AOE - Arrow Energy
- Thread starter yogi-in-oz
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Chris,
I think its the Investor TV presentation. Great work by the Arrow team. What a fantastic job they have done. Indonesia, India and now they want China. Wow
Yeah your right LIS. I was thinking of selling a small portion of my Arrow and trying to find another good spec play..but they just look so good atm. Go Arrow
chops_a_must
Printing My Own Money
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Yeah your right LIS. I was thinking of selling a small portion of my Arrow and trying to find another good spec play..but they just look so good atm. Go Arrow
Dude no. Lol! This could so easily double from here.
But it is rather funny. AED moves half a percent on confirmation of a massive reserve, yet AOE moves upwards of 15% on a T.V. interview and a reminder of what we already knew. Lol! The market is a funny beast.
chops_a_must
I think the market already valued the oil into AED it will slowly make its way up until production starts in June then I think it will move along as it then would become a cash cow
cheers laurie
haha..not selling yet. I have to wait another 2 months untill I have held them for a year. 15% tax sounds a whole lot better than 30%. Then I'll try to find another one like Arrow. I'll only sell 1/4 of my arrow. I could free carry the rest of them from the 1/4 I would sell. What a story for Arrow. Go Nick Davies!
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I think there is plenty of growth, like the presentation acknowledged this is stage 5 international growth. One still has to put this into perspective and say its market cap is 1 billion and time for some profits and find a new exciting company. I'm holding for the rest of the year
Yeah. They still have to run past QGC's market cap. They deserve to be worth more. Further to run yet. A lot further to run. I think I'll continue to hold. But yes I will eventually sell 1/4 of my holding and look for another company that will also have the potential of turning into a huge company like what Arrow is doing.
Arrow now in 5th stage of growth according to CEO Nick Davies.....video..
http://www.investortv.com.au/player.aspx?CT15
http://www.investortv.com.au/player.aspx?CT15
Good luck with that - suggest you look at those to supply the NSW market as a future growth area for stocks in the next few years. ESG & MEL being two.
Good luck with that - suggest you look at those to supply the NSW market as a future growth area for stocks in the next few years. ESG & MEL being two.
Thanks Jimminy. Had my eye on MEL for awhile. Execellent performer of late. I'm even thinking MPO due to their stance in China and strong management team. For now I'll stick with Arrow.
I dont know if I added this link to the Wilson HTM Research report made on the 12th of March 2007. Have a read.
http://www.arrowenergy.com.au/documents/819.pdf
Interesting thing to note on page 9 of the report is
Summary of Upside to our Valuation
o Conversion of Surat Basin projects’ P3 resources into 2P - $0.82 per share.
o GTL or CTL project development - $0.70 per share.
o Value of Global CBM (at exploration stage) - $0.80 per share.
Collectively the projects and developments outlined above could add up to about $2.32 to our dcf value of $1.68 and target price of $1.79 depending on AOE’s eventual equity interests.
Looking good.
http://www.arrowenergy.com.au/documents/819.pdf
Interesting thing to note on page 9 of the report is
Summary of Upside to our Valuation
o Conversion of Surat Basin projects’ P3 resources into 2P - $0.82 per share.
o GTL or CTL project development - $0.70 per share.
o Value of Global CBM (at exploration stage) - $0.80 per share.
Collectively the projects and developments outlined above could add up to about $2.32 to our dcf value of $1.68 and target price of $1.79 depending on AOE’s eventual equity interests.
Looking good.
Please buy MPO coz i hold a few and everything youve touched is a multibagger so far (AOE, BMN, ERN).
Hey you forgot AGM. haha
I never did any major write ups on that one though. I like MPO. Look at the ex BHP cbm team move into that company. They have some good things going for them. I just dont hold..was seriously thinking about it though. Still am. AOE are still cheap though NIZ. This is going to be a big bluechip company. An up and comer. One to add to the portfolio and lock away. I sold 1/4 of my holding to free carry the rest and have some more play money but the rest go away for the long term now.The price rise in Arrow of late may be related to a deal coming into fruition with GAIL very soon. I was doing some searching and found the following information.
Gas Authority of India Ltd (GAIL)
--Arrow Energy has offered 10 CBM permits in Australia for joint participation by GAIL and other interested companies. As per the initial proposal. Arrow would contribute assets and other partners would contribute capital. The offer is being evaluated by GAIL along with EIG and Tata Power.
--GAIL has broached discussions with Australian LNG Companies and new project developers such as North West Shelf Australia LNG Pty Ltd, Woodside Energy and the Gorgon project for supply of LNG to India.
--GAIL is actively considering participation in the forthcoming bidding round in Australia, scheduled in May, 2007, along with other interested E&P companies.
--During the Indo-Australian Joint Commission meeting held in June, 2005, the two sides agreed to undertake a joint study to evaluate the potential for natural gas trade between India and Australia. GAIL, as a coordinator, finalised the scope of work for the study in discussion with Australian and Indian companies.
Sourced from
http://72.14.235.104/search?q=cache...+"gail"+"australia"&hl=en&ct=clnk&cd=18&gl=au
Gas Authority of India Ltd (GAIL)
--Arrow Energy has offered 10 CBM permits in Australia for joint participation by GAIL and other interested companies. As per the initial proposal. Arrow would contribute assets and other partners would contribute capital. The offer is being evaluated by GAIL along with EIG and Tata Power.
--GAIL has broached discussions with Australian LNG Companies and new project developers such as North West Shelf Australia LNG Pty Ltd, Woodside Energy and the Gorgon project for supply of LNG to India.
--GAIL is actively considering participation in the forthcoming bidding round in Australia, scheduled in May, 2007, along with other interested E&P companies.
--During the Indo-Australian Joint Commission meeting held in June, 2005, the two sides agreed to undertake a joint study to evaluate the potential for natural gas trade between India and Australia. GAIL, as a coordinator, finalised the scope of work for the study in discussion with Australian and Indian companies.
Sourced from
http://72.14.235.104/search?q=cache...+"gail"+"australia"&hl=en&ct=clnk&cd=18&gl=au
Arrow Energy NL To Replace Sydney Roads Group In The S&P/ASX 200
Sydney, April 19, 2007—Standard & Poor’s today announced the removal of Sydney Roads Group (ASX: SRG) from the S&P/ASX indices after the takeover offer by Transurban Group (ASX: TCL) became unconditional. Sydney Roads Group will be removed from the S&P/ASX indices after the close of business on April 27, 2007.
Sydney Roads Group will be replaced in the S&P/ASX 200 index by Arrow Energy NL (ASX: AOE), effective after the close of business on April 27, 2007. Arrow Energy NL is a gas exploration and development company.
Bring on the fundies.
Sydney, April 19, 2007—Standard & Poor’s today announced the removal of Sydney Roads Group (ASX: SRG) from the S&P/ASX indices after the takeover offer by Transurban Group (ASX: TCL) became unconditional. Sydney Roads Group will be removed from the S&P/ASX indices after the close of business on April 27, 2007.
Sydney Roads Group will be replaced in the S&P/ASX 200 index by Arrow Energy NL (ASX: AOE), effective after the close of business on April 27, 2007. Arrow Energy NL is a gas exploration and development company.
Bring on the fundies.
Dissapointed with Arrow not holding the $2 benchmark. Not dissapointed with the progression of the company. Looking forward to the 27th of April when the company is added to the ASX200
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