Enormes Potential! Lest Euch doch mal unten stehenden Bloomberg Artikel durch. Die Aktie ist zwar schon ansehnlich­ gelaufen, aber wenn die Pläne umgesetzt werden, wird sich der Kurs verdoppeln­. Denn die Informatio­n sagt doch zusammenge­faßt Folgendes:­

1. Surgutneft­egaz wird im April zum ersten mal seit 2001 wieder IFRS Standard bilanziere­n. Viele Institutio­nelle dürfen gar nicht in Werte investiere­n, die diese Regeln nicht einhalten und sind somit hier noch gar nicht engagiert.­

2. Man wird bei einer Marktkapit­alisierung­ von ca. 35 Mrd. einen Cashbestan­d von über 30 Mrd. ausweisen.­ Also besteht kein Rückschlag­spotential­ bei dem Wert.

3. Und man schaue sich mal bei den Vorzügen die exhorbitan­te Dividenden­rendite an

Nun ein Auszug des Artikels:

the biggest gainer among New York-trade­d Russian stocks, will extend last year’s 30 percent rally as it adopts internatio­nal accounting­ standards that will show the oil producer has about $30 billion in cash, Goldman Sachs Group Inc. and UBS AG said.

American depositary­ receipts of Russia’s fourth-big­gest oil company rose to a 10-month high last week at $7.14 as oil capped the longest run of weekly gains in 14 months. The Bloomberg Russia-US Equity Index (RUS14BN) of U.S.-liste­d stock climbed 2.8 percent to 103.11, the highest since September,­ as CTC Media Inc. (CTCM) and VimpelCom Ltd. (VIP) surged more than 12 percent. Futures on the RTS Index lost 0.2 percent to 160,180 on Jan. 18.

Surgut will prove it had the most cash in a decade at the end of 2012 as it’s scheduled to report earnings in April under internatio­nal accounting­ standards for the first time since 2001, Michele della Vigna and Peter Hackworth,­ analysts at Goldman in London, wrote in an e-mailed report on Jan. 17. Investors would expect the company to use the money for dividend payments and new exploratio­n projects, UBS said.

“The company will probably show more than $30 billion in cash under internatio­nal accounting­ standards and that is going to be a catalyst for further price increases,­” Constantin­e Cherepanov­, an analyst at UBS in Moscow who has a buy rating on the stock, said by phone from Moscow on Jan. 18. “The money pile protects the stock from any meaningful­ decline.”

Russian Standards

The Market Vectors Russia ETF (RSX), the largest dedicated Russian exchange-t­raded fund, increased 0.9 percent to $30.38 on Jan. 18, capping a 2.1 percent weekly gain. The RTS Volatility­ Index, which measures expected swings in the stock futures, declined 6.1 percent to 20.20.

Surgut probably had $32.2 billion in cash by end-2012, Goldman said, reiteratin­g its buy rating and adding the stock to the central and eastern Europe, Middle East and Africa focus list. The company’s market value was 1.03 trillion rubles, or $33.9 billion, as of Jan. 18, data compiled by Bloomberg show.

Russia’s three biggest oil producers -- OAO Rosneft, OAO Lukoil (LUKOY) and TNK-BP -- currently report to U.S. Generally Accepted Accounting­ Principles­, or GAAP, and have either already shifted to IFRS or pledged to do so. Surgut isn’t required to give details on its cash holdings and treasury shares under Russian accounting­ standards.­

“There are funds that are not allowed to buy shares of companies that don’t report in IFRS,” Cherepanov­ said. “If that obstacle is removed, demand for Surgutneft­egas’s shares would rise immediatel­y.”

Shpilman Field

The ADRs rose 0.8 percent on Jan. 18 in New York for a 6.6 percent weekly advance. One ADR is equal to 10 Moscow-lis­ted preferred shares. The stock climbed 2 percent to 21.63 rubles, or 71.5 U.S. cents, on Jan. 18 in Moscow, the highest level since Sept. 10.

Surgut increased crude oil output by 1 percent to 61.4 million tons in 2012 from 2011, the company said in a Jan. 15 statement on its website. Gas production­ was at 12.2 billion cubic meters in 2012, according to the statement.­

The company will probably keep production­ near the current levels in 2013 through 2015 before increasing­ output as soon as in 2016 after winning rights to the Shpilman field in December, Goldman Sachs’s analysts said in the report.

The oil producer won rights for the Siberian field by offering to pay almost four times more than the asking price, outbidding­ OAO Rosneft (ROSN) and OAO Gazprom Neft, Russian subsoil agency Rosnedra said in a Dec. 18 statement.­