Welcome, Guest. Please login or register.
Pages: [1]
  Print  
Author Topic: Videocon Industries CMP 600 : TARGET 3000  (Read 739 times)
Lavanay
Administrator
*****

Karma: 50
Offline Offline

Posts: 642



« on: December 12, 2007, 08:37:45 AM »

Videocon Group (25 years)
Asset base of over 5 Billion USD
Group Revenues of over 4 Billion USD
Group Cash flows of over 450 Million USD
Rated among India’s top 15 Business Houses.
Total Employees: 20,000 worldwide.
Flagship entity Videocon Industries Ltd with Market Capitalization over 2 Billion USD


Key Sectors
  • Consumer Products (Consumer Electronics / Home appliances)
  • Consumer Services for the new age Indian like 1.Retail  2.DTH (Broadcasting)
  • Components - Critical mass large scale global business to support Consumer durables
  • Hi Tech R&D (Japan / Italy) – next generation Flat panel HD displays, semiconductors, Next generation solar photovoltaic technology
  • Oil and Gas – Exploration and Production in India, Oman, Brazil, Timor, Australia.
  • Real Estate / SEZ’s development across the country
  • Thermal Power
  • Renewable Energy – Solar panel Fabs, Carbon credits.

Videocon Global Hydrocarbons Ltd.
  • Brazil
  • Oman
  • Timor Sea
  • Australia

Brazil oil basins


* Signed along with Bharat PetroResources Ltd (50:50) (sub of BPCL) to acquire Encana’s (Canada’s largest company at 46billion US$) South American assets.
* Brazil has the largest Deepwater oil reserves in the world of approx 19 billion barrels.
* Working with world class Oil companies like the Billion USD Petrobras and Billion USD Anadarko as the operators.
* Anadarko and PETROBRAS a Brazilian National Oil company are one of the most experienced deepwater operators.
* 10 wells in 4 exploration offshore basins in brazil

   1) Potiguar basin-BM-POT-16 (Petrobras)
   2) Espirto santos basin- B-ES-24 (Petrobras)
   3) Sergipe basin- BM-SEAL-11 (Petrobras)
   4) Compos basin (opt. Anadarko)
After risking expected reserves to us of 415 Million Barrels.

Oman

CONSORTIUM MEMBERS AND THEIR PARTICIPATING INTERESTS
VIL - 25%
Oilex Australia - 25% (Operator)
GAIL (India) Ltd - 25%
HPCL - 12.5%
BPCL - 12.5%

BLOCK DESCRIPTION AND EXTIMATED RESERVES


Block NO.56 is on the Eastern Flank of the Central Salt Producing Oil Field in Oman and covers an area of 5806 sq kms, which produces approximately 700,000 barrels of oil per day
World famous Fugro Robertson of the UK estimate un risked oil reserves of 4Billion barrels.

I Phase – 11 Wells
II Phase – 15 Wells
PSC Signed

STATUS
3 drilling locations have been identified in that part of the block covered by pre-existing 308sq kms of 3-D with estimated oil in-place of 250 million barrels.

Operating Committee Meeting being held in Delhi at Operator's Office
Technical Review & Regional Setting

2D/3D Seismic Reprocessing
 Proposed 2007 Well Location and forward strategy and work programme budget review
7 potential prospects have been identified & 3 are emerging as front runners
Operator has now received all of the outstanding field and workstation 3D seismic data from PDO 
Various drilling related well information has been obtained from a number of PDO drilled wells adjacent to Block 56 to assist the Operator in well planning and design

Cash call till date in FY06-07 USD$ 405500

East Timor


Joint Venture Comprises

Oilex 25% (operator), VIL 25%
Bharat 25% , GSPC 25%

BLOCK DESCRIPTION AND ESTIMATED RESERVES

JPDA is within the Bonaparte Basin with estimated 19 Tcf of undiscovered EUR Gas Reserves. Besides Gas, there could be substantial Condensate recovery.
LNG Facility in the JPDA namely Bayu Undan with 3.4 Tcf of Gas Reserves and 400 million barrels of Condensate and has a Oil pipeline from Bayu to Darwin in North Western Australia, where the Oil can be processed or shipped, thus ensuring good evacuation.
In Block 103, Leads 103-A and 103-C have been identified with Unrisked Reserves of 340 million barrels of Oil plus 1300 BCF and 161 million barrels plus 571 BCF respectively. Block is located to the east of the Laminaria, Corallina, Kakatura, Kuda Tasi and Elang discoveries and to the north of the Bayu – undan condensate field.

STATUS
In JPDA Block additional order for 1657sq kms of 3-D acquisition has been placed at an est cost of$18.6 million. Set of processed 3-D data to the north of the block acquired from Thornton.
With this it would facilitate zeroing in on the 4 well locations for the commitment wells included in the Min Work Prog.
Videocon has incorporated an SPV, Global Energy Inc., to explore for,  develop and exploit Petroleum in Block JPDA #06-103 and the export and marketing of that Petroleum and all activities. Production Sharing Contract (PSC) initiated on 15th Jan 2007
Drilling is anticipated to start in mid 2008

Cash call till date in FY06-07 USD$ 3,58,875

South Australia

CONSORTIUM MEMBERS AND THEIR PARTICIPATING INTERESTS

VIL - 20%
Oilex NL.
 Australia - 20% (Operator)
GSPC Ltd - 20%
GAOG Ltd - 40%

BLOCK DESCRIPTION AND ESTIMATED RESERVES
   -Permit covers 67 graticular blocks over an area of approx. 3870 Km2. and lies on the          continental shelf in water shallower than 200 m
    -EPP-27 is under-explored with only two wells and old-vintaqe 2D seismic over the permit.
Initial prospect in the south east corner has un risked gas reservoirs of 150 BCFt and 0.4 million barrels of condensate

STATUS
   -2D Seismic Data acquired and Santos completed the 2D Seismic survey
   -8 prospects for drilling have been identified in water depths of 70 -105 mts in SE sector.
   -Prospect volumes in the range of 40-150 mmstboip.
   -The success of the inversion pilot study has called for a proposal for an expanded inversion           programme to be consideration
   -Drilling slot Q1-3,2008
Australia EPP27 – finalise rig contract

Cash call till date in FY06-07 AUD 793584

West Australia

CONSORTIUM MEMBERS
VIL – 20%
 Oilex NL Australia – 20% (Operator) 
GSPC Ltd – 20%
HPCL – 20%
BPCL – 20% 

BLOCK DESCRIPTION AND ESTIMATED RESERVES
W05-11 Block is adjacent to several giant gas discoveries, which prove potential within the Triassic and Jurassic sequences
5 leads were identified at or below the Jurassic Oxfordian level in water depths of 500-1500 meters.              It covers an area of approximately 4290 sq. kilometers
According to Saitta Petroleum Consultant’s Technical evaluation 5 Leads were identified and preliminary Gas in-place has been estimated at between 8 trillion cubic feet to 10 trillion cubic feet
   STATUS
-Data Reprocessing programme by CCG-Veritas comprising approximately 1200 km of vintage 2D data
-Operator approached Woodside, to purchase further 2D reprocessed data that lies within and around the Block which Woodside had recently reprocessed as part of a gazettal evaluation.
-The above basis of a combination of the purchased data and new reprocessing will form an excellent   revitalised data for re-interpretation of prospectivity.
-After re-interpretation, 3D Seismic data will be acquired in 2008
-Drilling commences in 2009
Cash call till date in FY06-07 is AUD 69,877

-----------

Videocon Coal Reserves and Conventional Energy

51% stake in Indonesian Coal Block ~ 200 Million Ton
Assansol Coal block ~ 400 Million Ton (agreement signed with West Bengal Govt).
1600 MW plant in Pipavav 50:50 JV
1600 MW plant near Allewadi Port Maharashtra
1600 MW Plant in Barabani, Burdwan West Bengal
15% stake in Allevadi port JV


Coal Mining in Indonesia (51% stake)

Total Area of Coal concessions in Berau, East Kalimantan estimated at 4,994 hectares with lifetime mining contract
Coal seems of about 5 to 10 mtrs thickness established in the existing 25 Bore Holes at a depth of 20 mtrs. Further proposed 64 Bore Hole’s in phase-1 of 1000 hectares

Heat value 6,000 kcal/kg with low ash and sulphur level
Coal estimation  based on outermost coal exposure with extrapolation in undip direction is aprox 61 million tones and expected to be 200 Million Tonnes in total.

Production of 60,000 tons/month to be established in 1st quarter 08 with total production going to 3.3 Million tonnes by 2010 end and peaking at 10 Million tonne per year.                               
     
      Very low production cost of coal estimated at US$ 20 per ton.
Coal transportation by barges through river siding at Segh 10 kms away.


Conventional Energy

3 2X800 MW Thermal Power Plant in foray  –
* Pipavav, Gujrat
* Barabani, Burdwan, West Bengal
* Allewadi Port, Maharashtra

Hence Total 4800 MW with investment of 21000 Crs.

Existing 50MW Carbon Credit based project in Goa Value – 250 Crs.

Existing company Videocon Power Ltd with 200 Crs cash.

2x800 MW PIPAVAV THERMAL POWER


2x800 MW coastal Thermal power plant near Pipavav port in Gujarat
Estimated 700 acres of land including 180 acres for Ash Pond area has been acquired for the plant
Power plant will consist of power generating units with PC fired steam generator,  condensing type multi cylinder steam turbine, directly coupled hydrogen cooled generators

Primary fuel for the project is imported coal and plant cooling water will be sea water. Mechanical balance of plant equipment and systems such as cooing water system, ash handling system, cranes etc to be provided. Electricals for the plant like generator transformers ,auxillary transformers, bus ducts, HT/LT cables to be provided. DCS based control system to be provided to achieve cost effective power generation with optimum fuel consumption and reduced emission levels
50:50 JV with top Indian Giant.
Est. Cost 7500 Cr.
----------------


VSOL - Inspired by the SUN
(A videocon group enterprise)

Company Aim – To emerge as a global leader in driving Solar Power as the main source of energy in the world.
Company Vision and Mission – Promoting PHOTOVOLTAIC technology, to delight and deliver beyond expectation with break through technology, intrepid entrepreneurship, innovative cost-effective products, insightful marketing and inspired thinking about the future.”

Solar PV sales expected to grow eight fold to 14 GWpa by 2010, driving revenues from 13 to 90 bn USD in 5 years

Solar Power


* 400 MW Solar Cell Semiconductor Fab in Mexicalli Mexico. 45 Hectares land and 1 Million sqft fab built. Support from Mexican Govt.
* 200 MW fab plan in India
* Solar cell assembly plan in Poland for EU market
* R&D and development facility for revolutionary technology to bring cost down to 1USD/ Watt to further the exponential demand growth for US/EU/Asia market and global plant support.


===============

THIS STOCK IS FOR LONG TERM INVESTMENT
Consult your financial adviser before investing.
Logged

** Bazaarlive Administrator**
dudette
Global Moderator
*****

Karma: 11
Offline Offline

Gender: Female
Posts: 93


Price is What you pay- Value is what you get!


« Reply #1 on: December 12, 2007, 09:06:13 AM »

Sounds Good!
Logged

Bazarlive - Indian Stock Market Forum
dudette
Global Moderator
*****

Karma: 11
Offline Offline

Gender: Female
Posts: 93


Price is What you pay- Value is what you get!


« Reply #2 on: December 14, 2007, 05:35:15 AM »

Wow it has already crossed 650 in two days!!...  This looks like another multibagger
Logged

Bazarlive - Indian Stock Market Forum
Lavanay
Administrator
*****

Karma: 50
Offline Offline

Posts: 642



« Reply #3 on: December 15, 2007, 07:41:19 AM »

News Verification : The media had reports that Videocon Industries Limited may spin off its myriad energy business into a separate company. The Exchange, in order to verify the accuracy or otherwise of the information reported in the media and to inform the market place so that the interest of the investors is safeguarded, had written to the officials of the company. Videocon Industries Limited has vide its letter inter-alia stated,"In this connection, we wish to clarify that in line with the recent amendments to the main object clause of Memorandum of Association of the Company; the Company proposes to adopt a structure for pursuing the new activities by creating activity wise verticals. It is proposed to have separate verticals for different lines of activities such as thermal, power, oil & gas, mining of natural resources including coal & renewable energy including solar energy. Further, though a strategic decision has been taken at the group level to compile all the current and proposed business interests of the Videocon group in power, oil and gas, coal, renewable energy in one or more SPVs wholly owned by Videocon Industries limited (VIL), the corporate action if required at VIL level such as demerger etc will be initiated and put through only in compliance with all the regulatory and statutory provisions and requirements."
Logged

** Bazaarlive Administrator**
aahadqj
Newbie
*

Karma: 0
Offline Offline

Gender: Male
Posts: 3



« Reply #4 on: December 16, 2007, 05:13:15 AM »

Fabulous Research!
Keep up the great Work!

Abdul Ahad
Logged
Sumans_Fan
Baccha
*

Karma: 6
Offline Offline

Gender: Male
Posts: 45



« Reply #5 on: December 27, 2007, 02:15:57 AM »

Its hit 10% upper - circuit today! Cheers
Logged
Lavanay
Administrator
*****

Karma: 50
Offline Offline

Posts: 642



« Reply #6 on: December 28, 2007, 01:37:36 AM »

2nd upper circuit today!..
Logged

** Bazaarlive Administrator**
Lavanay
Administrator
*****

Karma: 50
Offline Offline

Posts: 642



« Reply #7 on: December 30, 2007, 06:30:57 AM »

Videocon to invest $5 bn for power plants

December 27, 2007
Videocon Industries, the country’s consumer-electronics maker and oil explorer, plans to invest $5 billion on building three power plants, said Chairman Venugopal Dhoot today.

The company plans 5,000 MW of electricity generation capacity in Gujarat, West Bengal and Chhattisgarh along with an international player. India, which faces a 13 per cent shortage during peak hours, plans to add 210,907 MW in the next five years.

“We will increase our investments in setting up power projects as we get more coal linkages and land. India needs electricity and there’s very good scope in power,” Dhoot said in a phone interview in Mumbai. “This is just the beginning.’’

Videocon today called for bids from global engineering companies for two units of 800 MW each at Pipavav in the western state of Gujarat.

The plant will use coal from Indonesia, where the company owns stakes in a coalmine, he said. Contractors for the project, to be implemented on a single turnkey basis, would be selected through international competitive bidding, it added. The last date for submission of bids is June 9, 2008.

The company has formed an energy division to implement the power projects, said Dhoot. It plans to separate its power, oil and gas and mining businesses, Videocon said on December 17.

Videocon may consider raising funds for the units by selling shares to private investors or partners, Videocon told the BSE
Logged

** Bazaarlive Administrator**
dudette
Global Moderator
*****

Karma: 11
Offline Offline

Gender: Female
Posts: 93


Price is What you pay- Value is what you get!


« Reply #8 on: December 31, 2007, 01:48:09 AM »

3rd upper circuit in row!!  Yippie
Logged

Bazarlive - Indian Stock Market Forum
Pages: [1]
  Print  

 
Jump to:  

Most Active Boarders & Their Websites
Get yourself listed here
Member Profile
Their Website
Member Profile
Their Website