PLCS RT 18.06.2018

Dette er rett og slett tragisk.
Siste: 2,14
18.06.2018 kl 10:15 2921

lederen av selskapet sin skyld, hans skapte det negative sentimentet med sitt innside salg.

18.06.2018 kl 10:32 2864

Noen som har lest Upstream sin analyse av seismic? Her er intro...

No segment of the oil and gas industry is perhaps as susceptible to market gyrations as the seismic business, and the past few years have been tough ones for the industry.
Seismic companies have soldiered on through the downturn, however, and have even managed to make advances in technology and operations in a severe cash crunch.
18.06.2018 kl 10:38 2836

MUCH of the talk at the European Association of Geoscientists & Engineers (EAGE) 80th annual conference and exhibition this week in Copenhagen is likely to focus on the first shoots of a recovery from the worst downturn in the history of marine seismic operations for the oil and gas industry. Just what that recovery will look like is another question, especially for the towed streamer vessel market. Optimism has been inspired mainly by the higher prevailing
oil price, now hovering in the $60 to $70 per barrel range, and the increasingly positive cash flows being reported by oil companies as a result.  The hope is that oil companies now have the funds, and cannot put off investment in reserves replacement for much longer. The discoveries of 7.8 billion barrels of oil equivalent made by the industry in 2017 is the lowest level since 1947, according to UCube, the E&P database of Norwegian consulting service Rystad Energy.  However, all the evidence sug
gests oil companies, notably the majors, are taking a cautious, riskaverse approach to exploration spending and in any case have less incentive, given the unexpected bonanza from unconventionals in North America.
Upward cycle On the positive side, Petroleum Geo-Services (PGS) estimates that spending on seismic increased by 9% in 2017, though oil company E&P spending was lower. In the company’s view, this is an early indicator of an upward cycle. As the summer season opens,
all 21 active towed-streamer vessels operated by the main contractors are being utilised, with much of the activity focused on West Africa, where major oil companies have been tying up acreage in underexplored basins.  PGS has eight vessels in service, CGG has five, Polarcus four, and Shearwater Geoservices three, while WesternGeco has one contracted for work. After five brutal years, the vessel-owning marine seismic contractors are not best poised to capitalise on improved market conditions, with heavy debt hang
ing over all but Shearwater, the newcomer with fresh equity. WesternGeco is not really in the equation. Savage cuts at all companies mean fewer boats and fewer skilled people — the latter being an underestimated issue in a technologically savvy industry in which experience plays an important role.  Many of the vessels which have been withdrawn are too old to be resuscitated, especially as the cost of bringing back a vessel from dry stack can be as much as $50 million.
18.06.2018 kl 10:41 2826

Polarcus presses advantage
THE topic of environmental permitting in Brazil may draw groans from some marine seismic industry veterans, but one company aims to turn the country’s stated interest in exacting the highest environmental standards into a competitive advantage. United Arab Emirates-headquartered Polarcus set up shop in Brazil in 2009 and made its push into the market at a time when others were on the retreat. The company made inroads into Petrobras projects and, like others, has been encouraged by the recent opening of pre-salt fields to foreign operators, along with other business-friendly measures. Polarcus opted for a strong environmental platform when it was trying to carve out a leading position in the Arctic frontier play — only to be frustrated by the imposition of US sanctions against Russia — but the company has brought these same standards to bear in Brazil, where the environment is an equally sensitive issue, says the company’s regional president Richard Price. “Polarcus’ Green Agenda environmental platform, which is embedded in our core business strategy, is based on purpose-built seismic vessels which create very low environmental footprints,” Price says.  “We have moved earlier and gone much further than others to reduce our emissions and our impact on the environment during our operations.  “The standards we have set are much higher than minimum standards mandated by the International Marine Organisation or by Brazil’s (environmental regulator) Ibama.” These standards include elimination of contaminants from ballast and bilge fluids and the use of fuel-efficient engines that run on low-sulphur marine gasoil and fitted with catalytic converters, reducing sulphur emissions by 95% and other emissions by significant amounts, the company says. “We are encouraging Ibama to consider these standards when evaluating permit applications, just as we are also encouraging regulators around the world to look at our capabilities for reducing emissions and environmental impact and to consider such measures during the environmental impact assessment,” Price adds. In 2016, the seismic vessel Polarcus Adira was used to shoot
1600 square kilometres of non-exclusive 3D data on Block BM-S-50, a Petrobras-operated Santos basin block where the Sagitario pre-salt prospect is located, and on adjacent open acreage.  The processed multi-azimuth pre-stack depth migration data was made available as a multi-client survey product.
Extensive shoot Polarcus also shot extensively in the Para-Maranhao basin, where Queiroz Galvao E&P was the key client, this time using the vessel Polarcus Alima, and also acquired proprietary seismic for Chariot Oil & Gas on a 775 square kilometre area of the Barreirinhas basin. The Polarcus Adira was also put to work on Shell’s 4D seismic project on the BC-10 project, acquiring data on a 130-square kilometre
section of the Ostra-B West field. These acquisitions allowed Polarcus to cut its teeth in the environmental permitting process and other administrative and operational challenges in Brazil. Polarcus anticipated the resurgence of interest in Brazil by seeking permissions for a big multi-client acquisition in the Santos basin, taking two years to complete the permitting process. The company aims to start acquisition in the final quarter of 2018 and will offer high-quality 3D data on pre-salt acreage covering 18,560 square kilometres in Block BM-S-8, operated by Equinor, and prospects such as Uirapuru, up for grabs at next week’s pre-salt round, and Aram, to go on offer in 2019. The acquisition will cover Equinor’s future Carcara develop
ment, providing the kind of high-resolution data that could provide a baseline for a 4D timelapse survey. Though Price says that Ibama has responded positively to the Polarcus focus on reducing emissions and to environmental workshops organised by the industry, he admits that permitting delays have impacted the company’s hopes of keeping vessels in the country and avoiding the complicated import-export process.
Encouraging changes “The permitting process for geology and geophysics activities in Brazil has traditionally been complex, lengthy and uncertain in timing, and though we are encouraged by recent changes instigated by Ibama to reduce the timeline for approvals, there are
areas for improvement still to be made which would help us plan ahead and keep vessels working in Brazil.  “Logically there is enough potential work for a couple of our vessels to remain in Brazil if tax and permitting regulations are working properly,” Price says. Polarcus intends to use the new survey to bring its multi-sourcing technology to Brazil for the first time, increasing in-line and crossline sampling by using more sources instead of additional streamers. “This provides a higher-resolution picture and improves productivity, delivering cost savings and high quality without the excessive operational, environmental and safety risks associated with deploying more and more streamers,” Price says.
Player’s strong environmental platform set to give it the edge when it comes to stringent permitting process in Brazil
18.06.2018 kl 10:46 2812

Nå må vi avslutte å irritere oss over dette innside salget - han trengte bare penger til å betale restskatt.

alle anbefalinger av plcs i det siste vil drive kursen opp igjen. target kr 3
18.06.2018 kl 11:06 2764

Enig, KJØP, det gjorde jeg nettopp
18.06.2018 kl 12:20 2649

Hvem er den heldige som kjøpte for 2,14....? Rimelig sikker på at det var måndns bunnfisker
18.06.2018 kl 12:24 2638

Hvis kursen kommer litt opp har denne innsider masse igjen å selge,det verste var jo han solgte samme dag som Polarcus hadde investorpresentasjon av selskapet.

Går nok fort opp igjen til 3 nå!! Henter seg inn igjen. Men klart, det er nervepirrende å sitte å se på de sinnsyke svingningene fra time til time
18.06.2018 kl 12:52 2551

It's probably will not happen before OPEC meeting on 22nd this week, and then outcomes from meeting will decide the course of most of the Oil related businesses. Let's see.
18.06.2018 kl 12:54 2544

Stormen over for denne gang... Nå må vi opp og snuse på 3 kroner igjen.
Tror ikke at dette innsidesalget skremte så mange, men det ble godt utnyttet av tradere.
Men denne knallen bør jo få litt på pelsen av resten av styret for det salget.
Mange småsparere som har tapt mye penger.
18.06.2018 kl 13:00 2521

Tapet av småhandler er virkelig penger. Men hvis du teller papir tap av innehavere, ville det være enda mer.

synes litt synd på de som solgte seg ut på 2,14
18.06.2018 kl 13:49 2396

He he, ja men de selger trolig på stop loss , deres egen case. Heldiggrisen den/de som kjøpte
18.06.2018 kl 13:54 2369

I am Jealous to those who able to buy at 2.14 Kr :D :D :P
Redigert 18.06.2018 kl 13:54 Du må logge inn for å svare

Jeg mener det å sette en stop loss på 2.14 er helt idiotisk. Polarcus er en svært volatil aksje, og de variasjonene vi har hatt de siste dagene er innenfor det jeg mener er naturlige variasjoner i aksjekursen. Ved å sette stop loss for høyt, risikerer en å kjøpe på topp og selge på bunn.
18.06.2018 kl 14:04 2327

Vet du ka som er den naturlige variasjonen for PLCS? Noen referanse

Endelig noget fortjent revanche :-) Håber at markedet har fordøjet de bølger, som PLCS har været igennem på det sidste.
Fingrene væk fra salgsknappen, Slethei - FY!!! :-)

gj. snitt høy/lav pr uke ligger på 13.61%. gj. snitt høy/lav pr måned ligger på42.18%. Aksjen har sterk positiv volumbalanse dvs høyt volum når aksjen stiger og lavt volum når aksjen synker. dvs at mange venter med å selge når aksjen synker (fordi de forventer at aksjen skal stige igjen). mange kjøper seg opp i aksjen når den stiger ( fordi de er redde for å gå glipp av gevinst). positivt momentum i aksjen. Kilde
18.06.2018 kl 14:44 2187

Økte beholdningen med 360 000 stk og traff nesten bunn. Deilig.
Nå skal vi opp på 3 NOK
18.06.2018 kl 14:50 2167

Opp ca 20% I Dag ( fra Bunnen)
18.06.2018 kl 15:06 2128

Det som er dumt her er at mange har latt seg lure. Helt sikkert noen som fikk panikk å solgte, kanskje med tap også. Alt dette er psykologisk spill, da med overskriften..... kynismen råder.