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ESG - Eastern Star Gas

Nice announcement just out....tripled their gas resource and only 1% drilled to date. The announcement states that they hold PEL on the biggest onshore gas. Now they have secured drill rig for 2008, hopefully they will be getting stuck into it. The sleeping giant in my opinion. I hold.
 

Do any of you still hold ESG? Or perhaps you have all gone, and that is why I am carrying losses. Would anyone more educated than myself (which I'm sure is all of you) like to offer opinions on the latest reserve announcement, and what value should be placed on ESG? Say compared to QGC, Arrow or can we not compare??? ESG only drilled 1% of their basin!
 
Grace - I have been out since the end of last year....definetly a good call in hindsight.

But if it drops back into the 20's again I will re-enter.

With the amount of coreholes they are going to drill this year and some more productions pilots (alot more expensive to do than coreholes) I expect some good upside to their reserves to be certified throughout the year.

The # of coreholes and the extapolation the certifiers can use for modelling will assist.

The $48m in the bank - a big tick to management and their prospects over the coming years.
 
Just looking at reserves to capitalisation

ESG MC $235 million

1P = 21 PJ
2P = 185 PJ Certified
3P = 1300 PJ Proven, Probable & Possible

QGC MC = $2.5 billion

1P = 477
2P = 1314 Certified
3P = 3116 P, P & P

What is 1P?

Eastern Star Gas have drilled about 1% to date, with drilling to be ramped up this year.
I guess QGC can just find the stuff and pipe straight through to Brissy or Gladstone. ESG have to build 200km pipeline to supply down to Sydney from memory, although they are supplying locally until then.
Does anyone think ESG might be a bit cheap at the moment based on reserves. Would appreciate your opinion!
 
OK Does anyone have a view on ESG? I've been holding onto this dud for a while.

It crashed 10% today .. but I guess most of the coal seam companies did.

Anyone know of any news coming around, what the company is up to etc? I can't find much info.
 

Perhaps the giant is awakening. Announcement of what is in store for this year. Lots of things happening. Remembering also they are farming into on of Sapex's blocks. That could be interesting too.


Drilling coming up.

 
Interview with Michael Fraser CEO of AGL on Inside Business this morning.. Does anyone else see this as a great potential opportunity for ESG?

AGL is in the process of selling about $2 billion worth of assets from its portfolio to provide "balance sheet flexibility" and allow the company to participate in new opportunities that were emerging in the Australian energy market.

Mr Fraser said one of those potential opportunities the company was investigating was the acquisition of energy assets in NSW that the state government wants to privatise.

Yahoo article: http://au.biz.yahoo.com/080228/30/1mmm9.html

Interview Transcript: http://www.abc.net.au/insidebusiness/content/2007/s2209112.htm
 
First drill results out this year and they are excellent! This drill was to test the continuation of thick Bohena coal along from Bibblewindi. They found the thickest intersection so far of Bohena!


Should be an interesting year for esg with non stop drilling to take place!
 
Re: ESG - Eastern Star Gas vs QGC

RE QGC new proposed power plant and pipeline ???

Does anyone have any thoughts on the following regarding ESG
Re : Queensland gas proposal to bring a new pipeline that appears to be through
some of esg's csm acreage ?

by the look of the share volume and price hike today after QGC announcement
ESG was a big winner today !

Also would ESG be a big winner if the NSW govt approved QGC new gas fired power station ?

by the look of their last presentation it appears esg value themselves for
$2.80 ?
iam i reading the graph right ?
see below

http://www.asx.com.au/asx/statistic...rchByCode&releasedDuringCode=W&issuerCode=ESG

Anyway if you have any thoughts good or bad on this stock
please post it
From what my broker said ESG still appears to be a good buy ??

Would they have potential to be a take over target at some stage ?
 
certainly a takeover target now that QGC is wading into the NSW market.

Let's not forget QGC had a tilt at Sydney Gas not that long ago.

This pipeline will run by ESG tenements that ESG can tap into, or they can simply go and knock on the door of Hillgrove for a friendly chat!!

That will occur sooner or later imo. ESG - great company, but one that will be consumed undoubtedly.

cheers.
 
Re: ESG - Eastern Star Gas Take over target ??


Thanks Jimminy
May look at picking up a few more ESG this week once things settle down a bit

Your right about QGC having a go at sydney gas a few years ago
Now it all makes sense
I would say we imo already have few big fish starting to buy up these smaller CSM stocks
CSM's with acreage on the pipeline and close to the NSW market would have to have great money making potential ?
Hopefully the NSW govt come to the QGC party ?

ESG is almost back to last years highs will hold for some time yet

Any other comments most welcome
Would like to hear a few negs on this stock if possible ?
 
Thanks kingbrown for the news clipping. I find the following paragraph interesting.

QGC said it has sufficient gas reserves in hand to supply its planned power station in NSW, although it may prove cheaper to take advantage of potential supplies through the Gloucester and Gunnedah basins as reserves in these areas are firmed up.

Should be interesting to watch ESG's share register this year!
 
If they convert their 1,300 PJ of 3p to 2p in the Hunter region then they will really have something to contribute to the new power station. They are priced on the current 185 PJ of 2p at the moment plus a bit of sentiment so they have a way to go as yet.

Watch out for AJ Lucas also. They have 176 PJ of 2p in the Gloucester Basin plus a lot of untapped and own a 15% stake in Sydney Gas plus tenements in the Surat
 
ESG popped back upto 75 cents today
All the gas stocks had a ripper day Re SANTOS deal
And look at pes thats rocketed


Anyone care to suggest what is the real potenial value of ESG
Or are they just going to stay a minnow destined to be swallowed up ?
 
ESG jumped up to .83 today before closing around .80

Have to be happy with that

C'mon $1 !!
 
Re coal seam gas mergers
Lng prices set to soar ?
Coal gas players are now racing to prove up sufficient reserves.

According to Newport-based Roger Corrie of ABN Amro Morgans, it makes sense for the groups to consolidate


http://www.manlydaily.com.au/article/2008/06/04/10427_news_feature.html

Also talk of the Jap Govt owned Gas and Metals National Corporation
are looking into the potential of coal bed methane as a source of supply for LNG in Australia".
Japan is the worlds largest LNG importer accounts for around 39%
 
I have pasted below the detail within the ABN Amro report regarding their thoughts on the Gladstone plant/s. Off take agreements are key so the AOE and QGC deals were key. Interesting times indeed.

Gladstone LNG
Development of an LNG market for gas in eastern Australia will have the effect of bringing gas prices into line with international energy prices. The current eastern Australian prices around A$3.00/GJ are expected to rise to A$6.00 to A$9.00/GJ with oil trading at US$60 to US$90/bbl.

There are currently four proposals for development of LNG plants at Gladstone. We believe that the critical issue for the developer . apart from establishing adequate gas reserves - is obtaining an off-take agreement, and that the balance sheets of the parties are one of the critical elements in a Supply & Purchase Agreement.

With a long term contract the purchaser will require a balance sheet that can deliver value when litigation follows failure to deliver, while the operator will require a balance sheet to sue if the purchaser fails to meet contract obligations.

The blueprint for Gladstone

Four LNG plants are proposed for Gladstone. However recent experience indicates that expansion by construction of a second train, rather than a stand-alone facility will deliver a substantial saving, as much as 40% of the capital cost of the first train.

There are well established structures to enable the development and operation of LNG plants to meet the objectives of a number of gas suppliers and offtakers. In Egypt the first LNG train at Idku, near Alexandria, with a capacity of 3.6 million tonnes per year was completed in early 2005 at a cost of US$949m, including storage, load-out facility, jetty and infrastructure. There are five participants in the Train 1 consortium, including Gaz de France, a 5% equity holder and the holder of the offtake agreement. BG Group and Petronas each hold a 35.5% interest in Idku Train 1. The second train at Idku of 3.6 million tonnes per year was completed late in 2005 for US$880m, including a payment of US$320m to the owners of Train 1 to share the common facilities. Gaz de France is not an equity holder in Train 2, and the
other 4 equity holdings of the other 4 participants in Train 1 are increased on a prorata basis, with Petronas and BG Group each having a 38% interest.
 
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