Friday, 18 November 2011

'Large' oil companies

Large Oil Companies Mcap 200-500M
Shares in issue (M) Price in £ Mcap (£M)
Borders & Sth. BOR 428.58 0.615 263.58
Bowleven BLVN 293.56 1.01 296.50
Chariot Oil CHAR 181.61 1.305 237.00
Cove Energy COV 491 0.8575 421.03
Encore Oil EO. 292.7 0.7625 223.18
Exillion Energy EXI 161.51 3.045 491.80
Faroe Petrol. FPM 212.39 1.5375 326.55
Geopark GPK 41.76 5.35 223.42
Gulfsands GPX 118.23 1.9525 230.84
Ithaca Energy IAE 259.16 1.3675 354.40
Jkx Oil & Gas JKX 171.67 1.56 267.81
Nautical Pet NPE 87.75 2.68 235.17
Salamander SMDR 154.82 2.125 328.99
Xcite Energy XEL 186.83 1.2025 224.66

'Medium' oil companies

There are 19 companies in this section, although 3LEG has had a drastic fall from grace I will update this when I come the geographic segmentation (which I believe is more important in my opinion). The 19 companies are:


Medium Oil Companies Mcap 100-200M
Shares in issue (M) Price in £ Mcap (£M)
3legs Resources 3LEG 84.78 1.37 116.15
Amerisur AMER 914.77 0.1325 121.21
Antrim Egy AEY 184.04 0.695 127.91
Aurelian AUL 494.25 0.2425 119.86
Bayfield BEH 214.58 0.575 123.38
Falkland O&g FOGL 207.24 0.635 131.60
Fortune Oil FTO 1987.47 0.0975 193.78
Hardy Oil HDY 72.79 1.59 115.74
Igas Energy IGAS 253.43 0.505 127.98
Jubilant Energy JUB 416.31 0.3325 138.42
Max Petrol MXP 1011.78 0.1325 134.06
Melrose Res. MRS 114.69 1.11825 128.25
Petroceltic PCI 2369.61 0.0676 160.19
Petroneft PTR 411.61 0.26 107.02
Range Res. RRL 1803.27 0.0895 161.39
Regal Pet. RPT 320.64 0.4175 133.87
Tethys TPL 260.63 0.42 109.46
Valiant Petrol. VPP 40.72 4.2325 172.35
Victoria Oil VOG 2505.02 0.04 100.20


I will try to publish the next set of oil companies later today.

Tuesday, 15 November 2011

'small' oil companies

As promised, the 'small' oil companies. there are 12 companies scatted all over the planet within this section.


Shares in issue (M) Price in £ Mcap (£M)
Bahamas Petrol BPC 1230.48 0.0708 87.12
Cadogan CAD 231.09 0.4 92.44
Desire Pet. DES 342.29 0.2 68.46
Dominion Pet DPL 1589.78 0.056 89.03
Madagascar Oil MOIL 192.37 0.285 54.83
Maple Energy MPLE 149.22 0.625 93.26
Nthn.petro. NOP 93.52 0.785 73.41
Parkmead PMG 610.1 0.1275 77.79
Providence Res. PVR 49.81 2.005 99.87
Sterling Energy SEY 219.39 0.43 94.34
Trap Oil Grp TRAP 205.37 0.28 57.50
Volga Gas VGAS 81.02 0.85 68.87

'Micro' oil companies

The micro section of my analysis has situated 24 companies, the figures again are from the 10/11/11 which is going to be a re-occurent theme until I go into the individual country analysis and peer analysis. The companies are as follows:


Shares in issue (M) Price in £ Mcap (£M)
Aminex AEX 779.68 0.0273 21.29
Argos Resources ARG 216.11 0.195 42.14
Ascent Res. AST 1025.51 0.0253 25.95
Frontera Res FRR 2030.21 0.0148 30.05
Global Pet. GBP 199.45 0.11 21.94
Gold Oil GOO 891.51 0.034 30.31
Kea Petroleum KEA 509.36 0.05 25.47
Lansdowne Oil LOGP 122.36 0.33 40.38
Lochard Energy LHD 249.58 0.1163 29.03
Med Oil & Gas MOG 429.12 0.0788 33.81
Oilex OEX 253.33 0.18 45.60
Petro Matad MATD 184.48 0.195 35.97
Petrolatina PELE 121.62 0.18 21.89
Pres Petrol PPC 114.73 0.3425 39.30
Roxi Petroleum RXP 609.59 0.0463 28.22
Sacoil SAC 683.93 0.0338 23.12
Serica SQZ 176.66 0.2 35.33
Sirius Pet SRSP 754.23 0.0438 33.04
Sound Oil SOU 1621.95 0.0283 45.90
Tomco Energy TOM 1411.82 0.0273 38.54
Tower Resources TRP 1225.86 0.0315 38.61
Wentworth Res. WRL 80.47 0.5 40.24
Wessex WSX 479.37 0.0611 29.29
Xtract XTR 1532.86 0.0208 31.88


I will be posting the next tranche of companies either later today or early tomorrow

Monday, 14 November 2011

further segmentation and Oil 'tiddlers'

After further segmentation, the list of companies for analysis has been whittled down by another 4 companies to 120 companies. 3 of the companies were not producing oil or gas and Oilexco (OIL) was liquidated. I have however decided to keep Westmount Energy (WTE) in my analysis because even though it is technically a investment company it only deals in Oil and Gas companies.

Now the for the Oil 'tiddler' analysis, there are 30 companies in this segment of which almost a third of these being located in the U.S (which could be linked with the recent shale boom) The figures are below:


Shares in issue (M) Price in £ Mcap(in £M)
Bluebird Energy BBE 498.4 0.009 4.49
Caspian Hldgs. CSH 471.07 0.0027 1.27
Caza Oil & Gas CAZA 154.15 0.1225 18.88
Circle Oil COP 563.35 0.0255 14.37
Clontarf CLON 200.18 0.0388 7.77
Deo Petroleum DEO 43.11 0.3 12.93
Egdon Resources EDR 130.97 0.1375 18.01
Empyrean EME 201.86 0.0563 11.36
Enegi Oil ENEG 97.54 0.0875 8.53
Europa Oil&gas EOG 137.86 0.1025 14.13
Forum Energy FEP 33.37 0.495 16.52
Gasol GAS 1104.89 0.006 6.63
Haike Chemical HAIK 38.35 0.405 15.53
Indep. Res IRG 45.84 0.395 18.11
Infrastrata INFA 78.26 0.13 10.17
Leni Gas LGO 919.26 0.0105 9.65
Matra MTA 1114.92 0.006 6.69
New World Oil NEW 128.17 0.0625 8.01
Nighthawk HAWK 457 0.031 14.17
Nostra Terra NTOG 1945.43 0.0043 8.37
Pantheon Res PANR 102.1 0.1213 12.38
Petrel Res PET 76.67 0.075 5.75
Red Emperor RMP 152.47 0.1175 17.92
Sefton Res. SER 350.03 0.0323 11.31
Solo Oil SOLO 2331.32 0.0068 15.85
Spitfire Oil SRO 42.55 0.0713 3.03
Txo TXO 335.29 0.006 2.01
Urals En. UEN 245.19 0.06 14.71
Westmount Engy. WTE 7.53 0.21 1.58
Woburn Energy WBN 232.16 0.013 3.02


*please note that all prices were taken after trading hours on the 10/11/2011

Sunday, 13 November 2011

Market Cap Segmentation (Mcap)

I will be using the following brackets for my analysis when it comes to Mcap if which I have also named the size of the company (please note that these are my individual names and my not be coherent to industry standards)
Mcap (in millions)
0-20M  'Oil Tiddlers'
20-50M  'Micro Oil Companies'
50-100M  'Small Oil Companies'
100-200M  'Medium Oil Companies'
200-500M  'Large Oil Companies'
500-1000M  'Huge Oil Companies'
1000-5000M  'Giant Oil Companies'
5000M and up 'Global Oil Companies'

I will soon be adding the constituents of these lists

Thursday, 10 November 2011

Overall Market Cont...

Before I get on to geographic segmentation I will split the companies up by market cap starting with the 'tiddlers' going up through to the 'big boys'