Share Porfolio 2010 - Energy

Lexus1976

Oil and Gas Stocks

Petroceltic
http://www.petroceltic.ie/content/

Gulf Keystone
http://www.gulfkeystone.com/

Aminex
http://www.aminex-plc.com/

Petroneft
http://petroneft.com/

Fortune Oil
http://www.fortune-oil.com/en_us/index.htm


Uranium Stocks

Cameco Corp
http://www.cameco.com/

Kalahari Minerals
http://www.kalahari-minerals.com/

Niger Uranium
http://www.niger-uranium.com/

Vane Minerals
http://www.vaneminerals.com/

Paladin Resources
http://www.paladinresources.com.au/


Funds

Quinn Investments - Clean Energy
http://www.quinn-life.com/freewayfunds/cleanenergy_freeway.html

Will provide and update in 6 months time

djtechnics1210

how much would people need to invest in the quinn one

Lexus1976

You can invest a certain amount every month and through in a lump sum. So it really depends on how much you can afford.

Ask them to send you out a brochure.

Daragh101

wat do you make of vog.l as an investment....
I currently hold this share!

Lexus1976

Daragh101 wrote: »

wat do you make of vog.l as an investment....
I currently hold this share!

I was looking at these earlier in the year. The Bramlin acquisition was a good call for their cash flow. Plus with its stratigic location servicing Cameroon this is a good long term investment. It has on going projects in Russia which could have a lot of potential. Best of luck with it.

Lexus1976

My final selection for 2010. I've added todays prices so that the falls and rises can be measured. I admit this is a very risky portfolio but i'm confident that it will bring in high returns for 2010.


Oil and Gas Stocks

Petroceltic £0.147
http://www.petroceltic.ie/content/

Gulf Keystone £0.928
http://www.gulfkeystone.com/

Aminex £0.094
http://www.aminex-plc.com/

Petroneft £0.197
http://petroneft.com/

Desire Petrol £0.90p
http://www.desireplc.co.uk/


Uranium Stocks

Kalahari Minerals £1.747
http://www.kalahari-minerals.com/

Niger Uranium £0.306p
http://www.niger-uranium.com/

Vane Minerals £0.042p
http://www.vaneminerals.com/




Funds

Quinn Investments - Clean Energy €0.53
http://www.quinn-life.com/freewayfun...y_freeway.html


Best of luck for the New Year



4 other investments I will be considering for 2010

Fortune Oil (FTO)
Polo Resources (PRL)
Greiger Counter Uranium Fund (GLS)
WNA Globel Nuclear Energy Fund (NUKE)

ranger4

PCi should give possitive news with their 3rd well on the Ain Tsila ridge withinn the next few weeks and if markets take on board possitive news we could see some very decent upside with sp.

lucky-colm

why are you buying on the lse or does this make any difference, the reason i ask is that i bought 4500 pci earlier this year but bought them in irish stock exchange.

Lexus1976

lucky-colm wrote: »

why are you buying on the lse or does this make any difference, the reason i ask is that i bought 4500 pci earlier this year but bought them in irish stock exchange.

Hi Colm,

I bought them on the ISE but I'am quoting them in sterling for my own convenience, as most of my shares were purchased on the LSE.

Lexus1976

ranger4 wrote: »

PCi should give possitive news with their 3rd well on the Ain Tsila ridge withinn the next few weeks and if markets take on board possitive news we could see some very decent upside with sp.

Keeping a very close eye on this share, it could be my star performing equity

eclectichoney

Lexus1976 wrote: »

Keeping a very close eye on this share, it could be my star performing equity

AGree - I've had a wee bit of PCI for a couple of years now and only wish I had bought more lol!

Thinking of going for Petroneft as well, as I think it could be a big year for them - still making up my mind!

pjproby

Interesting review here of an oil exploration company called Salamander Energy
review from last Saturday's Daily Telegraph-Questor column-link will not work


Salamander Energy
296.8p
A mid-tier oil exploration and production group's shares can rise irrespective of what is happening to global GDP, as drilling success means that projects are "de-risked" as progress is made on each individual well. The production aspect is important because it also means the business has cash coming through the door.
Newsflow from Salamander Energy, an oil and gas group drilling in south-east Asia, will be very strong this year.
The company is drilling 12 wells over the course of 2010, but it also has cash flow as it is producing oil. Daily production is expected to increase to 19,000 barrels of oil equivalent from the current 14,000. Note the group increased production by 57pc in the first half of 2009.
Analysts believe that increased production should almost double cash flow over the next 12 months. The company is also fully funded through its drilling schedule, so there are unlikely to be any dilutive placings to fund the programme.
This investment is not without risk – the share price performance next year is highly dependent on drilling success. If there are failures, the share price will fall.
Earlier this week the company released disappointing results from a gas well it was drilling in Thailand, but this is par for the course with exploration companies. The company is also currently loss-making at the pre-tax level.
However, there is a great deal of diversity in its drilling programme, with the group targeting different countries, basin types and sizes of field. This diversity means that should any individual well prove disappointing, there are plenty of targets left.

Lexus1976

pjproby wrote: »

Interesting review here of an oil exploration company called Salamander Energy
review from last Saturday's Daily Telegraph-Questor column-link will not work


Salamander Energy
296.8p
A mid-tier oil exploration and production group's shares can rise irrespective of what is happening to global GDP, as drilling success means that projects are "de-risked" as progress is made on each individual well. The production aspect is important because it also means the business has cash coming through the door.
Newsflow from Salamander Energy, an oil and gas group drilling in south-east Asia, will be very strong this year.
The company is drilling 12 wells over the course of 2010, but it also has cash flow as it is producing oil. Daily production is expected to increase to 19,000 barrels of oil equivalent from the current 14,000. Note the group increased production by 57pc in the first half of 2009.
Analysts believe that increased production should almost double cash flow over the next 12 months. The company is also fully funded through its drilling schedule, so there are unlikely to be any dilutive placings to fund the programme.
This investment is not without risk – the share price performance next year is highly dependent on drilling success. If there are failures, the share price will fall.
Earlier this week the company released disappointing results from a gas well it was drilling in Thailand, but this is par for the course with exploration companies. The company is also currently loss-making at the pre-tax level.
However, there is a great deal of diversity in its drilling programme, with the group targeting different countries, basin types and sizes of field. This diversity means that should any individual well prove disappointing, there are plenty of targets left.

I like this company, but it did'nt make it into my final oil and gas picks. The partnership between Serica and Salamander has de risked its portfolio. While retaining a strong partner and reducing its financial exposure it looks a wise stragey as Salamender enters a very busy drilling period. Its share prices has great potential. Best of luck with it.

Lexus1976

eclectichoney wrote: »

AGree - I've had a wee bit of PCI for a couple of years now and only wish I had bought more lol!

Thinking of going for Petroneft as well, as I think it could be a big year for them - still making up my mind!

Petroneft is my Southeastern Europe oil play. Read these acticles, it might be of interest.

http://www.irishtimes.com/newspaper/breaking/2009/1218/breaking10.htm

http://www.manchestereveningnews.co.uk/news/business/s/1188261_our_tipsters_share_their_predictions

Lexus1976

Lexus1976 wrote: »

My final selection for 2010. I've added todays prices so that the falls and rises can be measured. I admit this is a very risky portfolio but i'm confident that it will bring in high returns for 2010.


Oil and Gas Stocks

Petroceltic £0.147
http://www.petroceltic.ie/content/

Gulf Keystone £0.928
http://www.gulfkeystone.com/

Aminex £0.094
http://www.aminex-plc.com/

Petroneft £0.197
http://petroneft.com/

Desire Petrol £0.90p
http://www.desireplc.co.uk/


Uranium Stocks

Kalahari Minerals £1.747
http://www.kalahari-minerals.com/

Niger Uranium £0.306p
http://www.niger-uranium.com/

Vane Minerals £0.042p
http://www.vaneminerals.com/




Funds

Quinn Investments - Clean Energy €0.53
http://www.quinn-life.com/freewayfun...y_freeway.html


Best of luck for the New Year



4 other investments I will be considering for 2010

Fortune Oil (FTO)
Polo Resources (PRL)
Greiger Counter Uranium Fund (GLS)
WNA Globel Nuclear Energy Fund (NUKE)

New addition to my portfolio


ETFX WNA Global Nuclear Energy Fund (NUKE) Price 30.31

http://www.etfsecurities.com/fund/etfs_fund_nuclear_energy_en.asp

Speculator

Lexus here, long story had to set up a new account. God I have to start all over again, cant believe i'm on my first post again!

displaced dub

Hi Speculator

are you sure your not some mad hacker from outerspace pretending to be a 1976 lexus??!!!

seriously lexus i just pissed myself laughing that you are back to post 1:D:D:D:D

Was lexus 1977 or 1975 not available??:D:D:D

Speculator

displaced dub wrote: »

Hi Speculator

are you sure your not some mad hacker from outerspace pretending to be a 1976 lexus??!!!

seriously lexus i just pissed myself laughing that you are back to post 1:D:D:D:D

Was lexus 1977 or 1975 not available??:D:D:D

No I'm done with the lexus, the engine fell out of it 15 years ago. Time to move on.

displaced dub

what about toyota1976???:D:D:D:D

Speculator

displaced dub wrote: »

what about toyota1976???:D:D:D:D

Its looking that way alright considering how the markets have been behaving this week.

david....

Lexus1976 wrote: »

Oil and Gas Stocks

Petroceltic
http://www.petroceltic.ie/content/

Gulf Keystone
http://www.gulfkeystone.com/

Aminex
http://www.aminex-plc.com/

Petroneft
http://petroneft.com/

Fortune Oil
http://www.fortune-oil.com/en_us/index.htm


Uranium Stocks

Cameco Corp
http://www.cameco.com/

Kalahari Minerals
http://www.kalahari-minerals.com/

Niger Uranium
http://www.niger-uranium.com/

Vane Minerals
http://www.vaneminerals.com/

Paladin Resources
http://www.paladinresources.com.au/


Funds

Quinn Investments - Clean Energy
http://www.quinn-life.com/freewayfunds/cleanenergy_freeway.html

Will provide and update in 6 months time

what do you think is the best irish stock to invest in because im thinking of petroceltic ???:D

Speculator

Update: portfolio gains and losses since January 2010

Petroceltic £0.147 £0.135 Down (8.16%)

Gulf Keystone £0.928 £0.835 Down (10.02%)


Aminex £0.094 £0.15 Up (47.61%)

Petroneft £0.197 £0.24 Up (21.83%)

Desire Petrol £0.90p £1.085 Up (20.56%)



Kalahari Minerals £1.747 £1.84 Up (5.32%)


Niger Uranium £0.306p current price £0.195 despite the share price being down I'm up approx 30% as there was a special dividend of £0.204 paid out per share this plus the current share price is £0.399. Therefore I have a 30% gain!! Up (30.1%)


Vane Minerals £0.042p £0.440 Up (4.76%)



Quinn Investments - Clean Energy €0.53 €0.467 Down (11%)



Nuclear Energy Fund(NUKE) Price 30.31 $29.00 Down (4.32%)




Energy portfolio up +8.24%

Speculator

November 2010

Petroceltic £0.147 Down (11.56%)

Gulf Keystone £0.928 Up (106.36%)

Aminex £0.094 Down (16.91%)

Petroneft £0.197 Up (166.50%)

Desire Petrol £0.90p Up (19.17%)

Kalahari Minerals £1.747 Up (5.32%)

Niger Uranium £0.306p current price £0.195 despite the share price being down I'm up approx 30% as there was a special dividend of £0.204 paid out per share this plus the current share price is £0.399. Therefore I have a 30% gain!!

As of May 2010 this share took a nose dive down to £0.0511 as there was a special dividend paid (9.63 KAH shares for every 100 URU shares) Current value of KAH shares £187.75. So with the adjustment the value of this investment is now up approx up 34% Up (34%)

Vane Minerals £0.042p Down (30.95%)

Quinn Investments - Clean Energy €0.53 Down (20%)

Nuclear Energy Fund(NUKE) Price 30.31 Up (4.12%)




Energy portfolio up +34.98%

Speculator

Final result

Best performing share Petroneft 244.67% Gain

Worst performing share Desire 33.06% Loss

Over all I've made a gain of 48.83%, I dont have the time to add the individual losses and gains but will do it when I have time.

Merry Christmas!!!!

Mr_Roger_Bongos

Nicely done!