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AUT - Aurora Oil and Gas

kremmer aut has more then 4 times the net acres adi has , conoco has drilled the brodovsky well next to our longhorn acreage with 1500 bpd & so has EOG.aut will have 4 extra wells drilled on their extra acreages paid for by hilcorp (probably this year the way things are going).
 
Rigs Tripple at Eagle Ford in less then 6 months
As for the growing popularity of the Eagle Ford, this is summed up by a recent Ross Smith Energy Group report, which found that rigs operating in the play quadrupled from 11 in August to 45 in January. That's some serious heat down in South Texas
From motley Fool .com

Magnum Hunter Allocates Almost a Third of Its 2010 CAPEX Budget To Eagleford

And then the big daddy of them all
In 2009, Petrohawk Energy (NYSE: HK) spent about $450 million amassing leasehold in shale plays like the Haynesville and the Eagleford.


All encouraguing signs for both our drilling results and acerage values...
 
Hilcorp has exercised option to be operator over Sugarloaf. See my post on ADI of EME Regulated News Release. Also, Easley still progressing fine, Weston frac started yesterday and Kennedy still cleaning up.
 
Hilcorp has exercised option to be operator over Sugarloaf. See my post on ADI of EME Regulated News Release. Also, Easley still progressing fine, Weston frac started yesterday and Kennedy still cleaning up.

Thanks estseaon - Good news all round except the DJIA down another 118 at present... but on the underlying asset front, very good news indeed...
 
And as Agent just stated in the ADI thread Hilcorp have just raised $300M.... one presumes this will lead to an accelelration in there Eagle Ford interests, especially given its within days of exercising their option to take over as operator for Sugarloaf....

As announced above 6 months saw an increase of rigs from 11-45, hillcorp have just gone from 1-2 and after having raised $300M it is IMO concievable they would now ramp up sugarloaf exploration...after all why take it over unless your prepared to do something the current operator is not able to do....

Expect big things IMO.....and with hilcorp being the new kid on the block they need to expand more and faster then others just to keep there intersts in balance....
 
More good news from and for The Eagle Ford Shale with Elpaso inreasing reserves by 44%, and most of it is from the Eagle Ford Shale...


Petrohawk announces ramp up for eagleford
Petrohawk Energy plans a similar ramp up in the Eagle Ford shale. The company drilled 24 wells at its Hawkville Field in 2009, and plans 60 more wells in 2010.
 
Extremely interesting update to asx this morning

Especially the bit that reads
"Aurora will continue to make releases as and when required and in accordance with ASX disclosure obligations. However, with the increase in field activity currently under way and planned going forward, Aurora intends to make regular releases updating the market but when appropriate rather than strictly on a weekly basis on a particular day."

I gather this is part of the Hilcorp accelleration of proceedings...

Easley #1H
The well has reached a depth of 11,350ft having run and cemented the intermediate casing string. This hole section is now drilling down to the Austin Chalk and Eagle Ford Shale targets as a vertical pilot hole with a planned depth of 11,800ft. The pilot hole will then be logged before being sidetracked as a horizontal production well.
Weston #1H
Aurora has been advised by the Operator, Hilcorp, that fracture stimulation operations commenced at the Weston #1H well on the 4th February. It is expected to take approximately two weeks to stimulate the 3,000 ft of horizontal liner in a number of stages. The fracture design is similar to that recently successfully applied to the Kennedy #1H well. Process equipment and flow lines have already been installed and the well will be flowed to sales during the clean up.
Kennedy #1H
The well continues to clean up with production performance in line with expectation after the recently reported IP rates of 4.4 mmscf/d and 1,130 bcpd. Production tubing will be installed in this well in due course.
 
AUT hit a new 52wk high today at 41c.... I couldnt resist and bought some more..... too much happening and its only looking better by the day..... and virtually none avaialable to buy....
 
AUT hit a new 52wk high today at 41c.... I couldnt resist and bought some more..... too much happening and its only looking better by the day..... and virtually none avaialable to buy....

I am new to this game but this is the first time I have seen a share depth like this, with so many buyers lined up and so few sellers. What happens to the price if for a little while no one is willing to sell?

(Disc: holding AUT.)
 
I am new to this game but this is the first time I have seen a share depth like this, with so many buyers lined up and so few sellers. What happens to the price if for a little while no one is willing to sell?

Sellers can ask what they want and if buyers want them they will have to pay it.... but in reality sellers will only get a sale if they are in the ball park of what buyers want to pay..... In short the price should keep stepping up...whilever there is such an imbalance...
 
From Pioneer report on seeking alpha ....Pioneer are extremely up beat about thier current and future prospects int he Eagle Ford Shale..



Interestingly they have defined there play into three zones....with liquids, dry gas and condensate......... Pioneer are certainly one of the leaders in the data on Eagle Ford

Above: Slide 13 - referenced below from report seeking alpha dated 3rd feb 2010


IMO AUT sits smack bang primarily on top of the belt that Pioneer is referrring to as there liquids zone...
 

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IMO AUT has leases over most that area identified in red below.... on the borders of Karnes, Live Oak and McMillan...being smack bang in the middle of Peioneers identified oil rich Window.....


MIR can you cross check this....pls


DYOR & Seek expert advice - I hold...
 
condog agentm on the adi thread post 2203 has a map showing where sugar loaf is in karnes, border of live oak & bee heading in a north east direction loghorn & ipanema surround the sugarloaf area in a north east direction from live oak border (i think most of aut acres are in karnes).i do agree we are in the oil rich area for sure.i think there might be some brokers reports out on aut shortly interested to see how it stacks up to azz, i think i already know the answer.
 

condog

your giving aut territory equivalent to conoco..

if you can come up with lease agreements pointing to those regions then please post them condog..

its nothing like that really.. i can tell with my databases where most of their acreages are. if you look at the aut presentations you will see maps detailing roughly where they are..

they cant be specific as tcei holds vast tracts of acreages way beyond what aut has a hand in.. it very much something aut will not discuss

owning acreages like that and having little time on the leases is something investors need to keep mindful of imho.. we all do research and come up with different conclusions on things but you need to get a reality on acreages and mapping here big time

ipanema is a little tract around where the tcei pogue is drilled. its already tested the chalks and eagleford

longhorn north of the ami.. going easterly.. i dont think they are all neatly in blocks imho they may be dispersed into a longer reach and mixed in with other leases with competitors.. but thats guessing..
 
Ive probably made a grammatical area in the use of the word " most"

Yeh its hard to get an exact and they would be interspersed amongst others, but using the only credible source available from this distance , which is the AUT invextor presentation and looking at how it overlaps the borders..... most there acerage is interspersed in the red area.....(not most the red area belonging to AUT) .....the point im trying to make is not the size, we all know that reasonably accurately , its the location..... which would appear to be prime oil window material....identified by pioneer.....

Any way its out there for discussion..... and cross referencing by other investors so go for it guys,......thats my understanding of it at this stage...

Im a bit busy kaching kaching on VIL at present .....
 
I got pm'd about the horizontal drilling process

this video is pretty simplistic but may help
http://www.youtube.com/watch?v=Y37XbMEDnXc&feature=player_embedded

ASF & I take no responsibility for the content or authenticity / safety of external links...

Hydraulic Fraccing
http://www.youtube.com/watch?v=8gvxFBvHRUY

A frac site for a gas well being done
http://www.youtube.com/watch?v=QefLQKLb5co

And why its so inherintly risky
http://www.youtube.com/watch?v=N1U5I7W2TuM

And why they get paid so much
http://www.youtube.com/watch?v=M5CEmmskyDk
 
Forbes Energy contributes 2010 growth to Eagle Ford Shale
Thursday, Feb 11, 2010
Forbes Energy Services Ltd. .......... we expect to see gradual improvement throughout 2010, driven largely by oil related activity and the growth of the Eagle Ford Shale play in South Texas."

Above is From: your oil and gas news dot com

EOG plans to boost investment and leases in Eagle Ford Shale Play, targeting oil
From Wall Street Journal dot com
 
condog i see you have been busy with vil . imo if every thing went to plan they should of finished fracs or close to by now, so possible results early next week.i am hoping for even better results then kennedy because while drilling western they got flaring.i think that 2nd rig is still coming.
 

Thanks MIR thats a great update, very encouraging indeed......its pretty exciting at present in both AUT and VIL....the VIL thread is sapping my life, but VIL itself still has good to very good potential irrespective of the first well result?....

AUT looks good to go if they can get Weston online soon with a good result then start Morgan and Rancho...... thats pretty substantial income for development, when your free carried and small mcap, , then with the hilcorp express about to kick in big time plus the acerage its all looking very good indeed.....

ITs going to be a gradual build but if hilcorp kicks in big time its pretty easy to sea AUT, ADI streaming past AZZ as the no 1 and no 2 Aussie USA shale oil plays.... if that happens there will be a lot of brokers suddenly placing AUt and ADI on thier lists, doing analysis and placing reccomendations to clients....

Take a look at SEA and let me know what you think... I like it a lot...
 
some serious buying this morning pushes a break out .. is some news on the way that its going to see this one pop !?
 
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