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Ecopetrol ADR Representing 20 Ord Shs V.EC


Primary Symbol: EC

Ecopetrol S.A. is an oil company. The Company operates in Colombia, Peru, Brazil and the United States Gulf Coast. The Company's segments include Exploration and Production, Transportation and Logistics, and Refining, Petrochemicals and Biofuels. The Company's Exploration and Production segment includes exploration, development and production activities in Colombia and abroad. The Company's Transportation and Logistics segment includes the transportation of crude oil, motor fuels, fuel oil and other refined products, including diesel and biofuels. The Company's main crude oil pipeline systems' operating capacity is approximately 1.34 million barrels per day (BPD). The Company's main refineries are the Barrancabermeja refinery, which it directly owns and operates, and a refinery in the Free Trade Zone in Cartagena that is operated by Reficar S.A., a subsidiary of the Company. The Company also owns and operates two other minor refineries: Orito and Apiay.


NYSE:EC - Post by User

Post by Nikolaion Apr 20, 2011 8:18pm
540 Views
Post# 18465476

CEO interview

CEO interviewGood find Erny!   As of yesterday it appeared the site was being neglected; even the $2mm NR was not published,  but this fresh info. and publishing the recent NR is welcome.   The long-term strategy and funding scenario is looking quite promising.   Aside from immediate drilling plans, this picture will improve significantly as cash rolls in and plans unfold.   This will NOT be the typical...go away in May...not for Ecometals!

With 600 tenements in good standing, I wonder how many companies they're spread across and when Ecuador will demonstrate its key themes: Respect, Responsibility, Efficiency and Transparency.   Ecuador demands respect doesn't seem to offer much, athough they do appear to be winding down the overt threats, and in the contract process continuing to say negotiations will be "difficult." 

Ecuador keeps touting responsibility, efficiency and transparency but MRNNR and other decision makers in the country seem to have no concept of time or urgency.  Publishing the model contract is many months overdue (irresponsible and non-transparent), and we've yet to see broad activation of mining activities beyond the half-dozen companies typically mentioned (horribly inefficient).  That said, as the fog begins to clear EC is well positioned to act on new opportunities as outlined in the interview.

The company re-affirmed its focus on GOLD, which suggests the iron properties might be considered non-core and subject to disposal.  Valuation could have been significant had they been drilled.  Anyone care to put a price on this? 

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