WE BELIEVE THAT ALL THREE OF THESE INVESTMENT OPPS. HAVE HUGE UPSIDE POTENTIAL DURING THE NEXT 6 TO 18 MONTHS. WE ARE EXTREMELY BULLISH TOWARD ALL THREE
URAL ENERGY ( UEN.L). THIS JUNIOR RUSSIAN EMERGING OIL PRODUCER IS GOING TO FLY AS PROJECTED OIL PRODUCTION INCREASES DURING THE NEXT 12 TO 24 MONTHS
Apr 06, 2007 Urals Energy (UEN.L trades on the London
AIM @ 415 pence or $8.30.
The company is a leading independent
exploration and production company with
operations in Russian , primarily in Eastern
Siberia.
The company's IPO was during Aug 2005
and production was around 5000 bopd. At
the end of Sept 2006 production was
ramped up to 10,000 bopd - at present
Jan
2007 production was 11,600 bopd.
According to the company production by
the 3rd Q of 2007 will equal 15,000 bopd
and 19,000 bopd by Dec 2007. During the
2nd half of 2006 UEN.L completed 9
producing wells.
The company believes that by end of 2011
production will reach 50,000
bopd.
During early 2007 the company completed
a $130 million funding provided by
Goldman Sachs International . This funding
will be used to develop the Dulisma
field.
The Russian Government has also granted
the company a $300 million tax credit.
Total Capex for 2007 is $90 million.
During 2007 UEN.L will drill 22
developmental wells and at least one high-
impact exploration well ( spud in April
2007)
At present 121 million shares outstanding-
free float equals around 65 million
shares.
Asset Base: 10 oil fields with 2P reserves
of 226 million barrels..100% ownership
and control.
High growth potential: production target of
50,000 bopd by 2011.
Exploration upside of 943 million barrels
resource potential.
Growing pipeline of M&A opps. 8 deals in
18 months.
Management: Russian US management
team.
Proven track record: Acquired 226 million
barrels for $1.44/barrel.
Note: Estimated Gross sales price for
207- $50.60/bbl yielding EBITDA of
$19.53/bbl
We anticipate year-end results for 2006
during the next few weeks and assume
very positive results and updated guidance
from the company for 2007 and
beyond.
We continue to score high marks
concerning Oil and Gas stock picks in
Russia and Kazakhstan. We
recommended CHAR.OB $2.00 and was
bought out by Lukoil @$5.80 ( legal
solution still pending for more money from
Lukoil). We recently recommended
Imperial Energy IEC.L@ 650 pence in
November of 2006 ( $13.00 US) currently
trading @ 1500 pence or around
$30.00US. WE had recommended Lukoil
and other Russian Oils during 1998 and
again 2002 and secured large profits.
We believe that UEN.L is going to be a
huge winner short and longer term. During
the next few years UEN.L has the potential
to increase to $40.00/sh in our opinion if
management continues to deliver. It is
also possible that a much larger company
will take them out sooner than later.
Regardless, UEN.L must be bought @
current prices! We rate UEN.L with the
most Bullish Recommendation that one
can place upon an investment!!!
Please visit the company's website and
review all filings and presentations!
www.uralsenergy.com
Management note:
" We have made significant progress at
Dulisma, which is a key asset. Financing
for the project been secured, a ten year
production tax holiday has been granted
officially and our field development plan
has been approved by the Russian Gov.
Progress across all its areas of operation
with an intensive development, drilling
exploration program underway this year."
If you only buy one more stock this year -
UEN.L is our pick of picks!
We intend to monitor UEN.L for % gain
performance.
Note: Make sure that you review the Oct 06
company presentation- very Bullish
scenario!
PHONE SERVICE INVESTORS
INFORMED ON APRIL 3 2007 TOBUY
UEN.L @ $8.30 OR 415 PENCE. IF YOU
WANT THE BEST PRICE ON THE
RECOMMENDED STOCKS YOU MUST
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Cheap International Oils must be bought! BMB Munai ( KAZ- AMEX listed - $5.30/sh)
BMB MUNAI ( KAZ- AMEX LISTED)
CURRENT PRICE $5.30SH.
The company's purpose is to acquire and
develop oil and gas fields in the Republic
of Kazakhstan. KAZ is a developmental
stage company.
website: www.bmbmunai.com
Note: recent presentation should be read!
shares outstanding- 43 million
cash on hand Dec 31, 2006- $21.5 million
>
assets- $139 million- debt- $17 million-net
asset value $122 million- bk around
$2.84
As of Dec 06 KAZ has spent $77 million
on
exploration and development
At present KAZ still drilling wells in area of
Kazakhstan in order to secure large parcel
of oil rich acreage .
Reserves from Emir,Dolinne and Aksaz
which includes P1,P2 &P3 types of
reserves total 189,696,000 BOE
Reserves Growth Potential from Triassic
and Jurassic formations from extended
territory including gas- total 199,000,000
BOE
The quality of Oil is extremely high--Density
799.5 vs 832.3 for Brent- API Degrees 48*
vs 38* for Brent- Sulfur .031 vs .39 for
Brent.
Netback- based upon $55 oil
price/barrel=$39.03- under export Quota.
52 week H & L--$4.50--10.65
fiscal year/end--March 31st
Lifting cost/boe--$2.27
Average Capex/well $7.5 million
Cmpy not paying Export Rent Tax (33%)
Domestic price/barrel $28.50
Export Price/barrel--tied to Brent
KAZ- prepare for transition o commercial
production by July 2009.
We believe that KAZ is a very cheap
developmental oil and gas cmpy doing biz
in the HOTTEST area in the word for
drilling and hitting large wells with high
quality oil!
This company has management,huge
reserve potential,little debt, ample cash
and growing production. As this company
expands upon its developing fields rev and
earnings will grow rapidly. We also
believe that KAZ will most likely be taken
out once the company is more well defined!
Buying KAZ @ current level is almost like
buying a call on energy for the future. When
one considers the market cap and
comparing it to the reserves- IT IS EASY
TO SEE WHY KAZ IS A VERY CHEAP
OIL AND GAS PLAY IN THE HOTTEST
DRILLING AREA IN THE WORLD!
We like KAZ and own it! We intend to
monitor a position of kaz in our portfolio for
% gain performance.
CURRENT URANIUM PLAYS
symbol featured current status
emc.to US5.60 US13.35 B
stm.v US2.30 US4.25 B
ure.to US1.95 US4.53 B
mzu.v cdn.50 cdn.80 B
mzu.wt.v cdn.15 cdn.31 B
TWO ADDITIONAL URANIUM PLAYS
WITH A GOLD KICKER!
WE ARE NOW RECOMMENDING FIRST
URANIUM (FIU.TO @ 12.45 CDN ) &
WITWATERSRAND CONSOLIDATED
(WIWTY.PK @ $14.45)
WIWTY.PK US14.45 BUY
FIU.TO CDN 12.45 BUY
WWW.WITSGOLD.COM
WWW.FIRSTURANIUM.COM
Learn more...
WITWATERSRAND CONSOLIDATED ( WIWTY.PK- $14.45
FOR SHORT- WITSGOLD (WIWTY.PK) IS
A VERY INTERESTING PLAY ON THE
PRICE OF GOLD AND URANIUM!
BR>
THE COMPANY CONTROLS PROPERTY
IN THE WORLD'S PREMIER GOLD
PROVINCE - THE WITWATERSRAND
BASIN HAS PRODUCED 35% OF THE
WORLD'S GOLD PRODUCTION AND 9%
OF WORLD'S URANIUM
PRODUCTION.
WIWTY.PK- HOLDS 160 MILLION OZ. OF
GOLD ( INFERRED RESOURCES)
BR>
WIWTY.PK HOLDS 136 MILLION
POUNDS of uranium ( INFERRED
RESOURCES).
AT PRESENT THE COMPANY'S STOCK
ALSO TRADES ON THE JSE
(johannesburg exchange- symbol
WGR
shares outstanding 25.6 million
According to management -cmpy plans to
list on major exchange within months. We
also assume that Secondary funding will
occur, which will allow company to improve
resource definition. We would not be
surprised if the cmpy gets bought out
sooner than later ! ( recall we
recommended African Platinum @ .45
about 9-12 months ago and recently
Impala has made a tender offer $1.07)
When you consider that each share is
worth 6 oz's of gold and 5 lbs of Uranium(
inferred resource) and the current price of
the common is only $14.45-- smart
investors should take a serious look-see!
BUYING SHARES IN WIWTY.PK IS LIKE
BUYING A LONG TERM CALL ON THE
METALS! IN OUR OPINION, RISK IS
LIMITED TO THE PRICE OF THE
METALS--WE DON'T SEE MUCH
DOWNSIDE ON GOLD- MAYBE $100.00
EITHER WAY, BUT WE SEE
CONTINUED UPSIDE POTENTIAL ON
URANIUM ( CURRENT SPOT $95/PD)
WE ARE HEARING THAT URANIUM
SPOT ON MONDAY OR TUESDAY
(APRIL 9TH OR 10TH WILL BE SET
BETWEEN $105.00 AND $113.00/PD)-
SUPER BULLISH FOR ALL URANIUM
STOCKS--PRICES WILL CAUSE
INDUSTRY CONSOLIDATION --
COMPANY'S WILL START MAKING
TENDERS FOR CASH POOR
COMPANIES WITH TASTY ASSETS!
ACCORDING TO MANAGEMENT
WIWTY.PK HAS THE SIXTH LARGEST
GOLD RESOURCE IN THE WORLD AND
THE CHEAPEST GOLD IN THE
GROUND BY COMPARISON WITH GOLD
RESOURCE-ONLY
COMPANIES.
Please visit the website and review all
materials.
For a gold/Uranium play that has gotten
limited notice we are very Bullish towards
its growth potential during the next few
years- if of course someone has not
gobbled it up!
WE WILL MONITOR WIWTY.PK IN
PORTFOLIO FOR % GAIN
PERFORMANCE
FIRST URANIUM ( FIU.TO --CURRENT PRICE 12.45)
Company plans on developing Uranium
and Gold projects in South Africa.
Recently raised around $210 million
cdn.
Please visit the website and review the
IPO --If you believe that the Uranium
market has a long way to go during the
next few years you will want to own some
of this issue!
THE SUPPLY APPEAR SUPER TIGHT
AND WILL CONTINUE TO PRESSURE
THE SPOT PRICE DRAMATICALLY. IF
WE GET ANY OTHER SUPPLY
DISRUPTION IT WILL ONLY ADD TO THE
ROCKET SHIP MOVE THAT WE ARE
EXPERIENCING!!
WE WILL MONITOR FIU.TO IN OUR
PORTFOLIO FOR % GAIN
PERFORMANCE.
We may buy, sell and/or hold any listed
investment within this email alert. We
currently hold 5500 kaz, 4000 uen.l , 1000
fiu.to and 1000 wiwty.pk
FOR INFORMATION ABOUT OUR
SUPER FAST PERSONAL PHONE
SERVICE- WHERE WE CALL YOU
BEFORE THE HERD HEARS CALL US
@949 922 9986--- YEAR PHONE
SERVICE $800/YR
