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    Falcon Oil - etwas Großes bahnt sich an (Seite 6)

    eröffnet am 06.02.06 13:07:11 von
    neuester Beitrag 07.05.24 22:30:47 von
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      Avatar
      schrieb am 14.12.23 13:39:12
      Beitrag Nr. 25.444 ()
      Interessante Entwicklung beim TBN Beetaloo operator. Dort wird eine Kapitalerhoehung durchgefuehrt.
      Zum einen ein gutes Zeichen dass B. Sheffield voll mitgezogen hat.
      Zweitens wird Linerty ein zusaetzlicher Aktionaer. Liberty ist eine Oelfeldservicefirma, die fuers Frac pumpen in den USA bekannt ist.

      Damit sind mit Liberty und mit H&P zwei bekannte US Oelfeldservicefirmen Aktionaere bei TBN. Ich denke das ist die Strategie von Sheffield um sicher zu stellen dass TBN im Beetaloo eine gute Bohralnage sowie gutes Fracequipment bekommt fuer das Development von diesem shale gas, condensate Basin.

      https://www.investi.com.au/api/announcements/tbn/08e4e2cb-0b…



      Aber noch interessanter waere es zu wissen was B. Sheffield mit der passiven FOG im Sinne hat???
      Falcon Oil & Gas | 0,108 €
      Avatar
      schrieb am 08.12.23 17:12:58
      Beitrag Nr. 25.443 ()
      Antwort auf Beitrag Nr.: 74.927.074 von Charly_2 am 07.12.23 11:23:00dann warten einmal wir auf die flow rate und die ersten infrarot satelliten fotos von der fackel. aktienkurs scheint ja wieder ein bisschen anzuziehen, nachdem das pumpen des frack so wie es aussieht ohne grosse technische probleme erfolgt sein sollte
      Falcon Oil & Gas | 0,099 $
      Avatar
      schrieb am 07.12.23 11:23:00
      Beitrag Nr. 25.442 ()
      Falcon Oil & Gas Ltd. - Successful Completion of SS1H Stimulation Program
      GlobeNewswireDec 7, 2023 2:00 AM EST
      Falcon Oil & Gas Ltd.
      (“Falcon”)

      Successful Completion of SS1H Stimulation Program

      7 December 2023 - Falcon Oil & Gas Ltd. (TSXV: FO, AIM: FOG) is pleased to announce the completion of the 10-stage stimulation program over a 500 metre horizontal section of the Amungee Member B-Shale within the Shenandoah South 1H (“ SS1H ”) well in EP117 which is operated by Falcon Oil & Gas Australia Limited’s joint venture partner, Tamboran B2 Pty Limited (“ Tamboran ”).

      Details are as follows:

      The stimulation program at SS1H delivered a proppant intensity of 2,212 pounds per foot (lb/ft) and average proppant injection per stage was 356,000 pounds.

      The stimulation program achieved rates of 100 barrels per minute (bpm) using slickwater, a first in the Amungee Member B-Shale and in-line with current US shale basin stimulation designs.

      Tamboran now plans to install production tubing ahead of the SS1H well commencing flow back of stimulation fluid.

      Commencement of 30-day initial production (IP30) testing in mid-December 2023, subject to timing of gas breakthrough.

      Current expectations are to release IP30 flow rates in Q1 2024, subject to timing of flow back stimulation fluid and weather conditions.

      Proof of commercial flow rates as measured over the IP30 day period and which Falcon estimates to be 1.5 million cubic feet per day (MMcf/d) over the 500 metre horizontal section (3.0 MMcf/d normalised over 1,000 metres) or greater will allow us to progress the sanctioning of the proposed 40 MMcf/d pilot project at Shenandoah South during the first half of 2024.

      Philip O’Quigley, CEO of Falcon commented:

      “The stimulation program went extremely well with Tamboran’s operations team achieving injection rates up to 100 bpm, a Beetaloo Sub-Basin rate record, and average proppant injection per stage of 356,000 pounds, in line with the initial design. We look forward to this next phase of operations in the Beetaloo with the installation of production tubing ahead of flow back of stimulation fluid and the commencement of the IP30. We will continue to update the market as results become available.”

      Ends.

      https://money.tmx.com/quote/FO/news/5139155223907325/Falcon_…
      Falcon Oil & Gas | 0,082 €
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 07.12.23 09:46:35
      Beitrag Nr. 25.441 ()
      lesenswerte Studie (wenn auch nicht von der passiven not operating FOG sondern vom Operator TBN)
      https://www.tamboran.com/wp-content/uploads/2023/12/TBN-06.1…
      Falcon Oil & Gas | 0,082 €
      Avatar
      schrieb am 23.11.23 15:09:17
      Beitrag Nr. 25.440 ()
      https://falconoilandgas.com/2023/10/30/beetaloo-operational-…
      Falcon Oil & Gas Ltd.
      (“Falcon”)
      Beetaloo Operational Update
      30 October 2023 – Falcon Oil & Gas Ltd. (TSXV: FO, AIM: FOG) is pleased to provide an operational update on the Shenandoah South 1H (“SS1H”) well in EP117 which is operated by Falcon Oil & Gas Australia Limited’s joint venture partner, Tamboran (B2) Pty Limited.
      Details are as follows:
      A diagnostic fracture injection test (“DFIT”) of the Amungee Member B-shale on the SS1H well was conducted to analyse geo-mechanical and reservoir properties, with results verified by third-party subsurface experts, Subsurface Dynamics, Inc.
      Formation pressures at SS1H were monitored for over 20 days and analysed to provide a pore pressure prediction for the area.
      DFIT results have demonstrated an over pressured regime, with a pore pressure gradient of at least 0.54 pounds per square inch (psi) per foot, which is consistent with an over pressured regime observed in the core area of the Marcellus shale. In addition, this result provides confidence that the upcoming flow test of the SS-1H well can replicate or exceed commercial flow tests achieved at the Santos-operated Tanumbirini 2H and Tanumbirini 3H wells (0.51 – 0.56 psi per foot) in the EP 161 acreage.
      Condor Energy Services have commenced the mobilisation of stimulation equipment to the SS1H well pad ahead of the planned 10 stage stimulation program in November 2023. IP30 flow rate results are anticipated to be released in early Q1 2024, subject to the timing of stimulation fluid flow back.
      On successful flow testing of SS1H, the Beetaloo Joint Venture (“BJV”) expect to be in a position to sanction a proposed pilot development in the Shenandoah South region.
      Philip O’Quigley, CEO of Falcon commented:
      “With the DFIT results along with log analysis providing confidence, we look forward to the next phase of operations in the Beetaloo with the stimulation and extended production testing of SS1H commencing in November. We will continue to update the market as results become available.”
      Ends.
      Falcon Oil & Gas | 0,078 €

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      schrieb am 20.11.23 11:40:09
      Beitrag Nr. 25.439 ()
      https://falconoilandgas.com/2023/11/16/filing-of-interim-fin…

      Zahlungen an CEO einstellen wäre angezeigt, bevor er auf seinem Stuhl einschläft!
      Falcon Oil & Gas | 0,079 €
      Avatar
      schrieb am 31.10.23 20:51:12
      Beitrag Nr. 25.438 ()
      aus Ermangelung von Infos von FOG bzw von dem gut bezahlten, untergetauchten POQ hier eine TBN Präsentation
      https://investi.com.au/api/announcements/tbn/881c9f17-bc9.pd…
      Falcon Oil & Gas | 0,085 $
      Avatar
      schrieb am 13.10.23 13:28:54
      Beitrag Nr. 25.437 ()
      Antwort auf Beitrag Nr.: 74.601.332 von texas2 am 07.10.23 11:39:33https://www.sharecafe.com.au/2023/10/13/exxons-shale-deal-ig…

      Exxon’s shale deal ignites oil merger wave, including Australian interests in the Beetaloo Basin
      By Peter Milios | More Articles by Peter Milios

      MORE TAMBORAN RESOURCES LIMITED CONTENTMORE SANTOS LIMITED CONTENTMORE EMPIRE ENERGY GROUP LIMITED CONTENT

      Exxon Mobil's monumental $US59.5 billion ($93 billion) acquisition of Pioneer Natural Resources, marking the largest energy deal in the United States in decades, is poised to herald a new era of transformative takeovers within the industry.

      The shale sector is currently abuzz with consolidation discussions, as well-heeled oil companies vie for prime drilling portfolios in the Permian Basin, North America's largest crude source. Over the past six years, production in this West Texas and New Mexico region has doubled, surpassing the daily output of OPEC heavyweight Iraq.

      This impressive expansion has depleted some of the Permian's most valuable drilling prospects, prompting cash-flush companies to turn to acquisitions to fortify their future production capacities. Investors have a lot at stake, as tapping into untapped reserves is crucial for sustaining generous dividends over the long term.

      Pioneer's CEO, Scott Sheffield, stated during a conference call just two months before the Exxon deal emerged, “People are definitely going to run out of inventory over the next several years.” This dynamic is expected to drive significant consolidation.

      In the first three quarters of the year, North American energy companies completed $US75 billion worth of deals, roughly on par with the previous year. However, when you combine Exxon's acquisition of Pioneer with all the other proposed deals at various stages of progress, this could make it the industry's most significant year for deal-making since the pre-pandemic era, as per Bloomberg's compiled data.

      Looking ahead, the focus is shifting to CrownRock, one of the Permian's largest privately held oil and gas producers. The company, led by Republican Party fundraiser Tim Dunn, is reportedly up for sale and could command a price of around $US8 billion, according to an insider source. CrownRock has not responded to requests for comment.

      The consolidation of the shale sector involves several key players:

      Chevron: Chevron is actively expanding its presence in the Permian Basin, aiming to increase daily oil output to 1 million barrels by 2025. The company's CEO, Mike Wirth, has a history of successful dealmaking, including the acquisition of Noble Energy and PDC Energy.

      ConocoPhillips: ConocoPhillips has aggressively expanded in the Permian Basin through acquisitions like Concho Resources and Shell Plc's Permian assets. The company's stock has seen a 60% increase in value over the past two years.

      Civitas Resources: Civitas Resources has been actively acquiring assets in the Permian, including an acquisition from NGP Energy Capital Management and oil assets in West Texas from Vitol Group.

      Coterra Energy: Formed through a merger, Coterra Energy is cautious about M&A but remains open to value-adding transactions in the future.

      Devon Energy: Devon Energy is considered a potential takeover target due to its diversified footprint across major US shale fields, primarily the Permian.

      Diamondback Energy: Diamondback Energy has expanded its Permian footprint significantly through acquisitions of companies like Firebird Energy and Lario Oil and Gas.

      EOG Resources: EOG Resources focuses on organic growth and small, bolt-on acquisitions, rather than large-scale M&A.

      Marathon Oil: Marathon Oil has assets across various shale fields and recently acquired Ensign Natural Resources' Eagle Ford Shale assets in South Texas.

      Permian Resources: Permian Resources has grown into a major independent shale operator through a series of mergers, including the acquisition of Earthstone Energy Inc.

      When assessing the Australian landscape, Pioneer chief executive officer Scott Sheffield’s son, Brian Sheffield, has already made his presence felt.

      The third-generation oil and gas executive has made a big bet on gas in the Northern Territory’s Beetaloo Basin, representing one of the upcoming major developments in this sector globally.

      Brian currently has a 4.12% in Empire Energy (ASX:EEG) and a 12.98% stake in Tamboran Resources (ASX:TBN), two of three of the companies currently operating in the Beetaloo. (Hier hat der Author die Beteiligung an FOG vergessen)

      “He’s made a big play in the Beetaloo,” stated former Empire chairman Paul Espie.

      “What his endgame is – you can come to your own conclusion.”

      In addition, it is important to note that Scott Sheffield previously held a position on board of Santos, the third player in the Beetaloo.

      “When Scott Sheffield was on Santos’ board, he was aware of the Beetaloo, and it was still sort of in the early days of the drilling programs, and early data was coming in,” said Joel Riddle, Managing Director and CEO of Tamboran Resources.

      “And the Beetaloo is pretty well regarded by those in the business as the next big thing,” Mr. Riddle stated.
      Falcon Oil & Gas | 0,085 €
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      schrieb am 07.10.23 11:39:33
      Beitrag Nr. 25.436 ()
      Antwort auf Beitrag Nr.: 74.596.007 von texas2 am 06.10.23 12:00:41Sehr gutes Interview über beetaloo

      https://m.youtube.com/watch?v=CPwc9ZGd5eE
      Falcon Oil & Gas | 0,083 €
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 06.10.23 12:00:41
      Beitrag Nr. 25.435 ()
      shale gas assets haben einen Wert:

      https://www.marketwatch.com/articles/exxon-mobil-stock-pione…

      Exxon Mobil is close to announcing a deal to buy Pioneer Natural Resources for about $60 billion, The Wall Street Journal reported.

      A deal could be announced in the next few days, the Journal said, citing people familiar with the matter. With a current market value of about $50 billion, Exxon’s purchase would be its biggest since its merger with Mobil in 1999. It would also be bigger than Occidental Petroleum’s (ticker: OXY) purchase of Anadarko in 2019 for $38 billion, the most recent megadeal in the oil industry.

      Exxon (XOM) slipped 2% in premarket trading to $106.83. Pioneer (PXD) rose 11% to $237.71.

      Acquiring Pioneer would make Exxon the dominant player in the U.S. Permian in Texas and New Mexico. Pioneer’s acreage in the Midland Basin, the eastern part of the Permian, has some of the largest untapped fields left in the U.S.

      It comes after oil prices started to perk up again after mostly falling this year. Last year’s oil price spike in the wake of Russia’s invasion of Ukraine led to record profits for Exxon and the rest of Big Oil. The Organization of the Petroleum Exporting Countries and Russia have announced reductions in output to keep prices from falling back too much now.

      With energy prices higher, Exxon now has the capacity to explore and produce fuel within the U.S., avoiding geopolitical tensions. The Pioneer deal also shows Exxon shareholders that the company is still focused on fossil fuels, even though it has also gotten into the lithium business and low-carbon initiatives.

      Global energy markets have revived recently as oil prices picked up over the past few months, at least before dropping this week. On Friday, Russia lifted a ban on diesel exports. Separately, Shell (SHEL) announced that natural gas trading increased in the past quarter over the previous one.

      Write to Brian Swint at brian.swint@barrons.com
      Falcon Oil & Gas | 0,083 €
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