Opportunities in smallcaps header image 2

InterOil from the boards 9, March 18

March 18th, 2009 · 4 Comments

Interesting news out today, it set off a frenzy on the boards..

  1. The news: IOC hires Paribas and ABN-Amro to do deals
  2. And some interesting observations
  3. Who will be interested in IOC’s assets?
  4. Mulacek interview says output of liquids targeted for next year
  5. An engineer (petrengr) pondering over the upcoming DSTs
  6. Map of IOC and OilSearch pipelines
  7. Engineering riddles, stay tuned..

The plot thickens. The news stream over the following weeks and months looks like being considerable. There obviously is interest, a resource of this magnitude, and especially deliverability, doesn’t come that often, even less so in a country which doesn’t nationalize it, so oil majors will be interested for one.

These also have cash enough, and need to replace their own falling reserves. Asian utilities are the other obvious candidate for a deal. These take 25-30 year investment horizons and are currently profiting from low energy prices to lock in long-term supplies, which are a matter of national security.

Tags: IOC · The best from the boards

4 responses so far ↓

  • 1 Janine // Mar 18, 2009 at 3:12 am

    Update on reserves: Elk year end #’s 2-4 T. 2008 year end #’s with fiscal numbers. Antelope 5-6t maybe with 2008 results or just after. Perfect storm brewing!!!!!!!!!!!!!

  • 2 Jim Tate // Mar 18, 2009 at 3:12 am

    Nice job again ..

  • 3 admin // Mar 18, 2009 at 5:08 am

    We would settle for that, Janine!

  • 4 JoEllen // Mar 18, 2009 at 3:45 pm

    Superb work in keeping me updated.