|
此文章由 coolcool1 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 coolcool1 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 coolcool1 于 2018-5-10 09:31 编辑
一些小油股的资讯,
来源: Stockhead (HC 论坛提供)
Mr Teh did some crystal ball gazing for Stockhead — oil prices are notoriously difficult
to predict — and said if future US sanctions on Iran were more onerous than everyone
thinks they may be, oil prices could go up further.
The price of WTI crude oil has broken through $US70.
If Mr Trump’s bark is worse than his bite and sanctions turn out to be fairly weak, oil
prices may fall.
One million barrels
It all depends on how much markets have priced in the risk that the extra 1 million
barrels of oil Iran has produced since sanctions were lifted in 2016 will be removed
from global markets.
Donald Trump’s move to pull the US out of the Iran nuclear deal means higher oil
prices and more investment in long-neglected oil juniors, analysts say.
Iran is the world’s fifth biggest oil producer — and its output is expected to fall
dramatically as US sanctions hit.
Oil prices rallied to multi-year highs on Wednesday, a day after President Donald
Trump announced plans to withdraw the US from the Iran nuclear deal.
On Thursday morning West Texas Intermediate rose 2.8 per cent to $US71.17 a
barrel — the highest level since November 2014.Brent crude in Europe, the
international benchmark, also hit a three-year high, up 2.8 per cent to $US77.20 a
barrel.
If oil can stay up around this point, that’s good news for ASX oil juniors because most
companies are profitable at those prices, says Jason Teh from Vertium Asset
Management.
Australian resources veteran Stephen Mitchell says the impact on global markets
could be even stronger: Iranian oil production could go from 4 million barrels a day to
less than 400,000.
“Such a reduction would put some upward pressure on oil prices to the benefit of Australian producers, though I think some of this is already factored into the current oil price,” he told Stockhead.
“The issue is more likely to impact oil prices on the upside which may make investors more likely to invest in the sector than withdraw.”
In Australia, it’s the long oil price rise since July last year that is kicking off a
resurgence in the sector, not the vagaries of international politics.
Triangle Energy (ASX:TEG) managing director Rob Towner says people are becoming
interested in oil production and exploration again and life is about to become easier
for long-maligned explorers.
In late March he was still reasonably pessimistic about the prospects of Australian
explorers, but extremely positive about companies like Buru Energy (ASX:BRU) and
Triangle which have producing operations.
His turn around has come because “people are now calling me”, thanks to positive
momentum generated by oil price rises and the Northern Territory’s removal of the
moratorium on fracking, a method of extracting gas from small cracks in rocks rather
than big reservoirs.
Make it rain
Money is starting to flow back into ASX oil juniors. Among the larger recent capital
raises, totalling $145.3 million, were:
Empire Energy (ASX:EEG) raised $1.875 million earlier this year and its shares went
from under 2c to almost 4c on the day the Northern Territory removed the fracking
moratorium.
Australis Oil & Gas (ASX:ATS) raised $39 million in March.
Alaska-focused 88Energy (ASX:88E) raised $17 million last week.
Elk Petroleum (ASX:ELK) raised $13.5 million this week.
And Sundance Energy (ASX:SEA), a once beloved US-focused explorer and producer
whose shares haven’t recovered since a collapse in 2014, raised $73.9 million from
the market in March and April.
“Even I was blown away,” Mr Towner said. “If there’s development opportunities,
there’s money there.”
Here is a table showing how ASX-listed oil juniors have performed so far this year
(Jan – May)
ASX Code Company Price change 2018 (Jan-May) Price
88E 88 ENERGY 60%
ABL ABILENE OIL AND -30%
AJQ ARMOUR ENERGY -6%
AOK AUSTEX OIL 0%
AOW AMERICAN PATRIOT -20%
ATS AUSTRALIS OIL & 70%
AVD ANTILLES OIL AND -13%
BAS BASS OIL 100%
BRK BROOKSIDE ENERGY 17%
BRU BURU ENERGY 17%
BUL BLUE ENERGY -10%
BUY BOUNTY OIL & GAS -14%
BYE BYRON ENERGY 56%
COE COOPER ENERGY 9% |
|