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Friday, July 25, 2008

The best bet in the oil exploration sector

Scripscan:Alphageo (India) Ltd
Cmp:340
Traded in:Nse-bse
Industry:Oil exploration.

Story:India’s import dependence for crude oil requirement has increased from 40% in 1990 to more than 75% currently. At the end of 2006, India’s crude oil reserves were at 5.7bn barrels, only 0.5% of global reserves. At the current rate of production, crude oil reserves could last only for 19.5 years as against 40 years globally. With more than 80% of the sedimentary basin still under-explored, huge potential is left untapped. Over the last seven years through six rounds of National Exploration Licensing Programme (NELP), the Government of India has attracted USD 12 billion investments for exploration activities in the country. The surge in E&P capex will result in huge order flow for Alphageo India (AGIL), one of the leading players in onshore seismic surveys.The emerging Rs.80 billion seismic services market in India is driven by a complement of rising oil demand, under penetrated geography and a bullish oil market, leading to substantial growth in not only new exploration projects but also encouraging the revival of abandoned fields. About 50% of this business opportunity will be addressed by merchant third party crews like Alphageo, given that large companies like ONGC & OIL also have in-house crews to handle their seismic service requirements.Considering all these alphageo is a great buy.Forget valuations,forget ratios-Rising crude prices would always come as a nightmare but for companies like alphageo its a "Boon".A must have for anyone"s portfolio.



Regards,
ARUN
I can be reached at:arunanalyst@rediffmail.com

3 comments:

Anonymous said...

Will aphageo has any future from 1000 in 2008 to rs.340/- in jun 08 and now the scrip will trade all time low of 41 (from 20 moved to 41 now). Is it worthable to buy at current levels and what is the target for the same in the next 2-3 years.

Arun Mukherjee said...

Its a high beta stock,can move huge but I prefer selan to it.

Anonymous said...

thanks can i buy a small qty of 500 stocks in this scrip

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