Tuesday, July 19, 2011

Silver Companies in Australia

.... ongoing article .....

This article looks at Silver exploration or mining companies that has the potential to take off as the price of silver resumes its upward path. The gold to silver ratio is at a historically high number. When the silver price catches up to the historical average ratio, silver companies would follow.

The following are some silver companies to consider:
White Rock Minerals WRM
Silver Swan Group SWN

From just a purely technical analysis view, WRM seems to be stabilising while SWN had a long downtrend which shows sign of slowing. Given the silver price is on the rise over the last week, it may be time to watch these two closely.

WRM chart


SWN chart

Saturday, July 9, 2011

Shale Gas - the Next Energy Revolution

Shale Gas - at this point in time, has not exploded into the main investment media. Yet those who are familiar are  already jumping in the bandwagon. In Australia, Coal Seam Gas investments have taken off substantially in the first decade of the 21st century. Rare earths has exploded in terms of investment at least between 2009 and 2010. It is both too late now for investors to make 1000% gain. However, Shale Gas is approaching the stage where it is almost starting to grab investors attention.

This article is an ongoing development. Details of the Shale Gas can be found elsewhere. This article is a collection of loose notes about potential investments in Shale Gas in Australia.


Updated 11 March 2013
Recent news of Chevron buying a huge stake in exploration land in the Cooper Basin.
Here are a few recent articles on Shale:
 
 
 
 
 
Some companies to note are
Senex SXY
Strike STX
Norwest NWE
DrillSearch DLS
Orica OGY
Beach BPT
Santos STO

Adelaide Energy board urges no action on Beach Energy bid
BY: TIM BOREHAM From: The Australian November 07, 2011 1:05PM

IN pitching a $73 million offer for its junior Cooper Basin partner this morning, Beach Energy is trumpeting its faith in the potential of the shale gas tenements in which Adelaide Energy has a 10-20 per cent interest.

Adelaide has been free-carried so far, but Beach chief Reg Nelson warned his more substantive outfit would turn off the funding tap, leaving Adelaide, which has $11m of cash, to pay its share of the expected $200m exploration bill with more capital raisings.



Hail shale gas, a force in the energy balance
by ROBIN BROMBY From: The Australian July 25, 2011 12:00AM

"SHALE gas, while now contributing to a gas glut in the US, may be looming as one of the most important developments in the world's energy geopolitical balance.
Gas supplies are a raw nerve issue in Europe, which remains concerned about its dependence on Russia, a nervousness exacerbated by the disruption of gas supplies from Libya earlier this year."


July 13, 2011

NEW STANDARD AND CONOCOPHILLIPS EXECUTE HEADS OF AGREEMENT
TO FARM INTO GOLDWYER PROJECT
(ASX: NSE)
New Standard Energy Ltd (New Standard) announces that it has entered into a non-binding Heads of
Agreement (Heads of Agreement) and exclusive negotiating period with ConocoPhillips Australia SH4
Pty Ltd (ConocoPhillips), an affiliate of global energy company ConocoPhillips [NYSE:COP].
The Heads of Agreement sets the framework  for ConocoPhillips to farm-in and jointly  explore, New
Standard’s flagship Goldwyer Project in the Canning Basin, Western Australia.



BHP buys Petrohawk Energy for $US12bn to boost shale gas exposure
ROBB M. STEWART  Dow Jones Newswires   July 15, 2011 10:11AM


Some Aussie firms position themselves as early movers in shale gas  
The Australian March 15, 2010

The article above lists the following companies with Shale Gas interests:
Beach Energy BPT
Sundance Energy SEA
AWE
New Standard Energy NSE
Molopo Energy


Future is hale and hearty for shale gas
Herald Sun February 23, 2011

More companies mentioned here with interest in Shale Gas:
BHP  paid $7.45 billion for US shale gas field
Santos STO
Beach Energy BPT
Lake Oil
Somerton Energy
AWE
Buru Energy 
Central Petroleum


Some more companies which are speculative and may have interest in Shale Gas:
Cooper Energy COE
Senex Energy SXY


Gas giant BG gets into Cooper Basin shale
Global gas giant the BG Group has joined up with local junior Drillsearch Energy to develop shale gas resources in Australia's Cooper Basin.


Analysis
The main areas with Shale Gas and potential companies with tenements appear to be:

Perth Basin - Iluka (ILU), Santos (STO), Origin (ORG), AWE, Norwest Energy (NWE)

Canning Basin - Oil Basin (OBL),  Buru Energy (BRU),

Maryborough Basin - Magellan Petroleum (MGN), Blue Energy (BUL)

Cooper Basin - DrillSearch(DSL), Inanmincka (INP), Linc Energy (LNC), Beach Energy(BPT), Adelaide Energy(ADE)