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AED - AED Oil

LOL

Their last statement was 'underperform' if I remember correctly.. This was about 2 weeks ago.
 
AED quarterly released after market close - first oil late August, early September - glad to be an AED holder!!
 
AED 31/07/2007 Quarterly Activities Report
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?idsID=00744516

AED Oil Limited (AED or Company) is pleased to present its June 2007 Quarterly Report.
The last quarter has once again been a productive and busy time for the Company, with concentration being on the objective for oil production. Whilst the unseasonal weather conditions experienced in northern Australia have caused some delays, the subsea installation is progressing well. The Company expects to commence oil production in late August or early September. With first oil production clearly in sight from Puffin North East, the Company is also developing plans to commence production from Puffin South West, with tentative first production from this region in the first half of 2008.

HIGHLIGHTS FOR THE QUARTER
• Recoverable oil of 100 million barrels
• FPSO and installation on track
• Puffin-8 flow tested
• 40 million barrels of reserves for Puffin South West
• Acquisition of the Talbot Oil Field
• Marketing Agreement
• New staff appointments
• Increase in the Company’s financing facility

31/07/2007 Quarterly Cashflow Report
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?idsID=00744452

Cash at end of quarter $18,166,000
 
Its all good news in the report. No surpises, no shockers. Whats going on with the SP? I don't get it.
 
The surpising thing about this mini correction is the large swings stocks like AED are having from day to day in both directions. I feel calm that this is short term, and the stock will easily come back above $8, esp with the oil price staying strong!!

If everything goes to plan and producing 25-30K by end of year, the current price is a bargain.
 

I think you can get them cheaper.

I free carried on the last breakout because I wasn't exactly happy (that would be putting it lightly) after talking with management. It eventually resulted in an argument about how stupid they thought I was, trying to convince me that the "wind" was the cause of a 3 month delay in production. The moron shut up after I said, "Mate, it's not even cyclone season up there yet." It was after this they released the first announcement on production delays when I questioned their ethics in letting journos know production schedules when they hadn't let the market know. The words, "continuous disclosure"... they didn't really like.

Anyway, got that over with. I'll be buying more when it fills that gap at 6.78 or there abouts...

The increase in debt also couldn't have been brought to market at a worse time... depending on your perspective of course...
 
Its all good news in the report. No surpises, no shockers. Whats going on with the SP? I don't get it.

Not surprising that there are profit takers in AED - if you would have bought a year ago (31/7/06 EOD - $1.44; 1/8/06 $1.72 EOD), then you would be sitting on some nice little profits. And what better time to sell than when the sky is caving in.

Bit of perspective required at times like this. Trying to understand daily fluctuations is notoriously difficult.
 
I'm in at just under $2. Sold to hold free but will definitely hang on to what I have left. I agree with Imajica re Instos coming in once production is up, running and problem free.
 
Are there any explanations for the SP drop today to $6.80 and down 8.36% after reaching a high of $7.55????

Is there some bad news coming about production delays??

AED $6.80 -$0.62 -8.36% high of $7.55 low of $6.63 665,411 shares $4,763,130 02-Aug 16:10:51

Date....... Close Volume
01-Aug-07 7.42 547,274
31-Jul-07 7.90 281,840
30-Jul-07 7.63 147,034
27-Jul-07 7.73 457,260
26-Jul-07 8.03 157,200
25-Jul-07 8.06 331,123
24-Jul-07 8.14 391,523


They have plenty of cash as reported Tuesday!
31/07/2007 Quarterly Cashflow Report
http://www.asx.com.au/asx/statistics...idsID=00744452

Cash at end of quarter $18,166,000
 
I think you might find your answer here (mind you I think there was a ridiculous over-reaction but hey it is a volitile market):

UBS Investment Research

AED Oil Limited

June ’07 Qtr: Puffin start up expected Sept

Puffin installation capex increase: AED had no production over the June’07 qtr, but is expecting to start oil production late August - Sept at the 100% owned (pre royalties) Puffin oil field (NE1) located, 700km west of Darwin. We have assumed a mid Sept start up. AED has also agreed to assume a larger portion of the installation costs, increasing Puffin forecast capex to A$85m over the Sept qtr.

EPS fcst changes: ‘07FY +0.5cps, ‘08FY -4.6%, ‘09FY +1.3%: We have increased our AED 2007FY EPS by 0.5 cps. However, our 2008FY EPS forecast has reduced 4.6% due to the higher capex and field start up delay. Our 2009FY EPS forecast has risen 1.3%.

Neutral 2 rating maintained: We continue to see project and reserves delivery risk in AED. The Puffin Project is not yet complete, and we see potential for further capex increases. In addition, we are concerned that AED is prematurely promoting 100 million barrels of recoverable oil reserves that is not firm and is highly dependant on the results of future drilling and making the economics stack up (Talbot).

Valuation: NAV A$5.29 (prior A$5.38) based on DCF @ 10%. Our AED share price target is A$8.13 (prior A$8.22). This reflects our base valuation of oil reserves in Puffin Main (NE1), NE2 and SW1 or A$5.29/share, plus our assessment of reserves upside, which is below AED’s expectation.
 
The swiss are strange...a fair difference between UBS and Credit Suisse. Maybe Credit Suisse holding and UBS looking to buy?
 


I was of course referring to this. Still with oil at near record prices and AED Oil still to come on line in the short term, if oil was to make new records perhaps these extra costs may not be as significant.
 
Must assume that more borrowings are required for the third quarter payments for development/exploration costs!!!

The June qtr payments for development/exploration $80,026 represents 76% of the full year total of $113,992.

--------------------------------------------- Jun Qtr ---- Year to date
--------------------------------------------------------- (12 months)
1.20 Cash at beginning of quarter/year to date $86,490 .... $13,673

1.2 Payments for b) development/exploration.. $(80,026) .. $(113,992)

1.16 Proceeds from borrowings .....................$14,772 .... $129,878

1.22 Cash at end of quarter ........................ $18,166 ..... $18,166

** table excludes $ for admin, interest and other minor items

31/07/2007 Quarterly Cashflow Report
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?idsID=00744452
 
Any ideas of why the large share slump, given that first oil is just around the corner?! Or is this just current market sentiment of those who have held early, to dump shares whilst they are still making a profit ?!
 
just market sentiment at the moment - it has turned to s**t after the horror display from Wall Street - will bounce back over the next few weeks - sentiment always eventually turns - time to top up existing holdings if you have any spare cash
 
Just put the script in your bottom drawer and stop worrying about the sp weakness. It will come back big time given time, especially when northern hemisphere is into winter and AED is chugging out 30k barrels per day
 
Remember LIGHT SWEET CRUDE at Tapis prices which are at a premium

cheers laurie
 
ASX Announcement

20 August 20
07
AED and MODEC Sign Agreement

For Provision of a Second FPSO
AED Oil Limited (AED or the Company) is pleased to announce that it has entered into a Time Charter Agreement (Letter of Intent) (LOI) with MODEC Inc (Elang EPS Pte Ltd) for the provision of an FPSO, the MODEC Venture 1 (MV1). This key agreement, together with planned drilling and development, will enable production from the Puffin South West (Puffin SW) region in the first half of 2008. The simulated initial production rate for the Puffin SW region is in excess of 25,000 barrels of oil per day (bopd). In the meantime, the Front Puffin FPSO, which will receive the production from the Puffin NE region, is undergoing final preparation and is due to arrive at Puffin field in September 2007.
The MODEC FPSO, which previously operated at Elang/Kakatua, was identified as a suitable vessel for the development of the Puffin SW field. Discussions with MODEC have been occurring for some time, and the operating conditions at the Elang/Kakatua field are not dissimilar to Puffin SW. The facilities at the Elang/Kakatua field, including mooring, flowlines, umbilicals and risers, will be redeployed and installed by MODEC at the Puffin SW field as part of the FPSO Agreement. The MV1 has a production capacity of approximately 32,000 bopd and storage capacity of 750,000 barrels. The Elang/Kakatua field is now in the process of being decommissioned. The MV1 has been operating at Elang/Kakatua for nine years and, prior to that, at the Skua field for five years.
The agreement is for a fixed term of three years, with two by one year option periods at AED’s election. The vessel will undergo some minor modifications and maintenance prior to commencing work for AED.
On 2 July 2007, the Company announced a 40 million Barrel Contingent Resource for the Puffin SW region. The Puffin SW region was first drilled and flow tested at high rates by Puffin-2 (1974 by ARCO). Puffin-9 was drilled by AED in 2006, confirming the quality and continuity of the SW, and proving the extent of the accumulation. AED intends to commence drilling a bilateral appraisal/development well (Puffin-10) in October 2007. The well is in design stage; however, based on reservoir simulation supported by the well testing data from Puffin-2, the Puffin-10 well is simulated to flow at an initial rate in the range of 25,000 to 32,000 bopd.
MODEC, which is the world’s major FPSO owner, and owning and operating 17 FPSOs, will supply the MV1, complete the installation program and operate the FPSO during production at Puffin SW.
The Agreement with MODEC facilitates the commencement of the Puffin SW development. Following the drilling of the Puffin-10 bilateral well, the installation works will commence. The MV1 is expected to be on station at Puffin-10 toward the end of the first quarter 2008, with production commencing shortly thereafter.




60,000 Bopd by mid 2008

don't think this news has quite sunk in yet
 
heh.. talk about bad timing, It's been on my watchlist and i've seen it tumble over the previous month or so, I've been going over several of the mid size oil stocks today looking at the fundamentals and looking to get in while they're down... bleh.. no point now i've mssed 20% heheh. Congrats.
 

U'r lucky not getting in at the wrong time. I got in too early and there's still more than 10% loss at the moment. The last few weeks I just spent my time watching it drop lower and lower.
 
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