - http://www.falconoilandgas.com/releases/01-17-06.htm

News Release pertaining to Schlumberger - http://www.falconoilandgas.com/releases/9-12-05.htm

News Release on GASE provided by Rustycat

January 20, 2004

Denver-based Gasco Energy Inc. (OTCBB: GASE) said Tuesday it has signed a five-year agreement with a group of service providers for the oil and gas industry to drill up to 50 new wells on leases Gasco owns in Utah's Uinta Basin
The agreement calls for the service providers, which include Schlumberger Oilfield Services, to invest in drilling wells by providing services, such as a drilling rig and crew, and be paid back if the well strikes natural gas. The payment would be proportionate to the amount the companies invested, said Mike Decker, chief operating officer for Gasco.
A committee chaired by Decker will decide which locations on the company's leases should be drilled. The company has an interest in 119,000 gross acres in the basin.
Using Gasco's current estimated cost of $2 million per completed well, a bundle will represent approximately $20 million of development activity.
"While we have an abundance of drill sites in gas-rich basins, we have been short on the resources needed to work our properties," Mark Erickson, Gasco CEO and president, said in a statement. "Today, Gasco announces an agreement with leaders in their respective industry niches to accelerate development of Gasco's Riverbend acreage. This agreement is particularly pertinent because it makes available the equipment and technical expertise to help further refine the engineering and geologic premises that we believe will best unlock the Uinta Basin's tight gas sands."


© 2004 American City Business Journals Inc. Add RSS Headlines
_____________________________________________________________________

GSX 3 YEAR CHART - GASE BECAME GSX


_____________________________________________________________________

So if you take the low on GASE at about $0.50 three years ago, and you take into account the approx. high on what is now GSX which is about $7.80-$7.90 that comes to about a 1,300% increase in three years.

Here`s to possibilities. Cheers.
________________________________________________________________________________

FALCON OIL & GAS MANAGEMENT

Marc A. Bruner C President, Chief Executive Officer and Chairman of the Board

Mr. Bruner serves as President, Chief Executive Officer and Chairman of Falcon Oil and Gas Ltd. (TSXV: FO). Marc has a strong track record of founding and developing unconventional energy companies. Mr. Bruner was a co-founder and is the current Chairman of Gasco Energy, Inc. (AMEX: GSX). Previously, Mr. Bruner was a founder and was the Chairman of Ultra Petroleum Corporation (AMEX: UPL). Mr. Bruner also co-founded Pennaco Energy, Inc., which was acquired by Marathon Oil (NYSE: MRO) in 2001. Along with his other extensive business interests, Mr. Bruner is also the Managing Director of the MAB Companies, an umbrella organization that is launching a global strategy for the exploration and development of unconventional oil and gas resources.

Evan L. Wasoff - Chief Financial Officer of Falcon Oil & Gas Ltd.

Mr. Wasoff is Chief Financial Officer of Falcon Oil & Gas Ltd. Evan has over 25 years of experience as a Certified Public Accountant. In 1985, he founded Wheeler Wasoff, P.C., a Denver, Colorado CPA firm specializing in companies filing with the U.S. Securities and Exchange Commission. Mr. Wasoff has been a consultant to Chartered Accounting firms in Calgary, Alberta, and Vancouver, British Columbia in securities matters and financial reporting issues in Canada and the United States. Prior to forming Wheeler Wasoff, P.C., he was a member of the audit staffs of Pannell, Kerr, Forster & Co. and Price Waterhouse. Mr. Wasoff holds an MBA in Finance from the University of Colorado and a BS in Accounting from the State University of New York at Albany. He is a licensed CPA in Colorado and a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants, and is a member of the Board of Directors of Aloak Corp., a TSXV listed company.

Christian Russenberger - Corporate Secretary for Falcon Oil & Gas Ltd.

Mr. Russenberger serves Falcon as Corporate Secretary. Mr. Russenberger is an international business consultant and a director of the privately held Mobility Carharing Schweiz. Mr. Russenberger previously served as a manager in the private banking division of Finter Bank Zurich and as a Research Analyst and Asset Manager for Finter Bank and Bank Leu of Zurich. Switzerland.

Dr. James M. Edwards C Vice President, Exploration and Operations

Dr. Edwards directs Falcon’s exploration activities in Hungary and Romania. He is also responsible for managing the operations personnel. James is a seasoned veteran and has been actively involved in international oil and gas exploration and exploitation for more than 27 years. He has participated in oil and gas discoveries in Australia, Colombia, Equatorial Guinea, France, Norway, Trinidad, Thailand, the United Kingdom and the United States. Previously, Dr. Edwards worked as the Chief Geologist for Triton Energy Corporation, which was acquired by Amerada Hess for $3.2 billion. Dr. Edwards holds advanced degrees in geology, including a Ph.D. from Rice University.

wz111 Mar 8th, 2006 19:58

Allan D. Laird C Vice President, Engineering and Director

Allan Laird is Vice-President C Engineering and Business Development and also serves Falcon as a Director. Prior to joining Falcon, Mr. Laird was Executive Vice President of Ledge Resources, a private oil and gas company in Calgary. Allan has extensive international experience and is an expert in unconventional gas reservoirs. Mr. Laird previously worked with Mr. Bruner at Ultra Petroleum on the Basin Centered Gas Accumulation (BCGA) project in the Green River Basin of Wyoming. Allan is the former President and Director of Gemini Energy Corp. (TSX:GNI) and was also the President and a Director of Rapid Technology Corp. Mr. Laird graduated from Queen’s University with a B.Sc. in Mining Engineering in 1980 and is a Registered Professional Engineer in the Province of Alberta.

Paul Moase - Director

A member of the board of directors of Falcon Oil & Gas Ltd., Mr. Moase is currently the Managing Director, Capital Markets, at MGI Securities of Toronto, Ontario. Previously, Paul was Director of Investment Banking at First Associates, Managing Director of HSBC Securities mergers and acquisitions group, and President and CEO of Marleau, Lemire Securities, Montreal. Mr. Moase holds an MBA from the University of Western Ontario, and is a member of the TSX Listings Advisory Committee.

Andrew Calerich - Director

Andrew Calerich is a member of the board of directors of Falcon Oil & Gas Ltd. Mr. Calerich currently serves as President, Chief Financial Officer and Director of American Oil & Gas, Inc. (AMEX:AEZ). Based in Denver, American Oil and Gas is an exploration and production company with operations in the Rocky Mountain region. Prior to joining American, Mr. Calerich was Vice President and Chief Financial Officer for PYR Energy Corporation. He is a Certified Public Accountant and began his professional career with a large international accounting firm. Mr. Calerich graduated from Regis College in Denver with a BS in both business administration and accounting.

wz111 Mar 8th, 2006 19:59

*************************** FALCON OIL & GAS SUMMARY # 3 *****************************

OUTSTANDING SHARES
I think you will find the most common question whenever someone posts for the first time about Falcon is a question about the outstanding shares. I will try my best to break it down as best I can...........
The actual numbers of all shares are as follows.......

SHARES OUT - - - - - - 312,121,063
OPTIONS MANAGEMENT - - 24,500,000
BROKER WARRENTS - - - - 16,500,000
FULLY DILUTED SHARES - 353,121,063

Now out of the 353,121,063 fully diluted shares, 140,000,000 of those shares are held in escrow.

What we recieved because of the fully diluted amount of shares is

$49,500,000 Canadian to fund Falcon`s operations.

All of this information you can find at this link. You might have to cut and paste the link into your address bar...................

http://www.falconoilandgas.com/falconprofile.pdf

You will find these figures are re-enforced and corroborated in Falcon`s Sedar Filings.
___________________________________________________________________________

CURRENT UPDATES ON SHARES AND FINANCING

On 2/20/2006, Falcon Oil and Gas had a press release that it has filed a preliminary short form prospectus in connection with a "reasonable commercial efforts" offering of common shares in the capital of the Company.

http://www.stockhouse.ca/news/news.a...443151&tick=FO

-----------------------------------------------------------------------------------------------------------------------------------

On 2/06/2006 Falcon Oil and Gas had a press release that announced it has entered into a non-binding letter of intent for a US$250,000,000 credit facility with Macquarie Bank Limited.

http://www.falconoilandgas.com/releases/02-06-06.htm

___________________________________________________________________________

THE PRIZE...................................

This is the information of what Falcon has and is going after.....

HUNGARY

In the NI51-101 RESOURCE EVALUATION REPORT ON THE MAKÓ TROUGH PROPERTY, HUNGARY (PDF) Here is the link for you. You might have to cut and paste it into your address bar...........

http://www.falconoilandgas.com/Falcon_Final_report.pdf

It states on page 3-5 the estimated prospective resources for the Mako and Tisza licenses are as follows,

LOW ESTIMATE - 4.1 TCF
BEST ESTIMATE - 11.7 TCF
HIGH ESTIMATE - 27.1 TCF

___________________________________________________________________________

ROMANIA

On the Falcon Oil & Gas website in the projects section under Romania, here is the link.................

http://www.falconoilandgas.com/romania.php

It states, "The prospect is large, with a gross acreage of
approximately 21,500 acres (34 sections)
and a potential gas resource estimated to be in the order of 450 Billion cubic feet"
___________________________________________________________________________


So with this in mind, Josef Schachter, a well respected analyist said and I quote.....

"The size of the prize is very material. There could be 4 TCF of gas which could imply a multi-dollar value."

Never mind the fact that 4 TCF is the LOW ESTIMATE for the Hungarian play. The BEST ESTIMATE is 11.7 TCF with a HIGH ESTIMATE of 27.1 TCF

These are not numbers that have been pulled out of thin air. These numbers come from the NI51-101 RESOURCE EVALUATION REPORT ON THE MAKÓ TROUGH PROPERTY, which has some of the most strict guidelines in the world.

I was involved in another exploration play. That stock got hammered by the strict guidelines of NI51-101. So I pay close attention whenever that criteria is used. And with the strict criteria of the NI51-101, I am very happy to say we are looking at multible TCFs.
___________________________________________________________________________


**************************************** MUST READ ****************************************

National Instrument 51-101 C Standards of Disclosure for Oil and Gas Activities

http://www.deloitte.com/dtt/article/...D81477,00.html

wz111 Mar 8th, 2006 20:00

**************************** FALCON OIL & GAS SUMMARY # 4 ****************************


From Streetinvesting.com

Falcon’s expertise includes some of the world’s top oil and gas experts with several decades of highly successful unconventional and conventional natural gas drilling, development and production in North America. They are the first North American company to bring unconventional drilling and extraction technologies (developed in the tight gas sands of the U.S. Rocky Mountain region) to Europe. Falcon’s core global operations are focused in countries characterized by stable political leadership, a healthy, growing economy, a high regional demand for energy and an existing pipeline infrastructure that permits rapid delivery of oil and gas to market - a huge advantage over many other oil and gas companies. With the demand of oil and gas, Falcon’s progress could lead to another steady climb in share value.

Their announcement last month about the results of their property in Romania is just another stepping-stone for their success. It’s a bull market out there and energy resource companies are the reason why. Not many people know this, but Romania has considerable oil and gas reserves and also a large scale and highly developed refining industry. Romania extracts around 6 million tonnes of oil annually and its production is about to receive a major… boost through the excavation of a recently discovered large-size oil deposit in the Black Sea that started in 1999. Overshadowed by the recent demand in Alberta’s oil sands, Falcon’s properties have potential that most Canadian investors can’t appreciate or foresee.

Its understandable why the focus has been on the Alberta Oils Sands Cit has the largest reserves in the world, next to Saudi Arabia. However, the elaborate pipeline and distribution system in Romania is very advanced and millions of dollars is currently being invested in these large-scale operations. Falcon also seems to have an edge when it comes to finding financing. They have successfully raised over $40 million in 2004 and “will carry that through 2005 and well into 2006.” What does this mean for Falcon? Well, with so many established junior companies being eclipsed by the larger companies, Falcon’s financial resource will make sure that they here to stay.

With their last operational update and drill results a month behind, Streetinvesting.com will definitely be watching this company in both the short and long-term as we feel that its upside potential could grow even stronger.

Editor-in-Chief,
Streetinvesting.com
___________________________________________________________________________

ROB-TV COMMENTS PERTAINING TO FALCON OIL & GAS

Bill Harris, Partner & Portfolio Manager of Avenue Investment Management, featured Falcon on ROBtv as one of his picks. The below link will allow you to see this featured clip:

http://www.robtv.com/servlet/HTMLTemplate/!robVideo/robtv0726.20050810.00031000-00031553-clip2/h/220asf///
___________________________________________________________________________

MARKET CALL WITH JOSEF SCHACHTER BROADCAST

Verbatim [as close as I can]
October 7th 8:00pm

Caller:
Thank you for taking my call. Mr. Schachter, I am calling concerning Falcon Oil & Gas on the Venture Exchange. It had a nice little bounce today and I am holding it. And, can you give me some background and, if you hold it. Thank you very much.

Josef Schachter:
Ok Rose, I just met with management today so your timing was perfect. They were in Calgary. The stock was up 12 cents today to 65 cents. A dollar has been the 52 week high. This is a story where the company has a very good skill set on the team in the United States with something that we now call Tight Gas. Which is gas that has to be, it`s in a tight formation and needs fracking to allow it to be released and to produce. We know about Encana being such a big player in that business in North America.

This management team is now taking the play to Hungary and they found a very large resource, ah, a very large play there that their starting to drill in I think November. They got two rigs coming in to drill two wells. They should be down to a depth at the end of the year where they will know if there`s gas kicks in, if its successful.
The management has a significant ownership in the story. The stocks gone from 30 cents just about a month ago. So my recommendation would be that you may want to wait for a cool off to be a buyer. If you own it already, I would be patient with it.

The size of the prize is very material. There could be 4 TCF of gas which could imply a multi-dollar value. But again, this is high risk, but they do have a portfolio approach both in Hungary and in Romania for CBM which is coal bed methane. So again, it`s a business risk oriented investment. We are going to do more homework on it. We do not cover it officially but we met with management today and it does look like an intriguing story.

Howard Green:
Do you have a position in it?

Josef Schachter:
No we do not, no. We just met them today and we want to do our homework first before we make that decision.





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wz111 Mar 8th, 2006 20:01

Falcon Oil and Gas Summary - # 5 Posted By: JR~EWING

Canada’s Falcon Oil & Gas Ltd. began drilling operations on its
seven-well program in Hungary in November 2005. Falcon’s corporate
offices are based in Denver, but it operates the deep gas project in
Hungary through its wholly owned subsidiary Hungarian TXM Energy
LLC, based in Budapest.


The company has two exploration licenses covering 2,329 sq km
(575,263 acres) in south central Hungary, near the border with
Romania (Fig. 1).


In January 2005, Falcon/TXM acquired the first license to explore
and drill 955 sq km (235,885 acres) in the Tizsa area from Mako
Energy Corp.1 The Tizsa license initially became effective June 11,
2001, was set to expire on Dec. 31, 2005.


In June 2005, Falcon/TXM acquired a license over 1,374 sq km
(339,378 acres) in the Makó area from Mako Energy. The Makó license
was initially awarded Sept. 29, 1998, and was scheduled to expire on
Dec. 31, 2005.


On Dec. 12, Falcon announced that the Hungarian government extended
both the Tisza and Makó exploration licenses through Dec. 31, 2007.
Well permits are issued by the Mining Bureau in Budapest and signed
by the Mining Captain in Szolnok.


The play

The Makó basin trends northwest and is flanked by the Algyo
structural high on the west and the Battonya structure on the east.1
Allan D. Laird, director at Falcon and managing director of TXM,
told OGJ that the company views the play as a basin-centered gas
accumulation (BCGA), similar to the Jonah gas field and Pinedale
anticline in Wyoming’s greater Green River area. Ben Law originated
the BCGA concept in the 1980s while he worked for the US Geological
Survey.


This Hungarian basin has a geopressure gradient of more than 0.65
psi/ft, slightly less than that in the Green River basin. The rocks
are also extremely hot, Laird said, in the range of high 300s-low
400° F. These are “expensive wells, in extreme conditions.”


Falcon says that John Gustavson of Boulder, Colo.-based Gustavson
Associates Inc. assigned a potential resource of 796 million bbl of
oil and 17.5 tcf of gas to two key Miocene formations within the
Makó Trough: Szolnok and Endrod.


These are very thick sections of young (10 myo) sandy rocks, with
permeabilities in the 0.1-1 md range. Wyoming’s Upper Cretaceous
Jonah field, in comparison, has a permeability of only 0.01 md.


Miocene is considered very young for a BCGA, the youngest known,
according to Ben Law.


Rigs, pipe

In June 2005, Falcon/TXM signed two drilling contracts with
Croatia’s Crosco Drilling & Well Services Co. Ltd. to drill three
wells in Hungary and secured options to drill four additional wells
with two different rigs. Crosco will drill two or three shallow
wells in the Tisza license area with its 4,000 m (~13,000-ft
capacity)


Rig 403 and one to four deep wells in the Makó license area with its
8,000 m (~26,000 ft) Rig 801.


Rig 403 was brought in from Croatia and Rig 801 was brought from
Albania, where it had been working for Occidental Petroleum Corp.
(OGJ, Dec. 19, 2005, p. 47). Falcon/TXM added a top drive to Rig 403.


In the same month, Falcon signed a $10 million purchase order with
Aberdeen-based broker, Apex Tubulars Ltd., for 182,000 ft of drill
pipe, casing, and other materials, primarily from German and Russian
mills.


“These casing contracts are a key element of our drilling program,”
said Laird, after signing the contracts, adding that premium casing
is difficult to find right now.


Hungarian drilling requires pipe and equipment suitable for the high-
temperature, high-pressure conditions. Expected well conditions are
based on two key offset wells: the Hod-1 well in the heart of the
trough and the Makó-3 well in the south.


The Makó basin discovery well was drilled in the 1960’s. Although
there is limited gas composition data available from the Hungarian
geological survey, Laird said that the company did not expect any
H2S. There is a possibility of CO2, however, which raises the
possibility of corrosion.


Geophysics

Falcon/TXM has an aggressive 3D program, Laird said, primarily
vibroseis. The company uses Budapest based GES for acquisition and
some processing. GES was formerly a part of the national oil company,
Magyar Olaj-Es Gazipari (MOL), privatized in the 1990s.


The company bought and reprocessed another 3D seismic dataset from
MOL in early 2005, covering the north edge of the Tisza area. Falcon
uses Gustavson Associates for some of its geophysical processing.


Falcon/TXM also ran three seismic surveys in 2005:


• A 63 sq km, 7 x 9 km survey around Makó in spring.
• A 16 sq km survey in summer, over wetlands in the Tisza area.
• A 95 sq km survey, the largest to date, in the Mako area in the
fall.


In February 2006, the company will begin the fourth seismic survey,
in the Makó area.


Based on the seismic data, the company initially selected the Makó 5
well location and the Pusztaszer and Szekkutas locations (Fig. 1).


Operations

Falcon/TXM set conductor in both license areas in late October 2005.
Crosco used Rig 403 to spud the Pusztaszer-1 (P-1) well (Fig. 2) and
Rig 801 to spud the Makó-6 well.


Falcon upgraded its previously announced drilling locations based on
new data from summer seismic programs. The P-1 well is an Sshaped,
directional well, planned to avoid a nearby national park and
wetlands, and drilled with downhole motors.


In January, Falcon’s President and CEO Marc A. Bruner said “both
rigs are making good progress...and the operations team has
proceeded to construct the next surface location at Szekkutas-1.”


Halliburton is on location to provide drilling and project
management.


Schlumberger is providing cementing and logging services.


Laird told OGJ that the company would move Rig 403 to the
Szekkutas well location from the P-1 well site in late January or
February. This rig is limited to drilling the shallower locations on
the basin margin, and the Szekkutas location is on the eastern edge.


The Makó-6 is a nearly vertical well, planned to test a four-way
closure. It will take about 4 months to drill, and the rig will be
ready to move in March 2006 to another Makó location (4, 5, or 7).


More than 10,000 wells have been drilled in Hungary, with major
discoveries in the 1950s-70s. Falcon/TXM’s activities could spur
more. The company says it is learning a lot from recent drilling and
expects significant breakthroughs and higher penetration rates than
seen in the past, thanks to the updated drilling equipment.


References

1. Lencioni, L.C., Resource Evaluation Report on the Makó Trough
Property, Hungary (N151-101),
Mar. 15, 2005.

wz111 Mar 8th, 2006 20:02

PERHAPS THE MOST IMPORTANT POST ON FALCON * Posted By: JR~EWING

ALL MATERIAL IS IN THE OPINION OF THE AUTHOR

______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________


Posted by Jastulo

**************************** Hungarian Well Drilling Program ****************************

・ FO has two wells drilling: The Pusztaszer-1 well and the Mako-6 well.

・ The Mako-6 well is targeting the primary and deepest part (i.e., the “sweet spot”) of the Mako Trough and is being drilled to target depth of 6,000 m.

・ The Pusztaszer-1 well is 45 km away from the Mako-6 and was to test the outer extension of the zone and much shallower part of the Mako Trough.

No gas, or uneconomic concentrations of gas, would have been surprising and would not have been indicative of the prospects for the Mako-6 well.

______________________________________________________________________________


********************** Pusztaser-1 A Surprising Barn Burner !!!!! **********************

・ The well has reached a measured depth of 3,659 m.

・ Formation tops for three key horizons have been penetrated:
Algyo, Szolnok and Endrod.

・ The Endrod was penetrated at approximately 3,035 m.
Significant gas shows of up through C5 (methane, ethane, butane, pentane, propane) have been encountered at several intervals within the Endrod formation IN SPITE of drilling the interval with an overbalanced mud weight.

・ FO’s geologists believes that the gas shows may be associated with a transition pressure zone where pressure values are increasing from a normally pressure regime into an overpressured zone. Basin Centered Gas Accumulations (BCGA) are typically found in abnormally pressured systems.


The Key Excitement Was Gas Kicks (Further Discussion On “…overbalanced mud weight”)

・ The drill was using 10 lb. of mud pressure through to the Endrod formation, but once that formation was reached the gas pressures were so intense that it was becoming hard to contain.

・ Mud pressures were increased to 12 lb.; despite this gas kicks continue to break-through the mud. This is concrete evidence that gas is present and that it is highly overpressured.

・ Although this does not prove that the gas reservoir is economic (the well still needs to be test and fracked), it is an indicative sign that the reservoir likely contains a substantial amount of gas.


Implications Of This Early Result:

Again, the Pusztaszer-1 well is 45 km from the “main” target well (Mako-6), which is currently drilling (started about 3 weeks prior to the Pusztaszer-1 well). If the reservoir proves to be fully charged it will lend credence on the theory that the entire Mako Trough BCGA contains more than
100 tcf of gas in place.

FO controls land containing about three-quarters of the entire Mako Trough.
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

Posted by Flowgo

My take on this is that the sedar document is a submission for an upcoming PP if Falcon requires extra cash. If it were a reference to the Macquarie Bank Limited Credit Facility, why would there be references to MGI Securities, Knight Capital, Dundee, and the other agents participating?
There is a reference in the document to a closing date of March *, 2006. Considering that Bruner and the executives of Falcon own a significant number of shares in the company, could we assume they are protecting everyone's interests including the common shareholders?

One thing that is jumping out of the further DD being presented by posters & Falcon, is the fact that the wildcat being drilled at Pusztaszer-1 is over 45 km from the primary target. If this basin proves out to be this large, the rewards to Falcon Shareholders are going to be unfathomable. Could the Mako Trough become the largest gas play on Continental Europe? The clear guidance on drilling progress being provided from the company is outstanding up to this point.

Let's dive into the potential reward from the Hungarian play:

1 TCG of Gas at $4.00US/mcf

1,000,000 (mmcf) = US $5,000
1,000,000,000 (bcf) = US $5,000,000
1,000,000,000,000 (tcf) = US $5,000,000,000

Subtract a 12% royalty to the Government of Hungary (US $600,000,000) also a 5% Overriding Royalty payable to Prospect Resources, Inc. (the original licensee) (US $300,000,000). Subtract one time fees of US $4,000,000 (Prospect) and US $3,000,000 (prospect) payable once the first three (3) wells have been completed.

In Summary:

US 5,000,000,000 (Five Billion) per 1 TCF of gas (gross)

- US 600,000,000 (Six Hundred Million Total ORR/ 1 tcf)
- US 300,000,000 (Three Hundred Million Total ORR/ 1 tcf)
- US 4,000,000 (Four Million Total Payment)
- US 3,000,000 (Three Million Total Payment)
- US 100,000,000 (Facilities/Transport/Ops Total CAPEX/OPEX)

Net US 3,993,000,000 per TCF.

FO at Production Estimated Shares Oustanding 400,000,000

US $3,993,000,000 / 400,000,000 outstanding = US $9.9825/share/1 tcf

$9.98 X 5.00 TCF probable = US $ 49.90/share

$9.98 X 17.50 TCF potential = US $174.65/share

From Falcon's Website:

HUNGARY: We have two licenses in south central Hungary that allow us to drill and develop oil and natural gas within an underground geologic formation called the Mako Trough. The consulting firm of Gustavson Associates, has assigned a potential resource of 796 million barrels of oil and 17.5 trillion cubic feet of gas to two key formations within the Mako Trough. We have signed drilling contracts to initiate a seven-well program on our Hungary properties beginning in the fall of 2005.

Add in the Romanian CBM potential and minor Canadian Properties and what is the ceiling for the S/P? I feel pretty darn satisfied that I purchased more shares at $1.48, and will be adding on any pullbacks.

I thought SE was a great play. FO is extremely attractive, and the past accomplishments of FO management have the financial world dancing! Keep up the excellent vision FO, and prove up those reserves for the world to see.

Who wants to be a multi millionaire? Buy FO.

FO Flow

DISCLAIMER POSTED SHORTLY AFTER BY FLOWGO:

[I wish to clarify that my original **rough** potential asset valuation calculations were done in a very informal, ballpark format.]
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

Additional calculations to be considered into potential shareprice estimate

Posted by TheKnight

The calculations in due course will be a little more complicated..Inter alia variables to factor in will be operating costs(they could be very expensive),recovery rates and time horizons for the new fields...and a suitable discount rate for the projects(fortunately Hungary is already in the EEC and Roumania will soon be)...Tax and royalties will also need be factored in(but the Hungarians could well raise their tax/royalty rates when they appreciate what this discovery could well meanto them -you only have to look at the Brits and North Sea oil tax last year!)..aswell as reasonable assumptions re long term sustainable gas and oil prices....We hate to be party poopers on this Board but we it is not helpful either you all getting much too carried away...Even so we do not disagree with the view that if the news continues to be good over the next couple of months or so,these shares ought still to be a "four/five bagger" ATLEAST from these levels

wz111 Mar 8th, 2006 20:03

文字太多, 并非灌水. 希望大家都能挣钱.

又一村 Mar 8th, 2006 20:47

太长了,能否列出几条要点给大家看!谢谢!

引用:

作者: wz111
文字太多, 并非灌水. 希望大家都能挣钱.


又一村 Mar 8th, 2006 20:51

Feb. 09 ,2006
In 1.41 x 3500

几天后:
Out 1.58 x 3500
作了个差价。

今天下午,
In 1.41 X 5000

准备做长线了。

又一村 Mar 8th, 2006 20:59

1 个附件
公司内部购股!

wz111 Mar 8th, 2006 21:13

The Key Excitement Was Gas Kicks (Further Discussion On “…overbalanced mud weight”)

・ The drill was using 10 lb. of mud pressure through to the Endrod formation, but once that formation was reached the gas pressures were so intense that it was becoming hard to contain.

・ Mud pressures were increased to 12 lb.; despite this gas kicks continue to break-through the mud. This is concrete evidence that gas is present and that it is highly overpressured.

・ Although this does not prove that the gas reservoir is economic (the well still needs to be test and fracked), it is an indicative sign that the reservoir likely contains a substantial amount of gas.


Implications Of This Early Result:

Again, the Pusztaszer-1 well is 45 km from the “main” target well (Mako-6), which is currently drilling (started about 3 weeks prior to the Pusztaszer-1 well). If the reservoir proves to be fully charged it will lend credence on the theory that the entire Mako Trough BCGA contains more than
100 tcf of gas in place.

又一村 Mar 9th, 2006 10:56

$1.53
2.5M
+8.51%

dlhy Mar 9th, 2006 11:00

FO.V的走势非常漂亮,技术指标已经修复完毕,向上趋势非常明显,要起飞啦.

dlhy Mar 9th, 2006 11:16

WZ111兄,对该股的基本面,研究的够透的,哈哈.

wz111 Mar 9th, 2006 19:30

引用:

作者: dlhy
WZ111兄,对该股的基本面,研究的够透的,哈哈.

我只会copy和paste, 都是别人的研究.

dlhy Mar 10th, 2006 14:14

引用:

作者: dlhy
FO.V的走势非常漂亮,技术指标已经修复完毕,向上趋势非常明显,要起飞啦.

它真的飞了起来,哈哈.

wz111 Mar 10th, 2006 18:48

FALCON OIL & GAS (T-FO) $1.64 +0.14
There are some moments in your investing/speculating career that stay
with you for forever. For us, it was almost eight years ago that we joined
a bus load of brokers, analysts and oil and gas guys to tour the acreage
that Marc Bruner and crew had put together for what was then the infant
Ultra Petroleum.
We must have traveled for an hour on that bus and we were still on
Ultra’s land holdings. It was huge! You just had the feeling that if this
concept worked, it could be enormous. It has worked out, to a greater
degree than anyone would have suspected at the time. But not all of
those there from day one have benefited. The crew of Bruner and Allan
Laird (the engineer who helped pioneer some of the new technologies for
fracing and developing the deep wells at the time) weren’t around to enjoy
the good times.
While they were masters at putting a huge land position together with a
new concept in gas plays (basin-centered gas plays are now pretty much
accepted in the oil and gas business) but at the time, Bruner’s interpretation
and meetings with Ben Law, were considered ahead of their times.
While they might have been masters of finding the new theories on gas
and putting together enormous land packages, one would have had to
have said they were, shall we say, “management challenged”. The new
technology at the time involved big bucks and suddenly there was a bigger
staff than was needed and lots of money being spent. You get the
drift. It was sad to see, but established management led by Mike Watford
was brought in and they cut staff, vended off some interest in some of
their plays and basically saved the company.
Since then it has been one of the success stories that could have
changed a persons lifestyle. A dollar invested back then is worth roughly
$130 today. That’s why one plays the game of trying to find the next one.
Low and behold―who is at it again, but the “Dynamic Duo” of Bruner
and Laird. This time the place is Hungary and the play is called The Mako
Trough. Once again, we are looking at basin-centered gas as the theory
that two wells currently being drilled will prove to be so...or not. Along for
ride is the aforementioned Ben Law, the fellow with the U.S. Geological
Service who first coined the concept of basin-centered gas and has become,
over the last few decades, the recognized expert on this kind of
play. He is their consultant.
For some background on this play, one has to realize that what Europe
has experienced this winter, is totally different from North America. While
we have had one of the warmest winters ever, Europe had one of the coldest
and suddenly the European countries have discovered that Russia
can’t supply all their needs. A new and huge discovery in Hungary at a
time of very high gas prices would be welcome by the Continent. And of
course, if it is a basin-centered gas play, it could be huge. Make that enormous.

For those who want to understand more deeply what a BCG play is, email
Sandra at sandra_wicks@canaccord.com and she will send you
what Jim Letourneau calls one of the definitive looks at this type of play,
written by Ben Law. We warn you that there is lots of technical words
involved that you might find hard to get through, but the gist of these
kinds of plays is a gas play under big pressure, usually deep, that has a
big benefit―no water. They tend to be huge―if one well of this type
comes in, you would expect hundreds if not thousands of additional
wells to come on as well.
We spend some time again with Jim Letourneau of the Big Picture
Speculator and award-winning hydro-geophysicist. We ask him today, if
he would call this the “Play of the Year” in the oil and gas business. He
talks for awhile about the big plays out there world-wide that he is aware
of, and suggests that Encana has a very significant BCG play in the Columbia
River Basin. But as far as he’s concerned, Falcon Oil and Gas, has
the “Play of the Year” and he is a believer! He tells us it’s currently his
biggest holding.
“The size of the prize is just huge―it’s enormous” he says. They
have the huge land position to build on should this ever work out. How
huge? Well, there’s some absolutely enormous numbers being used on
this play and let’s be blunt. One TCF is an absolutely enormous amount
of gas. Most people these days are lucky to find 100 BCF, but Letourneau
says he wouldn’t be surprised if this play could come up with 10
TCF to 100 TCF’s of gas. Once again, that’s out of this world! Everything
about this play has numbers you wouldn’t normally relate to. Especially
the land holdings―570,000 acres of land with 100% working interest,
Laird tells us. In other words, 900 sections or 25 townships!
Allan Laird tells us that on their deep well, they aren’t looking for the
usual intercepts you find in the oil and gas business of 5, 10 or 15 meters,
he’s suggesting that there’s the possibility you could find a full kilometer
of intercepts on this hole. Some others suggest it might even be
bigger than that. And of course, that’s the good news for those who love
fairytales. Part of the bad news is that maybe their management skills
(or lack of them) are once again, dodging this story.
For a company that has absolutely no cash flow or revenue to show
for itself at this stage, with the current financing they are working on,
they now have almost 400 million shares outstanding. That’s simply
embarrassing. One has to worry that while these people who can find
incredible plays and may have done that again, the concern is that it
could somehow be mismanaged. Is there a strong enough board to
make sure that should a good story be veering off course, to bring in a
Watford or someone else to get things back on track?
The market valuation approaching three quarters of a billion dollars,
this stock is more than priced for perfection, and simply has to come up
with some huge results on these first two wells. Mind you, should they
come in, Letourneau adds that after a while, this would simply become a
mining operation, because once they found the fairway, it’s just simply
trying to drill 50 to 100 wells a year for a long, long time.
So hear we go folks, we’ll call it the “Play of the Year” for the oil and
gas business over the next weeks, awaiting for results of the wells, but
as we’ve explained, this is for rampant speculators only or for those that
are pretty confident that this is a BCG play

wz111 Mar 12th, 2006 15:24

引用:

作者: dlhy
它真的飞了起来,哈哈.

It just starts. Enjoy the ride. HHH

又一村 Mar 15th, 2006 16:03

close: $1.85
volume: 4.345M
+12.12%

今天再创历史新高!

又一村 Mar 16th, 2006 16:10

close: $2.03
volume: 9.648 M
+9.73%

今天再创历史新高!

又一村 Mar 21st, 2006 16:07

close: $2.38
volume: 12 M
+13.88 %

今天再创历史新高!

wz111 Mar 23rd, 2006 20:03

一颗巨星即将诞生!

0.40~0.50间进仓8万股, 1.42加仓3万股, 1.72在次加仓1万股. 这12万股将随着fo的成长而壮大. HHHH

又一村 Mar 23rd, 2006 22:14

一个百万富翁就要诞生了


只要你能够握紧它,两年以内,我估计他将价值 CAN$100万
我的 5000 股,只是小打小闹,我是发不了大才。

引用:

作者: wz111
一颗巨星即将诞生!

0.40~0.50间进仓8万股, 1.42加仓3万股, 1.72在次加仓1万股. 这12万股将随着fo的成长而壮大. HHHH



所有时间均为格林尼治时间 -4。现在的时间是 23:23


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