Vært nyhetstørke og lite oppdatering fra selskapet, håper på noe snart ja 
Hadde vært fint med oppdatering fra Jordan
Questerre er spennende case
As a shareholder, I am also very unsatisfied with the share price after more than 10 years since our discovery in Quebec. But I still believe in the potential of the Quebec assets and our plan to move this forward, despite the government actions.
We have made a significant investment in the Company assets. We have raised approximately C$350 million in equity capital since we went public on the Oslo Stock Exchange. This entire amount including over C$100 million in cash flow generated from our producing assets or C$450 million in total has been invested in our assets. Where has the money gone? We have created reserves in the Montney and Alberta with a NPV-10% of approx. $220 million. We also made a discovery in Quebec that could be worth several billion dollars.
What is the path forward in Quebec? We believe it is narrow but clear. Quebec wants a new way of developing oil and gas. From the focus on reducing emissions, the rest of the world does too. I think some of this is behind the name change of Statoil to Equinor, the investments by BP into renewables, etc. Some call this ‘green washing’ but the reality in Quebec is we could actually make this happen with our Clean Tech Energy project. By using hydroelectricity (much like operators on the NCS are now doing), we can power drilling rigs, frack equipment and reduce emissions significantly to almost zero.
In addition to the environmental concerns, we must also show how this can benefit the province and local communities. With over 20 Tcf (or 4 billion boe) the development of this project will create thousands of jobs and add over $100 million in GDP annually. Locally, we plan to share 3% of the profits from the project with towns and communities. This combined with our new environmental approach will be key to moving forward in Quebec.
Regarding the lawsuit in Quebec, our preference is to find a way to move forward. The lawsuit is a last resort and only something we will pursue if the government does not demonstrate its willingness to move forward. Since we are working with the government on our clean tech energy plan, we have suspended the lawsuit for now.
Jordan is a very early stage project but high potential. We have made a small investment here and believe the risk reward profile is attractive. In the current stages we are doing a lot of engineering work at relatively low cost to make sure the project has the best returns and can attract the billions of capital needed for development. Why do we believe this project could be developed ?
There is currently a $2 billion oil shale project underway in Jordan that could produce up to 15% of the country’s energy needs (http://www.jordantimes.com/news/local/oil-shale-power-station-generate-15-jordans-electricity-needs-next-may)
Our project has the potential to supply 100% of the country’s oil needs for decades. So while it is risky, it is very early stage, requires very little capital now and has very large upside.
Please do not hesitate to contact me with any further questions or comments.
Jason
Bare de ikke kjøper QEC.
ExxonMobil selger seg ut for å satse på skiferolje
https://www.marketexpert24.com/2019/09/09/oil-shale-market-report-enhancement-by-2026-with-latest-te…* ](https://finansavisen.no/forum/thread/46367/view#)
The Top Key Players Are:
Exxon Mobil Corporation, Global Oil Shale Group Limited, Queensland Energy Resources Ltd, Questerre Energy Corporation, Jordan Oil Shale Company B.V, Fushun Mining Group Co., Ltd., Chevron Corporation, BNK Petroleum Inc., Eesti Energia AS and Red Leaf Resources Inc
Er ikke mange som skjønner verdiene her…
Løsner Quebec også nå, sammen med full triple stick pack i Montney ( en vertikal m/horisontaler ut i upper-, mid.- og Lower Montney ) kan Binnion endelig høste fortjente resultater etter mange års jobb og pågangsmot.
Lykke til.
Ser at både QEC og Red Leaf blir nevnt
September 2019 corporate presentation
QUESTERRE: SB1M oppgraderer aksjen fra nøytral til kjøp med uendret kursmål NOK 4.
https://preview.mailerlite.com/o6t2m1
Montney og Utica Quebec arealene til Questerre - hvor store er de reelle ressursene?
US - Utdrag
The estimated US gas resource base increased to a record 3,374 tcf at the end of 2018, 20% more than 2 years earlier, which represents the largest 2-year increase in the assessment’s 54-year history, the Potential Gas Committee (PGC) at the Colorado School of Mines (CSM) and the American Gas Association jointly announced on Sept. 11.
——
It said the largest volumetric gains (264 tcf, or 25%) were reported in the Atlantic area, mainly from increased new drilling and production results from the Marcellus and Utica shale plays in the Appalachian basin. Changes arose primarily from evaluation of recent drilling, well test, and production results from the Marcellus and Utica plays in the Appalachian basin.
QEC - Energy analysts at the Global Business
Good article
"
warn of lost opportunities for Canada’s oil and gas producers
BANFF, Alta. — Energy analysts at the Global Business Forum in Banff, Alta.
32 minutes ago By: Canadian Press"
Skal man kaste seg etter her nå da ? Rykker greit i qec å lite til salgs oppover
I dag kl 15:20276
Financial advisor & Repsol deal:
We expect to have an update on this process later this fall. This should be around the same time as the Repsol deal is scheduled to close. The only conditions to closing are the government consenting to the transfer of the licenses from Repsol to Questerre. This involves the setup of monitoring committees, placing of deposits etc.
Progress Clean tech
We are working with Schlumberger and other partners to do this work. Once complete we will submit to the government for their approval.
We plan to use existing equipment e.g. drilling rigs and packages to electrify the rigs, modern completion equipment powered by electricity instead of diesel, etc. where possible to reduce the lead times for delivery.
At the same time, work to build the clean tech coalition. These are members of society that will support the clean tech approach and build social acceptability. This will also include getting the towns supporting development (we have been making good progress on this front.) We are hoping this fall we will see some very tangible progress on local support for our project!
Som dere kan lese, senest i Q2 rapporten, er Montney prøve kanin for nye teknologien. De kan allerede nå vise til mye mindre vannforbruk enn tidligere. De er veldig optimistiske og nesten for selvsikre at dette skal de lykkes med!
Liten oppfrisker før vi tar helg, tatt fra SB1M sin kommentar 29.03.2019
Resource report next trigger? We expect the company to publish an updated resource report for its
Lowlands acreage after the Repsol deal is closed. We believe that potentially could be an important share
price trigger.
Hele analysen for de som vil lese litt:
Questerre has entered a deal with the Ministry of Justice in Quebec that dramatically increases the probability for a commercial development of its lowlands acreage. It is hard to assess the precise value of the deal with the Ministry of Justice. However, there is no doubt that the deal derisks the Lowlands project. Assuming a derisking of the resources from 15% to 50% and derisking of exploration upside from 5% to 20% probability, our SOTP valuation increase by NOK 3.8/share (or close to 130% of the current share price). We guess share price up 20-40% today. We see upside potential to our NOK 5/share target price.
• Constructive deal with Ministry of Environment: In the MDA sector of Questerre’s annual report released last night, there was one very interesting piece of information: At the request of the Ministry of Justice, Questerre has agreed to temporarily defer the planned judicial review hearing. To address concerns about the potential environmental impacts of development, Questerre has recently submitted for review by the Ministry of Environment a conceptual engineering plan to test its Clean Tech Energy pilot program (includes electrification of operations, reuse of water and other initiatives). According to our understanding, this will significantly increase the probability for a commercial development of the lowlands project. If the progress continues, we expect Questerre to resume drilling in the Lowlands in late 2020 or early 2021.
• Option on legal case still alive: In the event of no progress on the Lowlands development and/or a new fracking ban, the option on legal case is still alive. In such a case, Questerre will claim compensation for historical costs and lost NPV from the project.
• Significant positive valuation impacts: It is hard to assess the precise value of the deal with the Ministry of Justice. However, there is no doubt that the deal derisks the Lowlands project. We have currently included the project at NOK 1.5/share in our SOTP. Assuming a derisking of the resources from 15% to 50% and derisking of exploration upside from 5% to 20% probability, our SOTP valuation increase by NOK 3.8/share (or close to 130% of the current share price).
• Resource report next trigger? We expect the company to publish an updated resource report for its Lowlands acreage after the Repsol deal is closed. We believe that potentially could be an important share price trigger.
I dag kl 15:56210
Noen som husker Blue sky scenarioet til First Securities( Swedbank idag) for 9 år siden?
Compelling frontier shale gas play
We re-initiate coverage on Questerre Energy Corp (QEC NO) with a Buy recommendation
and target price NOK 23 per share.
• The Utica play appears to be one of the most promising emerging shale plays in North
America, and Questerre should be located in the sweet spot.
• The upside from today’s share price is tremendous, with a blue-sky potential NAV/share of
NOK 170.
Best case – NAV of NOK 170/share
Pinpointing the value of Questerre’s Utica shale assets is impossible, as the shale still is in
an early stage of development and there are still larger uncertainties surrounding several
important valuation input parameters.
It is however not difficult to see that the upside potential is huge in a best case scenario.
Expected recovery rates for the more established shale plays are in the core areas between 20 and 40%, and 10-20% is regarded as a good initial estimate of what can be expected from a new shale play. If we value the Utica acreage using a 20% recovery and a
best case estimate of 150 bcf/section of gas-in-place in the Utica, we reach an unrisked
NAV of NOK 170 per share (without applying any value to other horizons in Quebec,
Lorraine and Trenton-Black-River).
I dag kl 15:56206
Etter Repsol dealen kommer selskapet til å eie rundt 1 mill net acres
Top 20 Shareholders
Top 20 Shareholders as of October 7, 2019
1 – Nordnet Bank AB (Nominee)
24,329,261
2 – UBS AG (Nominee)
19,234,457
3 – Michael Binnion
15,961,974
4 – Mandatum Life Insurance Company
11,433,421
5 – Six Sis AG (Nominee)
10,497,902
6 – Danske Bank A/S (Nominee)
9,915,883
7 – Nordnet Livsforsikring AS
8,160,273
8 – UBS Switzerland AG (Nominee)
8,159,755
9 – Veslik AS
6,933,000
10 – Nordea Bank AB (Nominee)
6,498,558
11 – Klotind AS
6,234,656
12 – Business Concentric Group AS
5,200,000
13 – First Generator
4,321,124
14 – Bank of New York (Nominee)
4,115,568
15 – Verdipapirfondet First Globalt
3,689,258
16 – Jason D’Silva
3,170,640
17 – Nordea Bank ABP (Nominee)
2,920,946
18 – Avanza Bank AB (Nominee)
2,768,857
19 – Zaim
2,690,750
20 – Nygard
2,420,000
Total
158,656,283
Valget nærmer seg! 21.10.
NÅ starter oppturen! Rt 1,59kr
Valget er 21.oktober.
Folk begynner å kjøpe
Jordan er på overtid, bør komme nyheter snarest
Stor tro på at resurs oppdatering vil være svært positiv.
Fra sent 2019 / tidlig 2020 vil QEC få 50% av brønnene som blir boret. 50/50 deling med partner
Økt produksjon
Pilot prosjekt
Verdiene begynner å komme frem i lyset!
RT: 1,601 kr og 8,47% opp.
High risk, som alle aksjer er.
Jeg ser kurs på 4-5 kr i 2020 ( om verden ikke krasjer)