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[公司专区] 1201 SUMATEC 幸馬泰資源

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发表于 2013-11-24 06:04 | 显示全部楼层
bought 200 lot at 0.30 , monday target price 0.40

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发表于 2013-11-24 09:35 | 显示全部楼层
Good Luck, BlueSystem~
i hope it would continue as well

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发表于 2013-11-24 19:44 | 显示全部楼层
TAN Sri Halim Saad's Markmore Energy (Labuan) Ltd has received a RM300 million credit facility from Exim Bank of Malaysia Bhd to help fund the purchase of an oil and gas asset in Kazakhstan.

Exim Bank's role is to promote reverse investments and facilitate the entry of Malaysian firms into new markets.

The bank was formed in 1985 and is fully owned by the Minister of Finance Inc.

Financial advisers to the former star of corporate Malaysia said Halim is looking at two alternatives for his second major Kazakhstan deal in less than 15 months.

Halim regained some of his glitter this year, following the bullish performance by Sumatec Resources Bhd on the stock market.

In August last year, Sumatec inked an agreement with Markmore for a product-sharing contract at Kazakhstan's Shelly oil field .

The contract, which will end on August 25 2025, was used as the cornerstone for a restructuring plan to save the then-cash-strapped Sumatec from being delisted from the stock exchange.

In return, Halim, who once helmed Renong Bhd, got control of more than 25 per cent of the company, and subsequently Sumatec made a cash call and placement plan, which could bring in as much as RM460 million to the company.

The exercise, which is almost completed, will see Sumatec reducing its par value by 50 per cent, resulting in its paid-up capital base rising from RM37.5 million to RM75.02 million.

Markmore's second oil field is in the same region as the first one, and according to Halim's financial advisers, the tycoon will leave it until the last minute before deciding how to maximise the value of the asset.

Sumatec is scheduled to have its board meeting on November 21, and Halim will have to decide by then if Sumatec will be in the second Kazakhstan venture or whether he will replicate the Sumatec model on some other struggling public-listed firm.

Read more: Exim gives RM300m loan to Markmore http://www.btimes.com.my/Current ... icle/#ixzz2lYwTOdgC

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发表于 2013-11-27 15:43 | 显示全部楼层
Company Name : Sumatec Resources Berhad
Date : 26 November 2013
Source : Business Times

Sumatec Shares Get Markmore Boost


KUALA LUMPUR: Tan Sri Halim Saad’s Sumatec Resources Bhd shares saw
brisk trading yesterday on increased expectations that the tycoon’s privately-held
Markmore Sdn Bhd is on the verge of making a major announcement this month.

Some 227 million Sumatec shares exchanged hands, with buying interest helping the
stock inch up by 1.5 sen to 33 sen. It was the most actively traded counter, contributing
to more than 10 per cent of Bursa Malaysia’s total share volume of 1.74 billion.

Halim, corporate Malaysia’s tzar of the 1990s, had used his flagship Markmore to make
the unlikeliest comeback by backing Sumatec, a Practice Note 17 company that was on
the verge of being delisted.

Two years ago in November, Sumatec inked a deal with Markmore Energy (Labuan) Ltd
(MELL), a unit controlled by Markmore and whose directors are Halim and Abu Talib
Abdul Rahman. Halim holds a 99.99 per cent stake in Markmore.

Subsequently, Sumatec told the stock exchange that it had entered into a framework
agreement with MELL for the proposed award of a project by the latter’s unit,
CaspiOilGas LLP.

CaspiOilGas is the concession holder and operator of the Shelly oil field in Kazakhstan.

SRK Consulting (Australasia) Pty Ltd, a mining consultant, said in a report the Shelly oil
field has "proved plus probable" hydrocarbon reserves of 122.3 million barrels of oil
equivalent.

A banker close to the tycoon said Markmore is working round-the-clo-ck to finalise the
deal, which will lend credibility to the Kazakhstan venture.

When the Sumatec-Markmore deal became public two years ago, many had expected it
to be a short-term market play to boost the stock price.

However, Sumatec started building a small base among retail investors and raised
some RM450 million via a shareholder cash call.

"That base has snowballed. Sumatec now has a large retail following," said Mercury
Securities research head Edmund Tham.  
"With interest focused on penny stocks, Sumatec is the undisputed king of the ring at
the moment.”

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发表于 2013-11-29 19:20 | 显示全部楼层
Company Name : Sumatec Resources Berhad
Date : 29 November 2013
Source : Business Times


Markmore, Petronas In Kazakh Deal?


KUALA LUMPUR: Tan Sri Halim Saad seems to have received Petroliam Nasional
Bhd’s (Petronas) backing in his oil venture in Kazakhstan.

It is reliably learnt that Halim’s Markmore Energy (Labuan) Ltd had signed an offtake
agreement with Petronas for the planned sale and purchase of “methonal”.

The national oil corporation’s listed unit, Petronas Chemical Bhd, had agreed to
purchase the methonal at a small discount to the prevailing market price.

Under the agreement, Petronas will acquire the methonal only if it conforms to the
International Methanol Producers and Consumers Association’s standards.

Documents seen by Business Times reveal a key element of the agreement also
requires Markmore to supply the methonal from Kazakhstan to any Europe’s safe port.

Markmore, which has invested more than RM300 million in the Central Asian nation,
owns the concession in Kazakhstan’s Shelly oil field, which produces some 1,000
barrels of oil per day.

There are 47 wells in the oilfield but only five are operational, previous media reports
seemed to suggest.

Getting Petronas involved in the offtake will lend credibility to the public-listed company.

Halim is currently using Sumatec Resources Bhd, which was on the local stock
exchange’s delisting list, as his vehicle 12 years after the empire he had built crumbled
during the 1997 Asian financial crisis.

His game plan is simple. Since Markmore has a concession that will last until 2025,
Sumatec will develop the Shelly oil field at its own cost in return for 100 per cent of net
income of the first two million barrels and 50 per cent of net income thereafter.

The exercise has helped Sumatec to raise more than RM600 million cash, increase its
stock price by sixfold over two years and enabled Halim to secure 24 per cent of
Sumatec, which, in spite of its PN17 status, is valued at more than RM800 million in the
market.
  

http://sumatec.irplc.com/mediane ... sTimes-29112013.pdf

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发表于 2013-11-29 23:07 | 显示全部楼层
Possitive or negative tis article abt...??i

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发表于 2013-11-29 23:48 | 显示全部楼层
http://www.leinvest.com/ch/14445.html#.Upi2p1DQ2ko

多数投资者看到公司跌入PN17时,就会非常恐慌,巴不得立刻将股票售出,脱离这个烂摊子。

老巴最经典的名句:“当别人恐慌时,我们要贪婪”。因为恐慌时最容易出现超卖,也就是捡便宜的时间到了。然而,捡便宜也要有技巧,要不然就变成捡破烂了。所以我们必须先了解到底什么是PN17和公司在什么情况下会掉入PN17.



PN17其实是一张警告牌,警告说该公司已经不符合某些上市条件,有可能会被踢下市。

基本来讲,有5个条件会促使一间上市公司掉入PN17。

股东权益(shareholder capital) 减少到当初发放股票(issued and paid up capital)的25%或更少和少过RM40m。(Retained Losses很高)
至少50%公司的资产被指派给别人或报销。(赔资产)
无法支付欠债利息或债务。(破产)
查帐员对近期公司财务报告提出怀疑或无法确认。(做假账)
公司丧失全部或主要业务。(出售子公司)
当一家公司跌入PN17后,公司就要交出重组计划并实行该计划。重组计划主要目的是让公司脱离PN17的条件。公司必须每个月报告公司的进度。最坏的可能性公司会面临除牌。

根据以上5个条件来看,第1,2项是因为公司长期亏损。所以我们就要去了解公司长年亏损的原因,看看公司在重组时有没有对症下药。基本上亏损的原因莫过于策略失误、浪费、竞争过强等等。我觉得因为这几项而掉入PN17的公司最应该做的事就是换掉领导层,要不然再大的改革也是换汤不换药。

第3项代表公司无法偿还债务。这并不代表公司不会赚钱。可能是债务比例方面处理得不好。如果公司可以改变债务杠杠,采用其他方式比如附加股来融资,或许可以考虑。

例子:MAEMODE 7075。

第4项简单来讲就是做假账。我觉得这个是最不需要考虑的公司。因为做生意最重要的是诚信,股市最重要的是信心。没有了信心,不管公司多么赚钱,都会被怀疑是做假账。

例子: HBGLOB 5187。

第5项其实蛮常发生,只要公司将主要业务卖给别人,就可能进入PN17。因为这个条件进入PN17的公司其实是很安全的,因为有人要买他们的公司,就证明之前他们做的不错,而且卖掉公司可以得到一笔很大笔的现金。只要公司物色到新的潜在业务,就马上可以脱离PN17,加上之前经商的经验,以后的营利可观。所以捡便宜的重心应该放在这类公司。

例子: MAA 1198。

总结:正所谓没有三两三,不要上梁山。PN17的公司如果可以脱离,是有很大的利润,但是万一除牌了,股票就很难转手了。所以在自己没有把握时,就不要轻易出手,凡事要量力而为。

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发表于 2013-12-1 20:23 | 显示全部楼层
幸馬泰值得買進?


讀者YL問:



1)本人對幸馬泰資源(SUMATEC,1201,PN17公司)這隻股票有興趣,但它是家PN17公司,請問值得買進嗎?目標價會是多少?

2)該公司有哪些大股東?

3)該公司的業務前景又會如何?我擔心如果在價錢太高時買到會虧錢。


答:1)目前幸馬泰資源正積極進行業務重組計劃,包括發新股籌資及進軍哈薩克斯坦的油氣領域,該公司預計在2014年次季脫離PN17公司行列。是否值得買進與目標價,以下一點資料供參考。

2)著名土著企業家丹斯里哈林沙轄為幸馬泰資源的大股東,持有公司的27%股權,惟一旦落實重組計劃後,料將減持至25%。由於哈林沙轄私人擁有資產,包括在哈薩克斯坦資產,所以,市場非常關注,哈林沙轄是否將為幸馬泰資源注入更多資產。

3)該公司過去5年連續虧損,並在2011年4月陷入PN17公司行列,預料該公司的業務重組計劃將在2013年11月間完成。其中包括發售附加股籌集4億5千300萬令吉的資金,即發售3億3千500萬股新股,以及附加股27億2千222萬股(10配41比例),每股售價為為17.5仙。其中6億4千200萬令吉附加股,將發售給公眾人士認購。同時,每認購4股附加股,將獲得派送1單位的憑單。

一旦完成重組計劃,該公司股本將增加至逾30億股。該公司預料截至2013年12月31日為止財政年的盈利,可達8千600萬令吉,以及2014年為6千900萬令吉。

上述融資主要供其哈薩克斯坦的油氣業務,後者石油及天然氣儲備達到3億3千100萬桶,預測首年每日產量達到2千桶,第2年則增加至6千桶,以及第3年為8千桶。

明年次季料可脫離PN17行列

該公司高層於今年6月間曾經表示,該公司未來將把焦點放在擴大資產和收入基礎,以便讓幸馬泰資源能夠在3年裡的營業額,達到10億令吉的目標。當時,預測該公司可能在2014年次季脫離PN17公司行列。

該公司在2013年7月宣佈,該公司獲准在哈薩克斯坦設立獨資子公司——幸馬泰石油與天然氣有限公司,以進行勘探、生產、營運及油氣提煉業務。根據報導,該公司於2012年與哈林沙轄擁有的2家公司簽署聯合投資合約,以便發展哈薩克斯坦雪麗油田。
(星洲日報/投資致富‧投資問診‧文:李文龍)

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发表于 2013-12-2 17:08 | 显示全部楼层
OTHERS SUMATEC RESOURCES BERHAD ("SUMATEC" OR "THE COMPANY") - UPDATE ON THE STATUS OF THE JOINT INVESTMENT AGENCY AGREEMENT AND INVESTMENT AGREEMENT
SUMATEC RESOURCES BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionSUMATEC RESOURCES BERHAD ("SUMATEC" OR "THE COMPANY")
- UPDATE ON THE STATUS OF THE JOINT INVESTMENT AGENCY AGREEMENT AND INVESTMENT AGREEMENT

Reference is made to the announcement dated 2 August 2013.

The Board of Sumatec wishes to announce that the Rakuscheknoye Oil and Gas Field Joint Operation Agreement with CaspiOilGas LLP whereby Sumatec is the designated operator, as stipulated under the Joint Investment Agency Agreement and Investment Agreement signed on 2 August
2013, is now effective.

Sumatec is currently making arrangement with contractors to mobilize the first rig to the field. The rig is expected to start operation by middle of January 2014 to commence workover operations on 11 wells.

The announcement is dated 2 December 2013.





Announcement Info
Company NameSUMATEC RESOURCES BERHAD  
Stock Name SUMATEC   
Date Announced2 Dec 2013
CategoryGeneral Announcement
Reference NoCC-131202-39377

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发表于 2013-12-2 17:27 | 显示全部楼层
PRACTICE NOTE 17 / GUIDANCE NOTE 3: MONTHLY ANNOUNCEMENT
SUMATEC RESOURCES BERHAD

TypeAnnouncement
SubjectPRACTICE NOTE 17 / GUIDANCE NOTE 3
MONTHLY ANNOUNCEMENT
DescriptionSUMATEC RESOURCES BERHAD ("SUMATEC" OR "THE COMPANY")

MONTHLY ANNOUNCEMENT ON STATUS OF PLAN TO REGULARISE CONDITION PURSUANT TO PRACTICE NOTE 17 OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD ("PN 17")


Reference is made to the Company's announcements made on 27 April 2012, 28 June 2012, 3 July 2012, 5 July 2012, 2 August 2012, 3 September 2012, 1 October 2012, 1 November 2012, 3 December 2012, 2 January 2013, 4 February 2013, 5 February 2013, 1 March 2013, 1 April 2013, 3 May 2013, 5 June 2013, 1 July 2013, 1 August 2013, 2 September 2013, 1 October 2013 and 1 November 2013.
The Company wishes to announce that there are no major developments on the status of plans to regularise the Company's financial condition other than those publicly announced.
This announcement is dated 2 December 2013.



Announcement Info
Company NameSUMATEC RESOURCES BERHAD  
Stock Name SUMATEC   
Date Announced2 Dec 2013
CategoryGeneral Announcement
Reference NoCC-131128-74D13

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发表于 2013-12-5 12:21 | 显示全部楼层
幸馬泰一度漲8.9%2013-12-05 11:01





(吉隆坡4日訊)幸馬泰資源(SUMATEC,1201,主板貿服組)預計明年初開始在Rakuscheknoye油田工作,帶動母股和旗下憑單WB在週三價量齊揚,包辦全場最熱門股前2名。

幸馬泰股價一度漲2.5仙或8.9%,至30.5仙水平,閉市掛30仙,漲2仙或7%,全天以1億3千377萬股交易量榮升全場最熱門股。

幸馬泰資源WB(SUMATEC-WB,1201WB,憑單)則以5千362萬股交投成為第二熱門股,全天漲2.5仙或11.62%。

幸馬泰週一(2日)發文告說,Caspi油氣與Rakuscheknoye油田之間的油田運作協議已開始生效,前者已提供幸馬泰在Rakuscheknoye油田進行發展和採油工作的權力,相信可在明年1月中動工。(星洲日報/財經)

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发表于 2013-12-5 14:25 | 显示全部楼层
油田将投入营运激励 幸马泰资源扬7.14%  2013-12-05 12:26



(吉隆坡4日讯)随著幸马泰资源(SUMATEC,1201,主板贸服股)宣佈旗下哈萨克Rakuscheknoye油气田,将於明年1月中开始营运後,刺激该股今日强势上扬7.14%,成为全场最热门股项。

幸马泰资源今日以28仙平盘开市,盘中上扬至30.5仙的全日最高价,闭市挂30仙,上扬2仙或7.14%,成交量1亿3377萬3900股。

该公司向马交所报备,與CaspiOilGas公司(COG)在Rakuscheknoye油气田的营运协议已正式生效,Rakuscheknoye油气田即将开始营运。

幸马泰资源去年4月與Markmore Energy(纳闽)有限公司(MELL)签署油田联合投资协议(JIA)。

COG拥有Rakuscheknoye陆上油田开发和开采石油與天然气的权利。

與哈林沙艾联营

COG是MELL独资子公司,後者是著名土著企业家丹斯里哈林沙艾持99.99%的公司。作为油田指定的营运商,幸马泰资源指出,正與承包商安排启用首个钻油台。

“该钻油台预计在2014年1月中开始操作,为11口油井开始修井作业。”

在这项联合投资协议,幸马泰资源将负责在油田进行碳氢化合物生产运作,以及完成所有的工作,直至2025年8月25日。

在协议下,该公司将把发新股和附加股、成本补偿,退还履约保证金所得4亿5500萬令吉中,支付4亿1850萬令吉予哈林沙艾。







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发表于 2013-12-10 17:39 | 显示全部楼层
OTHERS SUMATEC RESOURCES BERHAD (“SUMATEC” OR “COMPANY”) THE ENTERING INTO A GAS DEVELOPMENT & PRODUCTION AGREEMENT FOR THE RAKUSHECHNOYE OIL AND GAS FIELD, KAZAKHSTAN
SUMATEC RESOURCES BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionSUMATEC RESOURCES BERHAD (“SUMATEC” OR “COMPANY”)

THE ENTERING INTO A GAS DEVELOPMENT & PRODUCTION AGREEMENT FOR THE RAKUSHECHNOYE OIL AND GAS FIELD, KAZAKHSTAN

On behalf of the Board of Directors of Sumatec, M&A Securities Sdn Bhd wishes to announce that the Company had on 10 December 2013 entered into a Gas Development & Production Agreement with Markmore Energy (Labuan) Limited for the development of gas resources at the Rakushechnoye oil and gas field in in the Karakiyan District of the Mangistau Oblast, Kazakhstan (“Proposed Gas Development”).


Further details of the Proposed Gas Development is enclosed in the attachment attached herein.


This announcement is dated 10 December 2013.




Attachments

Sumatec - Proposed Gas Development.pdf
130 KB




Announcement Info
Company NameSUMATEC RESOURCES BERHAD  
Stock Name SUMATEC   
Date Announced10 Dec 2013
CategoryGeneral Announcement
Reference NoOS-131210-42982

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发表于 2013-12-10 21:09 | 显示全部楼层
联营採油明年赚钱 幸马泰翻身计留疑虑


(吉隆坡10日讯)幸马泰资源(SUMATEC,1201,主板贸服股)今天见记者交待哈萨克斯坦油田联营发展项目的详情,並重申公司明年將开始赚钱及脱离PN17,但幸马泰资源的「翻身大计」依然让市场留下不少疑虑。

幸马泰资源今天召开记者会宣佈,与Markmore能源(纳闽)有限公司签下一纸合作协议,在哈萨克斯坦开採一块名为Rakuschenoye的油田。公司高层表示,这项协议可以让幸马泰资源明年转亏为盈。

身为幸马泰资源大股东,目前持有25%股权的丹斯里哈林沙艾,亦出席了这场记者会。

幸马泰资源首席执行员达尔顿表示,根据合作协议,幸马泰资源將负责为Markmore公司开採一块位於哈萨克斯坦的油田,而Markmore公司在2014年至2017年將支付4500万美元(约1.44亿美元)。

达尔顿指出,幸马泰资源所开採的石油,將按每1000標准立方尺(MSCF)0.75美元价格卖回给Markmore公司。按每日120百万標准立方尺油產量计算,幸马泰资源一天可卖出9万美元的石油,全年营业额料达3285万美元。

无论如何,幸马泰资源的油田项目仍留下一些令人不解的疑问,例如Markmore不止將油田开採合约颁给幸马泰资源,同时还承担一切的开採成本,最后还自掏腰包向幸马泰资源买回自家油田所生產的石油。

另一点是,幸马泰资源目前靠单一油气项目,承担的风险较高,日后要如何永续经营也未有明確交代。

幸马泰资源今天是全场最热门股项,闭市收报0.295令吉,略起1仙或3.5%,成交量是1亿3753万3400股。
[東方日報]

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发表于 2013-12-11 11:48 | 显示全部楼层
幸馬泰物色購4油田2013-12-11 11:18





(吉隆坡10日訊)幸馬泰資源(SUMATEC,1201,主板貿服組)在收購Rakushechnoye油田後,放眼在中亞地區物色另3至4項油田資產,同時也不排除在靠近大馬的區域如印尼尋找一項油田資產。

該公司大股東丹斯里哈林沙轄在媒體匯報會上表示,公司不會只依賴Rakushechnoye油田為主要的收入來源,因此會在該區附近繼續尋找收購其他資產的機會,同時也考慮尋找岸外油田資產。

惟他也表示,公司仍會側重在發展成本較低的岸內油氣資產,主要目標為已證實的油氣田資產。

“公司擁有足夠的專業團隊續攫取附近油田的機會,但我們並不考慮從事下游業務。”

幸馬泰資源今日宣佈與大馬富豪哈林沙轄旗下公司Markmore能源(納閩)有限公司簽署合約,以參與哈薩克Rakushechnoye油氣田的開發與生產。

Markmore能源透過其獨資子公司Caspi Oil Gas公司掌控Rakushechnoye油氣田的特許經營和地下用戶權。

該油田已證實擁有1.54兆立方呎的總油氣儲備,目前所探知的蘊藏量只是探測油氣田的10%,另外的90%的範圍則有待開發和測試。

然而,在消息公佈前,今日該公司股價即領先上揚,早盤一度上揚1.5仙或5%至30仙,並以28.5仙收市,全日漲1仙;同時該股的成交量也異常活絡達1億3千753萬3千股,為全場最熱門股項。

展望明年11月脫離PN17

另一方面,幸馬泰資源首席執行員克里斯達頓表示,有信心在接下來的明年首兩個季度轉虧為盈,預計明年11月可脫離PN17行列。

他透露,該公司只要連續兩個季度獲利,即可脫離PN17行列,而該公司放眼在2014財政年獲利6千900萬令吉,主要的盈利來自Makmore能源委託發展Rakushechnoye油田的管理費用,並在2014至2017年陸續支付總額達4千500萬美元(約1億4千269萬令吉)。

“幸馬泰資源明年的前景非常正面,透過目前手中的發展計劃可讓公司在明年首季轉虧為盈,而上述的6千900萬令吉盈利目標仍未包括油氣田生產收入在內,因此盈利仍有上揚空間。”

他指出,公司將用3年時間籌備和發展Rakushechnoye油田,預計在2017年後,該油田的日產量可達120百萬標準立方呎,隨後將以每千標準立方呎75美分的價格售予Markmore能源,預計每年可貢獻幸馬泰資源3千285萬美元盈利。

“發展油田所需的資本開銷約為每千標準立方呎80美分至1美元之間,皆由Mackmore能源全數承擔。”(星洲日報/財經)

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发表于 2013-12-11 17:59 | 显示全部楼层
将摆脱PN17 幸马泰放眼明年转盈  2013-12-11 12:29



  • 陈玉宏(左起) 、克里斯道尔顿和哈林沙艾, 向媒体细谈公司前景。


(吉隆坡10日讯)幸马泰资源(SUMATEC,1201,主板贸服股)放眼2014财年转亏为盈,以及在明年成功脱离PN17公司行列。

幸马泰资源总执行长克里斯道尔顿在今日宣布有关哈萨克Rakuscheknoye油气田的发展与生产协议汇报会上表示,“根据目前正在进行的采油活动,我们有信心可达成2014财年6900万令吉的盈利目标。”

在跟油气田拥有者———Markmore Energy(纳闽)有限公司(简称MELL)签署的上述协议,幸马泰资源将负责该油气田的发展、执行和生产计划,以在2017年达到每日至少1亿2000万标准立方英尺(mmscf)天然气产量的要求。

根据协议,幸马泰资源在2014至2017年投产前,将获得总值4500万美元(约1亿4436万令吉)的计划管理费用;在2017年达标投产后,该公司将对每1000标准立方英尺的天然气产量征收75美分(约2.40令吉)的费用。

无论如何,克里斯道尔顿强调2014财年的盈利预测,是不包括来自上述协议的贡献。

“预期在2014财年连续交出两个盈利季度后,我们将向相关单位申请脱离PN17公司行列,这可能会是明年8、9月的事。”

正物色油气资产

展望公司的未来前景,克里斯道尔顿表示,幸马泰资源也正在物色其他油气资产,而物色行动将在接下来的一两个月后有结果。

“预期我们将很快向某些目标开价,该目标都是分布在我们主要的业务地区———中亚。”

幸马泰资源董事经理陈玉宏也指,除了作为上述油气田发展计划管理者,幸马泰资源也有意竞标此计划底下、约总值4000万美元(1亿2800万令吉)的输油管工程。

“基于跟MELL关系,若我们可展现执行该输油管工程的能力,将占据很大的夺标优势。”

哈林沙艾:需求大卖天然气 不必靠国油

持有幸马泰资源25%股权的大股东丹斯里哈林沙艾表示,旗下MELL所生产的天然气需求充足,暗喻不一定要靠国家石油公司(Petronas)购买来支撑销量。

“MELL在哈萨克生产的天然气,潜在买家有来自欧洲、俄罗斯和哈萨克等地。”

当询及国油是否也在潜在买家的名单中时,哈林沙艾笑言:“我们不喜欢这个名字。”

但他坦诚,目前MELL尚未跟任何买家签订了天然气产品的买卖协议。

“但我们非常有信心,因为我们的成本很低。”

根据该油气田已被探勘的10%区域所预测,幸马泰资源指,Rakuscheknoye油气田的总天然气储量达1.54兆标准立方英尺,相当于30.8亿美元(约98.56亿令吉)的商业价值。

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发表于 2013-12-12 07:26 | 显示全部楼层
未來3年進賬逾1.4億 幸馬泰資源開發油氣田
(吉隆坡11日訊)幸馬泰資源(SUMATEC,1201,主要板貿易)將為Rakuschechnoye油氣田與特許權擁有者Markmore能源有限公司,進行天然氣發展和生產。
 幸馬泰資源將于2014至2017年期間,征收Markmore能源4500萬美元(約1.44億令吉)收費。
 幸馬泰資源已與Markmore能源達成協議;有關協議列明,幸馬泰資源需發展和交付天然氣發展計劃,必須達到每天最少1億2000萬標準立方尺的天然氣產量,並在2017年初開始供應。
 一旦開始供應天然氣產量,該公司將每千標準立方尺征收75美分(約2.40令吉)淨供應成本,相等于每年3285萬美元(約1.05億令吉)。
 Markmore能源通過子公司 CaspiOilGas 公司,持有 Rakuschechnoye 油氣田使用權。。【中国报财经】

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发表于 2013-12-12 17:50 | 显示全部楼层
OTHERS Sumatec Resources Berhad - Clarification to the articles published in Business Times, entitled “Hassan Linked to Sumatec Role Again”   and Bernama, entitled “Sumatec Resources Expects to Turn Profitable in FY2014”
SUMATEC RESOURCES BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionSumatec Resources Berhad
- Clarification to the articles published in Business Times, entitled “Hassan Linked to Sumatec Role Again”   and Bernama, entitled “Sumatec Resources Expects to Turn Profitable in FY2014”

Correction in response to the news reported :-


1. Business Times, entitled “Hassan Linked to Sumatec Role Again” dated
10 December 2013


Reported :
“The company told the stock exchange yesterday that it has inked a US$45 million (RM143.9 million) deal over two years to build and manage a gas pipeline for Markmore Energy Labuan Ltd in oil-rich Kazakhstan.”



Correction :
The US$45 million is the fee charged by SUMATEC to Markmore Energy (Labuan) Limited (“MELL”) over three years for the development and implementation of the gas development plan and not to manage the gas pipeline for MELL as reported.




2.
Bernama, entitled “Sumatec Resources Expects to Turn Profitable in FY2014” dated 10 December 2013


Reported :
"The oil development is on track at the moment with the mobilisation of the rig as our development schedule," he said, adding that the company expects substantial profit contribution of US$45 million from the commercialisation of the natural gas reserves in the field over the next three years.”



Correction :
The expected revenue to SUMATEC is US$45 million over the next three years and not profit contribution as reported.


  
This announcement is dated 12 December 2013.



























Announcement Info
Company NameSUMATEC RESOURCES BERHAD  
Stock Name SUMATEC   
Date Announced12 Dec 2013
CategoryGeneral Announcement
Reference NoCC-131212-8C761

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发表于 2013-12-13 18:09 | 显示全部楼层
OTHERS Sumatec Resources Berhad ("SUMATEC" or "THE COMPANY") - Clarification to the article published in Berita Harian, entitled "Halim Saad Tekad Pacu Kegemilangan Sumatec"
SUMATEC RESOURCES BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionSumatec Resources Berhad ("SUMATEC" or "THE COMPANY")
- Clarification to the article published in Berita Harian, entitled "Halim Saad Tekad Pacu Kegemilangan Sumatec"

Berita Harian, entitled “Halim Saad Tekad Pacu Kegemilangan Sumatec” dated 11 December 2013

Reported :  
“Ia (Rakushechnoye) adalah lapangan minyak darat dan memiliki 47 telaga. Ia kini berupaya mengeluarkan sehingga 1,000 tong minyak sehari dan dijangka meningkat kepada 3,000 tong sehari dalam tempoh lapan (8) tahun lagi. Jadi menerusi pebabitan Sumatec dalam Rakushechnoye, ia akan menikmati keuntungan 100 peratus untuk tempoh dua (2) tahun pertama bersandarkan kepada perjanjian pelaburan bersama (JIA) dengan MELL dan COG bagi membangunkan lapangan minyak Rakushechnoye itu. Syarikat Sumatec juga berhak kepada perkongsian keuntungan 50:50 dengan COG mulai tahun ketiga pengeluaran.”

Translation version :                     

“It (Rakushechnoye) is an oil field that has 47 wells. It is now capable of producing up to 1,000 barrels of oil per day and is expected to increase to 3,000 barrels per day within eight (8) years. So through Sumatec’s participation in Rakushechnoye, it will enjoy 100 percent of the profit for a period of two (2) years based on joint-investment agreement (JIA) with MELL and COG for the development of Rakushechnoye oil field. Sumatec is also entitled to a 50:50 profit sharing with the COG from the third year of production.”

Correction :   Sumatec will enjoy 100% of the profit for the first 2 million barrels and 50 : 50 profit sharing subsequent to 2 million barrels of oil produced.   


This announcement is dated 13 December 2013.
























Announcement Info
Company NameSUMATEC RESOURCES BERHAD  
Stock Name SUMATEC   
Date Announced13 Dec 2013
CategoryGeneral Announcement
Reference NoCC-131213-5B0B0

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发表于 2013-12-14 15:46 | 显示全部楼层

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