Paneelilinkkinäpistys

Paneeleita niin perkeleesti. Verkosta varmaan löytyy parempikin linkki, tässä on huono lista. Listat paneelien osanottajista eivät todellakaan ole tyhjentäviä. Kirjoittaudu sisään yhteen niin pääset kaikkiin.
RBC Global Energy & Power Conference(pidetty 6-7 kesäkuuta):

Emerging Oil Sands Panel
(Athabasca Oil Sands, Connacher, Laricina, Silverbirch Energy)

Canadian Unconventional Gas: Growth in the Great White North
(Advantage Energy, ARC Res. Paramount Res. Trican)

Eagle Ford Shale: It is Really Hot in South Texas(Credo Oil & Gas, Talisman, Rosetta Resources(aka Lil' ol' Rosetta))

Senior Oil Sands Panel

Established and Emerging Oil Plays - U.S.(Linn Energy, Sandridge, Marathon Oil, Whiting Pet.)

Established and Emerging Oil Plays - Canada(Baytex, Longview, Pengrowth, Penn West; Swan Hillsistä, Sealin raskaasta jne.)

Seismic Panel
(CGGVeritas, PGS, Geokinetics)

International Unconventional Outlook(Toreador)

Williston Basin: Expanding Opportunities (Brigham Explo. Cont.Res, Crescent Point, Enerplus, Oasis Pet.)

Midwest Refining Margin Advantage: How Long Will It Last?(Holly, Tesoro)

Navigating the Political | Regulatory Minefield: Offshore Post-Macondo and Onshore Fracing (Energy North America LLC)

Appalachian Shale: Established and Emerging Plays(EQT Corp.)
Equipment/Services: Changing Landscape Onshore & Offshore(NOV, Rowan, Noble Corp.)

Cardium Oil: Understanding a Massive Light Oil Opportunity(Vermilion, Daylight, Calfrac)

"New York bans hydraulic fracking"

Upstream

"No further hydraulic fracturing will continue in New York state until 1 July next year at the earliest, following a decision by outgoing Governor David Paterson."

Marcelluksen tuotanto ottanee takapakkia, joten ehkä pieni boosti maakaasun hinnalle.

Talisman(TSX/NYSE: TLM) Q1

Revenue C$1,576 million (-22%)

Cash flow from operations C$1,086 million (-17%)

Net income from continuing operations C$-85 million

Net income from discontinued operations C$539 million (+1000%)

Net income C$455 million (-2.5%)

EPS C$0.45 (-)


Production

Liquids 221.98 mboe/d (+11%)

Natural gas 1,286 mmcf/d (+11%)

Average netback per boe C$24.48 (-46%)


Balance sheet

Assets
Current C$2,466 million
Total C$24,307 million

Liabilities
Current C$2,312 million
Total C$12,516 million

Equity C$11,791 million

P/E 4.4, P/B 1.3

Selected quotes

"Dry hole expense was $246 million in the quarter compared to $65 million a year ago."

"In the Marcellus Shale, the Company continues to focus on Pennsylvania. Talisman drilled four gross wells (four net) in the quarter and has now moved to pad drilling. Two rigs are currently operating and the Company now expects it will be able to complete its 36 well program for the year with a maximum of three rigs instead of five as originally planned.
Each well is performing better than the previous well. The latest producing well in the program achieved rates of 4.5 mmcfe/d over an initial 30-day period, with the most recent pad well on target to cost US$4.3 million (C$ 5.2 million) to drill and complete. These costs are down more than 25% from the 2008 average and drilling cycle times have been reduced by 50% compared to the first wells in the program. In the Montney Core, Talisman drilled 11 gross (9.9 net) wells in the quarter out of a planned 35 well program. The most recent five horizontal wells have averaged initial 30-day production rates of over 3 mmcfe/d. Talisman has made significant strides in reducing costs in the Montney. A recent well was drilled and completed at a cost of $3.8 million, which is top tier performance and a 50% reduction from the Company’s average 2008 drilling costs in the area. Talisman is also achieving best in class completion costs in the area."

Release(.pdf)

Me thinks: Good quarter cash flow wise, although much of the cf was generated through asset sales.
Talisman has exploration acreage in the Colombian Llanos Basin, where Petrominerales's main operations and the Corsel field are located, both companies also have exploration acreage in Peru. One would imagine that Talisman would be interested in the purchase of PMG, if/when Petrobank decides or is forced to sell the controlling stake.