V-Con: Oil & Gas – Buying the bounce
Stockhead TV
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
This latest video conference focuses on the oil and gas sector.
Oil prices have largely stabilised near $US40 per barrel after collapsing in April. The International Energy Agency says demand has rebounded strongly since then, with OPEC now predicting demand for crude to bounce back at a historically quick pace in 2021.
OPEC says demand will spike ~25 per cent to 29.8 million barrels per day next year – bringing it slightly above levels seen in 2019.
Speaking with industry experts, we hear about oil’s road to recovery, key demand drivers, the LNG market, movement in the gas price and much more.
We also hear from a handful of listed juniors making waves in the region, each giving an overview of their activities, discoveries and future plans.
Session 1 – Expert Interview – Dr Agu Kantsler
Corporate analyst Peter Strachan interviews Dr Agu Kantsler, industry veteran and current non-executive director of Oil Search (ASX:OSH)
Prior to his role at Oil Search, Dr Agu Kantsler held the position of Executive Vice President, Exploration and New Ventures at Woodside Energy. Kantsler was also the Councillor and Director of the Australian Petroleum Production and Exploration Association.
Session 2 – Company Presentations
Kinetiko Energy Ltd (ASX: KKO)
Adam Sierakowski, Non-Executive Chairman
Kinetiko is focused on advanced gas and coal bed methane opportunities in Southern Africa.
Its flagship Amersfoort Project hosts a dominant exploration landholding covering approximately 7,000sq km in the heart of the Permian Age Coal Fields, of which approximately 4,606sq km is granted and being explored.
Melbana Energy Ltd (ASX: MAY)
Andrew Purcell, Executive Chairman
Melbana Energy is an ASX oil and gas company with a portfolio of high impact exploration, appraisal and development stage opportunities in Cuba and the Bonaparte Gulf region in Australia.
Session 3 – Expert Interview – The Hon. Colin Barnett
Stockhead host Peter Strachan sits down with The Hon. Colin Barnett, Former Premier of Western Australia.
The Hon. Colin Barnett is a former West Australian Premier and Executive Director of Western Australia Chamber of Commerce.
Session 4 – Company Presentations
Blue Star Helium Ltd (ASX: BNL)
Joanne Kendrick, Managing Director
Blue Star Helium is an independent helium exploration and production company, headquartered in Australia, with operations and exploration in North America.
The company’s focus is the development of its high-value helium projects assets in North America.
ADX Energy Ltd (ASX:ADX)
Ian Tchacos, Executive Chairman
ADX Energy is an ASX listed oil and gas exploration and appraisal company that operates four oil and gas permits in North Africa and Europe.
Session 5 – Expert Interview – Dr Robin Wright
Corporate analyst Peter Strachan interviews independent industry consultant, Dr Robin Wright.
Dr Wright is a health, safety and environmental professional with more than 30 years’ experience as an adviser and manager with various companies in the oil and gas industry. He has maintained a leading edge approach through international assignments with Shell and more recent managerial roles with Woodside and BHP Billiton in Australia.
Session 6 – Company Presentations
Invictus Energy Ltd (ASX: IVZ)
Scott Macmillan, Managing Director
Invictus Energy is an independent oil and gas exploration company focused on high impact energy resources in sub-Saharan Africa. The company’s asset portfolio consists of a highly prospective portion of the Cabora Bassa Basin in Zimbabwe, one of the largest under-explored interior rift basins in Africa.
Whitebark Energy (ASX: WBE)
David Messina, Managing Director
Whitebark Energy is a Perth-based company with production and exploration assets in Canada and Australia.
Triangle Energy (ASX:TEG)
Rob Towner, MD and CEO
Triangle Energy is an experienced oil producer and explorer with operations located in the Perth Basin, approximately 270km north of Perth, Western Australia.
