Sep 24th, 2005, 19:05 | #1 | |
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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:
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Sep 25th, 2005, 19:02 | #2 | |
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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:
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Sep 25th, 2005, 19:34 | #3 | |
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完全赞同 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:
此帖于 Sep 26th, 2005 01:28 被 又一村 编辑。 |
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Mar 8th, 2006, 21:47 | #4 | |
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太长了,能否列出几条要点给大家看!谢谢! 引用:
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Mar 8th, 2006, 21:51 | #5 |
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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。 |
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Mar 8th, 2006, 21:59 | #6 |
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公司内部购股!
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Mar 9th, 2006, 11:56 | #7 |
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$1.53 2.5M +8.51% |
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Mar 15th, 2006, 17:03 | #8 |
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close: $1.85 volume: 4.345M +12.12% 今天再创历史新高! |
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Mar 16th, 2006, 17:10 | #9 |
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close: $2.03 volume: 9.648 M +9.73% 今天再创历史新高! |
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Mar 21st, 2006, 17:07 | #10 |
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close: $2.38 volume: 12 M +13.88 % 今天再创历史新高! |
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Mar 23rd, 2006, 23:14 | #11 | |
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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:
此帖于 Mar 23rd, 2006 23:34 被 又一村 编辑。 |
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Mar 28th, 2006, 15:18 | #12 |
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Falcon O&G: An Insider's View
来自: http://www.stockhouse.ca/bullboards/...ime=2006-03-28 An Interview with Allan Laird, VP, Engineering and Director of Falcon Oil & Gas: March 27, 2006 Pescod and Laird C Reunited! The first time we got together, the company turned out to be worth $9 billion. Let’s see if we can focus and do something a little bigger this time, Dave, shall we? Dave Pescod: Why are you in Hungary? What are your projects, what are your assets? Allan Laird: This project resulted from a world-wide search of over 16 different countries led by a gentleman named John Gustavson. The search was high-graded and the list was narrowed down and we finally came down to Hungary as what we felt was the optimum place on the Earth to find gas. As of 2004, Hungary became a full member of the EU, which brought political and economic stability. We consider that to be very important as you have ready-access to plants, pipelines, a market in Europe that is anxious and interested in developing more domestic gas supply. So all these factors, deregulated gas prices along with a reasonable royalty structure, a reasonable corporate income tax, etc., all the economic factors are very positive in Hungary. We think it’s a great place to search for gas. Then you couple that with the tremendous geological potential of the Basin Centered Gas Accumulation (BCGA) in the Mako Trough that is supported by Dr. Ben Law. Ben of course is famous in the world of BCGA’s because he was the guy who predicted the Pinedale Anticline all the way back in 1982. He has worked for, I believe, over 28 years for the U.S. Geological Survey. He has written close to a couple of hundred technical papers and in my opinion, Ben is the number one authority in the world on this sort of gas basin. So along with all the other political and economic factors that we believe are so favorable, Ben believes that we have is a tremendously large target and that is why we are in Hungary. Dave Pescod: How big is the field? What is the size of this target? Allan Laird: Falcon has a 100% working interest in two concessions that total about 576,000 acres, which is 900 sections. Or to put it into perspective, it is 25 townships. By anyone’s standards, this is a very large land position. Our Falcon website and the SEDAR website can lead you to the external, third-party numbers. But we have also presented some internal numbers from Ben Law, who is now a consultant for Falcon Oil & Gas, so you really must consider his comments as internal company numbers. Of our total of 900 sections, Ben has identified 205 of them that he considers highly prospective. We have two key zones C the Szolnok (the upper zone) and the Endrod (the lower zone). Ben is estimating that in the Szolnok zone alone, the Potential Gas Resource in Place is 700 BCF per section. Now Dave, you would probably say that is an incredible number and of course it is. But to take you back nine years to the early days when you and I first met in the Green River Basin in Wyoming, back then we would contour maps with maybe 100 to 200 or 300 BCF a section. So while it is comparable, the Hungarian BCGA actually appears to be thicker and cover a greater area than the Wyoming BCGA. But there is another important factor to consider, as below the Szolnok, you have that other key formation called the Endrod. And you will see in our securities exchange filings that the third party engineers and geological consultants actually believe that the Endrod might even be better than the Szolnok. Ben Law estimates that there is another 60C70 TCF of potential gas in the Endrod resource. So to keep the math simple, let’s call it 140 TCF plus 60 TCF equals 200 TCF. Ben has further gone on record in several recent public presentations saying that based on the drilling results so far in our first two wells, he would now increase that estimate by 30%. So the bottom line is that a very credible expert has identified a target which has the potential to become a world class gas field. D.P: Can you put that in perspective versus Ultra Petroleum? A.L: Sure and of course, when I speak of Wyoming and the Pinedale Anticline, I am talking about the founding days when I worked for Ultra Petroleum’s original Chairman and CEO Marc Bruner, which is interesting because today, the same Marc Bruner is now the Chairman, President and CEO of Falcon. Currently, Ultra is booking 6.3 TCF of proved plus probable reserves through their third party engineers and they have a market cap of about $9 billion. D.P: This is amazing though, when you compare that to hopes of Hungary having a 100 TCF. A.L: Yes, but when you talk a potential resource of greater than 200 TCF in place, of course you have to apply a recovery factor to that. You might say 20%, I might say 50% and Ultra I believe now, is pushing up into the 80% range with continual infill drilling. If you take the lower end of the range as 20% of 200 TCF, you still are talking of a possibility of 40 TCF. Ultra is a very, very successful company with about 6 TCF so you can see that the dream that we are chasing at Falcon is something much bigger. The difference with Ultra is that we have proved that it would work. We went out and drilled and completed and tested wells and years later, you can see that our initial predictions were very accurate. Today, although Falcon has made some good progress, it is important to realize that we have not yet proven that our project will work through production testing. Falcon sits at a market cap of about $1 billion, so the stock market appears to believe that we will end up with less than 1 TCF. As an insider, you can see that I haven’t sold any stock yet so I guess you know that I believe that the bulk of the Falcon story is yet to be told. D.P: OK, very high risk with a big potential reward. What about the men and equipment to get it done? A.L: I try never to correct you Dave, but I have to say that sometimes you have given me too much credit at Falcon. Our company is much more than just Marc Bruner and Allan Laird. Along with Ben Law, our geological team is led by Dr. James Edwards, our VP Exploration, who made some world class discoveries with Triton. Dr. George Szabo is the Managing Director of our Hungarian subsidiary and he is not only the former CEO of MOL, the state oil company, he is a wonderful technical resource and a true gentleman. We also have Gary Lavold as Project Manager, a former Husky/Nova guy that is great at plants and pipelines. Lyle Nelson is our Drilling and Operations Manager, with experience in Iraq and Mongolia. We’re lucky to have Evan Wasoff as CFO and Tony Lotito as VP Corporate Finance, because this is a capital intensive project. So what we really have is a large team of talented people, where many of us have worked with Marc before and now follow his leadership into this play. As for the other soldiers in the army, Marc has already secured Halliburton and a lot of our key guys in our Hungarian office are contracted to us through Halliburton. I always remember that one of the keys to success in the Pinedale Anticline was the partnership with Halliburton, so I’m happy to see them helping us again. D.P: How is the financing going? A.L: As a Canadian, I am proud that not only did Canadians originally fund Ultra, but the first money we raised for Falcon was about $50 million on the Toronto Venture Exchange back in April 2005. We followed that with a second, heavily oversubscribed offering for $100 million this month, with strong participation from Toronto, but now also great new investors from New York and London. We’ve also announced a letter of intent with the Macquarie Bank and are now working with them to finalize a $250 million line of credit. Dave, one of the things that made Ultra not as fun as it could have been in the early years is that we were always under-funded and it forced certain decisions upon us. At Falcon, you can see that Marc has taken that experience and in less than one year, Falcon is a financially strong company with about $100 million in the bank and he is working on another ¼ billion dollars of support for the project. 此帖于 Mar 28th, 2006 15:32 被 又一村 编辑。 |
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Mar 28th, 2006, 15:20 | #13 |
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Falcon O&G: An Insider's View
D.P: Progress to date, timing, etc. A.L: In our recent news release, we commented on our first three wells. The first well at P-1 was drilled on a nice 3-D structure from seismic that we liked, but it was a 45 km step-out. I think that a lot of people expected us to drill a dry hole. So the fact that we had hit both the Szolnok and Endrod formations was very positive and the sands look nice and thick. We also conservatively announced that we saw moderate to good porosity. Now in a BCGA, you expect to make your money from low porosity rocks so you can basically read between the lines and say, we found something better than what we thought we were drilling for. So it’s good news. The data shows that it is over-pressured, saturated with gas, and the logs show no signs of moveable water. So I’m really looking forward to completing and testing this well later this summer. The second well was a deep one at Mako-6 that is programmed to go to 6000 meters. A well this deep is a four month drilling project. What’s really neat is that we just announced that we’ve already drilled through over 900 meters of the Szolnok formation. Now remember, the Szolnok is the one that Ben Law likes the best - and 900 meters is a lot of rock… heck, call it a kilometer! We also announced that we believe that about 60% of that is sand, which looks good. Since we’re still drilling in the Szolnok, I expect that 900 meter number to go up. So it’s all very positive and interesting and exciting. If 60% of that 900 meters is good, then you would have over 500 meters of sands that we would want to complete and test. That is significantly thicker than other basins I’ve worked on and we still haven’t drilled completely through the first or even into the second of the two target formations. I expect the Mako-6 well to resume drilling and reach total depth (TD) by about the end of April. Also, our third well at the S-1 location is progressing very well and it too, looks like to will reach TD by the end of April. With three wells down, you should then expect us to spend some months designing the completions, awarding the work, mobilizing the completion and testing equipment, etc. This work will likely take us through the spring and with any luck, I expect to begin the production testing in June 2006. The drilling program should also continue and we expect to have drilled at least five wells this year. Dave, as always, it’s been fun talking with you. I appreciate the opportunity to tell the Falcon story and thank you and your readers for your interest and support. 此帖于 Mar 28th, 2006 15:32 被 又一村 编辑。 |
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Apr 11th, 2006, 13:50 | #14 |
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price $3.24 now volume 7.1 M + 10.58% 再创历史新高! |
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Apr 14th, 2006, 01:09 | #15 | |
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没有什么奇怪的,庄家,机构,还有聪明的散户,都在拼命的加仓。 它将很快起飞了。 然后,再也没有这个价位了。 引用:
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Apr 14th, 2006, 13:19 | #16 | |
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可能的三大飞跃: 1。正面的油气储量确认报告。 2。正面的三口气井( P-1, S-1, Mark-6) 的生产测试报告。 3。今年底,钻完至少 6 口生产气井 引用:
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Apr 16th, 2006, 00:56 | #17 | |
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3.10 X 40000 = 12.4 万 佩服你。 引用:
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Apr 17th, 2006, 17:04 | #18 |
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close: $3.54 volume 6.3M + 8.92% 再创历史新高。 |
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Apr 18th, 2006, 12:27 | #19 | |
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你自己判断,做出决定! 我的货坚决握紧,决不出手。我做长线,至少再握它 12 个月。 任何股票都是这样,涨的太高了,就要调整。你怎样操作,要看你是做短,还是做长。 引用:
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Apr 18th, 2006, 12:45 | #20 |
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转载: SUBJECT: Hungarian Flooding
Hungarian Flooding Has anybody found any information on the flooding in Southeast Hungary that might affect the drilling. The locations that are being drilled are in the flood plane and there is alot of flooding at the moment. Just wondering if this will possiblly create a slow down in the drilling results ? 此帖于 Apr 18th, 2006 12:59 被 又一村 编辑。 |
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