Die kleine Falkland-Schwester von Desire Petroleum mit 3,5Mrd Barrel!? - 500 Beiträge pro Seite

[mrbk1234]

The most Undervalued Falkland-Play IMO!

Zwar noch nicht ganz so weit wie Desire, aber im JV mit Desire. Vielleicht auch nicht ganz so viel Cash wie Desire aber nur ein Drittel der MK von Desire.

Eine Wette auf den Ölpreis! Hochspekulativ! Aber spannend zu beobachten!

Ich habe eine Anfrage laufen, warum besser hier zu investieren und nicht in die anderen Falkland-Plays.

Zu den Falkland-Vorkommen ist mir bekannt, dass hier noch einer der größten Erdvorkommen an Öl lagern.

Ergänzungen und Meinungen sind von euch gefragt. Genug Cash für das Jahr ist vorhanden.

Die High-Potential Areas liegen in direkter Nachbarschaft zu dem Desrire JV.

Da ich kein Öl-Spezi bin, bitte ich um rege Ergänzung der Öl-Profis!

Also reinhauen!

http://www.rockhopperexploration.co.uk/

[Urlaub2]

Antwort auf Beitrag Nr.: 34.175.470 von mrbk1234 am 26.05.08 23:34:37

Ich habe Desire mit über 200 % Gewinn verkauft, weil inzwischen zu teuer.

Ich bin bei Falkland Oil schon länger dabei, was imo die beste der Falkland-Aktien ist, wo ich auf den entsprechenden Thread verweise.

Es ist wohl der einzige Explorer weltweit, der auf Öl im Wert von weit über 1 Billion Dollar (= 1000 Milliarden Dollar)(!!) sitzt und es ein JV mit BHP Billiton gibt.

Näheres aber im FOGL-Thread.

[MaatMod]

Für eine aktuelle Diskussion enthistorisiert.

[Makalu8000]

Danke an den Mod!

Bin durch Zufall auf diesen Wert gestoßen. Ist hier irgendwer investiert? Wie seht ihr denn hier die Aussichten für 2009? Welche Erwartungen habt Ihr?
Der Umsatz ist ja relativ dünn...

Wenn Ihr Infos habt, immer her damit!

Makalu

[mrbk1234]

Wie die aktuellen Zahlen und Fortschritte sind, weiß ich nicht. Ich glaube eine Neubewertung muss her! Du fängst an...

[Makalu8000]

Antwort auf Beitrag Nr.: 36.584.005 von mrbk1234 am 15.02.09 22:38:11

werde mich die Woche mal dransetzen. Wird wohl ein Stückchen Arbeit werden.

[Makalu8000]

So, ich mache dann mal einen kleinen Anfang.
Ausschnitt aus dem Halbjahresbericht vom November 2008 - man, die Kosten sind ja explodiert. Die onlineübersetzerbedingten Fehler bitte ich zu entschuldigen. Man kann aber lesen, was gemeint ist.
Den rest des Berichtes/Orginalbericht findet man samt der Zahlen auf der Webseite der Company -was sagt ihr dazu?
Aus dem Halbjahresbericht werde ich zum Cashbestand nicht so ganz schlau. Wer kann helfen?

Hier der Link zum Bericht : http://www.rockhopperexploration.co.uk/press/Interim_031208.…

Die Gruppe hat einen Verlust während des Sechsmonatszeitraums zu 30. September 2008 von erlitten $1,183k ($725k: 2007) welches mit einem Fehlbetrag je Aktie von 1.50 Cents übereinstimmt (0.96 Cents: 2007). Der Verlust hat sich über erhöht Vergleichsabschnitt hauptsächlich als Funktion einer Zunahme der Verwaltungskosten und der Gebühr für Anteil gründete Vergütung.
Verwaltungskosten stiegen um $302k von $761k auf $1,063k. $133k der Zunahme war unten, die Kosten zu bezahlen, besonders erhöhte Prämienzahlung für die zwölf Monate zu 30. April. Die meisten der Balance lag an den größeren Niveaus von bewirtschaften heraus die Tätigkeit, die erheblich zu den Aufstiegen in den Spielraumkosten $63k, Honorare von $80k beiträgt und Drucken und Marketing von $18k.
Die geben für Marketing 18.000 aus aber hauen sich die ZTaschen mit dicken Prämien voll? Und das nach 6 Monaten des Geschäftsjahres? Geschäftsjahresende ist übrigens der 31.03. Da kommt sowas sicherlich nochmal!

Die Anteil gegründeten Unkosten von $469k vergleichen mit $117k während des vorhergehenden Zeitraums. erhöhte Gebühr reflektiert die Anerkennung aller restlichen Kosten der dritten Scheibe von Wahlen, die alle am 15. August 2008 bekleideten. Hallo ? das ist das DREIFACHE!!! Kann mir das jemand erklären?

Finanzieren Sie Einkommen während des Zeitraums, der auf $195k erhöht wird ($160k: 2007) wegen des größeren Niveaus der Kapital auf Ablagerung nach dem Legen im Mai. Jedoch der Ertrag auf den durchschnittlichen Barguthaben von $7,830k ($5,547k: 2007) fiel wirklich von 5.8% bis 4.6% resultierend aus Fällen in die niedrige Rate und in die Zentralbankrate und auch der niedrigeren Rückkehr, die von der besseren Sicherheit vorhanden ist.
Reinvermögen der Gruppe hat um $6,077k seit dem Jahr beendet 31. März 2008 hauptsächlich wegen der Billigkeit zugenommen, die im Mai 2008 dieses angehobene $7,226k nach Unkosten setzt.

Hier noch zwei Meldungen die relativ aktuell sind:
Quelle Website der Company

15 January 2009
Director’s Dealing
Rockhopper Exploration plc ("Rockhopper" or the "Company") announces that on 13 January 2009 it received notification from Mr. Richard Visick, a non-executive director of the Company, that on 6 December 2008, 1,000,000 of his beneficially held ordinary shares of GBP0.01 each in the Company ("Ordinary Shares"), representing 1.24 per cent. of the issued Ordinary Share capital of the Company, were secured in favour of an FSA authorised asset manager of which he is a private client as part of general security arrangements in respect of credit provided to him by the asset manager. Mr. Visick remains the registered holder and beneficial owner of all of the Ordinary Shares referred to above (being 1,000,000 Ordinary Shares), and retains control of the voting rights attached to such Ordinary Shares.
Mr. Visick is interested in 17,982,443 Ordinary Shares representing 22.33 per cent. of the issued Ordinary Share capital of the Company. 192,500 of these Ordinary Shares, representing 0.24 per cent. of the issued Ordinary Share capital of the Company, are held in the name of Legal and Commercial Trustee Retirement Benefit Scheme (pension fund), of which Mr. Visick is a trustee and beneficiary. In addition, 512,508 of these Ordinary Shares, representing 0.64 per cent. of the issued Ordinary Share capital of the Company, are held in Mr. Visick's IPS pension fund, of which he is the sole beneficiary.
No other director of the Company has granted security over or entered into any financial instruments relating to any of their holdings of Ordinary Shares in the Company.

21 January 2009
Director’s Dealing
Rockhopper Exploration plc ("Rockhopper" or the "Company") announces that on 21 January 2009 it received notification from Mr. Richard Visick, a non-executive director of the Company, that on 21 January 2009, 14,750,000 of his beneficially held ordinary shares of GBP0.01 each in the Company ("Ordinary Shares"), representing 18.32 per cent. of the issued Ordinary Share capital of the Company, were secured in favour of an FSA authorised private bank of which he is a private client as part of general security arrangements in respect of credit provided to him by the private bank. Mr. Visick remains the registered holder and beneficial owner of all of the Ordinary Shares referred to above (being 14,750,000 Ordinary Shares), and retains control of the voting rights attached to such Ordinary Shares.
Mr. Visick is interested in 17,982,443 Ordinary Shares representing 22.33 per cent. of the issued Ordinary Share capital of the Company. 192,500 of these Ordinary Shares, representing 0.24 per cent. of the issued Ordinary Share capital of the Company, are held in the name of Legal and Commercial Trustee Retirement Benefit Scheme (pension fund), of which Mr. Visick is a trustee and beneficiary. In addition, 512,508 of these Ordinary Shares, representing 0.64 per cent. of the issued Ordinary Share capital of the Company, are held in Mr. Visick's IPS pension fund, of which he is the sole beneficiary.


Meinungen?

[Makalu8000]

Zu beachten sind aber die weit wichtigeren Punke aus dem Bericht vom Dezember:
Prospective reserve update:
≥ Increase estimates from 1.2 billion barrels recoverable
on an unrisked basis to 1.8 billion barrels recoverable in
licences PL032 and PL033
≥ Overall total reserve potential increased to 4.3 billion barrels
recoverable
Operational highlights:
≥ Seismic anomaly over the Sea Lion Fan strongly suggestive
of oil within the system
≥ Benthic sampling completed over licences PL023 and PL024
≥ Work on Shell well 14/5-1A confirms significant gas shows
≥ New low risk gas prospect identified with proven gas with
potential to contain multi-Tcf reserves
≥ Farm out discussions continue
≥ Signs of easing in rig rates and availability
Financial highlights:
≥ Placing of new shares in May 2008 raised £3.6 million
≥ Total cash and deposit balances at period end of £4.8 million
Hier werden 4,8 Mio angegeben, die tauchen aber im Bericht nicht wieder auf, oder habe ich mich verguckt?

[Makalu8000]

Antwort auf Beitrag Nr.: 36.590.823 von Makalu8000 am 17.02.09 01:14:01

Meinungen? Ideen? Ansichten?

Diskussion erwünscht!

[Urlaub2]

Antwort auf Beitrag Nr.: 36.604.836 von Makalu8000 am 18.02.09 17:30:34

Ich hatte Rockhopper auf der Watch, aber zum Glück nicht gekauft.

Die Aktie ist auf dem Niveau aber billig.

Gasprojekte sind in der Gegend nicht interessant, weil es an der Infrastruktur fehlt.

Bei dem jetzigen Ölpreis sind offshore Projekte nicht interessant.

Ich würde einsteigen, wenn die entweder einen Partner finden oder es bei Falkland Oil losgeht (erst 2010).

[beacker38]

Antwort auf Beitrag Nr.: 36.794.636 von Urlaub2 am 18.03.09 17:54:09

Ich würde einsteigen, wenn die entweder einen Partner finden oder es bei Falkland Oil losgeht



schaunmermal was geht

[Makalu8000]

Antwort auf Beitrag Nr.: 36.794.636 von Urlaub2 am 18.03.09 17:54:09

Na der Kursverlauf der letzten Zeit war aber nicht schlecht.
Leider viel zu wenige Stücke gehandelt.

is eben eine nette Beimischung fürs Depot.

[Makalu8000]

Ups, da waren ja news...

und keine schlechten...

Resourcenupdate vom 22. Mai
http://www.rockhopperexploration.co.uk/pdf/CPRReportAndExplo…

Directors dialing vom 27. Mai

Rockhopper Exploration plc ("Rockhopper" or the "Company") today announces that on 26 May 2009 it received notification from Mr. Richard Visick, a non-executive director of the Company, that on 26 May 2009, he had repaid the loan, previously announced on 15 January 2009, which had been secured over 1,000,000 of his beneficially held ordinary shares of GBP0.01 each in the Company ("Ordinary Shares"), representing 1.24 per cent. of the issued Ordinary Share capital of the Company. On the same day, the Company received notification that on 26 May 2009 Mr Visick disposed of by way of gift, the following shares to a number of newly created trusts, each with a charitable object. Mr Visick and his family are specifically excluded from being beneficiaries to these trusts.

The Charles Darwin Settlement 500,000 shares
The Islands Settlement 652,300 shares
The South Atlantic Settlement 500,000 shares
The North Falklands Settlement 500,000 shares
TOTAL 2,152,300 shares

Following these gifts, Mr. Visick is beneficially interested in 15,830,143 Ordinary Shares representing 19.75 per cent. of the issued Ordinary Share capital of the Company. This total includes 192,500 Ordinary Shares, representing 0.24 per cent. of the issued Ordinary Share capital of the Company, held in the name of Legal and Commercial Trustee Retirement Benefit Scheme (pension fund), where Mr. Visick is a trustee and beneficiary. In addition, 512,508 of the Ordinary Shares, representing 0.64 per cent. of the issued Ordinary Share capital of the Company, are held in Mr Visick's IPS pension fund, of which he is the sole beneficiary.

For further information, please contact:
Rockhopper Exploration plc www.rockhopperexploration.co.uk

Sam Moody - Managing Director 01722 414 419 Aquila Financial Ltd www.aquila-financial.com Peter Reilly 0118 978 4100 Canaccord Adams Limited
Jeffrey Auld / Eli Colby / 020 7050 6500 Henry Fitzgerald-O'Connor Notes to editors

www.rockhopperexploration.co.uk The Rockhopper Group started trading in February 2004 to invest in and carry out an offshore oil exploration programme to the north of the Falkland Islands. The Group, floated on AIM in August 2005, is currently the largest licence holder in the North Falkland Basin and has a 100 per cent. interest in four offshore production licences which cover approximately 3,800 sq. km. These licences have been granted by the Falkland Islands government

Quelle: http://www.rockhopperexploration.co.uk/pdf/DirectorsDealings…


hört, hört....

[Makalu8000]

hat sich gut entwickelt. Der steigende Ölpreis kann hier nicht schaden....
Ich bleib weiter dabei! Das Ende der Fahnenstange ist noch nicht ereicht.
Sind noch andere Investierte hier?

[Makalu8000]

Das Board hat mal wieder zugelangt. Da kommt bald was, denke ich. Hier die news:

30 June 2009
Rockhopper Exploration PLC (“The Company”)
Director’s Dealings
The Company announces that it received notification today from Samuel Moody, Peter Dixon-Clarke and David Bodecott that on the same date they acquired ordinary shares of 1 pence each in the Company (“Ordinary Shares”). The Company also received notification on Monday 29 June 2009 from Pierre Jungels that on the same date he acquired Ordinary Shares. Details of the number of shares purchased and price paid are set out below:
Number of shares price paid
purchased
Pierre Jungels 150,000 shares 32 pence per share
Executive Chairman
Samuel Moody 242,980 shares 31.25 pence per share
Managing Director
Peter Dixon-Clarke 108,510 shares 31.25 pence per share
Finance Director
David Bodecott 108,510 shares 31.25 pence per share
Exploration Director
Following the share purchases the holdings of the Directors are:
Number of shares % of issued share capital
held
Pierre Jungels 866,074 1.08
Executive Chairman
Samuel Moody 1,128,435 1.40
Managing Director
Peter Dixon-Clarke 253,639 0.31
Finance Director
David Bodecott 199,510 0.25
Exploration Director
For further information please contact:

[Makalu8000]

ich würde ja gern noch ein paar ins Depot packen, aber das, was da im ask liegt ist ja einfach unverschämt teuer...

[Makalu8000]

wird immer schlimmer.
Heute wurde der Kurs durch 251 St. um knapp 10% hochgezogen?!?!?!
Unglaublich!

[Makalu8000]

hmmmm, was sagt ihr denn zu dem Kursverlauf?
Ist hier denn noch irgendjemand dabei?

Für den Kursanstieg (zwar bei sehr dünnen Umsätzen) ist es hier sehr still. Wo geht denn die Reise hin? Was meint Ihr?
Sehen wir die 60 Cents dieses Jahr noch?

[schlangenmeister]

Antwort auf Beitrag Nr.: 37.723.573 von Makalu8000 am 06.08.09 13:22:24

hi,

ich bin schon länger an bord( auch bei FOGL/FIH) und werde es auch bleiben

60 cent? ... es ist deutlich mehr drin.
ob noch dieses jahr weiß ich natürlich auch nicht.

einfach mal abwarten

[Makalu8000]

Was ist denn hier heute los?

[MaloneBS]

Antwort auf Beitrag Nr.: 37.954.441 von Makalu8000 am 10.09.09 14:23:20

Desire drillt schon bald in der Region

[Makalu8000]

Antwort auf Beitrag Nr.: 37.954.602 von MaloneBS am 10.09.09 14:43:28

gerade bekommen:

PRESS RELEASE
11 September 2009
Rockhopper Exploration plc (“Rockhopper” or “the Company”)
Farm Out – Letter of Intent
Rockhopper Exploration, the North Falkland Basin oil and gas explorer, is pleased to announce that it has agreed terms with a third party energy company for a farm-in to one of the Company’s licences, through a contribution, at a promote, to the costs of drilling one well on the licence and to certain back costs. A Letter of Intent to farm in has been signed and discussions continue to progress the agreement this into a fully binding joint venture.
The Letter of Intent and any subsequent agreement remains subject to certain approvals by the Falkland Islands Government and both parties. A further announcement, including the terms of the proposed farm in, will be made once the necessary approvals are in place.
Rockhopper also welcomes the announcement made yesterday by Desire Petroleum plc (“Desire”) regarding a Letter of Intent it has signed with Diamond Offshore Drilling for the hire of a rig for a North Falkland Basin drilling campaign commencing in February 2010, where a minimum of 4 wells will be drilled and additional slots may be available for Desire and/or its partners. The Company hopes to drill a minimum of two wells on its operated acreage (owned 100%) as part of this larger campaign with Desire

[Popeye82]

[Popeye82]

Preliminary Results for the year ended 31 March 2009 - Sep 22, 2009
www.rockhopperexploration.co.uk/pdf/PreliminaryResults_to_31…

[snafur]

Rockhopper Issues Statement Regarding Media Speculation
08 October 2009

Rockhopper, the North Falkland Basin oil and gas explorer, notes the recent media speculation that the Company is actively pursuing an equity financing.

Rockhopper today confirms, as previously announced on 11 September, 2009, that it hopes to drill a minimum of two wells on its operated acreage (owned 100%) as part of a larger campaign with Desire Petroleum PLC. The Company further confirms that management are considering a variety of options to finance the cost of the drilling campaign, including a placing of equity.

The Rockhopper Group started trading in February 2004 to invest in and carry out an offshore oil exploration programme to the north of the Falkland Islands. The Group, floated on AIM in August 2005, is currently the largest licence holder in the North Falkland Basin and has a 100 per cent. interest in four offshore production licences which cover approximately 3,800 sq. km. These licences have been granted by the Falkland Islands government.

[Kursbrecher]

Sieht vernünfig aus.

[Coxos]

explorer dort unten:
Argos Resources
Arcadia Petroleum
BP
BHP Billiton
Borders & Southern
Desire Petroleum
Falkland Oil & Gas
Repsol
Rockhopper Exploration
quelle:
http://maximumprofit.wordpress.com

[Popeye82]

£50 million placing of 92,592,593 new ordinary shares at 54p each - Oct 27, 2009
www.rockhopperexploration.co.uk/pdf/RockhopperExplorationPla…

[Popeye82]

£50 million share placing - Nov 12, 2009
www.rockhopperexploration.co.uk/pdf/ResultofGeneralMeeting12…

"... Further to Rockhopper's announcement about the share placing dated 26 October 2009 (“Placing Announcement”), the Board of Rockhopper confirms that the assignment agreement (“Assignment Agreement”) between Rockhopper, Desire and Diamond in relation to the rig services contract between Desire and Diamond has today been signed by each of the parties. The Assignment Agreement remains conditional on Rockhopper depositing in an escrow account certain amounts to be paid by Rockhopper for two of Desire's rig slots. Further details of the proposed drilling campaign are included in the Placing Announcement. ..."

[BaronOppenSAL]

http://news.bbc.co.uk/1/hi/scotland/highlands_and_islands/83…

[BaronOppenSAL]

aus dem fogl-schräd geklaut...malonebs ist hoffentlich nicht böse:

http://www.walesonline.co.uk/news/uk-news/2009/12/03/swansea…

Swansea-raised oil man Colin Phipps predicted Falklands bonanza

...The largest North Sea oilfield, the Forties, contained five billion barrels. But the British Geological Survey has pointed to the highly oil-prone nature of the Falklands source rock, estimating the north area of the islands alone contains some 60 billion barrels of oil.

Martin Li of the Investors’ Chronicle which has been reporting huge interest in Falklands oil, said: “The Falklands area splits into two separate provinces, the north basin and south basin, each of which has very different characteristics. In the north basin, where Desire and another company Rockhopper are active (together with private company Arcadia), the water is relatively shallow at 100 to 600m, the targets are large and drilling conditions relatively benign – similar to those in the North Sea.”

[MaloneBS]

Antwort auf Beitrag Nr.: 38.510.371 von BaronOppenSAL am 04.12.09 15:00:44

Habe mich vor ein paar Tagen auch sehr über die news der Ocean Guardian gefreut . Das Falkland Projekt schlägt nun wieder grössere Wellen. Bin zwar nur in FOGL investiert, aber werde auch bei einem Erfolg von Rockhopper oder Desire damit profitieren.

Afirman que en Malvinas hay petróleo para 60 mil millones de barriles
http://www.minutouno.com.ar/1/hoy/article/121400-Afirman-que…

Las Islas Malvinas nadan en petróleo. O al menos eso es lo que sostienen medios británicos, que informaron hoy que bajo las islas, en el subsuelo marino, hay suficiente crudo para llenar unos 60 mil millones de barriles.

De acuerdo a los sitios de Telegraph y The Sun, las empresas inglesas Rockhopper Exploration, Desire Petroleum, Falkland Oil and Gas and Borders y la Southern Petroleum se encuentran explorando el archipiélago de norte a sur.

Para explicar la importancia del descubrimiento, explican que la mayor reserva de petróleo del mundo -Ghawar, en Arabia Saudita- contiene unos 80 mil millones de barriles....

ALSO hier nun meine Spanischkenntnisse zum Besten:
In den Falklands lagern nach Schätzung ca. 60 Billionen barrel und um eine Vorstellung der Grössenordnung zu erhalten: das weltweit grösste Oelfeld, Ghawar, liegt in Saudi-Arabien und umfasst ca. 80 Billionen barrel.
Jetzt fehlt nur noch der Kaiser: Ohzapft iss!

[BaronOppenSAL]

The North Falkland Basin - Westhouse Securities - Dec 8, 2009

http://www.oilbarrel.com/fileadmin/content/pdfs/Brokers_Note…



kann man das direkt anklicken...ich glaube ich bin zu doof dafür

[Hafturlaub]

Antwort auf Beitrag Nr.: 38.586.792 von BaronOppenSAL am 17.12.09 13:55:44

http://www.oilbarrel.com/fileadmin/content/pdfs/Brokers_Note…" target="_blank" rel="nofollow ugc noopener">
http://www.oilbarrel.com/fileadmin/content/pdfs/Brokers_Note…

[BaronOppenSAL]

Antwort auf Beitrag Nr.: 38.586.853 von Hafturlaub am 17.12.09 14:03:37

http://www.oilbarrel.com/fileadmin/content/pdfs/Brokers_Note…

test

[BaronOppenSAL]

http://online.wsj.com/article/BT-CO-20091222-712249.html

[BaronOppenSAL]

http://www.facebook.com/group.php?gid=175368911761

[snafur]

Rumours in advance of Falklands drilling

Published 12.01.2010 14:49:39 by John Bradbury

City commentator Evolution Securities has speculated that online bulletin boards will be rife with rumour and gossip in the period between spudding and completion of new wells off the Falklands by Desire Petroleum and Rockhopper Exploration.

After the two companies made a presentation to analysts in London yesterday, Evolution reported that Desire and Rockhopper have indicated they will only issue regulatory news releases on the spudding and completion of those forthcoming wells in the North Falklands.

“However, with wells expected to take less than 30 days, we expect the bulletin boards to be rife with rumour and gossip in the intervening period,” Evolution commentated today.

The Ocean Guardian rig was due to commence the first well for the two companies next month and is now travelling down to the South Atlantic.

Desire and Rockhopper are on course to spud the first of up to ten wells from next month Evolution observed, with the plan to test a number of different play types in order to extend their understanding of the geology of the North Falklands Basin, and the two companies intend to share exploration drilling results.

“The principal risk is the presence of decent reservoirs, sufficient to hold and flow commercial levels of oil, given that they will be within a muddy basin,” the commentator stated.

[snafur]

Artikel von letzter Woche, zeigt aber ganz gut was alles an Logistik um die Rig herum nötig ist:

Friday, January 8th 2010 - 12:45 pm UTC

Falkland Islands: Drilling preparations step up a gear onshore
AS the semi-submersible drilling rig Ocean Guardian, contracted by Desire Petroleum from Diamond Drilling, continues to make its way south, a number of oil operators are scheduled to visit the Falklands to meet with government officials this month.

Desire Petroleum’s Chairman Stephen Phipps, Chief Executive Officer Dr Ian Duncan and Finance Director Eddie Wisniewski are due to arrive next week for a round of meetings with government officials and others. They will be accompanied by Ben Romney from Buchanan (Desire’s PR consultancy) and Robert Watts, a journalist from the oil industry magazine Upstream.

Three representatives from Rockhopper Exploration are also scheduled to arrive next weekend.

The Ocean Guardian, under tow by the Maersk Traveller, is still on schedule to arrive in early February; Desire’s Falklands representative Lewis Clifton confirmed this week.

A second Maersk anchor handling tug supply vessel is due to arrive late this month, and the third rig support ship, a platform supply vessel, will complete the offshore drilling support package, he said.

The pace dockside is about to pick up with the first of two cargo ships, Thor Leader, carrying oil equipment from UK, arriving next week. The second cargo ship, Honest Rays, arrives on January 15. Mr Clifton said discharge operations would be undertaken 24 hours a day until the 14,000 tons of equipment onboard were sorted and stored, pending the arrival of the Ocean Guardian.

Onshore specialised support personnel will begin arriving in Stanley during the next few days. Mr Clifton said up to 12 personnel would be based in Stanley for the duration of the drilling programme.

As with oil rig workers, these personnel will rotate 28 days on and 28 days off.

The shore support personnel will be largely based out of the integrated pipe yard and laydown facility being constructed at Coastel Road by Byron McKay Port Services, of which Mr Clifton is a director. The facility will include modularised office and warehouse accommodation, and the silo plants (muds and cement bulk storage), although other private sector facilities will also be utilised.

Mr Clifton said Byron McKay Port Services had secured an on-shore services support contract, and were working with AGR Petroleum Services - the oil operator’s contractor - to provide the ship-shore-ship logistics support interface.

A number of local appointments have been made to support the contract terms. These include an aviation coordinator and a number of operatives, slings men, labourers and stevedores. A two week training programme for operatives was undertaken during early December under training guidance brought in from Aberdeen, said Mr Clifton, adding that security personnel would also be appointed for the duration of the drilling programme.

Helicopter support operations are to be provided by British International with an airframe due to arrive on the Ministry of Defence freighter next week. Mr Clifton said work was also progressing towards bringing back on line the helicopter refuelling facility at Cape Dolphin on East Falkland, which was set up during the last drilling round in 1998. However, unlike in 1998 when the Borgny Dolphin oil rig was visible off Cape Pembroke, the Ocean Guardian is unlikely to come into sight on arrival, said Mr Clifton.

Source: Penguin News

[snafur]

Getting my bearings in Port Stanley
I’m sitting in the Malvina House Hotel in Port Stanley, the capital of wild and stunningly beautiful Falkland Islands. I’m a new face in town - but I am not the only one.

Rob Watts Tuesday, 19 January, 2010, 11:55 GMT

Preparations are stepping up for the upcoming drilling campaign off these windy, rocky South Atlantic islands, and officials from the two key operators involved, Desire Petroleum and Rockhopper Exploration, are also visiting the islands, which have a permanent population of about 3000.

Getting here involves a journey of 30 hours, door to door. The Air Bridge between the UK and the islands is a twice weekly flight operated by Air Tahiti Nui out of RAF Brize Norton, with a refuelling stop at Ascension Island.

As we readied ourselves to disembark at the Mount Pleasant airbase, I did a double take. Gentle Polynesian rhythms were being piped through the cabin - is this South Pacific meets the South Atlantic?

I’m in the Falklands this week to talk about the first exploration work to be carried out off the Falklands for 12 years, and, just as importantly, to find out what the islanders themselves think.

Relations between the companies seem good, judging by the scene in the Malvina House’s restaurant last night.

Sitting around the same table, enjoying Upland goose pate - a local speciality - and toothfish were Desire’s chairman Stephen Phipps, its chief executive Ian Duncan, Rockhopper‘s chief executive Sam Moody, and Dave Bodecott, Rockhopper’s exploration director.

All are preparing for a series of meetings this week with Falkland Island officials and agencies before Diamond Offshore’s semi-submersible drilling rig Ocean Guardian gets to work next month.

Earlier in the day, I joined Duncan and Phipps on a brief tour around Port Stanley and some nearby beaches, home to a colony of Magellanic penguins.

The signs warning of unexploded mines and fences around the dunes, however, are an uneasy reminder of Argentina’s 1982 invasion of the islands and the short conflict the UK fought to retake them.

Almost 1000 people died on both sides and Argentina still claims sovereignty of the Falklands, which it calls Las Malvinas.

Despite the reminders of the past, Duncan and Phipps are concentrating on the future.

Duncan told me: “We are excited. After 12 years of waiting we can’t wait to get started.”

It is also easy to see that the logistics operation is in full swing, with drilling equipment being unloaded at Stanley’s docks and construction work taking place on a nearby yard to house it.

The relative peace in and around Stanley is in direct contrast to the excitement this frontier campaign has created 8000 miles away at home in the UK, where investors’ imaginations have been well and truly captured.

As one investment banking contact in the City told me last week: “I’ve been in the job for 30 years and have never seen anything like it.”

If oil is found, though, the current flurry of activity will be nothing compared to what easily be a Klondike-style rush, and one wonders what might happen in this far-off corner of the world.

As another contact said to me before I left on my journey. “What’s the saying? It is a better thing to travel hopefully than to arrive?”

Rob Watts will be giving UpstreamOnline's readers a taster of life in the Falkland Islands this week. A full package of exclusive news and features covering the upcoming Falklands campaign will be published in Upstream's newspaper edition on 5 February.

[BaronOppenSAL]

FALKLANDS ARE “GO” FOR OIL EXPLORATION



By J. Brock (FINN)



Desire Chairman, Stephen Phipps has confirmed that the exploration rig, Ocean Guardian, is progressing well and scheduled to arrive in Falklands waters early in February, weather and sea conditions depending.



During an interview with FINN he also confirmed that the integrated pipe and lay-down facility at Coastel Road being constructed by Byron McKay is nearing completion with plans to base a majority of the shore support personnel from that area.



As reported last month on FINN there will be a financial benefit for the economy for entities involved in the pipe and lay-down facility, the movement of oil related cargo from FIPASS, People renting accommodation for shore based workers, Hotels accommodating workers and transport services. “Twelve Rooms at the Malvina House Hotel, 15 seats on the airbridge as well as the increased port activity is a significant contribution to the Falklands’ economy” said Mr Phipps.



Mr Phipps went on to say that once exploratory drilling is complete then these revenue streams will be dried up until there is another round of exploratory drilling possibly by FOGL, BHP Billiton and Borders & Southern.



Ocean Guardian is a semi-submersible rig suitable for exploring in shallower waters. This means that after Desire Petroleum finish their prospects in tranches C, D, and F, and Rockhopper Exploration end their drilling campaign in former Shell tranches, then BHP Billiton’s shallower prospects of Endeavour, Loligo and Nimrod could be drilled.



According to Mr Phipps there will be little information coming from the site. There will be an announcement when drilling commences and another when target depth is reached and how long it took to drill that depth. After a while the results of the drill will be announced.



Besides Desire’s Chairman, the CEO, Mr Ian Duncan, Finance Director Mr Eddie Wisniewski and PR Consultant Mr Ben Romney from Buchanan are visiting Also in the Falklands this week is Mr Sam Moody of Rockhopper Exploration. Rockhopper have discovered natural gas in one of their prospects.



When asked about what hydrocarbons products were being explored Mr Phipps said that “the main thought process is oil because that’s what’s believed to be there.” He shied away from commenting about natural gas.



When the exploration process is over and if hydrocarbons have been found, the exploration well will be tested. If no hydrocarbons have been found, exploratory wells will be plugged and abandoned. “If we can, we would like to stay, but that depends on rig availability,” said Mr Phipps.



In a tight rig market this could only be a wish, rather than a firm way forward. However, many exploratory rigs in other parts of the world have been kept for exploitation purposes in the past. This adds to a tight rig market, so if a rig can be secured for Falklands’ waters all the better.



At the end of the day after all the exploration is finished there will be slack hydrocarbons based revenue streams. To investors, I say, hang in there. The next few months could be interesting indeed.

http://sartma.com/art_7323.html

[BaronOppenSAL]

http://www.thisismoney.co.uk/investing/share-tips-and-fund-t…

[snafur]

Falkland News, wie die obige auch unter http://www.falklandnews.com/

[BaronOppenSAL]

http://online.wsj.com/article/SB1000142405274870369920457501…

[BaronOppenSAL]

intresting.....rockhopper are at NAPE EXPO in Houston on the 10-12 feb with a stand.....looking to do more deals....intresting as they are the only falklands oilie there....working hard to get a major partner or a second farmin....

[BaronOppenSAL]

http://www.expocadweb.com/nap10/ec/forms/attendee/index.aspx…" target="_blank" rel="nofollow ugc noopener">
http://www.expocadweb.com/nap10/ec/forms/attendee/index.aspx…

[BaronOppenSAL]

http://www.napeexpo.com/

[BaronOppenSAL]

http://energy.pressandjournal.co.uk/Article.aspx/1572986?Use…

[BaronOppenSAL]

RNS Number : 5019G
Rockhopper Exploration plc
02 February 2010




Rockhopper Exploration Plc

("Rockhopper" or the "Company")



Drilling Programme Update



Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is pleased to announce that it has been formally assigned two slots with the Ocean Guardian drilling rig ("Ocean Guardian"), to drill Sea Lion and Ernest, during its forthcoming drilling campaign in the Falklands. This assignment is pursuant to a rig contract between Desire Petroleum PLC ("Desire") and Diamond Offshore Drilling (UK) Limited ("Diamond") and an assignment document between Desire, Diamond and Rockhopper dated 12th November 2009.



The Ocean Guardian is due to arrive in the Falklands in February 2010. The first well to be drilled by the rig, due to spud in mid February 2010, will be Liz (Rockhopper: 7.5 per cent interest), located on the western margin of the North Falkland Basin and operated by Desire (92.5 per cent interest).



The second well to be drilled by the Ocean Guardian upon its release from Liz will be Sea Lion (Rockhopper: 100 per cent owned and operated). The prospect is located on the eastern basin margin of the North Falkland Basin and is in close proximity to the Shell well 14/10-1, which recovered live oil.



Rockhopper will then be assigned either the third or fourth slot to drill the Ernest well. Ernest is located in licence PL024 and has a positive CSEM (Controlled Source Electromagnetic Anomaly).



The Ocean Guardian drilling rig departed the Cromarty Firth in Scotland on Thursday 26 November en route to Liz, in the North Falkland Basin.



Further information regarding the upcoming drilling campaign is contained in Rockhopper's announcement about the recent share placing dated 26 October 2009.







For further information, please contact:



Rockhopper Exploration

Sam Moody - Managing Director

Tel. [phone]



M: Communications

Patrick d'Ancona or Ben Simons

Tel. [phone]



Canaccord Adams
Jeffrey Auld/ Elijah Colby/ Henry Fitzgerald O'Connor

Tel. [phone]



Notes to Editors



Rockhopper was established in February 2004 with a strategy to invest in and carry out an offshore oil exploration programme to the north of the Falkland Islands. The Company floated on AIM in August 2005 and is currently the largest licence holder in the North Falkland Basin with a 100 per cent. interest in four offshore production licences PL023, PL024, PL032 and PL033 which cover approximately 3,800 sq. km. Rockhopper has also farmed in to licences PL03 and PL04 which are operated by Desire Petroleum in which it holds a 7.5% Promoted Interest. These licences have been granted by the Falkland Islands government.



An extensive work programme has been carried out over a number of years on all of the licences in which Rockhopper has an interest. This has including 2D and 3D Seismic and Controlled Source Electromagnetic Mapping (CSEM). A number of well prospects have been identified, including Sea Lion and Ernest (on 100% owned Rockhopper licences) and Liz, Ann and Ninky (on Desire Petroleum licenses in which Rockhopper holds a 7.5% Promoted Interest). In November 2009 the Company completed an equity placing to raise gross proceeds of £50 million which covers the anticipated costs of these wells, including contingencies. The Ocean Guardian Drilling rig has been contracted to carry out a drilling campaign on each of these prospects during 2010.



Rockhopper Exploration plc www.rockhopperexploration.co.uk

[snafur]

Falkland Islands set for more success in 2010

Fiona Bond
02.02.10 00:01




In just over a decade, the Falkland Islands - with its rich oil reserves - has transformed itself into a hotbed for London's leading mining houses.


In 1998, the British-ruled territory was considered to have poor hydrocarbon reserves, and the North Falkland Basin had just six wells under its belt, all of which were plugged and abandoned.


Fast forward to 2010 and an estimated £327 million has been ploughed into offshore projects as British-based companies clamour to get their hands on the territory believed to hold up to 60 billion barrels of oil.


While oil prices were just $10 a barrel in the late 1990s, today it has a price tag of almost $75 a barrel and the stakes are a lot higher.


The region, split into the North and Southern Basins, has attracted the attentions of Desire Petroleum (DES), Rockhopper Exploration (RKH), Falkland Oil and Gas (FOGL), Borders and Southern Petroleum (BOR) and, most recently, mining heavyweight BHP Billiton (BLT).


Rockhopper Exploration and Desire Petroleum have become the two principal operators of the North Falkland Basin, while its fellow oil producers concentrate on tackling the South Basin.


David Hart of WestHouse Securites, says that while the Northern Basin lacks the expanse of the South and East Falkland Basins, he believes "reserves in the hundreds of millions of barrels of oil can be reasonably expected."


Rockhopper Exploration, first admitted to AIM in 2005, was attracted to the acreage as it was deemed relatively low risk in exploration terms, with both proven oil and gas.


After raising a hefty £50 million in October 2009, Rockhopper - which owns a 100% interest in Licences PL023, PL024, PL032 and PL033 and has farmed-in to Licences PLO3 and PLO4 - is now bracing itself for the "most exciting period" since its inception.


It has teamed up with partner Desire to embark on a drilling programme starting this month, after securing the Ocean Guardian rig from Diamond Offshore Drilling.


While the terms of the contract are for a four well, eighty-day campaign, operator Desire retains the option to drill a further six wells for itself or its partner.


Since announcing the securing of the rig, Desire's share price has climbed steadily, rising as much as 27% in the last month. Rockhopper enjoyed similar success, rising over 18% throughout January.


Hart of WestHouse Securities, adds: "Clearly, 2010 is a big year for the North Falkland Basin explorers and we expect a steady diet of drilling news beginning in February. Having studied prior drilling data and numerous technical studies of the region over the years, we believe the two companies are now ideally placed to pursue a successful drilling programme assuming the geology works.


"Despite the raised awareness of the two groups' intentions, both are still substantially undervalued according to our valuations."


In the more daring south of the region operates Falkland Oil & Gas and Borders & Southern Petroleum.


The South Basin possesses a single rich source rock which spreads across the entire Southern Basins, from the Magallanes Basin in Argentina to the Maurice Ewing Bank some 800 kilometres east of the Islands. However, it poses a greater risk to explorers and shareholders alike due to the fact it has not yet been penetrated and remains in the very earliest stage of exploration.


Nevertheless, while Rockhopper and Desire have a lower risk profile, the rich resources of the Southern Basins mean Borders and Falkland Oil and & Gas could be faced with greater opportunities should their drilling activities come up trumps.


Fox Davies Capital believes said that there is a "fair chance of success in the 10 or so wells that will be drilled in 2010/11".


Falkland Oil & Gas is to embark on a drilling programme in the southeast of the region in April, along with partner and mining heavyweight BHP Billiton - which farmed in for 51% in 2009 - and has an option on the third drilling slot on the rig commissioned by Desire and Rockhopper.


Falkland Oil & Gas's shares have doubled during the course of 2009, leaving the company worth £228 million and shot up 21% in January alone.


Just as recently as November, Falkland Islands Holdings netted a handsome £3.1 million profit after offloading three million shares in Falkland Oil and Gas proving the company's growing worth.


Finally, Borders, which holds a 100% equity interest and operatorship of five production licences covering an area of 20,000 kilometres, is expected to start drilling towards the close of the year.


In January 2009, the company announced an initial review of its 3D seismic interpretations which, it said, highlighted three principal play fairways.


"Within these play fairways, multiple prospects were generated that, in common with analogous geological settings, could deliver in the success case multi-billion barrels of total recoverable reserves," Lionel Therond of Fox Davies Capital notes.


"We believe that the presence of companies such as BHP and Petrobras as farm-in partners respectively with Falkland Oil & Gas and across the Argentinean border in the Malvinas Basin to the West with Repsol, emphasise the attractiveness of the whole area," Therond added.


All four of the AIM-listed Falklands-focused groups have outperformed the AIM Oil&Gas Index over the last five years, as greater exploration opportunity helped to drive share prices higher. While they temporarily faulted in the second half of 2008 as the onslaught of the financial crisis took its toll, they were back on form by the start of 2009 and have gained 40-60% over the past three months.


With such success under their belts, 2010 could become a bumper year for the mining minnows.

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/companies/news/12871/fox…

[BaronOppenSAL]

http://www.upstreamonline.com/live/article205662.ece

[BaronOppenSAL]

On 14:29 GMT, Monday 8 February 2010

OSLO, Feb 8 (Reuters) - Norwegian oil and gas contractor AGR Petroleum Services said on Monday it had won a contract to launch a drilling campaign off the Falkland Islands later this month.

Last week, Argentina protested to Britain over plans to begin offshore oil exploration in the Falkland Islands, which the two countries went to war over in 1982. [ID:nN02111521]

AGR Petroleum Services, one of the largest independent well management firms in the world, said it had been contracted by Desire Petroleum (LSE: GB0002689494.L - news) and Rockhopper Exploration Plc to provide logistical support and undertake a six-well drilling programme in the North Falklands Basin starting in February.

AGR said it was also in discussions with a possible third operator regarding additional drilling off the islands, located in the south Atlantic Ocean near Argentina's coast.

[BaronOppenSAL]

http://www.desirepetroleumshares.co.uk/drilling-rig-nears-en…" target="_blank" rel="nofollow ugc noopener">
http://www.desirepetroleumshares.co.uk/drilling-rig-nears-en…

[Trader evil]

der Verlauf heute einfach fantastisch.

[Hafturlaub]

http://www.faz.net/s/Rub0E9EEF84AC1E4A389A8DC6C23161FE44/Doc…

[Trader evil]

Days Until Rig Arrived on Site


1 day 16 hours 56 minutes...

[Trader evil]

http://www.upstreamonline.com/live/article206498.ece
Warum wird die Nordsee für die Grossen im Geschäft wohl immer uninteressanter??????

[BaronOppenSAL]

http://www.timesonline.co.uk/tol/news/world/us_and_americas/…" target="_blank" rel="nofollow ugc noopener">http://www.timesonline.co.uk/tol/news/world/us_and_americas/…

[Trader evil]

Eine sehr gute Möglichkeit für G.Brown so kurz vor den Wahlen den Ritter mit der weissen Rüstung,Sir Ivanhoe ,zu spielen und zu punkten, wie damals die eiserne Lady.Die aktuellen Nachrichten und Bilder aus Afghanistan werden so viel nicht hergeben.

[Trader evil]

http://www.wienerzeitung.at/DesktopDefault.aspx?TabID=3856&A…
.......Wissen: Falkland Inseln

Argentinien hat seinen Anspruch auf die Islas Malvinas (Falklandinseln) nie aufgegeben. Im Jahr 2003 erklärte Argentiniens Präsident Néstor Kirchner (der Mann der derzeitigen Präsidentin Cristina Kirchner), die Inselgruppe wieder unter argentinische Hoheit holen zu wollen. Er brachte den Fall vor die UNO, was von britischer Seite ignoriert wurde.

Zum 25. Jahrestag des Falkland-Kriegs erneuerte Argentinien im Jahr 2007 seine Ansprüche. Gleichzeitig kündigte Argentinien eine Vereinbarung über die gemeinsame Ausbeutung der Gewässer zwischen den Falkland-Inseln und dem argentinischen Festland auf. Im März 2009 schloss der britische Premierminister Gordon Brown jegliche Gespräche über die Falkland-Inseln aus.

[BaronOppenSAL]

http://news.bbc.co.uk/1/hi/world/americas/8521429.stm

[Trader evil]

bis jetzt alles nach Plan.Tolle Logistik und timing.

[Trader evil]

http://www.abendblatt.de/politik/ausland/article1387737/Im-F…

[Trader evil]

Kommentar von heute:
http://www.zeit.de/politik/ausland/2010-02/argentinien-gross…

[snafur]

Rig ist vor Ort, Start der ersten Bohrung in Kürze.
Bericht mit Videos von den Falklands:

http://www.youtube.com/watch?v=Pj8c9A9A_Og&feature=player_em…

[Trader evil]

Dr Colin Phipps
Obituary
Dr Colin Phipps 1934-2009

Dr Colin Phipps 1934-2009 will be remembered for many things but one of his major achievements was as a pioneer of the British Independent oil sector.

It is hard to know where to begin to describe a life that was so varied, rich and full.

Fundamentally Colin was a geologist graduating with a first class honours degree from University College London in 1955. On the back of this he was awarded a Shell Postgraduate Studentship to undertake a PhD at Birmingham University. He completed this in just two years with a thesis entitled 'The Structure and Stratigraphy of the Silurian Rocks West of the South Malvern Hills'. With F. Reeve he then published a number of papers on the geology of the Malvern Hills.

In 1957 he joined Shell as a geologist where he spent seven years working in the Netherlands, Venezuela and the USA.

In 1964 he took the brave decision to leave Shell and set himself up as a consultant in the UK. It is hard to believe nowadays just how bold a step that was - the North Sea was in its infancy as an oil province and work was scarce. However, as he did on so many occasions, with his entrepreneurial skills and strong technical background, he built up a very successful consultancy Dr Colin Phipps and Partners.

In 1972 he set up Phipps Oil and in 1973 Clyde Petroleum, and as if this was not enough to keep him occupied, he became the Member of Parliament for Dudley West in 1974.

Throughout the 1970s Clyde continued to grow picking up interests in the UK, USA, Italy and Ecuador, where Clyde acquired the Anglo Ecuadorian Oilfields from Burmah Oil in 1975. It was becoming clear that the scope of Clyde required a dedicated technical team and in 1979 Clyde merged with Dr Colin Phipps and Partners and the company became established in the Malvern area. Colin became Chief Executive of the company which was now recognized as a significant force in the UK. Colin's interest in politics continued and he became a founder member of the Social Democratic Party in the early 1980s.

In 1983 Colin became Chairman of Clyde and was also elected Chairman of Brindex, the association of British independent exploration companies.

He retired from Clyde, aged 60, in 1994 and was fittingly described by Malcolm Gourlay (Colin's successor) as follows: "Colin Phipps provided the spark that gave life to Clyde. A professional oilman of great ability and gifted in very many other ways, he was determined to see the British independent sector in general, and Clyde in particular, play a significant role in the development of the North Sea."

Of course Colin had no intention of retiring. He set up Phipps and Co which became a diverse family company and turned his attention to an area which had long fascinated him, the Falkland Islands.

He had visited the Islands on numerous occasions since his first visit in the mid-1970s as a member of a Parliamentary delegation and his oil instincts told him of the hydrocarbon potential offshore. As a result when a Licensing Round was announced Colin, with his customary persuasive flair set up Desire Petroleum which was awarded a number of licences in 1997. Drilling followed in 1998 with encouraging signs of oil and gas but not in commercial quantities. With the international oil industry in the doldrums from 1998 to 2004 most of the exploration companies left the Falklands. Colin however continued to believe passionately in the potential of the area and his determination kept Desire afloat. When fund-raising opportunities arose again, Colin raised money firstly for seismic and then for drilling.

Unfortunately he did not live to see the fulfillment of his dream of finding commercial hydrocarbons in the Falklands. He will always be regarded as the icon for exploration in the Falklands, inspiring not only Desire, but also other companies to look for oil in the area.

Colin had great influence on many lives, through his professional and personal activities over many years. Many tributes have already been paid to him, from around the world reflecting the great respect in which he was held. Some of the qualities remarked upon and often repeated include: enthusiasm, inspiration, visionary, loyalty.

Colin leaves his family, to whom he was devoted, his wife Ninky who has been by his side for over fifty years, his children Stephen, Helen, Anna and Ceri and his fourteen grandchildren of whom he was so proud.

I have known and worked with Colin for over thirty years and it is a privilege to have known such an exceptional man and I know I speak for many when I say he will be sorely missed.

Dr Ian Duncan

[snafur]

Update von Channel 4, wichtigster Punkt, abgesehen von den politischen Aussagen, die Drilling Crew geht per Heli auf die Rig:

http://www.youtube.com/watch?v=56Y-m4mZ1kA&feature=player_em…

Na dann lasst mal den alten Rosteimer Ocean Guardian eine Menge Öl finden!
60 Milliarden Barrel werden um die Falklands vermutet, fast soviel wie ursprünglich in der Nordsee.
Ich bin bei Rockhopper bei 60 Pence eingestiegen, das ist meiner Meinung nach derzeit das spekulativste Öl-Invest der Welt.
Upsite ist gigantisch, wenn wirklich gute Ergebnisse kommen.
Ich denke das Rockhopper die besseren Projekte hat, geologisch gesehen.
Leider hat RHK am ersten Drill "nur" knapp 7% Anteil, den ich mit einer 10% Chance ansetze. Geht das schief (90% Wahrscheinlichkeit) geht's natürlich runter für alle (FOGL, RHK, DES etc.), aber die Chancen für Sea Lion (100% Rockhopper) beim zweiten Drill schätze ich auf 20-30 Prozent.
Auf jeden Fall wird es mächtig interessant in diesem Jahr um die Falkland Inseln.

[Trader evil]

Hier sind die einzelnen Tranchen:
http://www.desireplc.co.uk/


sehr übersichtlich.

[Trader evil]

Der ist aber auch nicht schlecht:


http://www.youtube.com/watch?v=HzmWefseY8s&feature=related

:

[KNORPEL]

Oil & Gas Research Falkland North Basin


===>>> http://www.oilbarrel.com/fileadmin/content/pdfs/Brokers_Note…

bei Desire & Rockhopper geht die Post ab

aber die deutschen Schnarchnasen verpennen natürlich wieder alles

P.S. Bin selber Deutscher

[Trader evil]

Eröffnung 121,50 Umsatz (in GBp) n.a.
Höchstkurs 132,50 Umsatz (in Stück) 10.547.037
Tiefstkurs 121,00 letzte Umsätze
Vortag 117,00 13:54:59 3.000 (Stk.) 124,59
Preisfeststellungen 1.867 13:54:45 628 (Stk.) 124,59

die älteren werden sich erinnern wie zu Zeiten des Neuen Marktes.Aber hier ist die Chance,mit an Sicherheit grenzender Wahrscheinlichkeit,keine Blase platzen zu sehen.

[Trader evil]

Ich fasse es nicht im XETRA werden sie auch schon wach:


ESIRE PETROLEUM
Intraday-Chart
WKN: 913636
ISIN: GB0002689494
Symbol: EYX
1,40

+122,22 %
+0,77
Xetra (EUR), 22.02.10 | 13:24

[Trader evil]

NEWS:

http://www.google.com/hostednews/afp/article/ALeqM5jFY8aWFVE…

[Trader evil]

http://www.desireplc.co.uk/

[BaronOppenSAL]

http://www.theaustralian.com.au/news/world/obama-needs-to-su…

[Trader evil]

IEA hebt die welteite Nachfrage
Die Internationale Energieagentur (IEA) steigerte die weltweite Öl-Nachfrage weiter ihrem monatlichen Ausblick über die zu erwartende Wachstums Nachfrage in .... (OECD).

hier der original Bericht auf:


http://www.upstreamonline.com/live/article208614.ece

[Trader evil]

Statoil plans early start for satellites.

Normalerweise dauert es ca. 5 Jahre um ein Olfeld zu entwickeln.Hier ist Statoil sicher es in 2,5 Jahren zu schaffen.

http://www.upstreamonline.com/live/article208755.ece

[Trader evil]

Argentina threatens to ban firms operating in the Falklands as Royal Navy sends attack submarine
Wednesday, 17 March 2010 16:18

...The submarine, which was built in 1978, is 82 metres long and is equipped with sonar, attack and search periscopes, collision avoidance radar and electronic warfare. In addition, she has five torpedo tubes capable of firing the Spearfish......



Desire Petroleum, currently drilling for oil, is expected to announce next week if it has had success.



der original Bericht unter :


http://www.desirepetroleumshares.co.uk/latest-related-news/1…

[Trader evil]

NEWS :


It could all kick off in the Falkland Islands at the end of this week.

No, we're not talking about another military scrap over the islands' sovereignty, as in 1982, but according to sources, Thursday or Friday is the first time that the Aim-listed Desire Petroleum could announce that it has found oil in the territorial seas to the north of the Falklands.


hier der original Bericht:

http://www.desirepetroleumshares.co.uk/latest-related-news/1…

[Trader evil]

Die Explorer.

Drilling Programme die Termine.Hier :


http://www.desirepetroleumshares.co.uk/latest-related-news/1…

[snafur]

Friday, March 19th 2010 - 15:25 UTC

Falklands rife with speculation waiting for first oil drilling results
Speculation was mounting this week on news of a potential oil strike as a promised announcement from hydrocarbons exploration company Desire Petroleum grew closer.

Having contracted the semi-submersible rig the Ocean Guardian for its initial round of drilling, which arrived on site on February 19 and began with the spudding of the first well on February 23, Desire Petroleum stated it would not be making any report on progress until the first campaign was concluded.

The company also said it would take some 30 days to drill down to the target depth of 3,500m. No announcement would therefore be expected much before March 25.

However, fuelled by poor arithmetic, or in part by stories in the international media, reports of stock prices jumping on the back of unsubstantiated rumours and, perhaps, news of a VIP visit to the rig on Monday, the diddle-dee grapevine briefly ran even hotter than usual early in the week. The rumours included a story that oil samples were taken on the military airbridge on Tuesday for testing in the UK.

Officials at the Falkland Islands Government’s Mineral Resources Department declined to comment, but did admit to a helicopter flight, describing it as “a routine visit to the Ocean Guardian drilling rig to observe operations.”

Members of the Minerals Resources Department, including Director Phyl Rendell, were accompanied by Legislative Assembly Members Roger Edwards, Jan Cheek and Emma Edwards.

Cllr Emma Edwards, who is the mineral resources portfolio holder, described the visit as “routine, but very informative.”

Desire’s shares gained 8.9 per cent on Monday, while Rockhopper Exploration saw its shares jump by an impressive 11 per cent.
However, by Thursday, Desire’s share price had dipped by 3.25p and Rockhopper’s by 1.75p, suggesting the market had rejected any early suggestions of a substantial oil discovery.

Meanwhile, the UK media have continued to focus on South Atlantic defence issues, most recently claiming that a nuclear submarine is in Falklands waters to “strike fear into the hearts of any possible enemy.”

Two of Britain’s tabloid papers, The Sun and The Mirror, led on Wednesday with unconfirmed reports that HMS Sceptre, a 5,000-tonne Swiftsure Class nuclear-powered submarine, had been dispatched to the South Atlantic from South Africa.

“Details of Sceptre’s presence in the waters around the Falklands came as speculation mounted that British firm Desire Petroleum has struck oil,” wrote The Sun.

Built in the 1960s and described by one newspaper as the oldest ship in the Royal Navy still afloat, HMS Sceptre is nevertheless equipped with sonar, attack and search periscopes, collision avoidance radar and state-of-the-art listening sensors. In addition it has five torpedo tubes capable of firing Spearfish anti-ship torpedoes.

If the week has proved less than exciting for most people interested in Desire Petroleum’s progress, there was some excitement for the company’s local representative and former non-executive director, Lewis Clifton.

Lewis’s wife Barbara gave birth on Wednesday to a son, Joseph Benjamin.
Penguin News congratulates Lewis and Barbara and hopes this happy event may augur well for another happy event with greater consequences for the Falklands economy... perhaps as early as next week.

By John Fowler – Penguin News - Stanley

[BaronOppenSAL]

http://www.moneyam.com/InvestorsRoom/posts.php?page=203&tid=…

[BaronOppenSAL]

http://www.investegate.co.uk/Article.aspx?id=201003290700193…

[Makalu8000]

Was ist denn mit dem Kurs los? der sackt ja seit einiger Zeit immer weiter ab?! Haben sich jetzt die ganzen Spekulanten zurückgezogen?

[snafur]

So, jetzt ist Rockhopper dran, das Sea Lion Projekt (100%) zu bohren.
Im Moment findet wohl eine starke Umschichtung von Desire nach Rockhopper im Markt statt.
Desire geht nach der Meldung von heute runter, Rockhopper geht ab nach oben.
Das Ergebnis von Liz war nicht so schlecht, wie von der Sunday Times im Vorfeld fälschlicherweise behauptet. Der hohe Druck in der Gaszone erfordert eine gesonderte neue Bohrung um Flußraten und Profitabilität schätzen zu können. Leider kein (oder kaum) Öl, aber die Bohrung wird als "Gas Discover" abgeschlossen.
Die Spannung steigt wieder, die Achterbahn hat wieder Fahrt aufgenommen:

RNS Number : 7534J Rockhopper Exploration plc 06 April 2010

For immediate release: 6 April 2010

Rockhopper Exploration plc

("Rockhopper")

Liz 14/19-A Exploration Well: Gas Discovery

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, notes the announcement by Desire Petroleum PLC (AIM: DES) regarding the Liz 14/19-1 well, in which Rockhopper has a 7.5% working interest:

The Liz well 14/19-1, drilled by Desire Petroleum plc, in the North Falkland Basin, has reached a total depth of 3,667 metres. Final logging has been completed and the well is now being plugged and abandoned as a gas discovery.

The initial log interpretation indicates that 17 metres of net hydrocarbon pay were encountered between 2961 and 3031 metres within a zone of over-pressured, predominantly sandstone, reservoir. A hydrocarbon sample and formation pressures were recovered from this interval. The initial analysis suggests that the hydrocarbon type is wet gas, but its precise characteristics will be confirmed through further analysis. There is no indication from log data or pressure data of a water-leg in this interval. Much work is now required to evaluate the reservoir quality, to determine the trapping mechanism and to assess the potential of this discovery.

Dry gas was also recovered from a deeper interval below 3,400 metres indicating that gas pay is present in generally poor quality reservoir but there is considerable uncertainty on the rock type and more work will be required to assess its reservoir potential. This gas is a separate accumulation from that above, in a different pressure regime. Again further work is required to assess the significance of this interval.

The Liz fan was encountered between 2,540 and 2,568 metres. Good oil shows were recorded while drilling but logging and sampling confirmed that this reservoir interval was tight. It is believed the Beth fan was also penetrated between 2,654 and 2,672 metres also with oil shows in tight reservoir. In both fans, work will now try to determine whether better quality reservoir may be developed updip.

Weak oil shows were also noted in conglomeratic zones between 2,706 and 2,932 metres.

The well was not suspended for later testing as the well was not designed to test over pressured gas. Additionally, further technical work is required in order to understand better the reservoirs to ensure any test is designed optimally.

Due to increasing overpressure concerns the well did not reach the deepest play type in the pre-rift.

Subsurface support is provided to Desire Petroleum by Senergy (GB) Ltd and the results reported today are based on the work of the Senergy operations team.

Once Liz has been plugged and abandoned the Ocean Guardian drilling rig will be released to Rockhopper when it will relocate to drill the Sea Lion 14/10-B Exploration well (100% Rockhopper) on the western margin of the North Falkland Basin.

Sam Moody, Managing Director of Rockhopper, commented,

"Rockhopper is highly encouraged by the results of the Liz well which have enhanced the prospectivity of the basin. As we approach the spudding of Rockhopper's first well in the campaign, Sea Lion, we can be additionally confident that the exploration on Liz has drilled at least two petroleum systems with hydrocarbon shows recorded over a wide interval. We look forward to commencing our own drilling operations shortly."

[Trader evil]

Antwort auf Beitrag Nr.: 39.280.968 von snafur am 06.04.10 17:27:11

und was ist mit den restlichen 200m Bohrloch die noch für diese Woche von DESIRE angekündigt wurden?

[snafur]

Antwort auf Beitrag Nr.: 39.282.332 von Trader evil am 06.04.10 20:25:10

Steht doch in den News:

Due to increasing overpressure concerns the well did not reach the deepest play type in the pre-rift.

Knapp einhundert Meter wurde noch tiefer gebohrt, von 3570 auf 3667 Meter, dann wurde der Druck aus dem Bohrloch zu hoch.

[Trader evil]

ja stimmt.Insgesamt sind die bis jetzt veröffentlichten Details
doch eigentlich ganz positiv.
Bei einer vorsichtigen vorläufigen Bewertung kann der Bohrung zwar nicht das Prädikat eines Volltreffer (wennn man das finden von ergiebigen Ölquellen so definiert) gegeben werden jedoch ist ein Gas Fund ein sehr gutes Ergebniss.
Für mich bleibt es auch desshalb bei Rockhopper so spannend, weil ja unter anderem die Theorie besteht das Öl durch das poröse Gestein Richtung Festland gewandert ist.Sea Lion liegt ja westlich des Nord Bassin´s.

Einen neuen Puzzle Stein des späteren Gesamtbildes werden wir in einigen Tagen sehen.

Unnötig zu erwähnen das auch FIH kurzfristig von noch weiteren positiven Nachrichten stark profitieren wird.

[Trader evil]

Ein Artikel der nachdenklich macht



Desire Petroleum still hopeful of oil drilling success

Apr 6 2010 By Graeme Brown
Comments (2)
Recommend

A rough week at sea resulted in a 48 per cent fall in oil explorer Desire Petroleum’s share price after news of its first drill disappointed investors.

The Malvern-based firm’s shares halved in value in the space of a day, from £1 to 50p, after it found poor quality oil in the first well to be drilled in the Falkland Islands for a decade.

The drilling campaign organised by Desire, which was established by former Dudley West MP Colin Phipps, has already been dogged with controversy after it sparked protests from Argentina, which claims the British territory.

However, analysts have said it is too early to judge Desire’s campaign, which still has five wells to drill, and a Birmingham-based geology expert has said that while low quality oil can be more expensive to deal with, it will become more well-used as global reserves are depleted.

After the share price fall, Westhouse Securities analysts said: “Expectations ran high ahead of the start of drilling for both companies and this morning’s share price reflects the market’s significant disappointment with news to date.”

But Westhouse said the sell-off of the firms’ shares was overdone and added that while there may be implications for drilling at other wells in the area planned for later in the year, only the Liz [the first well] project would be removed from forecasts.

“While clearly not the commercial success the companies were hoping for, it is still very early to declare the drilling campaign a failure.”

Analysts at Seymour Pierce and Oriel Securities have retained their “buy” ratingsfor Desire despite disappointing news from Liz.

Analyst Alan Sinclair said: “Whilst the market may have been looking for seagull-scorching test results from Liz, it should be borne in mind that this is the first of a potential six-well programme by Desire.”

Shares in Desire made a slight recovery after falling as low as 50p after an announcement on March 29. The company said operations at Liz were not yet completed and it would know whether to drill deeper, pause for testing or abandon the well once the analysis is fully carried out.

The well has reached a depth of 3,570 metres and gas has also been discovered, particularly below 3,400 metres, which has to be evaluated.

Desire said its drilling rig would relocate to another solely-owned well in the area after operations at Liz conclude.

The company said: “Until the logging is complete and the results analysed, it will not be possible to determine the significance of the hydrocarbons encountered and whether the well will need to be drilled deeper, suspended for testing or plugged and abandoned.”

Plans to drill for oil around the disputed islands sparked a fresh diplomatic spat between the UK and Argentina, who fought a bitter war over the territory in 1982.

Britain refused US Secretary of State Hillary Clinton’s recent offer to broker talks between the two sides, insisting there was nothing to discuss about the sovereignty of the islands.

Dr Joe Wood, senior lecturer in chemical engineering at the University of Birmingham, who works to improve conditions for drilling low quality oil in Canada, said poor quality oil required more work to process it, which harms profit margins.

However, as oil becomes a rarer commodity companies are going to have to consider drilling in areas which are lower quality, he said.

Dr Wood said: “The cleaner oils from the Middle East can be used with minimum upgrading but lower quality oils need a lot more work, so they aren’t as economical. When oil prices are high then these extra costs can be justified.

He added: ‘‘Companies are going to have to look at next generation oils.

“Over the next 10 or 20 years we are going to become more reliant on lower quality deposits.”

Quelle:

http://www.birminghampost.net/birmingham-business/birmingham…

[Trader evil]

DESIRE PETROLEUM PLC REGISTERED SHARES LS -,01 (913636)

Kurs vom 08.04.2010 17:35
45,25 GBp
+0,56% | +0,25

Kurs- & Umsatzdetails
Eröffnung 44,75 Umsatz (in GBp) n.a.
Höchstkurs 46,00 Umsatz (in Stück) 4.855.544
Tiefstkurs 41,00 letzte Umsätze
Vortag 45,00 17:35:06 0 (Stk.) 45,25
Preisfeststellungen 545 17:35:06 35.140 (Stk.) 45,25

Veränderung
1 Woche -10,40%
1 Monat -56,59%
laufendes Jahr -50,82%
1 Jahr +53,39%
3 Jahre +66,06%
52W Hoch (19.01.2010) 134,00
52W Tief (28.04.2009) 28,50

[BaronOppenSAL]

http://www.rigzone.com/data/rig_detail.asp?rig_id=578

[Trader evil]

heute NASDAq other OTC:


DESIRE PETROLEUM PLC REGISTERED SHARES LS -,01 (913636)

Kurs vom 12.04.2010 18:02
0,82 USD
+25,19% | +0,16
GB0002689494 | Aktie
Öl und Gas
Großbritannien

Kurs- & Umsatzdetails
Eröffnung 0,80 Umsatz (in USD) n.a.
Höchstkurs 0,82 Umsatz (in Stück) 5.331.268
Tiefstkurs 0,735 letzte Umsätze
Vortag 0,655 17:35:04 0 (Stk.) 51,50
Preisfeststellungen 11 17:35:04 86.070 (Stk.) 51,50

[BaronOppenSAL]

desire?
Höchstkurs 0,82 Umsatz (in Stück) 5.331.268??????????????

[Trader evil]

Antwort auf Beitrag Nr.: 39.322.131 von BaronOppenSAL am 13.04.10 11:29:34

Sorry, ich weiss -Falscher Thread-

[BaronOppenSAL]

nee, is nich schlimm....
frage nur, wo ich den umsatz bei desire sehe?
die hatten doch nie 5 mio?
ist aber auch egal......
welche der falklands hast du?
ich bin in rockhopper und fogl.....
gruss...

[BaronOppenSAL]

nichts neues....

http://www.offshore247.com/news/art.aspx?id=16429

[Trader evil]

Antwort auf Beitrag Nr.: 39.336.436 von BaronOppenSAL am 14.04.10 21:05:32

du hast recht jetzt fällt es mir auch auf


richtig ist:
Eröffnung 0,80 Umsatz (in USD) n.a.
Höchstkurs 0,825 Umsatz (in Stück) 46.400
Tiefstkurs 0,735 letzte Umsätze
Vortag 0,655 Keine Umsätze vorhanden
Preisfeststellungen 12

so steht es jetzt in der Historie wenn man es anklickt.

Ich muss mal bei PNB... nachhaken.
Umsätze Nasdaq von heute sind auch nicht stabil und schalten von allein auf Umsätze Börse Stuttgart um.Danke für den Hinweis.

Aber um deine dritte Frage zu beantworten, mein Interesse gilt FOGL,Desire,RKH und FIH, wobei ich letztere langfristig gesehen nicht als das schlechteste Investment ansehe.

[snafur]

Der Vollständigkeit halber:

RNS Number : 2962K Rockhopper Exploration plc 16 April 2010

Embargoed: 0700hrs, 16 April 2010

Rockhopper Exploration plc

("Rockhopper" or the "Company")

Sea Lion 14/10-B Exploration Well Spud

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is pleased to announce that the Sea Lion 14/10-B Exploration well was spudded at 0050hrs BST on 16 April 2010.

The Sea Lion prospect is located on Licence PL032 which is 100% owned and operated by Rockhopper.

The well is being drilled to an estimated target depth of circa 2,700 metres. Drilling operations are expected to take approximately 34 days and a further announcement will be made once drilling is completed.

Sea Lion is being drilled using the second rig slot in the overall drilling programme. The Company currently intends to drill its Ernest prospect (100% Rockhopper) using the fourth slot.

[DerBergderruft]

Mail a friend Thursday 06 May, 2010Rockhopper Exp plc

Sea Lion - Oil Discovery

RNS Number : 4541L
Rockhopper Exploration plc
06 May 2010


Drilling Programme Update



Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to announce that well 14/10-2 on the Sea Lion prospect has reached a depth of 2,744 metres. Initial data collected indicate that this well is an oil discovery, which would be the first in the North Falkland Basin.


The Company has run a suite of wireline logs and logging data collected thus far indicate that the well has encountered a 150 metre gross interval of sand and shales. The data show that the well has 53 metres of net pay distributed in multiple pay zones, the thickest of which has a net pay of 25 metres. These pay zones have an average porosity of 19%.



Rockhopper now intends to collect additional logging information prior to making a decision whether to plug and abandon the well, or to suspend the well for future testing. The Company is also considering whether to drill an appraisal well on Sea Lion later during the current drilling campaign. Further information will be distributed in due course.

It remains the intention of the Company to drill the Ernest prospect in the fourth slot of the overall Falklands Drilling programme.

Samuel Moody, Managing Director, commented:



"We are extremely excited by the results of this well. While we are presently acquiring additional data, current indications are that we have made the first oil discovery in the North Falkland Basin. We will now focus on analysing in more detail the data gathered from the well, in addition to continuing preparations for the drilling of our Ernest prospect later in the year

[DerBergderruft]

hat jemand ein livechart?

[BaronOppenSAL]

Canacord note just out Energy -- Oil and Gas, Exploration and Production ROCK 'N' ROLL! Event Rockhopper Exploration has announced that well 14/10-2 targeting the Sea Lion prospect is an oil discovery. It has encountered a 150 metre gross oil column containing 53 metres of net pay in multiple zones. The thickest of these is 25 metres and average porosity is 19%. Rockhopper now intends to collect additional data before deciding whether to plug and abandon the well, or to suspend it for future testing. The company is also considering whether to drill an appraisal well on Sea Lion later during the current drilling campaign, although it has confirmed that it still plans to use the fourth slot in the overall programme to drill the 156 mmbbl Ernest prospect. Impact There is still work to do to establish Sea Lion as a commercial discovery but the news is good so far. At 53 metres, the net oil column is bigger than the 30 metres assumed in the 170 mmbbl best estimate in last year’s Competent Person’s Report (CPR). Indeed, the figure is close to the 56 metres used to calculate the P10 number of 478 mmbbl. Meanwhile, we consider average porosity of 19% to be satisfactory even though it corresponds to the figure used in the P90 case. Action/Valuation There are reasons to believe Sea Lion could be bigger than the pre-drill best estimate but, for the time being, we continue to use 170 mmbbl as the basis for our valuation of Rockhopper. Allied to an oil price of US$70 per barrel flat real and a 15% discount rate, we estimate a field of this size would be worth 343p/share. In addition, our assessment of the expected monetary value (EMV) of the prospects that the company either will drill or hopes to participate in the drilling of over the next few months plus its remaining cash is equivalent to 90p/share. Hence, we raise our target price from 172p/share to 433p/share and maintain our rating at SPECULATIVE BUY.


http://www.iii.co.uk/investment/detail?code=cotn:RKH.L&displ…

[BaronOppenSAL]

LONDON, May 7 (Reuters) - British oil company Rockhopper Exploration confirmed its controversial drilling programme near the Falkland Islands has found high quality oil, boosting its shares for a second straight day.
Rockhopper, which initially announced the discovery on Thursday, said fresh data showed the find was a "high quality reservoir interval with very good porosity and permeability".
The data increased the likelihood that the company would return to carry out a flow test, Managing Director Samuel Moody said in a statement on Friday.
Oil exploration in the islands off the coast of South America has sparked protests from Argentina, which claims the British territory.
Shares in Rockhopper were trading up 50 percent at 140 pence a share by 1514 GMT, after more than doubling on Thursday, valuing the company at around 243 million pounds ($375.8 million).
Oriel Securities analyst Richard Rose upgraded his stance on Rockhopper to "buy".
"In the main 25m pay zone permeabilities range from 200-500 Milidarcies with peaks of over 1 Darcy. In layman's terms this indicates a decent quality reservoir," Rose said in a note.
"In addition, no oil/water contact has been encountered, another positive," he added.
While further drilling will be needed to confirm the findings, a commercial discovery based on the current reserve estimates would be worth up to 600 pence a share, Rose said.


http://www.iii.co.uk/investment/detail?code=cotn:RKH.L&displ…

[snafur]

Gaaaaaahhh!

Ich war ein paar Tage offline, hab soeben das erste mal wieder die Welt und das Internet konsultiert.
Eine wirklich schöne Überaschung, zu erfahren das man nun im Geld schwimmt.
Jabbada Jabbada, irgendwo hier muß doch noch ne Buddel Champagner liegen ...

Ist das Geil, oder was?

[Trader evil]

nicht vergessen wir haben hier die: >>>>>


.......kleine Falkland-Schwester von Desire Petroleum mit 3,5Mrd Barrel!


Jetzt kommt als nächstes die GROßE SCHWESTER.

FOGL.

Aber die Schwester Nr. 1 gefällt mir auch ganz gut.

[snafur]

Ich hab' die hälfte meine Anteile heute Mittag verkauft, ab und zu muß man Profite auch mal mitnehmen.
Der Rest läuft jetzt weiter, verlieren kann ich unterm Strich mit Rockhopper nicht mehr.

Potenzial nach oben könnte noch da sein, mal sehen ob heute die 200 Pence Marke noch durchbrochen wird.

[schlangenmeister]

TIDMRKH

RNS Number : 5903L
Rockhopper Exploration plc
10 May 2010

Embargoed for release: 0700hrs, 10 May 2010

Rockhopper Exploration plc
("Rockhopper" or the "Company")

Drilling Programme Update

Sea Lion Exploration Well - 14/10-2
Oil Discovery - Completion of Logging

Rockhopper Exploration, the North Falkland Basin oil and gas exploration
company, is pleased to provide the following update on results of the 14/10-2
well on the Sea Lion prospect.

Wireline fluid and pressure testing has been completed. Multiple pressure
readings and multiple fluid samples have been successfully obtained.

The Ocean Guardian is not equipped with facilities to analyse the fluid samples,
so analysis of the fluid samples will take place after the sample containers are
shipped to a dedicated laboratory. However, the fluid sampling process suggested
the following preliminary observations:

o All samples indicated to be oil;
o The sample chambers filled rapidly, indicating a good quality reservoir with
no evidence of any free water as the sample chambers filled; and
o Filling characteristics suggest a mobile crude oil.

Pressure data was good with most attempted test points successfully located in
good quality reservoir.
o Pressure readings indicate the possibility of two separate oil columns; and
o No oil water contacts or water sands have been recognised in the well.

Wireline sidewall cores have also been collected and the samples will be
evaluated for reservoir characteristics in a laboratory.

The Company will make a further announcement once all the laboratory testing is
complete and the above initial findings are verified.

The Company intends to run a liner and apply to suspend the well for future
testing.

It is anticipated that operations will take a further week to ten days. A
further announcement will be made once the rig is released.


Samuel Moody, Managing Director, commented:

"All current indications are that the oil recovered from the Sea Lion well is
moveable which, if confirmed, would be further positive news. We will now wait
for confirmation of the quality of the fluid as a result of the laboratory
analysis, and continue our review of the data gathered from the well."

Enquiries:

Rockhopper Exploration plc
Sam Moody - Managing Director
Tel. [phone] (via M: Communications)


M: Communications
Patrick d'Ancona or Ben Simons
Tel. [phone]

Canaccord Adams
Jeffrey Auld/ Elijah Colby/ Henry Fitzgerald O'Connor
Tel. [phone]

Notes to Editors

Rockhopper was established in February 2004 with a strategy to invest in and
carry out an offshore oil exploration programme to the north of the Falkland
Islands. The Company floated on AIM in August 2005 and holds a 100 per cent.
interest in four offshore production licences: PL023, PL024, PL032 and PL033
which cover approximately 3,800 sq. km. Rockhopper has also farmed in to
licences PL003 and PL004 which are operated by Desire Petroleum in which it
holds a 7.5% working interest. These licences have been granted by the Falkland
Islands government.

An extensive work programme has been carried out over a number of years on the
licences operated by Rockhopper. This has included 2D and 3D Seismic and
Controlled Source Electromagnetic Mapping (CSEM). In February 2010, the Ocean
Guardian drilling rig arrived in Falklands waters to carry out a multi-well
drilling campaign. Rockhopper has drilled an exploration well on its Sea Lion
prospect and current indications are that the Company has made the first oil
discovery in the North Falkland Basin. Further analysis is being carried out.
The Company intends to drill its Ernest prospect later during 2010 in addition
to participating in further wells with Desire.

In November 2009 the Company completed an equity placing to raise gross proceeds
of GBP50 million which covers the anticipated costs of these wells, including
contingencies.

Rockhopper Exploration plc www.rockhopperexploration.co.uk


NB: This statement has been approved by the Company's geological staff who
include David Bodecott (Exploration Director), who is a Member of Petroleum
Exploration Society of Great Britain (PESGB) and the American Association of
Petroleum Geologists (AAPG) with over 30 years of experience in petroleum
exploration and management, for the purpose of the Guidance Note for Mining, Oil
and Gas Companies issued by the London Stock Exchange in respect of AIM
companies, which outline standards of disclosure for mineral projects.


This information is provided by RNS
The company news service from the London Stock Exchange
END

http://www.rockhopperexploration.co.uk/pdf/Sea_Lion_Completi…

[KNORPEL]

Geil Rockhopper auf den besten Weg zu 3 Euro
Bevor die entgültigen Laborergebnisse da sind verkauf ich nix

Und in Deutschland ist so gut wie kein Schwein dabei

[lucaner1610]

Antwort auf Beitrag Nr.: 39.492.846 von KNORPEL am 10.05.10 16:09:55

wieviel barrell werden den vermutet..

[lucaner1610]

Antwort auf Beitrag Nr.: 39.493.437 von lucaner1610 am 10.05.10 17:13:42

bin mit einer posi dabei.....

[snafur]

Antwort auf Beitrag Nr.: 39.493.454 von lucaner1610 am 10.05.10 17:16:16

Soso, registriert seit heute und mit einer Position dabei, ohne zu wissen, um was es geht?
Na, auf solche Leute kann ich getrost verzichten. Insbesondere da der Baron nur ca 5 Artikel vorher genau die Antwort gebracht hat.
Husch-Husch, zurück ins Loch , aus dem du gekrochen kamst.

[Trader evil]

Antwort auf Beitrag Nr.: 39.493.437 von lucaner1610 am 10.05.10 17:13:42

hallo??

die Antwort liegt vielleicht schon in der Überschrift dieses Threads ?
Langsam und in Ruhe durchlesen. So viel Zeit muss sein,gerade
an so einem ``saumäßig`` guten Tag.

[BaronOppenSAL]

These are Rockhoppers own figures..........

LOW estimate (58m recoverable barrels) = £2.12 per share.
BEST estimate (170m recoverable barrels) = £9.69 per share.
HIGH estimate (472m recoverable barels) = £32.47.

Based on recent RNS's, the number of recoverable barrels is likely to be between their BEST and HIGH estimate.


AND THOSE FIGURES ARE ONLY BASED ON SEALION!!


aus iii interactiv investors....

[Sepp33]

Ob man jetzt noch mal nachkaufen sollte?

[BaronOppenSAL]

http://www.fool.co.uk/news/investing/investing-strategy/2010…

[BaronOppenSAL]

http://www.fool.co.uk/news/investing/investing-strategy/2010…

[putzig]

Antwort auf Beitrag Nr.: 39.507.146 von BaronOppenSAL am 12.05.10 13:28:23

Vielen Dank für die eingestellten Infos und links. Bin nur mit einer kleinen Position dabei, aber immerhin von den vier möglichen erstmal genau mit der richtigen Company.

Hast Du Informationen ob Rockhopper strategisch ein nur reiner Explorer bleiben möchte und somit einen Verkauf der Liegenschaften anstreben würde, oder wollen die Produzent werden, vorausgesetzt die aktuellen Ergebnisse können tatsächlich auch kommerziell verwertbar werden.

[putzig]

@Baron:

nach der Drillingreihenfolge und der Meldung von fogl ist die Liegenschaft "Toroa" Ende Mai an der Reihe. Fogl hat ja im Vergleich zu allen Anderen ein gigantisches Gebiet. Da denke ich gerade darüber nach bei cash und einer Schwächephase mir ein paar fogl ins Depot zu legen.

Frage: Können Deiner Meinung nach aufgrund den ersten mitgeteilen Ergebnissen von Rockhopper/"See Lion" Vergleiche zu den CSEM-Ergebnissen von fogl "Toroa" gezogen werden? Wenn ja, könnte dies das Risiko eines Mißerfolges evtl. reduzieren.

[snafur]

Antwort auf Beitrag Nr.: 39.511.178 von putzig am 12.05.10 21:35:22

Ich quatsch mal dazwischen:
Ja, Toroa sollte in ein paar Tagen dran sein.
Auch ja, das FOGL ein großes Gebiet hat.
Aber: Das Gebiet von FOGL liegt im Süden, dort liegen nur passive Daten vor, es wurde noch nie dort gebohrt.
Zudem liegen die meisten potenzielle Prospekte in sehr hohen Meerestiefen.
Toroa haben sie jetzt nur gewählt (wählen müssen), weil die Ocean Guardian eben noch dort bohren kann. Für den Rest braucht man sowas wie die (RIP) Deepwater Horizon.
Generell geht man (theoretisch) davon aus, das es weiter südlich eher gasiger wird, aber das ist bis jetzt nur Theorie.
Der Vorteil der Bohrungen im Norden im Moment ist es, das man alte passive und aktive Daten mit neuen passiven und aktiven Daten abgleichen kann und damit das geologische Modell weitaus exakter bestimmen kann, als nur mit passiven Daten (CSEM).
Für einen möglichen Trend bis weit in den Süden (Toroa) stehen noch zu wenig Beweise an.
IMHO wurde bisher das geologische Modell der Falklands nur teilweise bestätigt. Was bei den wenigen vorliegenden Daten nicht verwunderlich ist.
Rockhopper scheint mit Sea Lion ein gutes Öl Reservoir gefunden zu haben, aber es stehen noch Fragen aus: Was für Öl, wie viel und wie fließt es aus welchen Formationen?
Den Meldungen nach sieht es besser aus, als angenommen.
Das mag zunächst als Gute Nachricht gelten, aber geologisch gesehen wirft es Fragen auf.
Nämlich inwieweit es das gesamte geologische Modell um die Falklands beeinflusst.
Ich denke, das Rockhopper und Desire nach den ersten zwei Bohrungen jetzt eine relativ gute Idee davon haben, wie das nördliche Falkland Basin funktioniert. (Relativ deshalb, weil sie immer noch nur ein Minimum des gesamten Areals wirklich kennen)
Im Süden haben wir im Moment keinen Anhaltspunkt.
FOGL wird Toroa bohren, obwohl es vieleicht nicht die beste Wahl wäre, aber nunmal mit der Ocean Guardian zu realisieren.
Darauf wetten könnte man, eventuell mache ich das auch, aber dann wirklich nur bei einer massiven Schwäche von FOGL.
Wir haben das ja bei Desire und Rockhopper gesehen, der Preis ging nach dem Bohrstart extrem in den Keller.
Den Drill bei Rockhopper hatte ich mit einer Erfolgschance von 20-25% geschätzt, Tendenz eher etwas höher. Bei Toroa gehe ich von einem reinem Wildcat aus, Chance auf einen Hit von 10%.
Und dann kommt es auch darauf an, inwieweit welche Zonen wie aussehen, um für den riesigen Rest von FOGLs Gebiet Rückschlüsse zu ziehen.

[KNORPEL]

Antwort auf Beitrag Nr.: 39.512.002 von snafur am 12.05.10 23:46:24

Dito

Toroa ist eine Wildcat, Chancen auf Erfolg gering,aber für das weitere Vorgehen im South Falkland Basin sind die Daten aus Toroa wichtig

[BaronOppenSAL]

alle rockhopper warten auf die nächste news.......
dann knallt es richtig hoch oder alle schmeißen...
die spannung steigt

[BaronOppenSAL]

Based on the analysis below I would put a Take Over price per share for Sea Lion @ 170 Mb recoverable at circa £4 to £8. Based on someone paying between 30 to 50% of NAV. Comments please.



"Cost of extraction in the Falklands may be $50 a barrel say which at $80 oil is $30 a barrel or $21 a barrel extracted after taxes and royalties.

Cost of extraction in Kurdistan may be $5 a barrel say which is $75 left and GKP get 3% of that or about $2.50 a barrel extracted after taxes and royalties.

GKP is 4.4 billion of OIP or about 1.1 billion recoverable. RKH is 170 million barrels recoverable.

1.1 billion x $2.5 = $2.7 billion

170 million x $21 = $3.5 billion

Currently they have very similar market caps."

[BaronOppenSAL]

Rkh have not even proven the reserves on Sea Lion yet and people are talking of a take over.... it is pick a number time at the moment but I think it will be 1 from the top plus 5 from anywhere else for me please Carol...

Obviously a lot of people do not understand what potential reserves Rkh may have... they have 20 other identified prospects.

Those reviewed in the CPR are -
North of basin:
Sea Lion - Best est 170mmbbls, High est 472mmbbls recoverable.
Jason - 210, 617
Fox - 144, 427
Stephens - 106, 271
Chatham - 28, 111
Berkeley - 52, 190
Johnson (gas) - 1.5, 7.9 tcf

South of Basin:
Ernest - 156, 417
Weddell - 132, 294

That is at best estimate over 1 billion barrels oil plus 1.5 tcf gas.
High estimate 2.8 billion barrels oil plus 7.9 tcf gas. Sea Lion could have 400 million (recoverable) on it own right now!!

http://www.rockhopperexploration.co.uk/pdf/RPS_Rockhopper_CP…

£6 for Rkh with that potential? Are you joking me? If best estimate came in on every prospect listed above (very, very unlikely I know) these could be worth over £50. And then they have another 10 identified prospects plus what else is there???

Good luck all!!

End of enthusiastic post!!

[BaronOppenSAL]

http://uk.stoxline.com/q_uk.php?s=rkh%22

[BaronOppenSAL]

In general terms Charts are a good tool if you know how to read them, however when you get stocks like RKH which could potentially change your life, you may as well throw them out of the window until say its a FTSE100 company, if it gets fully listed , doesn't get taken over and decides to develop its acreage on its own.

What is encouraging looking at the last few days is the support level it has , the mm's are not sure how to play it, so are keeping it here until the next rns.

If the reserves are higher than expected then a natural surge in price will be expected. If the reserves are lower then again expect a major shake in the price. 170million barrels of oil has become the figure to look out for.

Same rule applies to the API higher than 25 its all good, lower could play into the hands of the mm's.

The mm's in general don't care about Earnest site etc , with stocks like these its whats going to happen today, no news, no significant rises or falls , we are in the waiting game now.

On good news i would fully expect a suspension for a re-rating of the SP so they could suspend it at say £2.20 and bring it back onto the market at say £4.00 if the figures were that good. you won't get a chance to get in at these levels.

On bad news , well you saw what happened with DES although i doubt it would be as dramatic.

So thats about where we are in layman terms for you. Patience is a virtue

Res


alles von hier:

http://www.iii.co.uk/investment/detail?code=cotn:RKH.L&displ…

[BaronOppenSAL]

RNS Number : 5904L Rockhopper Exploration plc 13 May 2010
Embargoed for release: 1500hrs, 13 May 2010
Rockhopper Exploration plc
("Rockhopper" or the "Company")
Drilling Programme Update
Sea Lion Exploration Well - 14/10-2
Oil Discovery – Test Results
Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide the following confirmations on results of the 14/10-2 well on the Sea Lion prospect.

o All samples indicated to be oil;
o API of 29% has been reported
o Confirmation of no contact between oil and water
o API shows light weight oil meaning that flow rates is excellent
o An estimated 400 billion barrels of oil has been predicted.
o Pressure readings indicate the possibility of two separate oil columns;

We will do an appraisal well in due course but in the meantime the Ocean Guardian will be passed onto Ernest to drill the well.
Samuel Moody, Managing Director, commented:

“We are pleased with the results. This is better than expected results and we are anticipating a high share price rise in the coming weeks. Once we do appraisal well, we will find out the true quantity of the well and we will also do a flow test. Current results shows to me that share price should be worth at least £6. We are very pleased with the results."

Enquiries:
Rockhopper Exploration plc
Sam Moody - Managing Director
Tel. [phone] (via M: Communications)
M: Communications
Patrick d'Ancona or Ben Simons
Tel. [phone]
Canaccord Adams Jeffrey Auld/ Elijah Colby/ Henry Fitzgerald O'Connor
Tel. [phone]
Notes to Editors
Rockhopper was established in February 2004 with a strategy to invest in and carry out an offshore oil exploration programme to the north of the Falkland Islands. The Company floated on AIM in August 2005 and holds a 100 per cent. interest in four offshore production licences: PL023, PL024, PL032 and PL033 which cover approximately 3,800 sq. km. Rockhopper has also farmed in to licences PL003 and PL004 which are operated by Desire Petroleum in which it holds a 7.5% working interest. These licences have been granted by the Falkland Islands government.
An extensive work programme has been carried out over a number of years on the licences operated by Rockhopper. This has included 2D and 3D Seismic and Controlled Source Electromagnetic Mapping (CSEM). In February 2010, the Ocean Guardian drilling rig arrived in Falklands waters to carry out a multi-well drilling campaign. Rockhopper has drilled an exploration well on its Sea Lion prospect and current indications are that the Company has made the first oil discovery in the North Falkland Basin. Further analysis is being carried out. The Company intends to drill its Ernest prospect later during 2010 in addition to participating in further wells with Desire.
In November 2009 the Company completed an equity placing to raise gross proceeds of £50 million which covers the anticipated costs of these wells, including contingencies.
Rockhopper Exploration plc www.rockhopperexploration.co.uk
NB: This statement has been approved by the Company's geological staff who include David Bodecott (Exploration Director), who is a Member of Petroleum Exploration Society of Great Britain (PESGB) and the American Association of Petroleum Geologists (AAPG) with over 30 years of experience in petroleum exploration and management, for the purpose of the Guidance Note for Mining, Oil and Gas Companies issued by the London Stock Exchange in respect of AIM companies, which outline standards of disclosure for mineral projects.
This information is provided by RNS The company news service from the London Stock Exchange

[BaronOppenSAL]

letzter beitrag war ein fake....
so scheint es...sorry.

http://www.iii.co.uk/investment/detail/?display=discussion&c…

[sonnenstern2709]

Antwort auf Beitrag Nr.: 39.515.400 von BaronOppenSAL am 13.05.10 16:21:56

Finde jokes hier einfach nicht so toll. Kannst du mal erklären was das jetzt konkret bedeutet? Danke

[snafur]

Antwort auf Beitrag Nr.: 39.515.400 von BaronOppenSAL am 13.05.10 16:21:56

Den Dreck auf iii kann man doch nun wirklich nicht mehr lesen.
Wäre schön, wenn du aufhören würdest, den Mist von den Inselaffen hier zu wiederholen.
Danke.

[Trader evil]

Na,na,na.........

[BaronOppenSAL]

on...sorry...na gut

http://www.londonstockexchange.com/exchange/prices-and-news/…


ROCKHOPPER EXPLORATION PLC (The 'Company')







Holdings in Company





The Company announces that it has today received notification from Capital Research and Management Company that, as of 4 May 2010, it held 8,669,075 ordinary shares of 1p each in the Company ("Ordinary Shares"), which currently represents 4.96 per cent. of the issued ordinary share capital of the Company.





Change of name of Nominated Adviser and Broker





Rockhopper Exploration plc announces that the Company's Nominated Adviser and Broker has undertaken a change of name from Canaccord Adams Limited to Canaccord Genuity Limited following the acquisition by its parent company, Canaccord Financial Inc., of Genuity Capital Markets, the leading independent advisory and restructuring firm in Canada.

[BaronOppenSAL]

http://www.barchart.com/opinions/stocks/RKH.LS

[BaronOppenSAL]

http://en.mercopress.com/2010/05/15/pm-cameron-reaffirms-fal…

[KNORPEL]

Antwort auf Beitrag Nr.: 39.526.456 von BaronOppenSAL am 15.05.10 16:08:29

@ Baron....

Charttechnik ist wohl bei einem Ölexplorer wie Rockhopper irrelevant

Kurssteigerungen sind Newsgetrieben

[BaronOppenSAL]

ja ja ja...stimmt

wenigstens wurde meine rockys schon gut getrieben

[BaronOppenSAL]

http://www.investorschronicle.co.uk/MarketsAndSectors/Sector…

[Hafturlaub]

RNS Number : 1910M Rockhopper Exploration plc 19 May 2010

19 May 2010

Rockhopper Exploration plc

("Rockhopper" or the "Company")

Drilling Programme Update

Sea Lion Exploration Well - 14/10-2

Oil Discovery - Completion of Well

Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to confirm that well 14/10-2 on the Sea Lion prospect has been successfully suspended for future testing.

The well was drilled to a total depth of 2,744m and the duration of the rig hire was 35 days.

Work continues on analysis of the results of the well The physical samples taken from the well are currently being transported to the United Kingdom by freight plane, and are due to arrive shortly. Based on that timetable, the Company anticipates making a further update within the next 10-15 days at which point it expects to be able to provide initial estimates of the potential size of the discovery.

Pierre Jungels, Executive Chairman, commented:

"I would like to thank the Company's staff, consultants and contractors for running such a professional and seamless operation during the drilling and suspension of our Sea Lion discovery.

The outcome is great news in itself, but it also demonstrates that small operators, with the correct planning by the Company, combined with the right support from outside experts and quality contractors, can work to the highest industry standards in terms of health, safety and respect for the environment whilst achieving excellent operational results. We can never be complacent in this regard and will seek to maintain this standard with the drilling of our Ernest prospect in the coming months."

Enquiries:

Rockhopper Exploration plc

Sam Moody - Managing Director

Tel. [phone] (via M: Communications)

M: Communications

Patrick d'Ancona or Ben Simons

Tel. [phone]

Canaccord Genuity Limited Elijah Colby/ Henry Fitzgerald O'Connor

Tel. [phone]

Notes to Editors

Rockhopper was established in February 2004 with a strategy to invest in and carry out an offshore oil exploration programme to the north of the Falkland Islands. The Company floated on AIM in August 2005 and holds a 100 per cent. interest in four offshore production licences: PL023, PL024, PL032 and PL033 which cover approximately 3,800 sq. km. Rockhopper has also farmed in to licences PL003 and PL004 which are operated by Desire Petroleum in which it holds a 7.5% working interest. These licences have been granted by the Falkland Islands government.

An extensive work programme has been carried out over a number of years on the licences operated by Rockhopper. This has included 2D and 3D Seismic and Controlled Source Electromagnetic Mapping (CSEM). In February 2010, the Ocean Guardian drilling rig arrived in Falklands waters to carry out a multi-well drilling campaign. Rockhopper has drilled an exploration well on its Sea Lion prospect and current indications are that the Company has made the first oil discovery in the North Falkland Basin. Further analysis is being carried out. The Company intends to drill its Ernest prospect later during 2010 in addition to participating in further wells with Desire.

In November 2009 the Company completed an equity placing to raise gross proceeds of £50 million which covers the anticipated costs of these wells, including contingencies.

Rockhopper Exploration plc www.rockhopperexploration.co.uk

NB: This statement has been approved by the Company's geological staff who include David Bodecott (Exploration Director), who is a Member of Petroleum Exploration Society of Great Britain (PESGB) and the American Association of Petroleum Geologists (AAPG) with over 30 years of experience in petroleum exploration and management, for the purpose of the Guidance Note for Mining, Oil and Gas Companies issued by the London Stock Exchange in respect of AIM companies, which outline standards of disclosure for mineral projects.

This information is provided by RNS The company news service from the London Stock Exchange

[bame1977]

Der Markt scheint inzwischen nachgewiesene Reserven mit bis zu 15 USD/ Barrel zu bewerten. Interessant auch, dass offenbar die Chinesen stark am Drücker sind..

http://www.bloomberg.com/apps/news?pid=20601087&sid=aw8Pzaed…

Bei einem Fund von 300 Mio Barrel und einer Bewertung von 10 USD/ Barrel, käme man bei RKH akt. auf einen Fair Value von 3.000.000.000 USD/ 175.000.000 Aktien = 17 USD/ Aktie = 13 Euro/ Aktie. Aber noch muss man abwarten: Mindestens eine weitere Bohrung bei Sea Lion, um das (noch austehende) geschätzte Volumen zu bestätigen und evt. noch Kapitalerhöhungen notwendig.

[BaronOppenSAL]

http://www.barchart.com/quotes/futures/RKH.LS

[BaronOppenSAL]

http://www.youtube.com/watch?v=CK092DFzNYE

[BaronOppenSAL]

http://www.dailymail.co.uk/money/article-1282323/MARKET-REPO…

[BaronOppenSAL]

Falklands oil explorer Rockhopper gushed 11p to 262.75p amid late rumours of an imminent fund-raising at a significant premium to the prevailing price. The group's Sea Lion well, drilled in the North Falklands, recently struck oil, the first in the area. A lot more cash will be required for working capital.

Read more: http://www.dailymail.co.uk/money/article-1282323/MARKET-REPO…

[value_seeker]

Antwort auf Beitrag Nr.: 39.604.245 von BaronOppenSAL am 29.05.10 16:33:16

Die nächste Woche wird richtig spannend. Mal sehen welche Qualität und vor allem Mengenabschätzung für SeaLion gemeldet wird.

value_seeker

[BaronOppenSAL]

http://www.directorsholdings.com/

[BaronOppenSAL]

http://www.nasd100.com/2010/05/bestperforming-uk-stocks-for-…

[Hafturlaub]

aktuell -60% in London, entweder SL's oder es kommt gleich die Meldung, daß es kein kommerzieller Fund ist.

[Hafturlaub]

63 pence, -77%..noch immer keine Meldung.

[snafur]

Antwort auf Beitrag Nr.: 39.620.368 von Hafturlaub am 02.06.10 14:10:16

RNS Number : 8675M Falkland Oil and Gas Limited 01 June 2010

1 June 2010

Falkland Oil and Gas Limited

("FOGL" or "the Company")

Toroa F61/5-1 Exploration Well Spud

FOGL is pleased to announce that the Toroa F61/5-1 exploration well spudded on Monday 31st May 2010.

The Toroa prospect is located in Licence PL15, in which FOGL has a 49% interest.

The well is being drilled to an estimated target depth of circa 2,700 metres. Drilling operations are expected to take approximately 35 days and a further announcement will be made once drilling is completed.

Enquiries:


Falkland Oil and Gas [phone]


Tim Bushell, Chief Executive Oriel Securities (Nominated Adviser) [phone] David Arch / Natalie Fortescue
Financial Dynamics [phone]


Ben Brewerton / Ed Westropp

This information is provided by RNS The company news service from the London Stock Exchange


END

[Hafturlaub]

Antwort auf Beitrag Nr.: 39.620.368 von Hafturlaub am 02.06.10 14:10:16

jetzt wieder über 200 pence, hammer was da abgeht.

Bisher keine Meldung. Alles nur inszenierte SL-Panik?

Ich habe natürlich keine Eier gehabt, unter 100p einzusteigen

[Hafturlaub]

Antwort auf Beitrag Nr.: 39.620.467 von snafur am 02.06.10 14:26:44

die FOGL- Meldung von gestern ist ja bekannt und dürfte in keinem Zusammenhang zum Ausverkauf von RKH stehen. RKH wollte dieser Tage melden, welche Größe ihr Fund hat.

[snafur]

Antwort auf Beitrag Nr.: 39.620.467 von snafur am 02.06.10 14:26:44

Ups, war ja schon gestern
Keine Ahnung warum alle drei unisono so abschmieren.
Aber im Moment gehts ja wieder aufwärts.
Hatte da ein Händler mal wieder Wurstfinger?

[Hafturlaub]

Antwort auf Beitrag Nr.: 39.620.522 von snafur am 02.06.10 14:34:33

es warten alle auf das Ergebnis von RKH. Da kann es auch sein, daß ein paar SL diese ganze Lawine ausgelöst haben. Viele werden dann natürlich denken, es ist durchgesickert, dass der Fund enttäuschend ist und verkaufen auch bestens. Chaos pur.

unglaublich, an solchen Tagen kann man ein Vermögen machen ...oder verlieren

[Andrija]

For immediate release: 2 June 2010



Rockhopper Exploration plc

("Rockhopper" or the "Company")



Statement re. Share Price Movement



Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, notes the significant share price movement today. Rockhopper is not aware of any reason for this movement but makes the following update:



Work is continuing on analysing the results of the Sea Lion 14/10-2 well and is expected to be concluded shortly. The Directors have no reason at present to believe that the outcome of the analysis will not meet their expectations as regards to potential resources.



As regards oil quality, there has been a delay in returning a sample to the UK due to air transport logistics difficulties between the Falkland Islands and the UK and subsequently clearing Customs. The sample is however now in the UK and analysis will be underway very shortly. Nevertheless, a sample of oil from the shallowest oil sand in the well was subjected to a preliminary test in Stanley and this indicated a medium grade crude, broadly in line with the Directors' expectations, with an API of 26.3.



A further announcement will be made when the full results are available which is expected to be in the next few days.



Enquiries:



Rockhopper Exploration plc

Sam Moody - Managing Director

Tel. [phone] (via M: Communications)



M: Communications

Patrick d'Ancona or Ben Simons

Tel. [phone]



Canaccord Genuity Limited
Robert Finlay/ Henry Fitzgerald O'Connor

Tel. [phone]

[wallander08]

Antwort auf Beitrag Nr.: 39.620.571 von Hafturlaub am 02.06.10 14:41:12

RHK hat sich ja schon wieder gefangen.

Dafür geht FOGL etwas in die Knie

[wallander08]

da haben gerade welche ein Paar zu 2,45 bekommen.

Bei Consors aktuell schon wieder 2,90

[value_seeker]

Super News zu SeaLion mit "significant upside potential":

RNS Number : 0715N
Rockhopper Exploration plc
04 June 2010

?
Embargoed: 0700hrs 4 June 2010


Rockhopper Exploration plc
("Rockhopper" or the "Company")


Sea Lion Exploration Well - 14/10-2
Oil Discovery - Technical Update

Rockhopper Exploration, the North Falkland Basin oil and gas exploration
company, is pleased to provide the following update regarding analysis of the
results of the Sea Lion 14/10-2 well oil discovery recently completed in the
North Falkland Basin:

Highlights:
* Samples analysed in a dedicated laboratory confirmed as medium gravity crude oil
- ranging from 26.4 to 29.2 API
* Every sand in the well beneath regional seal charged with oil
* RPS Energy Best Estimate recoverable upgraded from 170mmbbls to 242mmbbls
recoverable with significant upside potential
* Board believes new play fairway opened
* 217 metres gross oil column, 53 metres net pay
* The Company intends to test the well at the earliest opportunity during the
current campaign


value_seeker

[KNORPEL]

über 13 Mio. shares Umsatz in London der Kurs hat sich bei 320-330 Pence eingependelt könnte aber die nächsten Tage noch etwas mehr drin sein

Wert von RKH Sea Lion 750-800 Pence per share

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

ONDON, June 4 (Reuters) - British oil explorer Rockhopper upped its estimates for the closely watched Sea Lion oil find in the Falkland Islands and said further upgrades were possible, sending its shares soaring.
The Sea Lion well is the first oil find of an exploration programme in the Falklands and has sparked protests from Argentina, which almost 30 years ago fought a war with the United Kingdom over sovereignty of the British-governed islands, called the Malvinas by Buenos Aires.
"Our analysis of the data from the Sea Lion well suggests that there is significant potential upside on our acreage," Rockhopper said in a statement on Friday.
Shares in Rockhopper, which takes its name from a breed of penguins found in the Falklands, jumped as much as 52 percent in early trading and were up 35 percent at 326 pence at 1042 GMT.
Other Falklands-based explorers Desire Petroleum, Falkland Oil & Gas and Borders & Southern gained between 10 and 26 percent.
Interest in the drilling campaign is high, not least because it may renew tensions between Britain and Argentina, and the share price fluctuations of the companies involved attest to the high risk/reward ratio involved in investing in small cap oil explorers.
Rockhopper shares have multiplied in value more than 5 times over the last month but plunged almost 60 percent earlier this week on fears the oil quality would not be as high as expected.
It means that investors buying the shares at their lowest point of 110 pence on Wednesday could have more than tripled their money on the back of Friday's news.
Shares in Desire Petroleum have veered from 53 pence last September to 133 pence once it started drilling and then down to below 40 pence after its first well turned out to be of poor quality.
Rockhopper said on Friday samples analysed confirmed the oil at Sea Lion was of medium-grade quality and even at the low case estimates, the prospect would be commercial down to an oil price of $50 a barrel.
While commercial production could lead to an economic boom for the remote British territory, which is home to about 3,000 people, environmental concerns will no doubt be raised, especially after the disastrous BP oil spill in the Gulf of Mexico.
Rockhopper said that pressure data indicated the existence of two separate oil columns and that the oil level goes down to 116 metres below the lowest previous mapped point of the Sea Lion fan.
According to RPS Energy, the best estimate for recoverable reserves is now 242 million barrels, compared with a previous estimate from last April of 170 million.
Oriel Securities analyst Richard Rose said he now valued the Sea Lion prospect at 750 to 800 pence per share, but highlighted Rockhopper would need to raise more funds for flow testing.
"There was no specific guidance on the other prospectivity on Rockhopper's blocks although the Sea Lion result has clearly derisked the potential of the northern acreage in the North Falklands Basin where the company has several prospects," he added.
Rockhopper said it would seek to test Sea Lion well 14/10-02 as soon as possible, as well as to start drilling the high-risk Ernest prospect.
(Editing by Rhys Jones, Michael Shields and Karen Foster)

($1=.6783 Pound) Keywords: FALKLANDS OIL/ ([e-mail]; [phone]; Reuters Messaging: [e-mail])

COPYRIGHT

Copyright Thomson Reuters 2010. All rights reserved. The copying, republication or redistribution of Reuters News Content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson Reuters.

[value_seeker]

Antwort auf Beitrag Nr.: 39.633.029 von KNORPEL am 04.06.10 14:33:19

Den genannten Wert von Oriel Securitiers von 7,5 bis 8 Pfund kann man m.E. allenfalls als ersten Orientierungswert nehmen, und dies auch NUR FÜR SEALION ALLEIN. Alles andere ist hierin völlig unberücksichtigt. Nur man als kleinen Appetitanreger folgendes Zitat aus dem 2009er Geschäftsbericht:
"Total prospects mapped now contain potential P50 3.7 billion barrels recoverable across all operated acreage".
Dies ist gut das 15-fache der jetzigen P50-Schätzung für SeaLion, d.h. hochgerechnet wären dies 112 - 120 Pfund/Aktie (entsprechend 134 - 144 Euro)!!! Natürlich wird es noch eine Verwässerung geben müssen, um Kapital für weitere Explorationsbohrungen zu haben, dies dürfte aber sehr, sehr überschaubar bleiben. Entscheidend ist, dass jetzt das Potenzial des Lizenzgebiets klarer geworden ist und das Risiko deutlich verringert wurde. In den englichschen Boards wird zurecht hervorgehoben, dass das "regaional seal" intakt ist und bestätigt wurde. Außerdem haben wir inzwischen einen deutlich höheren Ölpreis und dieser dürfte mittel- und langfristig weiter steigen. Aus meiner Sicht hat Rockhopper (wie die ganze FI-Story) nach wie vor ein Riesenpotenzial vor sich, und es wurde allenfalls erst ein wenig an der Oberfläche gekratzt. Eine Jahrhundert-Investment-Story.

value_seeker

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/Volumetric_Assess…

[value_seeker]

Sogar die englische Boulevard-Presse hat inzwischen kapiert, dass hier eine neue Nordsee im Entstehen ist. In der deutschen Presse ist natürlich mal wieder tote Hose, und dies bei einem auch für unsere mittelfristige Versorgungssicherheit sehr bedeutenden Ereignis. Ist halt wichtiger, dass die kommende First Lady die richtigen Schuhe trägt, und Benzin gibts ja sowieso an der Tankstelle (Kopfschütteln und Ironie Ende). Wie dem auch sei: Folgender Artikel entstammt der heutigen Sun, und zwar auf S.2 (!) der Printausgabe. Eine m.E. besonders wichtige Passage habe ich fett markiert:

By STEVE HAWKES
Business Editor

Published: Today

A FALKLANDS oil field holds a huge 700million barrels, it was revealed yesterday - sparking hopes the area may contain as much black gold as the North Sea.

Rockhopper Exploration found the "Sea Lion" well last month, but has upped its estimates by 40 per cent.

Experts said it was almost inevitable now that other big oil fields would be found nearby.

Insiders claimed the discovery in the South Atlantic may be as significant as the first North Sea fields in the late 1960s.

Alex Kemp, professor of petroleum economics at the University of Aberdeen, told The Sun: "This size of discovery is certainly very encouraging.

"It's very, very unlikely that this field is sitting in isolation.

"There is a very good chance of other discoveries nearby."

The finding follows the biggest Brit-backed oil exploration campaign in the region for over a decade.

Analysts believe up to 60BILLION barrels of oil lie in waters off the UK territory.

It has remained largely unexplored due to high costs and tough conditions.

Rockhopper yesterday said it expected to pump out at least 242million barrels if Sea Lion becomes commercial.

But it claims this could rise as high as 669million. The firm's shares soared yesterday.

Advertisement
Quantcast

Chief exec Sam Moody admitted: "It's quite encouraging."

The news may re-ignite diplomatic tensions between Britain and Argentina, which invaded the islands in 1982.

PM Cristina Kirchner last month urged David Cameron to abandon drilling in "disputed" waters.

Argentina has banned cargo ships serving the oil effort from its waters.

It tore up an agreement that would have given it a share of the spoils in 2007.

Read more: http://www.thesun.co.uk/sol/homepage/news/3001329/Rockhopper…


value_seeker

[BaronOppenSAL]

http://www.iii.co.uk/investment/detail/?display=discussion&c…


Posted on DES put equally applies here.

Well that was a roller coaster of a week…

To answer the specific question do I still rate DES the answer is a resounding yes.

The there is no easy way to do the detailed technical easily but I’ll try my best. The geology in the basin is complex to say the least. There are multiple source rocks and I’ll wager multiple seals in one large package.

Take a very large swimming pool, empty. The floor of the pool has thousands of little holes. Over a year poor in sand at five points around the pool (the paleo rivers that fed the basin). Over that year the sand will roughly form mounds from the side of the pool towards the middle of the pool. In the mean time the wind will mess it up, as will the rain, dead leaves, dirty etc etc. When you have poured a lot of sand in stop and pour in thick gloopy mud into the pool until its full, (regional seal). Now inject oil into the bottom of the pool through the little holes (source rock). The oil rises to the surface but is trapped by the sticky mud. If you wanted to get the oil out you dig into one of the bits of sand. That’s your NFB.

Sea lion is one offshoot of one of the five sand sources. There will be hundreds of them, some significant number filled with oil. If you read the latest RKH report figure 9 gives a good stylized diagram, its much much more complicated that that.

That regional seal is thick and fairly massive. It seals the whole basin, and it covers Des’s and Rkh’s acreage. This is a major result. Basically the wells in 98 tested above the seal as their primary. The oil on the top of the pool, above the seal is thin and gets washed away. Every well that has gone beneath the seal has found hydrocarbons and there are three discoveries!!! Quiet possibly six (two more in Liz and one more in Sealion).

In RKH’s report they say they are re-evaluating based on the fairway. Basically some one just handed them the instructions for the basin and they are now looking and re-evaluating all the, lets call them sub prospects. Desire will be doing the same. Any structure under that seal that has permeable sand has a high probability of being oil saturated.

Underneath all of that there is clearly a major gas system. This gives two advantages, there would be gas available for lift in the future and it may also supply gas drive to aid the movement of oil out of the reservoir (pressure). And not a hint of water seen… This is a serious discovery in a serious basin.

RPS’s interpretation is rightly conservative in the extreme. However I don’t need to be and that’s how to many money out of this. Their recovery factor is low. My risked estimate would be to use their medium probable in place and a recovery of 35% not 30% this gives you 282m recoverable. That’s 864p a share using $8 in ground value. (the majors are pumping vast monies into Iraq for a much worse return than that with horrendous political risk). Now if you jiggle the maths for a realistic recoverable on realistic size (its far bigger than the P50 number, look at the bottom of Figure 13…… emm what’s that?) then I’d say that’s a billion barrel plus find with 400m recoverable, that’s 1200p a share. This is all based on a single strike. It is not possible to have a single strike, all the pieces are there for a basin wide (Des and RKH) oil province. Remember all that cobblers about no big fields possible? Rubbish, and now published evidence that this is rubbish. I’ll make a bet with anyone that cares to take it, there will be 5 billion HC equivalent recoverable in RKHs acreage and 8 billion in Desires. (This includes condensate and dry gas). Depending how you do the maths that’s 150 to 200 pounds sterling a share…. (at $8 in ground not produced value)

The final piece is the flow test. The well was logged with magnetic resonance, basically an MRI, like in hospitals. The physics is fairly horrific but it can very precisely determine rock from oil, and it does so by excitin

[invest2002]

[Kar45]

Antwort auf Beitrag Nr.: 39.637.398 von BaronOppenSAL am 05.06.10 19:03:13

[bame1977]

THE INFORMATION CONTAINED IN THIS FOR RELEASE, IS NOT FOR GENERAL PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH SUCH PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL





Rockhopper Exploration plc

("Rockhopper" or the "Company")



Placing of 17,320,000 new ordinary shares at 280 pence each to raise £48.5 million



Rockhopper Exploration plc, the North Falkland Basin oil and gas exploration company, today announces a placing of 17,320,000 new ordinary shares ("Ordinary Shares") at a price of 280 pence each (the "Placing Price") to raise £48.5 million before expenses (the "Placing").



Highlights



· Rockhopper to raise £48.5 million through a placing of new shares at 280 pence each



· Placing is fully underwritten by Canaccord Genuity Limited



· Placing proceeds will be used to progress Rockhopper's current drilling programme in the North Falkland basin, including flow testing of its Sea Lion exploration well and drilling an exploration well on its Ernest prospect



· Independent "Best Estimate" (in accordance with industry standards) for the Sea Lion prospect increased last week by 72 million barrels to 242 million barrels recoverable



Introduction



Rockhopper is issuing 17,320,000 new Ordinary Shares (the "Placing Shares") at 280 pence per Placing Share through an accelerated book built placing by Canaccord Genuity to raise £48.5 million before expenses. The issue of new Ordinary Shares under the Placing has been underwritten by Canaccord Genuity. Canaccord Genuity is arranging the Placing as sole bookrunner and agent of the Company.



The Placing Shares represent 9.9 per cent. of the Ordinary Shares currently in issue. The Placing Price represents a discount of 3.5 per cent. to yesterday's closing middle market price for an Ordinary Share.



The books for the Placing will open with immediate effect. The books are expected to close no later than 4:30 p.m. today. The timing of the closing of the books and the making of allocations may be accelerated or delayed at Canaccord Genuity's sole discretion. The appendix to this announcement contains the detailed terms and conditions of the Placing.





By choosing to participate in the Placing and by making an oral and legally binding offer to acquire Placing Shares, investors will be deemed to have read and understood this announcement in its entirety, including the appendix, and to be making such offer on the terms and subject to the conditions contained herein and to be making the representations, warranties, undertakings and acknowledgements contained in the appendix to this announcement.



The Placing Shares will be credited as fully paid and rank pari passu with the existing issued Ordinary Shares when issued. Application will be made for the Placing Shares to be admitted to trading on AIM, which is expected to become effective at 8.00 a.m. on 11 June 2010. Settlement of the Placing Shares is expected to take place within the CREST system following Admission.



The Placing is conditional, inter alia, on the admission of the Placing Shares to trading on AIM becoming effective by no later than 8.00 a.m. on 11 June 2010, and on the placing agreement between the Company and Canaccord Genuity relating to the Placing becoming unconditional in all other respects by the same time.



Participation in the Placing will be limited to institutional investors and certain other 'Qualifying Persons' as defined in the appendix to this announcement. Members of the general public are not eligible to take part in the Placing.



The appendix to this announcement contains the detailed terms and conditions of the Placing.



Rockhopper's drilling campaign in the North Falkland Basin



Rockhopper is currently participating in a drilling campaign offshore the north of the Falkland Islands using the Ocean Guardian drilling rig. To date drilling has been completed on two prospects in the North Falkland Basin: the Liz 14/19-A exploration well drilled by Desire Petroleum plc ("Desire"), in which Rockhopper has a 7.5% working interest, and the Sea Lion 14/10-2 exploration well in which Rockhopper has a 100% interest. At Liz, drilling to a total depth of 3,667 metres and final logging was completed by 6 April 2010, when the well was plugged and abandoned as a gas discovery. On 16 April 2010 the Sea Lion well was spudded. On 6 May 2010 the Company announced that the initial data collected indicated the first oil discovery in the North Falkland Basin. Further logging and data collection occurred through to mid-May and the well was then successfully suspended on 19 May 2010 for future flow testing.



Over the next few months the Ocean Guardian rig will be used for drilling programmes around the Falklands by a number of oil and gas exploration companies, including Rockhopper. For Rockhopper, this will include flow testing of the Sea Lion exploration well and the spudding and drilling of an exploration well on its Ernest prospect. It will also include the spudding and drilling of up to two exploration wells on prospects operated by Desire in which Rockhopper has a 7.5% interest. The order in which wells will be drilled or tested depends on a number factors and has not been finalised.





Reasons for the Placing



The Placing will provide the Company with the necessary funds for completing its current drilling programme in the North Falkland Basin. In particular, the Company intends to use the proceeds of the Placing for the following purposes:











£

●


Flow testing the Sea Lion exploration well


£21m

●


Demonstrating financial capacity to the Falkland Islands Government in relation to suspending the Sea Lion exploration well


£3m

●


Demonstrating financial capacity to the Falkland Islands Government in relation to spudding an exploration well on the Ernest prospect


£8m

●


Operational contingency, technical and engineering studies and working capital


£16.5m




Total


£48.5m

[bame1977]

Heute Nacht hatte mich diesbzgl. fo9lgende Mail erreicht, wegen Pressemeldung angeblich in der FT...

FALKLANDS EXPLORER SET FOR 40 MILLION POUND CASH CALL
Aim-listed oil firm Rockhopper is set for a 40
million pound cash call, after working with broker Canaccord
Adams to sound out institutional investors to take part in an
accelerated book build. The group, the first to find oil on the
Falkland Islands, will use the money raised from the placing to
pay for part of the well and flow testing of its Sea Lion
discovery. Rockhopper intends to raise less than ten percent of
its market value, in order to avoid triggering pre-emption
rights, and is understood to be considering a larger equity
raising later in the year when it plans to move to the main
market and enter the FTSE 250.
Prepared for Reuters by Durrants
Keywords: PRESS DIGEST Financial Times June 8

[BaronOppenSAL]

http://www.reuters.com/article/idUSLDE65700F20100608?type=ma…

[snafur]

Das ging schnell:

8 June 2010

Rockhopper Exploration plc

("Rockhopper" or the "Company")

Result of Cash Placing

(the "Placing")

Rockhopper, the North Falkland Basin oil and gas exploration company, is pleased to announce the successful completion of the equity placing announced this morning.

A total of 17,320,000 new ordinary shares of the Company (the "Placing Shares") have been placed by Canaccord Genuity Ltd at a price of 280 pence per Placing Share, raising approximately £48.5 million before expenses.

The Placing Shares will be credited as fully paid and will rank pari passu in all respects with the existing ordinary shares in the share capital of Rockhopper, including the right to receive all dividends and other distributions declared, made or paid after the date of their issue.

Application has been made for, and the Placing is conditional on, inter alia, admission of the Placing Shares to trading on AIM ("Admission"). It is expected that settlement will occur, Admission will become effective and dealings in the Placing Shares will commence at 8.00 a.m. on 11 June 2010.

Following Admission of the Placing Shares, Rockhopper's issued share capital will consist of 192,504,954 ordinary shares of 1p each. As such, the total number of ordinary shares in Rockhopper to which voting rights are attached on the basis of one vote per ordinary share held will be 192,504,954.

The above total voting rights figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify their interests in, or a change to their interest in, the Company under the FSA's Disclosure and Transparency Rules.

Pierre Jungels, Chairman of Rockhopper, commented:

"We are delighted that the placing has been successfully completed and met such an enthusiastic and swift response. We see this as a significant vote of confidence from investors in our work on the drilling campaign to date and in our plans for the rest of this year. Rockhopper has grown rapidly over the last twelve months and is well placed to continue to achieve substantial further growth during the next phase of its development.

The board will consider, provided the relevant requirements are met, whether the Main Market of the London Stock Exchange would be the most appropriate platform for the Company's continued expansion both by improving its profile as well as potentially increasing the liquidity of trading in its securities and enabling wider investor access to Rockhopper's shares."

[sonnenstern2709]

Also da werden dann am 11.Juni gaaaanz viele neue Aktien zu einem günstigerem Kurs angeboten. Blöde Frage: Wie kommt man an die ran? Habe noch nie welche geordert, die neu ausgegeben werden? Hat da jdm. eine Antwort?

[snafur]

Antwort auf Beitrag Nr.: 39.651.797 von sonnenstern2709 am 08.06.10 21:23:17

280 Pence ist nicht so viel günstiger als der aktuelle Marktpreis.
Und ich glaube nicht, das diese sofort auf dem Markt angeboten werden.
Was man so hört, war die Nachfrage weitaus größer als die angebotene Menge.
Bei dieser Kapitalerhöhung hatte ein Privatinvestor keine Chancen dranzukommen, die Aktien gingen ausschließlich an Institutionelle Investoren. (Deshalb die Begrenzung auf 10% des Aktienbestands, eine höhere Kapitalerhöhung hätte Rockhopper dazu verpflichtet, diese auch für alle zu öffnen.)
Obwohl es da sicher auch genügend Zocker gibt, werden die sich bestimmt nicht so schnell von den Aktien trennen.
Die Menge im Markt zu kaufen, zu dem Preis, wäre unmöglich gewesen.

Man rechnet damit, das Rockhopper Ende des Jahres eine weitere, Kapitalerhöhung durchführt. Die wird dann unter Umständen auch für Privatinvestoren offen sein.

In solch einem Fall (und bei anderen Firmen ebenso) wende dich an die Investor-Relations Abteilung der Firma. Die werden dir sagen, wie es im konkreten Fall läuft.
Sag denen auch direkt, wieviel du investieren willst, üblicherweise besteht unter einer gewissen Summe eh keine Chance an den Trog zu kommen.

[bame1977]

Antwort auf Beitrag Nr.: 39.651.797 von sonnenstern2709 am 08.06.10 21:23:17

Kommst als PI gar nicht ran. Ging nur an IIs.

PS: Placement war 3-fach überzeichnet...

[putzig]

Antwort auf Beitrag Nr.: 39.657.134 von bame1977 am 09.06.10 17:32:51

ich habe ja schon viele pp´s erleben "müssen".

Hier kann ich sagen ich "darf" ein gutes pp genießen.

[bame1977]

FYI: Brokerhaus Westhouse Securities hebt KZ für RKH und DES an...

Westhouse Securities increases target prices for Falkland Islands oil explorers Rockhopper Exploration (RKH.LN) and Desire Petroleum (DES.LN) to 663p and 139p, respectively, from previous targets of 404p and 101p.

Says the upgrades follow an upward revision of its estimates for the value of oil per barrel at the companies' prospects, sterling's decline against
the dollar and Rockhopper's Sea Lion discovery. Rates both companies buy, with a preference for Rockhopper. Notes contingent resources at Sea Lion account for roughly 70% of its Rockhopper target price. Rockhopper shares -2.3% at 279.5p. Desire shares -3.4%
at 86p.

[BaronOppenSAL]

http://www.energytribune.com/articles.cfm/4341/A-Falklands-G…

[BaronOppenSAL]

By market cap last nights close.

1. BP = 64.25b
2. Royal Dutch Shell = 46.39b
3. BG = 37.63b
4. Tullow Oil = 10.29b
5. Cairn Energy = 5.95b
6. Dragon Oil = 2.12b
7. Premier Oil = 1.41b
8. Soco Int = 1.4b
9. Heritage Oil = 1.3b
10. Bankers Pet = 1.12b
11. Dana Pet = 992m
12. Indus Gas = 915m
13. Afren = 807m
14. Rockhopper = 549m

[Hafturlaub]

Antwort auf Beitrag Nr.: 39.691.709 von BaronOppenSAL am 16.06.10 15:48:10

270 Mio Pfund für 31 Mio Barrel auf den Tisch gelegt...

http://business.timesonline.co.uk/tol/business/industry_sect…

[Hafturlaub]

Antwort auf Beitrag Nr.: 39.691.879 von Hafturlaub am 16.06.10 16:09:16

das wären übern Daumen 2Mrd für Rockhopper, wenn man mal die 240 Mio Barrel zugrunde legt, also fast 12 Pfund je Aktie.
Kann man beide "Fälle" vergleichen?

[bame1977]

RNS von Rockhopper heute Morgen...

Mal sehen, bislang halten sich die echten Öl-Spezis im UK board noch mit einer Einschätzung zurück. Hoffe, das ist nicht negativ zu interpretieren. Beim letzten Mal waren die euphorischer...

RNS Number : 6927O Rockhopper Exploration plc 02 July 2010

Embargoed: 0700hrs, 2 July 2010

Rockhopper Exploration plc

("Rockhopper" or the "Company")

Sea Lion Exploration Well ?14/10-2

Oil Discovery ?Results of Sample Analysis

Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide results following analysis of wireline MDT samples obtained from the recent Sea Lion 14/10-2 oil discovery well in the North Falkland Basin.

Samples analysed under reservoir conditions in a specialist laboratory are confirmed as medium grade crude with the following characteristics:


? API confirmed as 26.4 - 29.2 degrees
? Low Viscosity of 6.5 - 8.5 centipoises at reservoir pressure
? Gas Oil Ratio of 261 - 272 standard cubic feet per stock tank barrel
? A typical Wax Content of 18.4% - 20.8% wt*
? Formation Value Factor (FVF) of 1.16
? Low sulphur of around 0.2% weight

Sam Moody, Managing Director, commented:

"These positive results, when combined with our knowledge of reservoir quality from logging data, give us further comfort that a flow test of the Sea Lion well will confirm a mobile crude oil.

The wax content is typical for a lacustrine sourced crude oil and significantly lower than many other producing oilfields worldwide. Furthermore the viscosity, gas oil ratio, FVF and sulphur are all better than we anticipated."

# %WT = PERCENTAGE WEIGHT FROM CHEMICAL ANALYSIS OF CRUDE OIL SAMPLE

Enquiries:

Rockhopper Exploration plc

Sam Moody - Managing Director

Tel. [phone] (via M: Communications)

M: Communications

Patrick d?ncona or Ben Simons

Tel. [phone]

Canaccord Genuity Limited Robert Finlay / Henry Fitzgerald-O'Connor

Tel. [phone]

[BaronOppenSAL]

Directors of Falkland Islands oil and gas explorer Rockhopper Exploration – up 9.75p at 307.75p – have seen the shares soar almost 800pc over the past year but still believe there is plenty more to go for. Executive chairman Dr Pierre Jungels has invested a further £69,700 in buying 23,350 shares at 298.5p, while non-executive director Chris Walton forked out £24,702 acquiring a further 8,300 shares at 297.625p each.

Read more: http://www.dailymail.co.uk/money/article-1292616/MARKET-REPO…

[putzig]

Antwort auf Beitrag Nr.: 39.786.000 von BaronOppenSAL am 07.07.10 09:47:51

nächste Woche sollen die Bohrergebnisse von Fogl publiziert werden. Bin mal gespannt ob, bei einer Fehlbohrung, der Kurs überhaupt stark belastet wird. Könnte mir auch vorstellen, dass von Fogl zu Rockhopper gewechselt wird.

Bei einem Bohrerfolg von Fogl wird Rockhopper m.e. sicherlich nicht sinken.

Spannung pur.

[BaronOppenSAL]

Seven-fold rise at soaring Rockhopper

Rockhopper has never made a profit, does not pay dividends and is expected to deliver losses this year and next. Yet it has been one of the best-performing stocks on the Alternative Investment Market this year and brokers believe that the shares will continue to deliver.

Rockhopper is an oil explorer based in the Falklands and there is every indication that it has made a truly significant offshore discovery in the past few months.

Midas first looked at this business at the end of 2007, when the shares were 46p. Six months later, Midas Extra, the midweek online subscription service, checked to see how Rockhopper was doing.

The shares had almost doubled to 96p. At the time, Midas Extra recommended shareholders should keep at least half their stock. Those who took that advice and held their nerve as the shares later fell back should now be feeling rather pleased with themselves. The shares are 326p so they have increased more than seven-fold since they were recommended.

Most of that increase has come since May 6, when Rockhopper said there was reason to believe that it had found oil, the first such discovery in the north Falklands. Since then, updates on the company's Sea Lion Exploration Well have been consistently positive and the shares have rocketed.

So, should investors sell at these levels or keep faith? The most sensible answer is a bit of both. Even Rockhopper's most fervent supporters believe that investors who bought at 46p should sell at least enough shares to cover their initial investment.

Midas believes they should sell a few more, just to be sure of booking a profit on this story while the stock is so buoyant. But there are several reasons to retain a substantial holding.

First, chairman Pierre Jungels bought 23,000 shares at the start of this month at a price of 299p each. Jungels has been in the oil industry for more than 30 years. He was chief executive of Enterprise Oil in the late Nineties and is one of the most highly respected people in the sector.

If he is buying stock, that is something of a recommendation in itself. Second, at today's price, the firm has a market value of £600million, which implies the Sea Lion Well has about 90million barrels of oil in it, according to City analysis. Oil watchers believe Sea Lion could deliver at least 300million barrels and possibly much more, suggesting Rockhopper is significantly undervalued even at current levels.

Midas verdict: While there are plenty of indications that Rockhopper will prove a deeply rewarding investment, there is always a chance that the well will disappoint. Investors should make sure they book some profits - then stay on board for what could be an exciting ride.


http://www.dailymail.co.uk/money/article-1293654/MIDAS-Wheel…

[BaronOppenSAL]

nach 3min18s:

http://www.bloomberg.com/video/61544378/

[putzig]

Antwort auf Beitrag Nr.: 39.837.003 von BaronOppenSAL am 17.07.10 17:57:45

shallow water halt.

[BaronOppenSAL]

If you use £5 per barrel & with RKH 192M & DES 325M Shares in issue.
We get Per 100mmbo - RKH £2.60 & DES £1.53 per share.

Simple summary:
RKH - Earnest @ 156mmbo = £4.06
Sea Lion @ 500mmbo = £13

DES - Rachel @ 179mmbo = £2.74
Anne @ 202mmbo = £3.09
Jacinta @ 1100mmbo = £16.83

Lots of variables in terms of confidence & overall commerciality. The way things are at the moment I just half the NAVs above, to get a feel for what we might get in this flakey AIM market.

I look forward to the following to bolster the overall confidence:
1/ Positive Impact of any multiple strikes & high success rate
2/ A shift to FTSE 250
3/ Publication of revised targets & plan for next stage of exploration
4/ Announcement of production planning and/or sale of assets.(II interest?)
5/ Acquisition of 2nd Rig for 2011 campaign.

In the mean time........
Worst case scenario for me is doubling Sea Lion 'BE Recoverable' & no further strikes up to Xmas. = SP estimates , RKH c£6.50, DES c£1

Best case = RKH c£10+, DES c£6+ (Both with c800mmbo+)
(Could be a lot higher if confidence levels shift positively)

Most likely = RKH c£8, DES c£4 (Based on 'Murphy's Law')

So from here:
RKH = Safe 'Double yer money'
DES = Better potential, but more risk.

My personal opinion/view only.


(aus iii)

[BaronOppenSAL]

RNS Number : 7088P
Rockhopper Exploration plc
21 July 2010




For immediate release: 21 July 2010





Rockhopper Exploration plc

("Rockhopper" or the "Company")



Drilling Schedule - Update



Rockhopper Exploration plc, the North Falkland Basin oil and gas exploration company, was re-assigned operation of the Ocean Guardian drilling rig at 09.00hrs local time on 21 July 2010.



The Ocean Guardian is currently being moved to the Company's Ernest prospect located on licence PL024 in the North Falkland Basin where, after arrival and mobilisation, it will drill the Ernest 26/6-1 Exploration Well (100% Rockhopper). Drilling operations on Ernest are expected to take approximately 30 days. A further announcement will be made on spudding of the well.



On completion of the Ernest 26/6-1 Exploration Well, it is currently anticipated that the Ocean Guardian will return to Rockhopper's Sea Lion 14/10-2 Well (100% Rockhopper) to conduct tests on the oil discovery.



Enquiries:



Rockhopper Exploration plc

Sam Moody - Managing Director

Tel. [phone] (via M: Communications)

[putzig]

Antwort auf Beitrag Nr.: 39.856.174 von BaronOppenSAL am 21.07.10 16:55:12

der Kurs springt schon an. 328 in London, Desire fast unverändert.

Gedanklich bin ich schon die ganze Zeit dabei aufzustocken, aber an der Umsetzung fehlts noch. Bin mir ziemlich sicher, das in den nächsten 30 Tagen der Kurs von RKH mehr steigt als der von DES. Bei Fogl war das doch ähnlich, wenn ich mich noch erinnere.

[snafur]

Antwort auf Beitrag Nr.: 39.860.914 von putzig am 22.07.10 13:34:37

Ja, aber dann kam bei FOGL der tiefe Fall nach dem Mißerfolg.
Und bei RKH war es bei Sea Lion umgekehrt, vor dem Ergebnis fallende Kurse und dann rap-zap nach oben.
Bei solchen Invests ist das immer ein Risikospiel, eigentlich nicht vorherzusagen.
Nicht zu viel investieren, dann tuts beim Mißerfolg auch nicht so weh.

[putzig]

Antwort auf Beitrag Nr.: 39.861.058 von snafur am 22.07.10 13:57:09

aber selbst wenn Ernest ein Trockenloch wird dürfte die Aktie auf dem jetzigen Niveau trotzdem unterbewertet sein, alleine schon wegen sea Lion. Da dürfte sicherlich eine Entäuschung anstehen, aber sicherlich m.e. wieder eine Erholung, siehe DES

[snafur]

Antwort auf Beitrag Nr.: 39.861.159 von putzig am 22.07.10 14:11:22

Na, kräftig runter gehen könnte es schon, wenn Ernest trocken ist. Auf 150-200 Pence würden mich nicht wundern.
Und die Erholung von DES kam zeitgleich mit dem Erfolg von Sea Lion, beide spielen halt im selben Gebiet.
RKH in dem Stadium objektiv zu bewerten, ist schwierig. Dazu wissen wir noch zu wenig über Sea Lion. Der Unsicherheitsfaktor ist immer noch hoch, obwohl schon durch die letzte Bohrung einiges an Sicherheit geschaffen wurde.
Auch Desires Gasfund ist positiv zu bewerten, selbst wenn eine komerzielle Ausbeutung Infrastrukturbedingt kaum wahrscheinlich ist (300 Falkländer brauchen nicht soviel Gas und für LNG o.ä. ist es wohl zu wenig).
Aber das geologische Modell scheint im Nordfalkland Basin recht gut mit dem übereinzustimmen, was die Geologen sich ausgerechnet haben.
Insofern bin ich für Ernest eigentlich sehr optimistisch eingestimmt.
Ich werde aber nicht aufstocken, die Shares die ich halte sind genug und außerdem eh "umsonst", nachdem ich 50% nach dem Sea Lion Erfolg verkauft habe.

[BaronOppenSAL]

http://www.offshoreenergytoday.com/falkland-islands-rockhopp…

[putzig]

Antwort auf Beitrag Nr.: 39.861.272 von snafur am 22.07.10 14:29:41

na ich bin positiv gestimmt und habe für den Sohn welche gekauft.

a) gehe ich davon aus, das der Kurs allein wegen der Bohrphantasie in den nächsten 30 Tagen steigt. Und selbst wenn Ernest ein Trockenloch wird, wird sicherlich der Kurs erstmal sinken, jedoch gehe ich davon aus das Sea Lion mindestens mehr Wert ist als was im jetzigen Kurs berücksichtigt ist.

b)Desire danach bohren wird und hier RKH beteiligt ist.

c)RKH ja noch weitere Felder hat, die evtl. noch dieses Jahr gebohrt werden.

d)die Weltwirtschaft in Q3 wider erwartend stärker steigen wird uns somit der Ölpreis über 80 steigen dürfte.

Die Risiken sind selbstverständlich sehr hoch, ist mir klar. Nix is unmöglich.

[Trader evil]

Last sie mal schön in Ruhe und unter Beachtung aller Sicherheitsmassnahmen nach Öl bohren und vor allem so tief wie nötig.

http://www.upstreamonline.com/live/article223343.ece

Alles wurde hier auf das gröblichste vernachlässigt.Zur Zeit Wetterbedingte Ruhepause.
Übrigens auch ein nicht unwesentlicher Punkt der für einen Aufbau der Falkland Ölindustrie spricht: Tornados gibt es hier das ganze Jahr über keine....

[BaronOppenSAL]

aus der times:

Sam Moody hesitates for a second and looks nervous. “No, I have never been to Argentina,” he says. Any plans to go? “Not at the moment.”

It would probably be wise for Mr Moody to keep it that way, for the managing director of Rockhopper Exploration is unlikely to be a popular man on the streets of Buenos Aires.

Back in May, shares in the British oil company rose from 30p to more than 300p after it announced the first oil discovery in the history of the Falkland Islands.

The news that Rockhopper’s Sea Lion find contained at least 242 million barrels of black gold — worth nearly $20 billion — was greeted with delight in Port Stanley but provoked outrage in Argentina, where President Kirchner urged David Cameron to halt drilling in “disputed” waters.

For Mr Moody it has been a remarkable journey. The 40-year-old from Salisbury now finds himself an unlikely villain for some of South America’s fieriest socialists, including President Chávez of Venezuela, who has accused Britain of colonialist meddling in the South Atlantic.

Mr Moody seems unfazed: “It doesn’t keep me awake at night. We’re just exploring for oil.”

Nevertheless, his cool demeanour cannot conceal his obvious glee at the discovery, which was made 220 kilometres north of the Falklands.

“We hit the jackpot,” he told The Times yesterday in his first newspaper interview. “It’s extremely exciting. We believe that we are on the cusp of opening up a new oil province. You could get billions of barrels in this basin.”

Mr Moody, who was a guitar-playing Wiltshire property entrepreneur before starting Rockhopper in 2004, admits he fell into the oil business by accident. Born in Bristol and raised in Somerset, he worked as a stockbroker in the City for a few years before moving to the countryside for a better lifestyle. “Nothing about what I was doing was giving me any satisfaction so we moved out of London and I started out as an entrepreneur,” he said.

A chance meeting with Richard Visick, a property lawyer from Linklaters who happened to own a small island and a wildlife lodge in the Falklands, led to him searching for oil 8,000 miles away in the South Atlantic. Although neither man had any oil industry experience, they became convinced they could find oil there after studying details of an earlier Shell exploration in 1998 that was posted on the internet by the Falklands’ Government.

Back then, Shell and three other companies had drilled six wells, five of which found traces of oil or gas. At the time, however, further drilling was not considered commercial because oil prices were only $10 per barrel. “It was never my idea to set up an oil company ... but we knew there was oil there so that gave us a lot of confidence,” Mr Moody said. “They [Shell] had just been drilling in the wrong place.”

[Trader evil]

es ist im wesentlichen nichts neues, aber vielleicht hilfts ein wenig gegen das Vergessen in dieser Nachrichten armen Zeit, so nach dem Motto: da war doch was.........gell_______



http://www.dw-world.de/dw/article/0,,5890187,00.html

[Glumander]

Tja, die Ruhe wird bald vorbei sein, ende August werden wir sehen bzw. wissen wie es um Ernest steht

[putzig]

Desire ist heute auch abgetaucht. Die Umsätze sind auch nicht gerade wenig.

Hoffentlich sind das nicht die "Vorboten"/insiderinformationen von "no oil no gas"

[putzig]

Antwort auf Beitrag Nr.: 39.994.124 von putzig am 16.08.10 23:14:42

und heute alles wieder in die andere Richtung. Was schreiben den die englischen Boards ?

[snafur]

Antwort auf Beitrag Nr.: 40.001.836 von putzig am 18.08.10 00:08:29

[Andrija]

Antwort auf Beitrag Nr.: 40.001.846 von snafur am 18.08.10 00:14:47

Nicht schlecht

Aber jetzt kennen wir ja die Antwort, Sell wäre gestern richtig gewesen:

Rockhopper Exploration plc

("Rockhopper" or the "Company")



Drilling Programme Update

Ernest 26/6-1 Exploration Well



Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, provides an update on operations at its 26/6-1 exploration well drilling the Ernest prospect.



The company can confirm that the well has reached a depth of 2240 metres and logging operations have commenced.



Initial logs confirm that no hydrocarbons have been encountered at the well location and that the well is a dry hole.



The well was drilled approximately 120km from the Sea Lion discovery in a previously undrilled part of the basin, and was testing a different play type from that encountered at Sea Lion. The well encountered good quality sands with high porosity and permeability.



The company intends to undertake detailed post-well studies of all data and information gathered from the well once all samples have been returned to the United Kingdom and analysed in a specialist laboratory.



A further announcement will be made once all operations have been completed.



Sam Moody, Managing Director of Rockhopper Exploration, commented: 'The result of Ernest is disappointing, but the well was always designed to investigate an entirely different geological play type from Sea Lion, to which our focus now turns. Once operations are complete at Ernest, our intention, subject to the usual regulatory consents, is to test the Sea Lion discovery and gain as much information from the well as possible as we continue to plan a potential appraisal campaign.'

[snafur]

Antwort auf Beitrag Nr.: 40.002.382 von Andrija am 18.08.10 08:48:43

Ja, schade, aber man kann nicht immer einen Volltreffer landen.
Aber für den Fehlschlag hält sie sich ganz gut, ich hätte mit einem härteren Rückschlag gerechnet.
Jetzt als nächstes der Sea Lion Flowtest und danach noch zwei Desire-Wells, an denen Rockhopper jeweils 7,5% hält.
Es bleibt also spannend ...

[putzig]

Antwort auf Beitrag Nr.: 40.001.846 von snafur am 18.08.10 00:14:47

ich war mal auf einem Treasury-Seminar. Daher kenne ich diese Karikatur. Gestern erst habe ich mal meine Unterlagen aussortiert. Aber das habe ich aufgehoben.

Wo hast Du das her ?

[snafur]

Antwort auf Beitrag Nr.: 40.007.872 von putzig am 18.08.10 20:18:05

Ach, du bist ja aber richtig putzig! (bestimmt noch nie gehört, oder?)

Das ist seit Jahren ein Klassiker, immer wieder gern genommen, wenn die Lemminge anfangen sich warm zu laufen.

1928 sind die sogar aus den Fenstern gehüpft, vor lauter Enthusiasmus.
Enthusiasmus: Nachschlagen, wichtig!

http://de.wikipedia.org/wiki/Enthusiasmus

Deine Frage: "Wo hast du das her?" Antwort einfach: "Aus dem Internet".

Die richtige Frage wäre gewesen: "Warum findest Du das witzig?".

Die Antwort darauf braucht mehr als einen Satz ...

[BaronOppenSAL]

http://www.moneyam.com/InvestorsRoom/posts.php?tid=8509&from…

[putzig]

Antwort auf Beitrag Nr.: 40.056.588 von BaronOppenSAL am 27.08.10 14:51:40

schöne Übersicht. Danke.

[BaronOppenSAL]

http://www.investorschronicle.co.uk/Companies/ByEvent/Risk/A…


kauft ihr auch argos?????
in london

[Kar45]

Antwort auf Beitrag Nr.: 40.122.614 von BaronOppenSAL am 09.09.10 08:18:53

Ja. Danke für Info

[Kar45]

Antwort auf Beitrag Nr.: 40.124.227 von Kar45 am 09.09.10 11:47:57

Tja, über DAB geht nicht - Order gelöscht

[Glumander]

Antwort auf Beitrag Nr.: 40.122.614 von BaronOppenSAL am 09.09.10 08:18:53

Ist eine Überlegung wert, warte aber erst SL Flow-Test ab

[BaronOppenSAL]

http://uk-analyst.com/shop/page-advice/action-advertorial.sh…

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/companies/stocktube/521/…

[BaronOppenSAL]

http://www.lse.co.uk/FinanceNews.asp?ArticleCode=x5j92eleovz…

[BaronOppenSAL]

StockMarketWire.com - Shares in both Rockhopper Exploration plc (LON:RKH) and Desire Petroleum plc (LONES) surged today on un-substantiated rumours that the Ocean Guardian drilling rig which is flow testing the lower fans of Rockhopper's Sea Lion 14/10-2 discovery well is proving positive.

Rockhopper's own recent statements point to a 30 day operation commencing on the 6th September and the company will announce its findings at the end of these operations.

During the morning Rockhopper’s share price rose as high as 352p and Desire was up as high as 127.50p.

LON:RKH LONES LON:FOGL Story provided by StockMarketWire.com

[putzig]

Baron,Baron, bist du aber gut informiert.

Wollte gerade schreiben, das da was im Busch sein könnte, wegen den Umsätzen bei Rockhopper und Desire.

Und Du hast den Busch ja schon gelüftet.

[schievi]

des und rkh fliegen gerade, schaut mal nach London...

[Kar45]

Antwort auf Beitrag Nr.: 40.170.220 von schievi am 17.09.10 17:02:51

[Kar45]

Antwort auf Beitrag Nr.: 40.170.411 von Kar45 am 17.09.10 17:26:59

Rockhopper zeigt auch Falkland -Test erfolgreich
16.08 17/09/2010[Zurück]StockMarketWire.com - North Falkland Basin Öl und Gas Exploration Explorer Rockhopper hat den erfolgreichen Test der gut 14/10-2 - " Sea Lion 1 " gemeldet.

Der Brunnen wurde in einer Wassertiefe von 451 im April und Mai und für zukünftige Tests ausgesetzt gebohrt, stieß mit einem zulässigen ölsäule von 217m mit einem Netto- Lohn von 53m .

Initial MDT Proben wurden als Medium grade Rohöl von 26 Ð 0,4 29,2 API-Schwere bestätigt. " Sea Lion 1 " wurde wieder in diesem Monat und wurde für 18 Stunden floss .

Der Brunnen auf eine nachhaltige Preise in über 2.000 Barrel pro Tag mit einer maximalen Rate von 2.304 Barrel pro Tag getestet.

Die Flow-Test Ergebnisse sind im Einklang mit Rockhopper 's Pre-Test und die Erwartungen wurden deutlich von Bohrloch und Oberflächen- Geräte beschränkt.

Die gut produziert kein Wasser, kein H2S und CO2 zu vernachlässigen .

Rockhopper beabsichtigt nun, Stecker und aufgeben sowie geplant.

Executive Chairman Pierre Jungels sagte: " Wir glauben, dass Sea Lion der größte Fan Sandstein Körper im Norden Falkland -Becken ist , und angesichts dieser erfolgreichen Flow-Test , dass die Sea Lion Entdeckung wird rentabel . "



Story zur Verfügung gestellt von StockMarketWire.com

LON: RKH

[Kar45]

Originaltext:


Rockhopper reveals Falkland well test success
16:08 17/09/2010 StockMarketWire.com - North Falkland Basin oil and gas explorer Rockhopper Exploration has reported the successful test of well 14/10-2 - 'Sea Lion 1'.

The well was was drilled in a water depth of 451m during April and May and suspended for future testing, having encountered a gross oil column of 217m with net pay of 53m.

Initial MDT samples were confirmed as medium grade crude oil of 26 .4 Ð 29.2 API gravity. 'Sea Lion 1' was re-entered this month and was flowed for 18 hours.

The well tested at sustained rates in excess of 2,000 barrels per day with a maximum rate of 2,304 barrels per day.

The flow test results are in line with Rockhopper's pre-test expectations and were significantly limited by downhole and surface equipment.

The well produced no water, no H2S and negligible CO2.

Rockhopper now intends to plug and abandon the well as planned.

Executive chairman Pierre Jungels said: "We believe that Sea Lion is the largest fan sandstone body in the North Falkland Basin and, given this successful flow test, that the Sea Lion discovery will be commercially viable."



Story provided by StockMarketWire.com

LON:RKH

[putzig]

Antwort auf Beitrag Nr.: 40.170.615 von Kar45 am 17.09.10 17:54:34

yes, habe mal richtig geswitscht. wg von dragon oil hin zu rockhopper.

Bin schon auf die "Analsten"meinungen und deren kursziele gespannt, montag.

[BaronOppenSAL]

http://www.svssecurities.com/lp/pdf/SVS-Securities-Falklands…

[snafur]

Super Ergebnisse, leider etwas wenig technische Infos über Druck und verwendete Ventilgrößen.
Aber mit den bereits bekannten Daten ist die Wahrscheinlichkeit einer Kommerziellen Ausbeutung nun doch schon sehr hoch.
Bis dahin ist aber noch ein weiter Weg, wichtig sind jetzt auch positive Erfolgsmeldungen von Desire für die nächsten Bohrungen, um das Gesamtbasin nach vorne zu pushen.
Ich halte meine Rockhopper Anteile auf jeden Fall weiter, das könnte eine Erfolgsstory in den nächsten Jahren werden.

[putzig]

Antwort auf Beitrag Nr.: 40.171.363 von BaronOppenSAL am 17.09.10 20:11:41

Bin zu Dumm dafür. Was möchtest Du uns damit sagen, in Bezug auf die heutige Meldung, oder denke ich jetzt zu kompliziert ?

[snafur]

Antwort auf Beitrag Nr.: 40.172.268 von putzig am 18.09.10 00:23:27

Die Ventilgröße und der Druck wären interessant, um die im Test produzierten 2000 Barrels/Tag in eine gewisse Relation zu setzen.
2000 Barrels bei kleiner Ventilgröße wären viel, bei großer Ventilgröße wenig.
Desgleichen mit dem Druck, hat er nachgelassen, war er konstant, wie hoch?
Haben sie nur einen Test gemacht, wenn wie von mir vermutet, mehrere, wie hat der Druckauf- und Abbau ausgesehen?
Wie gesagt, mit ein paar mehr technischen Infos könnte ein Fachmann das Ergebnis besser einordnen. Wäre schön, wenn so etwas in offiziellen News kommen würde, ich denke wenn man nachfragt bekommt man die Infos schon. Eventuell mach ich das auch mal nächste Woche.

[BaronOppenSAL]

http://topnews.us/content/226208-news-falkland-surges-rockho…" target="_blank" rel="nofollow ugc noopener">http://topnews.us/content/226208-news-falkland-surges-rockho…

[BaronOppenSAL]

Antwort auf Beitrag Nr.: 40.174.382 von BaronOppenSAL am 19.09.10 10:56:43

einstellen mit apple klappt nicht....schmutz...
schönen sonntag allen!
montag rockhopper, desire und argos schaun

[BaronOppenSAL]

http://topnews.us/content/226208-news-falkland-surges-rockho…

[BaronOppenSAL]

http://www.mediafire.com/?5e6c1r8766xodrz

seite 45???

[schlangenmeister]

Antwort auf Beitrag Nr.: 40.174.838 von BaronOppenSAL am 19.09.10 14:38:30

danke

[putzig]

Antwort auf Beitrag Nr.: 40.174.838 von BaronOppenSAL am 19.09.10 14:38:30

lese ich das richtig ? Bewertung unrisk bei 979p. Sicherlich sind da noch viele Risiken, aber die Größten sind seit Freitag vermutlich weg.

Da dürfte von 420 aus noch recht viel Luft nach oben bestehen! Unabhängig von Desire. Gleichwohl natürlich ein Treffer von Desire, egal wo, für die Region und RKH wesentlich förderlich wäre.

Danke Baron für die lektüre!

[BaronOppenSAL]

Oriel note

Rockhopper Exploration (RKH, BUY, 420p) - Successful Sea Lion flow-test

• Rockhopper announced on Friday that the Sea Lion discovery well had been successfully flow-tested at sustained rates in excess of 2,000bopd over an 18 hour period.

• Equipment constraints limited the flow-rates which we understand would have been up to 3x higher if the well had flowed unrestricted. There were no flow assurance issues during the test, a concern ahead of events given the wax content of the crude

• Downhole pressure gauges will be recovered which will help confirm the continuity of the reservoir sections tested and connected volumes around the well location

• We view this test result a significant milestone is derisking the commerciality of the Sea Lion discovery. In our base case model for Sea Lion we assume horizontal production wells come on at peak rates of 6-8kbopd with long-term support from water injection and possibly ESP's and this result appears to more than underpin these assumptions

• Our unrisked NAV for Sea Lion based on the current P50 240mmb reserve case is 786p/sh, unchanged on the back of this update.

• The company has yet to confirm a date for appraisal drilling given the forward programme with the Ocean Guardian remains fluid. The next well in the programme is Rachel in which Rockhopper has a 7.5% stake worth c61p/sh unrisked if successful and which has been significantly derisked by the success of Sea Lion (analogous prospect in the same play, located in the block directly to the south on the eastern margin of the basin)

• We re-iterate our BUY recommendation. Ignoring cash balances, the shares are trading at just over 50% of our unrisked NAV for Sea Lion under the P50 case which we believe is far too conservative

[BaronOppenSAL]

http://www.thisislondon.co.uk/standard-business/article-2388…

The Falklands explorers were also in demand. Rockhopper Exploration jumped 49¼p to 469¼p as investors applauded news that its oil discovery off the coast of the remote British territory will be commercial. Evolution Securities raised its rating from “neutral” to “add”, and lifted its price target from 359p to 450p in response.

Argos Resources — which has a neighbouring prospect — was up 4p at 42.2p. “These oil stocks are proving very popular indeed,” said one dealer. “I've been busy with these all morning — probably half the trades I've done were in these stocks.”

[putzig]

na, so aus dem Nichts ein netter Sprung. Würde mich nicht wundern, wenn weitere Details zum flowtest, etc. anstehen.

[snafur]

Grade hat meine Bank angerufen: "Ihr Konto ist voll"

[putzig]

Antwort auf Beitrag Nr.: 40.184.927 von snafur am 21.09.10 14:11:19

ich habe noch Platz auf meinem, möchtest du ein BM ?

[snafur]

Antwort auf Beitrag Nr.: 40.185.126 von putzig am 21.09.10 14:41:12

Schick mir deine Kreditkartendaten, dann buch ich dir da was drauf.

[Kar45]

Falklands Explorer Argos is Hunting for Another Sea Lion
Wednesday, September 22, 2010 by Ian Lyall Believe it or not, there are certain benefits to coming last. In the case of Argos Resources (LON:ARG), they are very tangible, as it bids to prove up some potentially major reserves in the North Falkland Basin.

It is following in the wake of Desire Petroleum (LONES) and Rockhopper Exploration (LON:RKH), which caused a stir earlier this year with the discovery of the Sea Lion field, which could turn out to be a world class find.

Argos will take two dimensional seismic surveys shot in the 1990s and replace and reinterpret them using state-of-the-art 3D analysis.

Proactiveinvestors recommends
Ascent Resources agrees Swiss assets sale US Oil & Gas eyes up two well drill program this year to test Nevada oil playCaza Oil & Gas is cash rich and keeping its options openThis is exactly what Rockhopper did with such spectacular effect when it found Sea Lion. So Argos is happy to do the 3D seismic works.

It also has the comfort of knowing there is oil and gas in the vicinity thanks to the drilling programme of the pioneering Falklands pair.

In effect the more work its rivals do, the more they de-risk Argos's licence area, says managing director John Hogan.

“Thanks to Rockhopper and Sea Lion we now know that we’re in a proven working hydrocarbon province. There is potentially big oil here,” he told Proactive Investors.

“Rockhopper reported a 240million barrels discovery, and Sea Lion could be as big as 670 million. That’s a world class oil field.

“We are in a privileged position we think, that by coming behind everybody else, Rockhopper and Desire are de-risking the proposition for us.

“They’ve both shot 3D seismic data and have demonstrated that 3D data improves data quality, allows you to map with more confidence, and Rockhopper have found oil based on their 3D data so we are just following them.

“And between Rockhopper and Desire they are drilling up to eight exploration wells.”

Five of them are in a semi-circle around the Argos licence, Hogan reveals.

And by the time the company has shot and interpreted its 3D data, Rockhopper and Desire’s drilling campaign will have ended.

“That puts us in a great position to high-grade our own prospects and decide where we want to drill first,” Hogan adds.

Last year the company re-processed 2D seismic data acquired as part of a 1998 drilling campaign and identified seven prospects and five leads.

They have a reserve potential of 747 million barrels with an “upside case” of 1.75 billion barrels.

Possibly the most exciting prospect on the licence area is Boreas, which Hogan thinks could be a “mirror image of Sea Lion”.

“We think Boreas is sitting on the western dip slope of the basin, where Sea Lion sits on the eastern dip slope," he explains. “But we’re really pushing the seismic to its limits to handle that, which is why we need 3D.”

The area already contains a significant gas find in the Johnson field, which straddles the Rockhopper and Argos licence areas.

It was discovered in 1998 by Shell and was abandonded because no-one was interested in gas in remote areas at a time of historically low oil prices. The most recent analysis suggests there could be as much as 8 trillion cubic feet of natural gas in Johnson in the upside case.

The oil major’s campaign in the North Falkland Basin also uncovered the presence of a rich source rock for oil, which makes it all the more incredible it turned its back on the area.

“It is over 1000 metres thick in places,” Hogan says. “It’s described by Shell as one of the richest source rocks for oil they’ve ever examined and the second richest in the world.

“It’s got twice the organic carbon content of the organic rich shales in the North Sea which produced all of the North Sea oil.

“And the work that we did, Shell did and the British Geological survey did indicated that at depth this source rock was mature for oil generation and that over 70billion barrels of oil had been generated in the basin.

“And of course the Sea L ion discovery is the first discovery now sourced by this mature source rock.

“And what happened in 1998 was that all the wells except the Shell well which made the gas discovery tested only shallow prospects. No one drilled deep in the basin. No one tested valid deep prospects.

“We now know we’ve got a rich oil source rock and no one had drilled prospects in situations where this source rock could have charged deep prospects.

“And with that lesson that’s been the objective of the 2010 drilling campaign.”

The Argos group, which was incorporated in the Falklands in 1995, owns 100 per cent of the PL001 licence in the Northern Basin.

However it waited until July this year to list on the stock exchange. It raised £22 million from a placing of shares – enough cash to finance the 3D seismic programme.

“The plan is to start the seismic acquisition later this year, in the last quarter, probably in November or December,” Hogan reveals.

“And that’s about a 30 – 60 day programme for us. We then go ahead and process it and go into interpretation. As parts of the data became available we will start the processing and interpretation so we will build up an early picture of the geology and prospects, even as the seismic data is being acquired.

“That would get us to the point in quarter three next year where we have a high-graded prospect inventory.

“By then we would also have completed the exploration well designs and environmental impact statements in readiness for drilling.

“So we would be ready to have a drilling campaign starting at the end of 2011 and into 2012. That is our forward plan for this.”

There are advantages to being a Falklands based company, not least the tax regime: the production royalty is only 9 per cent, while corporation tax is a competitive 26 per cent.

“So in terms of net back value to the operator this is top quartile in worldwide return,” Hogan explains.

“My rule of thumb is, one Falklands barrel is worth two North Sea barrels, and one Falklands barrel is worth three Norwegian North Sea barrels.

“The rate of tax in Norway is 78 per cent. So when you find barrels of oil in the Falklands, these are very valuable barrels to have.”

[BaronOppenSAL]

http://www.londonstockexchange.com/exchange/news/dow-jones/n…

Rockhopper Exploration plc
("Rockhopper" or the "Company")

Result of Flow Test - Technical Update - Sea Lion 14/10-2

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas
exploration company, is pleased to report the following update from the recent
flow test on well 14/10-2: "Sea Lion 1".

The test was carried out over four perforated intervals totalling 77m
between 2,403m and 2,566m (below drill-floor). Upon retrieving the perforating
guns, a gun misfire was apparent and only the top two intervals were found to
have been perforated, meaning the lower two intervals did not contribute to the
flow.

After perforation, a small amount of oil was produced into the tubing to clean
the perforations and enable downhole oil sampling. The well was then shut in for
approximately 2 hours to determine the initial reservoir pressure. The final
recorded pressure was 3,385 psia at gauge depth (2,344.6m below drill-floor) and
was still building.

The well was then opened to flow through the three and a half inch test
string, initially on a 24/64th choke, opened to a 64/64th choke during the flow
period and reduced to 44/64th towards the end of the flow period to allow
samples to be taken. The well was flowed for approximately 18 hours without
incident and for sustained periods of over 2,000 barrels per day ("BOPD") with a
maximum rate of 2,304 BOPD. The final flowing wellhead pressure was
approximately 120 psia. A wax dissolver chemical was injected at the subsea
test valve to mitigate the appearance of wax.

Rockhopper believes that the flow rate was inhibited by incomplete
perforation, waxing of the tubing string above 800 metres, increased viscosity
of the oil as it cooled in the upper part of the test string and a lack of
specialist equipment. As such, the Company estimates that the well could have
flowed at approximately 4,000 BOPD without these constraints. Rockhopper also
believes that, with a more optimal well location and horizontal well
completions, significantly higher flow rates could be achieved from future
production wells.

[Kar45]

KNOC closes on Dana Petroleum plus BHP Billiton & Rockhopper news
2010/09/24 by ukcitymedia.co.uk about : Company Reports - 0 Comments - 365 words



The UK largest independent North Sea oil producer Dana Petroleum DNX is on the verge of takeover today after bidders KNOC Korea National Oil Corporation declared its £18 a share hostile bid wholly unconditional.

DNX shares closed at 1,793 pence yesterday from 1,135 pence on the day before Dana originally received an initial takeover approach. Dana rejected KNOC's offer last month claiming the company was worth £22 per share but nearly two-thirds of Dana Petroleum shareholders backed the deal worth £1.87bn.

Bank of America Merrill Lynch is acting for KNOC with the bid indicating that far-east oil company are aggressively seeking to secure supplies. Cho Seung Yeon, analyst at HMC Investment Securities added that "The success may spur South Korean companies to be more aggressive in M&As."

Mining giant BHP Billiton BLT is to go ahead with development of its Macedon gas field project in Western Australia after approval was given to environmental assessments.

The project involves four offshore production wells with pipelines connecting wells to a new onshore gas treatment plant with capacity of 200 million scfd standard cubic feet per day and an export sales gas pipeline to connect to the domestic gas market in Western Australia.

Michael Yeager, chief executive of BHP Billiton commented “Macedon will improve the security for domestic gas supplies in both the short and medium term for Western Australia. It will be the first development in the important Ashburton North area and will make a strong contribution to the overall growth of our petroleum operations in Western Australia."

Meanwhile, Rockhopper Exploration RKH has reported that technical problems in its present flow tests on companies 14/10-2 Sea Lion 1 well in North Falklands basin have restricted results with flow rates coming in lower than expected.

The well was flowed over 2,000 BOPD barrels per day at a maximum rate of 2,304 BOPD although Rockhopper estimates that without the technical difficulties the flow rate would have been around 4,000 BOPD.

Rockhopper remains of the opinion that it will be able to optimise flow rate on the back of test result information by seeking new well locations that will significantly improve flow rates.

[putzig]

Antwort auf Beitrag Nr.: 40.203.083 von BaronOppenSAL am 24.09.10 09:17:38

geht ja lustig zu, beim Aktienkurs heute morgen.

Die wollen doch wohl nicht selbst Produzent werden? Das könnte eine Überarbeitung der Bewertung erforderlich machen, sicherlich nicht zu Ungunsten. Aber irgendwo habe ich gelesen, dass die gar nicht die Personalresourcen dazu haben.

[BaronOppenSAL]

LONDON (SHARECAST) - Investors perturbed by Rockhopper Exploration’s problems with its flow test on the Sea Lion 1 well in the North Falkland basin should rest easy, Westhouse Securities said, as there was nothing in the rest results which cannot be mitigated by engineering solutions, albeit at additional cost.

The good news is that testing improved the commerciality of the Sea Lion Discovery. In the company’s view, had all four of the intervals tested contributed to the test flow, instead of just two because of problems with perforations, the well could have flowed at about 4,000 barrels per day.

The broker has reiterated its “buy” recommendation on the stock. Westhouse has a target price of 649p for Rockhopper.

[Kar45]

Broker tips: Euromoney, Intec, Rockhopper
Fri 24 Sep 2010

LONDON (SHARECAST) - Broker KBC Peel Hunt expects to up its 675p target price for Euromoney Institutional Investor after the business publisher and events promoter once again topped market expectations with its results.

“Both revenue and profits look to have exceeded expectations by c.£4m. Net debt at the year end is modestly better than expectation at under £140m,” KBC Peel Hunt analyst Malcolm Morgan said.

The company lifted profits guidance, as a result of which Peel Hunt thinks 2010 forecasts will move to the £84-855m level giving earnings per share of around 52.2p.

The broker expects first quarter fiscal 2011 growth to continue at the rates seen in the second half of the current year, but notes that thereafter the comparative figures become harder to top.

“We expect that 2011 PBT [profit before tax] forecasts will rise to c.£92-94m range suggesting 55.5- 57p of earnings,” the broker said.

Investors perturbed by Rockhopper Exploration’s problems with its flow test on the Sea Lion 1 well in the North Falkland basin should rest easy, Westhouse Securities said, as there was nothing in the rest results which cannot be mitigated by engineering solutions, albeit at additional cost.

The good news is that testing improved the commerciality of the Sea Lion Discovery, accrodign to Westhouse. In the company’s view, had all four of the intervals tested contributed to the test flow, instead of just two because of problems with perforations, the well could have flowed at about 4,000 barrels per day.

The broker has reiterated its “buy” recommendation on the stock. Westhouse has a target price of 649p for Rockhopper.

Though it had a target price of 64p, broker Singer Capital Markets said the 72p per share cash offer by CSG Systems for Intec Telecom was right at the bottom end of its 72p – 84p take out price range published last month, and the broker has not ruled out the prospect of other large US players getting involved.

“Whilst we believe some investors would be disappointed at the take out level given the stock hit a 12m high of 121p, confidence has undoubtedly been shaken given the extended sales cycles the company has experienced since the beginning of the calendar year. There are other big US players operating in the space (Oracle, Amdocs, Comverse) so a counter bid cannot be completely ruled out (note: break fee is £2.3m), though it has been in the public domain that the company was in talks,” Singer analyst Tintin Stormont said

[putzig]

Hm, was meint Ihr?

haben die Kursrücksetzer mit dem Flowtest zu tun, spekulative Gewinnmitnahmen, oder evtl. sogar mit der Meldung von Fogl, heute, Lizenzverlängerung 1 Jahr (= vermutlich kein deepwaterrig mehr in 2010) zu tun ?

[BaronOppenSAL]

http://www.investegate.co.uk/Article.aspx?id=201009301339096…

[putzig]

Antwort auf Beitrag Nr.: 40.240.443 von BaronOppenSAL am 30.09.10 14:53:56

Robert John Peters, aged 62, is a Solicitor .....

ein langjährig erfahrener Rechtsanwalt neu im Board. Ich tippe ja darauf, das es Rockhopper nicht mehr lange gibt.

Mir wäre ein Übernahmeangebot nach einer erfolgreichen Bohrung von desire/Rachel, sagen wir mal zu >650 pence recht.

[BaronOppenSAL]

Courtesy of Rippoff from the RKH BB over on iii: Rockhopper Exploration, the Falkland Islands oil explorer, is gearing up for a $200m (£127m) rights issue to fund further wells in the waters off the South Atlantic islands. Shares in the company have increased twelvefold since it made a a big discovery there in May. The firm is now close to hiring Bank of America Merrill Lynch, the investment bank, as its corporate broker to help lead its next phase of development. This includes an intended move from the junior Alternative Investment Market to the FTSE 250 list early next year. The company is one of four UK groups that stoked controversy earlier this year when they started drilling for oil off the Falklands for the first time in more than a decade. Argentina’s president, Cristina Kirchner, accused the companies of violating its national sovereignty — Argentina claims the islands are “occupied” by Britain — and appealed to Hillary Clinton, the US secretary of state, to intervene. So far, Rockhopper has had the most success. Its shares have soared since it first reported success in May with the Sea Lion field, which it claims holds up to 240m barrels of recoverable oil. Before the discovery the firm was worth £70m. As of last Friday, it is valued at £885m, raising concerns among some investors that its shares have become overheated. City sources said the company is preparing to launch a rights issue within the next six weeks to raise between $150m and $200m that it will need to drill more wells to establish the size of its field and bring them to the stage where they can start producing. The company hopes to step up to the FTSE 250 next year, which will give it exposure to a wider selection of potential investors. To prepare for the move it held a “beauty parade” for banks vying to become its corporate broker. It is understood that the company has chosen Bank of America Merrill Lynch, though it has yet to make the official announcement. Rockhopper declined to comment. It is thought that some banks chose not to compete for the role because of pressure from Argentina. The country has made it clear that if banks decide to work with the Falklands explorers, they may be frozen out of any future government work, such as bond offerings. There is, nonetheless, plenty of support in the City for the Falklands story. Over the past year, investors have churned nearly £300m into the tiny companies exploring in the region. In every case the firms have no other assets. If the wells are dry, investors will lose everything. If they find oil, as Rockhopper has done, the rewards are potentially large. Last week, investors bought £22m of new shares issued by Desire Petroleum, another Falklands explorer. Argos Resources, a smaller rival, floated in July.

aus sunday times....

[BaronOppenSAL]

http://www.pesgb.org.uk/pesgb/S4/S4_LonOct10.asp

[BaronOppenSAL]

http://www.thisislondon.co.uk/standard-business/article-2388…

[KNORPEL]

Antwort auf Beitrag Nr.: 40.289.313 von BaronOppenSAL am 08.10.10 14:30:13

Hi Baron

wir sind wohl einige der wenigen (in DE) die hier investiert sind,
auf weitere gute Gewinne mit RKH, DES, FOGL,B&Sund Argos



Gruß Knrpel

[snafur]

Donnerstag, 07. Oktober 2010

Gerichtsvollzieher auf der Buchmesse

Gläubiger jagen Präsidentin

Argentinien hat auch neun Jahre nach seinem Bankrott jede Menge Schulden - auch in Deutschland. Weil private Investoren kaum eine Möglichkeit haben, an ihr Geld zu kommen, suchen sie jede Gelegenheit. Etwa die Frankfurter Buchmesse, bei der Argentinien dieses Jahr Gastland ist. Dort rücken Gerichtsvollzieher Präsidentin Kirchner auf die Pelle.

Argentiniens Präsidentin Cristina Kirchner wird auf der Frankfurter Buchmesse von Gerichtsvollziehern verfolgt. Während sie ihr Land, das Ehrengast auf der Messe ist, repräsentiert, jagen Juristen im Auftrag von Anlegern hinter dem Vermögen der Regierung des Andenstaates her, bestätigte das Frankfurter Amtsgericht auf Nachfrage von n-tv.de entsprechende Medienberichte.

Die "Süddeutsche Zeitung" hatte gemeldet, dass im Auftrag der Behörde ein Gerichtsvollzieher mit zwei Vollstreckungsbefehlen auf der Messe sei. Gerichts-Vizepräsident Bernhard Olp erklärte gegenüber n-tv.de, dass das richtig sei. Im Auftrag von privaten Gläubigern sollten Ansprüche gegenüber dem argentinischen Staat geltend gemacht werden.

Bis zu 15 Milliarden Dollar
Seit das Land vor fast neun Jahren den Bankrott erklärt hat, kämpfen Investoren überall auf der Welt um ihr Geld. Vor allem in Deutschland und Italien hatten auch viele private Sparer in die einst renditeträchtigen Argentinien-Anleihen investiert und warten bis heute auf eine Rückzahlung. Insgesamt gehe es um zehn bis 15 Milliarden Dollar, berichtete die "SZ". Gerade in Deutschland lägen viele rechtskräftige Urteile zugunsten der Anleger vor.

Muss Präsidentin Kirchner jetzt einen Kuckuck auf ihrer Handtasche befürchten? Das nun nicht, zumal die Tasche ihr Privatbesitz sein dürfte. Aber nach Informationen von n-tv.de haben die Vollstrecker versucht, auf der Buchmesse Kunstwerke aus Argentinien als Gegenwert für ihre Forderungen zu pfänden. Da sich diese aber nicht in Besitz des Staates befunden haben, seien die Ansprüche erfolglos geltend gemacht worden.

"Ganz normaler Vorgang"
Weil auch die anderen Vermögensgegenstände auf der Messe entweder wertlos seien oder gar nicht direkt dem argentinischen Staat gehörten, spekulierten Anwälte auch auf Pfändungen im direkten Umfeld Kirchners. Im Gespräch ist sogar das Präsidentenflugzeug Tango 01 gewesen. Laut Gerichtssprecher Olp wäre ihre Pfändung aber zum einen rechtlich fragwürdig, zum anderen aber auch praktisch kaum durchzusetzen. Die Gläubiger gehen also auch dieses Mal wohl leer aus.

Für Olp ist die ganze Geschichte übrigens ein "ganz normaler Vorgang". Auf praktisch jeder Messe seien Gerichtsvollzieher vertreten, die Ansprüche von Gläubigern geltend machen sollen. Je nachdem, ob die entsprechende Firma oder das Land vertreten ist, das die Schulden hat.

[i5001]

Heute Kursrutsch, die P50 Reserven werden möglicherweise um ca. 30% nach unten korrigiert aber an den P10 von ~700 Mio barrels ändert sich wohl nichts. Ich bin schon gespannt auf das Appraisal drilling von Sea Lion.

[Kar45]

Rockhopper Exploration (LON:RKH) (BUY, £5.00) (RKH, 460p, ▲ (0.11%)) announced a possible continuation of the drilling campaign under a new rig contract consisting of a possible three firm wells and five options extension with Diamond Offshore Drilling. Furthermore, the Company has entered into two letters of intent with a seismic contractor to acquire additional 3D seismic using two separate vessels. The Company intends to enter into contracts to procure both vessels shortly and, if it does so, it expects that work will begin before the end of January 2011 to allow Rockhopper to better analyse the Sea Lion sandstone fans, as well as allowing more detailed and accurate mapping of additional exploration upside within the basin. The Company indicate that a revised CPR would not be available before seismic acquisition and further studies are undertaken to resolve the complex issue of reservoir distribution within the Sea Lion sequence and narrow the current range of estimates for oil initially in place by reducing uncertainty. Whilst the Sea Lion discovery has enhanced prospects for the Company and its shareholders, further significant exploration activity will need to be undertaken given the frontier nature of the basin, to prove up the full potential of that basin. The Company is therefore currently evaluating its funding options, which may include an equity issue.

Comment: The delay in narrowing the resources estimates, whilst understandable, is likely to unnerve the market. However we would see it as short-term jitter and see no reason to change our forecasts.

[putzig]

würde mich nicht wundern, wenn die Resourcenminderung / Verunsicherung nicht absichtlich gemeldet worden ist. Ein größeres PP zu evtl. 400 ist doch viel viel günstiger als zu 500 (zumindest für die neuen Geldgeber).

Hm, meine Meinung, einfach mal ruhig bleiben, erholt sich schon wieder ganz gut vom Tief.

[putzig]

so Prima

Desire hat erst mal nix gefunden. Das hat wohl vermutlich auch zu dem Kurssturz der letzten Tage beigetragen. Da wussten ein paar mal wieder mehr.

[BaronOppenSAL]

http://ftalphaville.ft.com/blog/2010/10/15/372286/oil-explor…

[Kar45]

UPDATE 1-Rockhopper seeks 200 mln stg for Falklands drilling




Rockhopper Exploration Plc
RKH.L
336.75p
+43.75+14.93%4:35pm UTC+0200


Mon Oct 18, 2010 12:23pm EDT

* Conducting a placing of new shares

* To extend drilling around Falkland Islands (Adds detail, background)

LONDON Oct 18 (Reuters) - British oil explorer Rockhopper (RKH.L) is hoping to raise about 200 million pounds ($318 million)in a placing of new shares to extend its drilling around the Falkland Islands in the southern Atlantic Ocean.

Rockhopper said on Monday the money from the placing, which is under way, would help it further appraise its oil find at the Sea Lion well, drill more exploration wells and conduct further seismic tests across a wider area.

"This funding and subsequent work programme will enable the company to significantly enhance our understanding of the size of the Sea Lion discovery and to continue the exploration of the remainder of our acreage," chief executive Sam Moody said.

Rockhopper shares closed up 15 percent at 336.75 pence.

In June, the company gave a best estimate of 242 million barrels of oil at the Sea Lion well, the first oil find in the British governed Falklands, boosting its shares.

However, last week it said it lacked sufficient data for a planned technical report to support its preliminary resources estimate, leading one analyst to suggest the estimate could be revised to around 170 million barrels. [ID:nLDE69C0FV]

The drilling has sparked protests from Argentina, which claims sovereignty over the islands it calls the Malvinas and which lie 300 miles from its shore.

Rockhopper said the placing was being carried out via an accelerated book-building process by Canaccord Genuity Ltd and Merrill Lynch International.

(Reporting by Mark Potter; editing by David Hulmes)

[putzig]

Antwort auf Beitrag Nr.: 40.344.114 von Kar45 am 18.10.10 19:54:34

So PP ist geschlossen zu 315!

Da ist ja ein ,vermutlich, richtig schönes dreckige Geschäft gelaufen. Mal kurz anstatt 230, 170 mm in die Runde geschmissen. Der Kurs stürzt ab. Dann kommt glücklicherweise noch Desire dazu, mit dem Luftloch und schon bekomme ich eine billige Verwässerung.

Schade, ein PP > 450 wäre allen kleinen Altshareholder lieber gewesen, die Verwässerung geringer ausgefallen. Aber sehen wir es positiv. Geld ist jetzt für die nächste Zeit genug da, höheres Listing, FTSE, möglich. Evtl. zeigen künftige Bohrungen ja mehr als 230mm an.

[Kar45]

Antwort auf Beitrag Nr.: 40.347.001 von putzig am 19.10.10 10:16:18

Rockhopper Exploration Announces Completion Of Equity Placing - Quick Facts

Date: 19 October 2010





(RTTNews) - Rockhopper Exploration PLC (RKH.L) Tuesday said it completed the equity placing announced on October 18, 2010. A total of 65.5 million new Ordinary Shares of the company have been placed by Canaccord Genuity Ltd. and Merrill Lynch International acting as joint bookrunners in relation to the Placing at a price of 315 pence each, to increase nearly £206.3 million before commissions and expenses.

The company expects the admission of the Placing Shares to take place and that trading will begin on or around November 8, 2010.



Copyright(c) 2010 RTTNews.com, Inc. All Rights Reserved For comments and feedback: contact [e-mail]

[Andrija]

Antwort auf Beitrag Nr.: 40.347.001 von putzig am 19.10.10 10:16:18

Wenn Deine Theorie stimmt, ich neige eigentlich auch dazu wobei es vielleicht wishful thinking für sealions Potenzial ist, haben die Herren Direktoren sich aber eher unterproportional eingedeckt. Insbesondere die Aufstockung von Moody und Jungles ist nicht der Rede wert.

Da müssten dann andere Investoren Druck ausgeübt haben.

Erstaunlich ist übrigens auch der für mich nicht nachvollziehbare schnelle Anstieg von Desire. Mir ist unklar was diesen Vertrauensvorschuss (halbe MK von RKH) bei dem Verlauf des Bohrprogramms und den aktuellen Prognosen für die weiteren Bohrungen rechtfertigt.

[putzig]

Antwort auf Beitrag Nr.: 40.347.301 von Andrija am 19.10.10 10:51:35

Erstaunlich ist übrigens auch der für mich nicht nachvollziehbare schnelle Anstieg von Desire.

Evtl. Übertreibungskorrektur. Aber wollen die nicht am selben Bohrloch noch tiefer bohren und auch (bin mir nicht sicher ob ich das auf die schnelle richtig übersetzt habe) seitlich mal abzweigen ? Das wäre ja der Oberhammer, wenn hier "überraschend" doch noch verwertbare Ergebnisse rauskommen würden.

[Andrija]

Antwort auf Beitrag Nr.: 40.348.819 von putzig am 19.10.10 13:43:39

Desire: Habe ich auch so verstanden, aber eher als Blabla interpretiert, um den "Duster" positiver zu verkaufen.

RKH: Bin da rechtlich nicht so ganz fit: Wie geht überhaupt eine Neuausgabe von Aktien ohne ein Angebot an die Altaktionäre rein rechtlich? Scheint ja in good old England im Ggs zu good old Germany kein Thema zu sein?

[putzig]

Antwort auf Beitrag Nr.: 40.355.924 von Andrija am 20.10.10 11:32:41

Neuausgabe von Aktien: nicht nur in england, auch in canada und australien an der tagesordnung. Vermute mal, das unser Recht der AG in vielen Teilen von dem angelsächsischen Recht abweicht.

Ich kenne nur die Abweichungen (bilanzrechtlicher natur) HGB / IFRS bzw. US-Gaap. Vorsichtsprinzip vs. "fair value"-Bilanzierung. Hier sind ganz andere Denkansätze vorhanden. Scheint so auch bei dem Recht der "AG´s" so zu sein.

Aber "shareholder-Value"-Phrasen kommen übrigends auch von da drüben (incl. USA)

[BaronOppenSAL]

http://www.investegate.co.uk/Article.aspx?id=201010210700097…

[BaronOppenSAL]

http://www.investegate.co.uk/Article.aspx?id=201011020703034…

[BaronOppenSAL]

Rockhopper started with buy rating at Goldman Sachs
Nautical Petroleum initiated with buy rating at Goldman Sachs
Northern Petroleum started with buy rating at Goldman Sachs
Nighthawk Energy started with buy rating at Goldman Sachs
BowLeven initiated with buy rating at Goldman Sachs
Desire Petroleum initiated with buy rating at Goldman Sachs
Borders & Southern initiated with buy rating at Goldman Sachs
Falkland Oil & Gas initiated with buy rating at Goldman Sachs
Tullow Oil downgraded to neutral from buy at Goldman Sachs

[BaronOppenSAL]

http://en.mercopress.com/2010/11/19/goldman-sachs-makes-a-po…

[BaronOppenSAL]

Rockhopper was named 'Explorer of the Year' at The Oil Council's Annual Awards 2010 ceremony held in London on 25 November 2010. Sam Moody, Chief Executive, was proud to collect the award on behalf of the Company.

http://www.rockhopperexploration.co.uk/

[BaronOppenSAL]

Exxon-Mobil CEO Brad Corson who believes there is not enough oil in the Falklands continental platform


http://en.mercopress.com/2010/12/02/us-was-concerned-about-a…

[snafur]

Die Einschätzung von ihm stammt aber vom Februar 2010 (oder früher, er wurde im Februar zitiert).
Da waren noch keine Bohrergebnisse bekannt.
Inzwischen sprechen die Fakten aber gegen diese Vermutung von ihm.

Das sollte man beachten.

Der Ölfund im Rachel Prospekt, der heute bekannt gegeben wurde, fundamentiert zudem die guten Ergebnisse vom Sea Lion Fund dieses Jahres.

[putzig]

Antwort auf Beitrag Nr.: 40.630.141 von snafur am 02.12.10 10:56:46

sag nur Derisiking SeaLion und Umgebung. Díe Meldung heute könnte noch die nächste Zeit den Kurs beflügeln.

[BaronOppenSAL]

http://www.mediafire.com/?nj2z2nr5flov2hh

[putzig]

Antwort auf Beitrag Nr.: 40.630.968 von putzig am 02.12.10 12:43:58

so ein sch.... mit Desire.

What nun ?

8 neue Bohrlöcher in 2011 abwarten.

@Baron: Wie siehst Du das changen/risiko-profil?

[BaronOppenSAL]

??????????????????????????????????????????????????????????????????????

This is the posting by Distantvoices -

To whoever may be interested...

Yes, December 15 MAY well be a pivotal moment, I have been told. I do NOT, repeat NOT, know why this might be, exactly. There are several theories that present themselves, but I personally have no idea which might prove correct or exactly will happen. But if you're interested in investing in RKH I am guessing that being in BEFORE December 15 might be sensible. On the other hand the 16th might roll by and still nothing may seem to have happened and we may all be left in the dark, just scratching our heads.

The date December 15 has been widely mentioned (by a few people) so I don't think I'll upset my wife by confirming it now. I told my missus, - "Mystic Meg" - a month or two ago I wouldn't be pestering her for further readings on Falklands oil. Her main concern, as ever, is the chances of her psychic "thingies" to be inaccurate, and if any details leak out the readiness for over-anxious people generally to hang on every word of whichever latest BB "Messiah" cum all-seeing/all-knowing tipster to come along (you can all make your own list of suspects I'm sure). She desperately didn't want to become one of these Pied Piper characters, leading the lemmings off a cliff if her predictions were wrong (which in the case of Ernest, they were - although we may find the case on Ernest ISN'T actually closed I suspect). Unfortunately this is more or less exactly what has tended to happen. Partially this was due to, initially, very good friends like Videodawn and Blue Horse tending to be big mouths and letting cats out of bags in the first place with hints or whispers, but mostly down to me being a total big mouth, subsequently responding. I am totally a big mouth, it has to be said, and it has got me into trouble with my wife on more than one occasion.

Okay, well recently while on holiday, Mystic Meg unexpectedly volunteered some new insights. One was a date, December 15. This is NOT necessarily "Armada Day", in fact I would be very, very, surprised if so. But I have been told to expect "Armada Day" sometime in January or December. I don't like irritating people by being so ridiculously cryptic but my wife doesn't want me to go into details - she doesn't want to be that Pied Piper leading people dangerously astray. Armada Day if it happens would be good news for RKH, in fact it may well be RIDICULOUSLY IMPROBABLE good news for RKH, that's all I think I can say. Keep it in the back of your mind if you wish but don't rely on the promises of BB Messiahs, of any shape or form. They all get it wrong, either occasionally or usually.

[BaronOppenSAL]

http://www.mediafire.com/?l067cfjalxx7gii

[BaronOppenSAL]

Rockhopper lines up January Falklands drilling
07:57 20/12/2010[Go Back]
StockMarketWire.com - Oil and gas company Rockhopper Exploration plc said it plans a significant drilling programme in the North Falkland Basin during 2011, with its next well expected to spud in January.

The company has agreed to take up two optional drilling slots under the original rig contract between Desire Petroleum and Diamond Offshore Drilling, owners of the Ocean Guardian drilling rig.

It is also in discussions to take up further well slots on the Ocean Guardian.

CEO Sam Moody said, 'We are delighted to have secured the use of the Ocean Guardian for a further two wells and are in discussions to secure further drilling slots.

'We expect to undertake a significant drilling programme during 2011, including a number of appraisal and exploration wells designed to refine our understanding of our northern licences.'

Rockhopper said it is in talks with the Falkland Islands government on the declaration of a Discovery Area which is likely to encompass the southern lobe of the Sea Lion fan where the Sea Lion discovery well was drilled in 2010.

Its next anticipated well, 14/10-3, is expected to spud during January. This will be an exploration well on the northern lobe of the Sea Lion fan system outside of the proposed Discovery Area, about 8km from the Sea Lion well.

The well will also target deeper sands including S2, which the company mapped following the Sea Lion oil discovery.

The second well, 14/10-4, is planned as an appraisal well, within the proposed Sea Lion Discovery Area. Its timing is subject to the order of drilling slots, as yet to be determined.

Rockhopper said it has identified a number of other potential drilling locations for appraisal and exploration wells.

The vessel MV Polarcus Nadia has begun a new 3D seismic programme to cover licence PL024 (100% Rockhopper) and adjacent areas. The company is also participating with Desire Petroleum on areas of licences PL003 and PL004, in which it has a 7.5% interest. Nadia is expected to complete its survey by the end of April.

[BaronOppenSAL]

http://www.stockopedia.co.uk/content/rockhopper-exploration-…

[BaronOppenSAL]

http://boards.fool.co.uk/nfsc-2011-rockhopper-write-up-rkh-1…

[BaronOppenSAL]

14/10-3 Exploration Well Spud

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, announces that the 14/10-3 exploration well was spudded at 1700hrs GMT on 13 January 2011. 14/10-3 is located 8km North West of the Sea Lion 14/10-2 discovery well on Licence PL032, which Rockhopper operates and holds a 100% working interest in.

The well is located on the undrilled northern lobe of the Sea Lion fan system. The well will also penetrate the distal, downdip portion of the newly-identified and underlying S2 fan body which has been mapped over an area of 42 sq. km.

14/10-3 is situated outside of the Sea Lion Discovery Area. Total depth is planned to be ca. 3,000 metres. Drilling operations are expected to take approximately 38 days and a further announcement will be made once drilling is completed.

It is currently anticipated that, on completion of operations on 14/10-3, Rockhopper will drill 14/10-4, an appraisal well on the southern lobe of the Sea Lion fan system within the Discovery Area, before the rig is released.

[BaronOppenSAL]

Evolution Securities analyst David Farrell featured Rockhopper Exploration (LON:RKH) in the broker’s ‘First Take’ morning note.

Farrell said: “While Rockhopper has said that the 14/10-3 well is an exploration well it is targeting the northern lobe of the Sea Lion fan and should it work we believe this will start to validate the upper resource estimates of the original Sea Lion discovery.

“The RPS report published immediately after the Sea Lion discovery suggested an upper resource estimate in excess of 500mmbls.

“Based upon a 200mmbls discovery we believe that the Sea Lion discovery is worth c350p/sh suggesting the market is ascribing just 31p/sh to exploration which we believe is worth c180p/sh on a risked basis.

“If this first Sea Lion well works, we expect a significant leg up in the share price.”

Charlie Sharp, equity analyst at City broker Charlie Sharp also commented on the news.

“We expect considerable further exploration and appraisal work beyond that, dependent to some degree on the outcome of the next two wells.

“We believe that Rockhopper presents the best opportunity among the FI players for further positive share-price movement in the near term, although the risks remain considerable,” Sharp said.

Fox-Davies emphasised that whilst the well is being drilled near the Sea Lion discovery well, there are distinct differences between the two parts of the Sea Lion system.

“The new well is located to the North of the discovery well and will test the northern lobe of the Sea Lion fan complex which looks, from seismic mapping, to be fed from a different sediments source,” the broker said.

“We understand the seismic attributes are similar to that at the discovery well location, hence limiting the risk, although the 8 kilometre distance is a large outstep from that data point and reservoir/seal risk is far from negligible."

[Andrija]

Antwort auf Beitrag Nr.: 40.867.334 von BaronOppenSAL am 15.01.11 09:07:00

Immer diese Analysten

In den englischen Boards ist derzeit der große Bruder wieder En Vogue. Die Spekulationen schießen ins Kraut, dass Sea Lion riesig ist und bis in die Desire-Lizenzgebiete reinreichen könnte. Daher auch der Kursanstieg der letzten 2 Tage. Desire würde dann das ganze RKH-Öl absaugen Schön wär es schon wenn es mit Desire wieder was wird. Hatte mir auch paar vermeintlich billige Desireaktien gegönnt.

Letztlich ist mir aber nur wichtig, dass die Story hier endlich wieder Leben bekommt und FIH nicht weiter "verschenkt" wird.

[sonnenstern2709]

Rockhopper Exploration plc
(“Rockhopper” or the “Company”)
14/10-4 Appraisal Well Spud
Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company,
announces that the 14/10-4 appraisal well was spudded at 0040hrs GMT on 19 February 2011.
14/10-4 is the first appraisal well to be drilled on the Sea Lion feature situated on Licence PL032,
which is 100% owned and operated by Rockhopper.
The appraisal well (14/10-4) is located 2.3km away from the Sea Lion 14/10-2 discovery well, in the
southern lobe of the Sea Lion fan system. 14/10-4 is designed to investigate reservoir and
hydrocarbon columns downdip of the Sea Lion 14/10-2 discovery well. The planned Target Depth of
circa 3,000 metres will investigate the possibility of deeper sands than those encountered in the Sea
Lion discovery well.
Drilling operations are expected to take approximately 38 days and a further announcement will be
made once drilling is completed.
Enquiries:
Rockhopper Exploration plc
Sam Moody – Chief Executive
Tel. [phone] (via M: Communications)

[BaronOppenSAL]

[i5001]

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company,
announces that it has entered into an assignment agreement to secure three firm additional well slots
on the Ocean Guardian drilling rig. Rockhopper intends to utilise these three well slots after Desire
Petroleum plc completes drilling operations on its next well, which follows the appraisal well currently
being drilled by Rockhopper.
Rockhopper further announces that the acquisition of new 3D seismic data to the south of the Sea
Lion discovery well, on licence PL032, has been completed and the Company intends to fast track the
processing of this data. It is anticipated that the resulting processed data will become available to the
Company during July 2011. The wider seismic acquisition programme, over areas of licences PL024,
PL032 and PL033 and adjacent areas, is ongoing.
Sam Moody, Chief Executive of Rockhopper, commented,
“The additional rig slots will see Rockhopper continuing an exciting and considerable work
programme in the North Falkland Basin this year. Our understanding of the basin has advanced
following the Sea Lion discovery, and will be further enhanced by our current appraisal operations,
together with new seismic data. This information will be valuable in identifying our forward drilling
programme.”
Enquiries:
Rockhopper Exploration plc
Sam Moody – Chief Executive
Tel. [phone] (via M: Communications)
M: Communications
Patrick d’Ancona or Ben Simons
Tel. [phone]
Canaccord Genuity Limited
Charles Berkeley / Henry Fitzgerald-O'Connor
Tel. [phone]
Notes to Editors
Rockhopper was established in February 2004 with a strategy to invest in and carry out an offshore oil
exploration programme to the north of the Falkland Islands. The Company floated on AIM in August
2005 and holds a 100 per cent. interest in four offshore production licences: PL023, PL024, PL032
and PL033 which cover approximately 3,800 sq. km. Rockhopper has also farmed in (7.5% working
interest) to licences PL003 and PL004, which are operated by Desire Petroleum. These licences have
been granted by the Falkland Islands government.
An extensive work programme has been carried out over a number of years on the licences operated
by Rockhopper. This has included 2D and 3D Seismic and Controlled Source Electromagnetic
Mapping (CSEM). In February 2010, the Ocean Guardian drilling rig arrived in Falkland waters to
carry out a multi-well drilling campaign. Rockhopper drilled an exploration well on its Sea Lion
prospect during April and May 2010, the result of which was the first oil discovery and Contingent Oil
Resource in the North Falkland Basin. The Sea Lion discovery was successfully tested during
September 2010 and was the first oil to flow to surface in Falkland Islands waters. Rockhopper has
contracted seismic vessels MV Polarcus Asima and Nadia to carry out a 3D seismic survey, beginning
December 2010, over areas of licences PL024, PL032 and PL033 which were not previously defined
by 3D, as well as adjacent areas.
Rockhopper is currently carrying out further drilling on Licence PL032.
Rockhopper Exploration plc www.rockhopperexploration.co.uk

[BaronOppenSAL]

Falkland Islands will be the focus for the next few days

THURSDAY, MARCH 17, 2011 AT 6:42AM

With results due from Rockhopper's 14/10-4 well anytime there are going to be a lot of investors in the company as well as the other Falkland Oil explorers glued to their trading screens today. It could even be a 7am RNS, but lets see!

The well will give a strong idea of the extent of the Southern lobe of the Sea Lion discovery.

Looks like it could be a complicated RNS to interpret when it comes too with no doubt much interpretation from the geologists on the bulletin boards - oil/water contacts, net pay, fill to spill etc. etc.

If the RNS talks about a 20-25 metre net pay with no Oil/Water contact (OWC) then its celebration time.

With a market capitalisation of £591 million, and probably £190 million in the bank, the company is valued at little more than P10 reserves of 50 million barrels.

If 14/10-4 comes in, we could see reserves closer to the 250 million barrel zone and a share price back in the £5-6 zone. I am shocked that RKH's share price fell as far as it did.

Expect plenty of action in the shares of Desire Petroleum too whch is due to get the Ocean Guardian rig next.

It was interesting that they rose 9% yesterday versus Rockhopper's 7% perhaps reflecting the seller that has been in the background for RKH over the last few weeks.

Adrenaline rush due that's for certain when the RNS does finally appear. Whether it'll start a heart attack is a different matter. No more Evian discoveries please!!

http://contrarianinvestoruk.squarespace.com/

[BaronOppenSAL]

DJ Rockhopper Exploration plc 14/10-4 Appraisal Well Update

TIDMRKH

RNS Number : 2716D

Rockhopper Exploration plc

21 March 2011

Embargoed: 0700hrs, 21 March 2011

Rockhopper Exploration plc

("Rockhopper" or the "Company")

14/10-4 Appraisal well update

Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide the following update on the 14/10-4 appraisal well.

-- Significant reservoir package and hydrocarbon column encountered

-- 33m (108 ft) net pay in good quality reservoir with 20% average porosity

-- Top reservoir encountered 66m (216ft) downdip from 14/10-2

-- Oil Water Contact at 2477m true vertical depth subsea (2503m measured

depth) in main fan indicates to the Company that the southern main sea

lion fan is full to spill

-- Company believes P90 increased significantly

-- Company has significantly increased confidence in commerciality

-- Oil indicated as medium grade similar to 14/10-2

-- Downhole mini Drill Stem Test successfully flowed oil into the well and

indicates better potential flow rates and producibility than at 14/10-2

14/10-4 was drilled 2.3 km WNW of the 14/10-2 discovery well to a total depth of 2801 metres (drilled depth) within the Sea Lion discovery area, and was the first appraisal well on the Sea Lion feature, designed to investigate reservoir presence and oil column at a downdip location.

The well has been successful, proving a thick, high quality reservoir package, a substantial oil column and recognition of the first oil-water contact in the licence to date. The geological prognosis came in very close to prediction.

The top Sea Lion reservoir sands were encountered 66m (216 ft) downdip from the 14/10-2 discovery well. A total reservoir package of 107m (351 ft) comprising four main sands was encountered with a net to gross of 76%. Average porosity is 20% and permeability is over 100 millidarcies.

30m of net pay has been encountered in the upper of the four sands, representing the main Sea Lion southern fan. The gross oil column now proven in the main Sea Lion southern fan is 104m (341 ft).

3 metres of net oil pay is present in the lower sands; these thin oil sands are below the water leg of the upper sands indicating at least one additional oil column. The lower fan encountered in 14/10-2 was neither strongly developed nor prognosed at this location, but the thin lower oil sands at 14/10-4 confirm prospectivity for lower fan sequences developed elsewhere downdip.

A mini-DST (wireline drill stem test) was performed using a dual-packer MDT tool over a one metre interval at 2486 metres (drilled depth) within the oil column. This test successfully flowed oil into the wellbore, providing additional samples and pressure build-up data. These data indicate that flow rates and producibility at the location could be significantly better than at 14/10-2. A single M

[Kar45]

14/10-4 Appraisal Well Update

TIDMRKH

RNS Number : 2716D

Rockhopper Exploration plc

21 March 2011

Embargoed: 0700hrs, 21 March 2011

Rockhopper Exploration plc

("Rockhopper" or the "Company")

14/10-4 Appraisal well update

Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide the following update on the 14/10-4 appraisal well.

-- Significant reservoir package and hydrocarbon column encountered

-- 33m (108 ft) net pay in good quality reservoir with 20% average porosity

-- Top reservoir encountered 66m (216ft) downdip from 14/10-2

-- Oil Water Contact at 2477m true vertical depth subsea (2503m measured
depth) in main fan indicates to the Company that the southern main sea
lion fan is full to spill

-- Company believes P90 increased significantly

-- Company has significantly increased confidence in commerciality

-- Oil indicated as medium grade similar to 14/10-2

-- Downhole mini Drill Stem Test successfully flowed oil into the well and
indicates better potential flow rates and producibility than at 14/10-2
14/10-4 was drilled 2.3 km WNW of the 14/10-2 discovery well to a total depth of 2801 metres (drilled depth) within the Sea Lion discovery area, and was the first appraisal well on the Sea Lion feature, designed to investigate reservoir presence and oil column at a downdip location.

The well has been successful, proving a thick, high quality reservoir package, a substantial oil column and recognition of the first oil-water contact in the licence to date. The geological prognosis came in very close to prediction.

The top Sea Lion reservoir sands were encountered 66m (216 ft) downdip from the 14/10-2 discovery well. A total reservoir package of 107m (351 ft) comprising four main sands was encountered with a net to gross of 76%. Average porosity is 20% and permeability is over 100 millidarcies.

30m of net pay has been encountered in the upper of the four sands, representing the main Sea Lion southern fan. The gross oil column now proven in the main Sea Lion southern fan is 104m (341 ft).

3 metres of net oil pay is present in the lower sands; these thin oil sands are below the water leg of the upper sands indicating at least one additional oil column. The lower fan encountered in 14/10-2 was neither strongly developed nor prognosed at this location, but the thin lower oil sands at 14/10-4 confirm prospectivity for lower fan sequences developed elsewhere downdip.

A mini-DST (wireline drill stem test) was performed using a dual-packer MDT tool over a one metre interval at 2486 metres (drilled depth) within the oil column. This test successfully flowed oil into the wellbore, providing additional samples and pressure build-up data. These data indicate that flow rates and producibility at the location could be significantly better than at 14/10-2. A single MDT sample chamber was opened on the rig and initial wellsite analysis indicates a medium grade oil similar to that in 14/10-2.

An oil-water contact (OWC) is indicated from cores, wireline logs and MDT pressure and sampling data at a depth of 2503 metres drilled (2477 metres true vertical depth subsea).

The northern fan penetrated by the 14/10-3 well is represented as a thin sand at the base of the main section at this location. The sand was within the water column. Potential remains in the main northern fan updip of this location.

57.5 metres (189 feet) of conventional core was cut in two cores from near the top of the reservoir with 100% recovery. The extensive reservoir information from cores, wireline logs, seismic and wireline MDT test data is being evaluated to establish reservoir extent across the area for both the Upper and Lower fan systems.

Rockhopper believe the results of this successful first appraisal well will significantly increase the contingent P90 volume for this oil discovery. The P50 and P10 contingent volumes will be defined as the appraisal programme progresses through the remainder of 2011.

The well will now by plugged and abandoned as planned. The Ocean Guardian semi-submersible rig will then proceed to drill the Ninky prospect in which Rockhopper has a non-operated 7.5% working interest. Following completion of the Ninky well, Rockhopper intends to drill a minimum of three further appraisal wells on the Sea Lion feature. The Company is currently considering extending that campaign to include additional appraisal and exploration wells.

Following this well, Rockhopper will commence work on development planning for the Sea Lion discovery.

Samuel Moody, Chief Executive, commented:

"Following this positive result we believe Sea Lion is highly likely to prove commercially viable. The well has confirmed our ability to identify good reservoir units on the seismic in our acreage with the sands coming in very close to prognosis. We can now continue to appraise the Sea Lion discovery and to explore additional prospectivity within our acreage with added confidence."

Enquiries:

Rockhopper Exploration plc

Sam Moody - Chief Executive

Tel. [phone] (via M: Communications)

M: Communications

Patrick d'Ancona or Ben Simons

Tel. [phone]

Canaccord Genuity Limited

Charles Berkeley / Henry Fitzgerald-O'Connor

Tel. [phone]

Notes to Editors

Rockhopper was established in February 2004 with a strategy to invest in and carry out an offshore oil exploration programme to the north of the Falkland Islands. The Company floated on AIM in August 2005 and holds a 100 per cent. interest in four offshore production licences: PL023, PL024, PL032 and PL033 which cover approximately 3,800 sq. km. Rockhopper has also farmed in (7.5% working interest) to licences PL003 and PL004, which are operated by Desire Petroleum. These licences have been granted by the Falkland Islands government.

An extensive work programme has been carried out over a number of years on the licences operated by Rockhopper. This has included 2D and 3D Seismic and Controlled Source Electromagnetic Mapping (CSEM). In February 2010, the Ocean Guardian drilling rig arrived in Falkland waters to carry out a multi-well drilling campaign. Rockhopper drilled an exploration well on its Sea Lion prospect during April and May 2010, the result of which was the first oil discovery and Contingent Oil Resource in the North Falkland Basin. The Sea Lion discovery was successfully tested during September 2010 and was the first oil to flow to surface in Falkland Islands waters. Rockhopper has contracted seismic vessels MV Polarcus Asima and Nadia to carry out a 3D seismic survey, beginning December 2010, over areas of licences PL024, PL032 and PL033 which were not previously defined by 3D, as well as adjacent areas.

Rockhopper Exploration plc www.rockhopperexploration.co.uk

NB: This statement has been approved by the Company's geological staff who include David Bodecott (Exploration Director), who is a Member of Petroleum Exploration Society of Great Britain (PESGB) and the American Association of Petroleum Geologists (AAPG) with over 30 years of experience in petroleum exploration and management, for the purpose of the Guidance Note for Mining, Oil and Gas Companies issued by the London Stock Exchange in respect of AIM companies, which outline standards of disclosure for mineral projects.

This information is provided by RNS

The company news service from the London Stock Exchange

[Kar45]

Antwort auf Beitrag Nr.: 41.239.549 von Kar45 am 21.03.11 09:23:26

Sorry, warst du schneller

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/sea_lion_post_14-…

[snafur]

Wunderbar, Sea Lion sieht kommerziell aus.
Fehlen nur noch ein paar weitere Erfolge in den Falklands.

Rockhopper hat eine neue Präsentation mit den aktuellen Ergebnissen von 14/10-4:

http://www.rockhopperexploration.co.uk/pdf/sea_lion_post_14-…

[BaronOppenSAL]

http://mastershanusinterps.zxq.net/14104_4interp.htm

[BaronOppenSAL]

14/10-4 Appraisal well - further technical update

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is pleased to provide the following technical update on its Sea Lion Discovery after further interpretation of the results of well 14/10-4:

· Porosity in 14/10-4 in the range 15%-27%, average 20%

· Net to gross within the pay zone of 88%

· Dual packer modular formation dynamic tester (MDT) results indicated well had the potential to flow at 2,700 bbls per day, compared to c.2,000 bbls per day seen in 14/10-2

· Management interprets new low case area of 22km2 with stock tank oil initially in place (STOIIP) of 516 mmbbls giving 155 mmbbls recoverable at 30% recovery factor

· New seismic depth conversion confirms upper fan full to spill, oil water contact within the upper fan package at 2,477m true vertical depth subsea (TVDSS)

· Analysis of MDT results and logging indicates 14/10-2 and 14/10-4 are in communication.

A presentation containing this information is available on the Company's web site: www.rockhopperexploration.co.uk

[BaronOppenSAL]

Embargoed: 0700hrs 3 May 2011

Rockhopper Exploration plc



("Rockhopper" or the "Company")



14/10-5 Appraisal Well Spud



Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, announces that the 14/10-5 appraisal well ("the well") was spudded at 13.20hrs BST on 1 May 2011. The well is situated on Licence PL032, which is 100% owned and operated by Rockhopper.



The well is located just north of the Sea Lion 14/10-2 discovery well and 13 metres updip at top reservoir level. The well is designed to appraise the Sea Lion main fan reservoir and investigate hydrocarbon column and reservoir distribution. The location is 77 metres updip at top reservoir level from the recently drilled 14/10-4 appraisal well.



Specialist flow test equipment is being mobilised and Rockhopper intends, if reservoir is as prognosed, to flow test the well to obtain a greater understanding than was possible during the test of well 14/10-2 last year.



Drilling operations are expected to take approximately 38 days and a further announcement will be made once drilling is completed

[Andrija]

Hammernews am frühen Morgen! Mir ist nur nicht klar warum das einen Handel in Frankfurt und Stuttgart vor 9.00 Uhr rechtfertigt?

RNS Number : 6329H
Rockhopper Exploration plc
01 June 2011


Embargoed: 0700hrs 1 June 2011

Rockhopper Exploration plc

("Rockhopper" or the "Company")
14/10-5 Appraisal well update
Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide the following update on the 14/10-5 appraisal well:

• Significant reservoir package and hydrocarbon column encountered

• Wireline log analysis indicates 93.5m (306 feet) net pay in good quality reservoir

• Average porosity greater than 20%

• Average permeability of 100-200 millidarcies (mD) and up to 1,000mD

• 79m net pay in main fan complex

• 14.5m net pay in lower fan complex

• No oil water contact observed

• Rockhopper now intends to test the well

14/10-5 was drilled 600m north of the 14/10-2 discovery well to a total depth of 2,726m (drilled depth) and was the second appraisal well on the Sea Lion feature.
The well was designed to appraise the Sea Lion main fan reservoir and investigate hydrocarbon column and reservoir distribution.
The well has been highly successful, proving a very thick, high quality reservoir package and a substantial oil column. The geological prognosis once again came in very close to prediction.
The Sea Lion reservoir sands were encountered 22m updip from the 14/10-2 discovery well at a depth of 2,378m (drilled depth). A total reservoir package of 110m (360 feet) comprising one main sand and three thinner sands was encountered with a net to gross of 91% in the main sand and 25-80% in the lower sands. The gross oil column in the main Sea Lion fan is now 125m (410 feet). MDT pressures confirm oil gradients throughout all sands.
Wireline logging indicates that reservoir quality is good, with average porosity of greater than 20% and average permeabilities of 100-200mD.
79m (259 feet) of net pay has been encountered in the main fan complex with a net to gross of 91%. 14.5m (47 feet) of pay has been encountered in the lower fan complex with a net to gross of 25-80%. The lower fan was not prognosed to be well developed at this location.
64m (210ft) of conventional core was cut and recovered through the main sand.
The Company now intends to test the well. Tests will comprise both mini DST (downhole dual packer MDT) and a fully engineered drill stem test (DST). The Company intends to perform mini DST tests on both the upper and lower fans and to perform the fully engineered DST on the upper fan only. Testing operations are anticipated to take approximately a month and a further announcement will be issued once all testing operations have been completed.
Following completion of all testing operations, Rockhopper intends to drill a further appraisal well on Sea Lion located some 4.2km to the west of the 14/10-2 discovery well. This well will be located outside the Company's "low case" area and within the Company's "mid case" area for the main fan and is also intended to penetrate the lower fan in what the Company believes will prove a more optimal location.

Sam Moody, Chief Executive, commented:

"This is an enormously encouraging result and is a testament to the quality of our technical team. The well test will be another key step on the road towards proving commerciality for the Sea Lion discovery."

[BaronOppenSAL]

news!!!!!!!!!!!!!!!

Rockhopper Exploration has delivered a positive result for the flow test carried out at well 14/10-5.

The North Falklands explorer says that the well flowed at commercially viable rates, at a stablised rate of 5508 stb/d and a maximum stablised rate of 9036 stb/d.

The Boar states that further appraisal drilling is being progressed over the coming months to continue to define the extent of the Sea Lion resource.

The Ocean Guardian drilling unit will now drill well 14/10-6, which will be the third appraisal well within the Sea Lion discovery area.

CEO Sam Moody says: "This very positive well test result is another key milestone in establishing Sea Lion commerciality. We will now review the wealth of data gathered during the testing process and continue our preparations for the next appraisal well on the field."

[Hafturlaub]

Antwort auf Beitrag Nr.: 41.702.971 von BaronOppenSAL am 27.06.11 09:03:09

...da wurde heute aber ganz schön abverkauft

[BaronOppenSAL]

Rockhopper Exploration adds another well to Falklands drill programme
July 07. at 8:08 am
http://t.co/k5tKa5Y

Rockhopper Exploration (LON:RKH) has again extended its drill programme in the Falklands, adding one additional rig slot on the Ocean Guardian rig.
The high profile explorer will shortly spud its third appraisal well on the Sea Lion oil discovery, after that it has three more contracted wells which will be drilled in succession.

It completed the last appraisal well was drilled in May and tested in June. This well, tagged 14/10-5, demonstrated commercial flow rates from the Sea Lion discovery. However the result didn’t really budge the needle as far as Rockhopper’s shares were concerned.

The next well however could make a much bigger impact, because it will appraise the Sea Lion discovery outside the ‘low-case area’ for the first time.

“The appraisal of the Sea Lion field has got off to a very good start with successful results on both wells 14/10-4 and 14/10-5, which was flow tested at commercially viable rates,” chairman Pierre Jungels said in last week’s full year results statement.

“The next well, 14/10-6, will be drilled to the west of the discovery and, if successful, will add to our view of the low case scenario of the field, of 155 million barrels recoverable.”

In last Friday's full-year results statement chief executive Sam Moody summed up the progress Rockhopper made in a period he described as 'unparalleled' in the company's history.

He listed the group’s key achievements: the group drilled five operated wells; the first Falklands oil discovery, completion of two well tests, major 3D seismic acquisition programme, it recruited a number of experienced key senior personnel, raising almost US$400 million in equity.

For Rockhopper the pivotal moment was finding oil in the first Sea Lion well, which is first and only bona fide oil discovery in the Falklands to date. Rockhopper has focussed on the appraisal of the discovery since then.

It has until April 2013 to submit a field development plan to the Falklands government. In the meantime it is trying to asses just how big the discovery is and figure out what production methods will be required.

[BaronOppenSAL]

http://sartma.com/art_8870.html

[BaronOppenSAL]

Embargoed: 0700hrs 18 July 2011 Rockhopper Exploration plc ("Rockhopper" or the "Company") 14/10-6 Appraisal Well Spud Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, announces that the 14/10-6 appraisal well ("the Well") was spudded at 2125 hrs BST on 15 July 2011. The Well is situated on Licence PL032, which is 100% owned and operated by Rockhopper, and is the third appraisal well to be drilled on the Sea Lion feature since Rockhopper's oil discovery in May 2010. The Well is located some 4.1km to the west of the 14/10-2 discovery well, on the western side of the structural low at top reservoir, and 2.3km to the south-west and 14m updip from the 14/10-4 appraisal well. The Well is designed to investigate reservoir and hydrocarbon presence outside what the Company considers the minimum case area. Both Sea Lion Main and Lower fan intervals are targets, with all the Sea Lion Main fan expected to be above the Oil-Water Contact established by the 14/10-4 appraisal well, and with reservoir expected to be thinner than encountered in previous wells on the Sea Lion feature. Drilling operations are expected to take approximately 38 days and a further announcement will be made once drilling is completed.

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/companies/news/31301/roc… Rockhopper has 100 per cent of four exploration licenses across in the Falklands and another issue Goldman believes investors ought to note is that “significant exploration potential is also being ignored”. The broker says the group’s audited blocks PL032 and PL033, for instance, are potentially worth over 1100p per share alone on a de-risked basis in the longer term. Based on a sum-of-the-parts calculation, and a US$100/barrel long run oil price, Goldman has set a 12 month target price of 782p for Rockhopper shares. The broker is assuming an 80% chance of success for its low case estimate for Sea Lion, with additional risked value for further potential volumes and extension of the field.

[i5001]

Antwort auf Beitrag Nr.: 41.864.912 von BaronOppenSAL am 29.07.11 14:00:51

Schöne Worte, nur ob es etwas nutzt? Klar, diese Aktie ist massiv unterbewertet, aber wann wird sich daran etwas ändern?

[Andrija]

Antwort auf Beitrag Nr.: 41.864.912 von BaronOppenSAL am 29.07.11 14:00:51

Na das Price-Target kann man ja wohl nach dem heutigen Tag in die Tonne treten. Der gesamte Markt kapituliert bei den Explorern und insbesondere bei den Falklands. Scheint keiner mehr daran zu glauben, dass noch Geld da ist, um das Öl aus dem Boden zu holen.

[putzig]

Antwort auf Beitrag Nr.: 41.891.682 von Andrija am 04.08.11 14:04:53

kommt garantiert morgen die Nachricht, dass die Bohrung schlecht gelaufen ist.

[Andrija]

Antwort auf Beitrag Nr.: 41.892.439 von putzig am 04.08.11 15:28:27

Glaube ich nicht...das ganze Sentiment stürzt ab und nicht nur die Falklandwerte (vgl z.B. auch Encore Oil, Global Petrol u.a.). Da kommt eher eine gute Nachricht und keinen interessiert es.

RKH bekommt nur langsam Problem mit der Finanzierung wenn Sie das Öl in Eigenregie fördern wollten.

[Andrija]

Antwort auf Beitrag Nr.: 41.892.560 von Andrija am 04.08.11 15:42:50

Die Welt geht unter, habe gerade zu 1,73 EUR nachgelegt - bin fassungslos!

[snafur]

Frauen, Kinder und Snafurs zuerst! Habe zu 139 pence auch mal nachgelegt.

[Andrija]

Antwort auf Beitrag Nr.: 41.916.102 von snafur am 08.08.11 20:24:10

Glückspilz, so billig habe ich Sie nicht bekommen. Aber heute könnte unser Mut belohnt werden - RKH ist nun auch nach Boardmeinung kommerziell:

RNS Number : 9835L
Rockhopper Exploration plc
09 August 2011


Embargoed: 0700hrs 9 August 2011



Rockhopper Exploration plc

("Rockhopper" or the "Company")



14/10-6 Appraisal well update



Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide an update on the 14/10-6 appraisal well. The third appraisal well on the Sea Lion feature was drilled 4.1km to the west of the 14/10-2 discovery well on licence PL032 (100% Rockhopper) and to a total depth of 2706m (drilled depth).



Sea Lion Main Fan Complex



· Results at upper end of expectations

· Well confirms significant reservoir development and hydrocarbon charge within Rockhopper's currently interpreted Sea Lion mid-case area

· Wireline log analysis indicates Sea Lion main fan net oil pay is 36.4m (119 feet)

· Gross reservoir interval in Sea Lion main fan is 42m (138 feet) with net to gross of 87%

· Management interprets this well as confirming Sea Lion main fan is full to spill

· Reservoir quality good:

- average porosity 21.6%, maximum 28.8%

· Average Sw (water saturation) 21%

· No oil water contact observed in the Sea Lion main fan

· Formation pressure tests indicate reservoir at the well in communication with wells 14/10-2, 14/10-4 and 14/10-5

· Downhole fluid samples collected confirmed as oil

· Following this well, the board considers Sea Lion to be commercially viable



Sea Lion Lower Fan Complex



· Well developed lower sand package (sand B15) intersected beneath oil water contact of -2477m tvdss (total vertical depth subsea) and was water wet with no shows

· 34m (112 feet) gross reservoir package with 85% net to gross

· Reservoir quality good:

- average porosity 20%, maximum 25.3%

· Sand B15 showed significant thickening away from wells 14/10-2 and 14/10-5 as prognosed

· Formation pressure tests indicate B15 sand to be in pressure communication with the Sea Lion main fan complex giving significant updip exploration potential

· Deeper thin lower fan sands penetrated in wells 14/10-2 and 14/10-5 showing a separate deeper oil column not developed at this well location



Well 14/10-6 was designed to investigate reservoir and hydrocarbon presence within the Company's mid-case Sea Lion mapped area. 14/10-6 was the first well to penetrate the Sea Lion main fan to the west of the mapped structural low that runs north-south through Sea Lion. The well has been highly successful, proving a thick, high quality reservoir package and a substantial oil column.



Wireline logging operations have been completed. A number of mini DST (downhole Drill Stem Tests) were carried out within the main fan complex and oil was successfully flowed from the main fan. The results will now be interpreted and integrated with other wireline logging data to give an estimate of the potential well productivity. The Company does not consider it necessary to perform a full production test and the well will now be plugged and abandoned.



Once the results of this well have been integrated into the fast-track seismic covering the southern portion of licences PL032 and PL033, a further announcement will be made detailing the seismic interpretation and the implications of well 14/10-6 for management estimates of resources within Sea Lion.



Upon completion of operations on 14/10-6 the Company intends to drill an exploration well 3.3km to the North West of the discovery well 14/10-2, outside of the Sea Lion Discovery Area. The well is designed to investigate the presence of reservoir and hydrocarbon charge towards the northernmost currently mapped extent of the Sea Lion Main fan.



Sam Moody, Chief Executive, commented:



"The results of this well are at the upper end of expectations for the Sea Lion main fan complex and we are delighted to see these oil charged sands extending to the west as prognosed. The thickness and quality of reservoir encountered in the lower fan complex gives additional potential updip."

[KNORPEL]

Zitat von snafur: Frauen, Kinder und Snafurs zuerst! Habe zu 139 pence auch mal nachgelegt.

und ich hab zu 3 € gekauft, hatte eigentlich damit gerechnet daß RKH nach dem Flow Test ordentlich zulegt
Es kommt halt immer anders als man denkt

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/companies/news/31716/roc…

[Glumander]

Antwort auf Beitrag Nr.: 41.921.842 von KNORPEL am 09.08.11 14:21:23

Morgen wirst du deine 3 euronen wiedersehen, da bin ich mir so ziehmlich sicher. Habe mir heute auch noch mal nen zuschlag geholt und morgen vielleieicht noch mal bei Argos zugreifen

[Andrija]

Antwort auf Beitrag Nr.: 41.926.305 von Glumander am 09.08.11 22:59:54

Na , morgen schon die 3 ist zu ambitioniert.Glaube auch nicht, dass das halten würde.

PS: Argos solltest Du direkt in London kaufen. Immer wenn man die Stuttgarter Echtzeit Briefkurse beim Wort nimmt, zieht der Makler den Kurs höher. Kann man knicken den Börsenplatz.

[Glumander]

Antwort auf Beitrag Nr.: 41.926.358 von Andrija am 09.08.11 23:13:28

Nö, bin sehr optimistisch für morgen, nach dem heutigen DOW-up werden morgen die Börsen ordentlich befeuert und da ich sl für kommerziell halte ( bzw. die kollegen von Interactiv-Investor) werden die Tommys morgen ordentlich nachschlag holen, zumal die schon ende des Jahres von 6-7 pfund ausgehen. We will see

[KNORPEL]

Embargoed: 0700hrs 15 August 2011
Rockhopper Exploration plc
(“Rockhopper” or the “Company”)
Prospective Resources Update
Rockhopper Exploration, the North Falkland Basin oil and gas exploration company, is pleased to provide the following update on the interpretation of the fast track seismic data over acreage on licences PL032 and PL033:
• Initial interpretation of fast track new seismic data in PL032 and PL033 completed • Seismic shows Sea Lion Main Complex (“SLMC”) to extend to the south and new
high case area to extend over 90km2 • Two new fan prospects identified within new seismic, Casper and Kermit • Management interpretation for SLMC potential size:
Low Case Mid Case High Case
608 1,086 1,279
Mmbbls Mmbbls Mmbbls
STOIIP STOIIP STOIIP
Volumes listed above are within Rockhopper’s 100% owned acreage. Not included in the high case listed above, based upon the current interpretation, the Company believes that up to approximately 10% additional volume could be contained within licence PL004, in which Rockhopper has a non-operated 7.5% working interest.
During 2011 the Company acquired a total of over 4000km2 of 3D seismic data in conjunction with other operators in the area. Data over the southern portion of licences PL032 and PL033 has been fast track processed and an initial interpretation has now been completed. This initial interpretation, combined with well data from 14/10-2, 14/10-3, 14/10-4, 14/10-5 and 14/10-6, indicates that the SLMC comprises two fan lobes sourced from the same main feeder channel just to the east of the 14/10-5 and 14/10-2 wells.
The two lobes, represented as sand packages within the wells, are identified as the SL20 and SL10 units, and, from the formation pressure data acquired in the wells, are shown to be in pressure communication. The two packages together comprise the SLMC and are interpreted to comprise of mass flow turbidite sand sequences prograding from the sand input point to the east and extending beyond the southern boundary of licence PL032 into licence PL004, where Rockhopper has a non-operated 7.5% working interest.
The Company believes that recovery rates of 30% to 40% could be achievable using industry standard production techniques including water injection, artificial lift, deviated or horizontal wells and /or other enhanced oil recovery techniques.
Should a recovery factor of 30% be achieved, based upon the Company’s mid case area, the SLMC would contain approximately 325mmbbls recoverable oil. Should a recovery factor of 40% be achieved, the mid case number would increase to 434mmbbls recoverable oil.
The fast track seismic interpretation has enabled the identification of two new feeders into the basin and the mapping of two new prospects, Casper and Kermit. Both of these comprise similar fan systems fed from eastern basin margin feeder channels and exhibit similar seismic character to the SLMC. Casper is stratigraphically shallower than the SLMC while Kermit is stratigraphically deeper than the SLMC.
Following well 14/10-6 the Company believes that the B15 sand, which forms part of the lower fan complex, has the potential to contain up to 161 mmbbls STOIIP on a high case basis. Formation pressure testing indicates that B15 is also in communication with the SLMC.
Fan prospects currently mapped on the Company’s acreage are now SLMC, Lower Fan (B sands), Chatham, Casper and Kermit.
In addition to the SLMC, management interpretation of potential in place resources across the other fan prospects within the licence is set out below:
All mmbbls STOIIP
Lower Fan (B15) 100 Casper 135 Kermit 39 Chatham* 28
130 161 163 194 47 55 93 318
Low Mid High
*data from RPS Energy Competent Persons Report, April 2009
The balance of the newly acquired 3D seismic data is still being processed and the Company expects it will be available for interpretation before the end of 2011.
Future Drilling Plans
Following completion of drilling operations on well 14/10-6, the Company is currently committed to drill three further wells using the Ocean Guardian drilling unit. The Company is discussing the possibility of drilling additional wells under an assignment agreement.
The Company intends to drill the next well 3.3km north west of the 14/10-2 discovery well. The second well in the sequence is currently planned to be located approximately 4.1 km to the south south east of the 14/10-2 discovery well. The third well in the sequence is currently planned to be located approximately 5.5km south west of the 14/10-2 discovery well. The second and third locations are subject to change depending upon drilling results and technical work and are subject to gaining the relevant regulatory consents. The Company currently intends to wait for the result of well 14/10-7 before deciding whether to take any additional drilling slots. Estimates of in place and prospective resource information are based upon wells drilled to date and could alter with future well results. Once the Company completes its current drilling campaign, all estimated potential in place resource estimates will be further refined.
Operations continue at the 14/10-6 location and a further announcement will be made once 14/10-7 has been spudded.
Sam Moody, Chief Executive, commented:
“We are highly encouraged by the interpretation of new seismic data which identifies both significant reservoir extension and the existence of two additional fan prospects above and beneath the Sea Lion Main Complex. We look forward to continuing our drilling programme as we seek to further refine our understanding of Sea Lion and the other prospects on our licences.”
Enquiries:
Rockhopper Exploration plc Sam Moody – Chief Executive Tel. [phone] (via M: Communications)
M: Communications

[Hadock]

Hallo,

tolle Nachrichten, de Seelöwe entwickelt sich. Nicht nur Rockhopper steigt, sonder zieth die andern Falklands mit sich; Desire heute auch im Plus.

am 1.6.2011 habe ich folgendes im Desire Petroleum-thread gepostet;

Hallo,

habe mir gestern mal die Präsentation duchgelesen.
Interesant finde ich das ein vorläufige Auswertung der neuen 3D-Daten; zwei neue leads
wurden auf auf der East Flank indentifiziert (Beverley + Shona), die an der Grenze zu dem Gebiet von Rockhoppers Sea Lion Fund angrenzen. In Irgend eine Thread hat mal einer erwähnt das Sea Lion vielleicht sogar bis in das Gebiet von Desire verlaufen würde. Könnte diese 3D-Daten das eventuell schon bestätigen. Bin keine Experte aud dem Gebiet. Möglicherweise lagert da in den Falklands doch mehr als manche vermuten, wurde halt noch nicht so intensiv bebohrt. Bei Rockhoppers neuster Bohrung ist auch von eine erfolgt auszugehen.
Wie schätzt ihr die Entwicklung bei Desire ein, etwas Cash ist ja noch vorhanden, aber ohne neues Geld werden die nicht mehr bohren können.

MFG

Hadock

[BaronOppenSAL]

http://bit.ly/puSD8i

September 01, 2011 - Rockhopper Exploration Merchant Securities


Rockhopper Exploration (RKH.L)
A transformed understanding of Sea Lion
New drilling and seismic results have provided an improved
understanding of the Sea Lion reservoir. Based on this new
information our fundamental valuation for the Company is 1,070p.
Our valuation is based only on the value of the Sea Lion Main
Fan Complex. We rate the Company as a BUY

[BaronOppenSAL]

http://markets.ft.com/research/Markets/Tearsheets/Forecasts?…

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/AGM-slides-2011.p…

[BaronOppenSAL]

RKH AGM notes 06/09/11

Please refer to the AGM presentation at www.rockhopperexploration.co.uk

Thanks to all who have posted their thoughts on the AGM today.

Below are my notes and the recording of the Q&A session from today - minutes to follow.

Disclaimer: the questions and answers are from my own notes and contain no direct quotes. Where I have put ‘xxxx xxx’ is my scrawled notes of a quote and not to be taken as literal – but recounted to the best of my knowledge. Anything in brackets is my thoughts or how I interpreted the context of what the speakers were saying and body language etc.

PJ: Dr. Pierre Jungels
SM: Sam Moody
DB: Dave Bodecott
PDC: Peter Dixon-Clarke

CPR: Competent Person’s Report
WT: Well Test
OIP: Oil in Place
WOW: Waiting on Weather


After introducing the BoD PJ said the AGM would take the format of Himself, Sam, Dave and Peter each making a presentation and then a Q and A session, followed by the formal section (resolutions etc).


PJ:
Where we stand:
‘Hopefully theses presentations will satisfy most of you who have been posting your questions on internet bulletin boards’.

RKH has over recent months acquired an extremely high level of expertise in house. This ranges from all staff, to the BoD, who are now of a suitable level for a FTSE 100 company. Looking back over the last financial year - with various fundraising activities taking place its important to note that the book build for £200m was described as ‘oversubscribed’ it was in fact completed in 1hr and 10 mins.

14/10-6 was a ‘stunning’ result and as a result estimates of OIP have been raised. Due to the new 3D seismic, new exploration targets are being identified, these include Casper and Kermit. These new targets are of extreme interest to the board.

Prior to 14/10-2 the CPR declared mid case for the entire Sea Lion complex was 170mmbbls @ 23% recovery. Post 14/10-2 the mid case was 242mmbbls from the same CP. When RKH submitted the data to the CP and discussions took place it was clear that due to the lack of data from the 14/10-2 WT the CP would not agree with the BoD on the OIP. After due consideration the board decided not to commission the CPR at that time and wait until complete data could be supplied to the CP.

There will be at least 3 more appraisal wells on Sea Lion the next two (8 & 9) will be drilled in locations that allow them to explore the potential of Casper and Kermit. These last appraisal; wells will delineate the Sea Lion main fan to the satisfaction of the CP and allow them to produce a CPR which reflects the Boards view of Proven and Probable reserves, which is the main hurdle for entry into the main market.

Since the FEED process has begun the prices of long lead sub sea items has increased considerably. But the production economics of the Sea Lion field as it stands today are ‘extremely robust’. During the process it has emerged that the quality of oil that could be produced from Sea Lion would be ‘within a fraction’ of the price of Brent Crude. This has been confirmed by refineries in America and the Far East, which both have suitable facilities to refine. We feel that we will be in a position to make a final investment decision in 2012.

SM:
The seismic in the south has been undertaken on the area around Ernest.
The Company has made a number of key hires this year, in Operations, Development G&G and HSE. Andy, Paul, Fiona etc are all valuable members of the team.

Up to 500 people were working on behalf of RKH during the recent 5 months of 3D acquisition and the well test. This shows how far we’ve come in the last year. The rig was on hire for 300 days, with only 15 days WOW, this is very good.
There have been NO environmental incidents to date - HSE is an absolute priority.

DB:
‘The new staff have brought with them a huge depth of resource to the company’.
There are 10 geologists and geophysicists working under Fiona and Dave’s management.

We are chasing fans

[BaronOppenSAL]

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is pleased to provide an update on the 14/10-7 well. · Net pay 26m (85 feet) net pay Sea Lion Main Complex (SLMC) 25m net pay lower sands 1m · Gross reservoir SLMC 35m · Net to gross SLMC 72% · Reservoir quality in SLMC: Average porosity 22%, maximum 27% Average Sw 27% Average permeability 70mD, maximum 230mD · No oil water contact was encountered · Results at upper end of expectations 14/10-7 is the fifth well to be drilled on the SLMC and was drilled 3.3km to the north west of the 14/10-2 discovery well to a total depth of 2696m. The well was located close to the northern edge of the fan system in an area of relatively lower seismic amplitudes and thinner reservoir. The well was successful, proving a high quality reservoir package and oil column. Wireline logging and formation testing indicate that 25m of net pay was encountered in the SLMC. A conventional core of 27m was cut and recovered from the SLMC reservoir. The Company believes the well has de-risked the areas of relatively lower amplitudes within the SLMC and indicates that the edges of the sand lobes are likely to be below seismic tuning thickness. Further work will be required to determine the extent of the SLMC SL20 lobe to the north of the well. In addition, 1m of net pay was encountered in a thin lower sand with a deeper oil water contact than the SLMC, as in 10-2 and 10-5. The well will now be plugged and abandoned as planned. On completion of operations on 14/10-7 the Ocean Guardian will move to drill well 14/10-N which is located approximately 4.1km south south east of the 14/10-2 discovery well. This well is designed to investigate reservoir and hydrocarbon presence within the SLMC in an area of relatively low amplitudes. 14/10-N is also an exploration well on both the Casper and Kermit oil prospects. A further announcement will be issued on spudding of the well. Sam Moody, Chief Executive, commented: "This is another excellent result with full credit going to our subsurface team for delivering Rockhopper's fifth successful well. We will shortly move to our next well which will target not only the SLMC but also Casper and Kermit prospects."

[BaronOppenSAL]

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is holding a Capital Markets Presentation this morning. The presentation provides a summary of the Company's recent drilling operations in the North Falkland Basin and also outlines a development plan for its Sea Lion Discovery. The Company has worked up a development plan on the basis of a recoverable resource of 350 mmbbls using a leased FPSO. The other principal assumptions set out in the plan include an estimation of first oil being achieved in early 2016, with maximum production of 120,000 bpd by 2018, and development costs to first oil expected to be in the region of $2 billion. The Company expects to complete its concept engineering studies in the first quarter of 2012 and shortly thereafter to commence its Front-End Engineering Design ("FEED"). The FEED is expected to be completed and submitted to the Falkland Islands Government in the first quarter of 2013, by which time the Company would expect to have awarded the contracts to the FPSO provider and subsea contractor. Accounting for all outstanding payments for well 14/10-6, the previous well drilled, the Company estimates that it will have cash resources of $170 million. The Company is therefore fully funded to complete 14/10-7, the current well, and the remaining two committed drilling slots that it has with the Ocean Guardian. The Company is considering its position as to whether it will take up any additional options on the Ocean Guardian. The full presentation to be given will be available for viewing on the Company's website: www.rockhopperexploration.co.uk

[BaronOppenSAL]

Fox Davies Capital Update
Wednesday, Sep 14 2011 by Fox Davies Capital
http://bit.ly/piwo6d
Oil & Gas Corporate News

Rockhopper (LON:RKH) Exploration plc (BUY, £6.00) (RKH, 246p, ▲ 3.75%) provided an update on the 14/10-7 appraisal well, which was drilled 3.3km to the north west of the 14/10-2 discovery well to a total depth of 2696m. The well was located close to the northern edge of the fan system in an area of relatively lower seismic amplitudes and thinner reservoir. The well was successful, proving a high quality reservoir package and oil column. Wireline logging and formation testing indicate that 25m of net pay was encountered in the SLMC. A conventional core of 27m was cut and recovered from the SLMC reservoir. The Company believes the well has de-risked the areas of relatively lower amplitudes within the SLMC and indicates that the edges of the sand lobes are likely to be below seismic tuning thickness. Further work will be required to determine the extent of the SLMC SL20 lobe to the north of the well. In addition, 1m of net pay was encountered in a thin lower sand with a deeper oil water contact than the SLMC, as in 10-2 and 10-5. The well will now be plugged and abandoned as planned. On completion of operations on 14/10-7 the Ocean Guardian will move to drill well 14/10-N which is located approximately 4.1km south south east of the 14/10-2 discovery well. This well is designed to investigate reservoir and hydrocarbon presence within the SLMC in an area of relatively low amplitudes. 14/10-N is also an exploration well on both the Casper and Kermit oil prospects. The Company also announced that it is holding a Capital Markets Presentation this morning, which will outline a development plan for its Sea Lion Discovery. The Company has worked up a development plan on the basis of a recoverable resource of 350MMbbl using a leased FPSO. The other principal assumptions set out in the plan include an estimation of first oil being achieved in early 2016, with maximum production of 120,000bpd by 2018, and development costs to first oil expected to be in the region of US$2 billion.

[Andrija]

Antwort auf Beitrag Nr.: 42.084.000 von BaronOppenSAL am 14.09.11 09:06:50

Hallo Baron,
gute Nachrichten - insbesondere die wahrscheinlich deutlich gesteigerten Reserven, lag das Bohrloch doch weit vom eigentlichen Kernfeld entfernt - und der Kurs nimmt es nur müde hin. Vielleicht ist es nur das Marktumfeld, mich stimmt aber auch etwas sorgenvoll, dass Sam Moody ofensichtlich seinen Lebenstraum verwirklichen will und selbst fördern möchte. Da kann viel schief gehen. Für FIH ist es jedenfalls eine gute Nachricht, dass es jetzt so etwas wie eine Hausnummer gibt, auch wenn es bis 2016 noch etwas hin ist. Die Infrastruktur sollte sich jedenfalls schon vorher entwickeln. Insofern fragt sich, welcher Kurs der größere Witz ist, der von RKH oder der von FIH. Vermutlich letzterer.
Gruß Andrija

[i5001]

Antwort auf Beitrag Nr.: 42.084.000 von BaronOppenSAL am 14.09.11 09:06:50

Das sind super Ergebnisse. Seltsam, dass die Aktie in UK soagar leicht verloren hat. Wohl sell on good news. Aktull sehe ich Rockhopper massiv unterbewertet, IMO eine Kaufgelegenheit.

[BaronOppenSAL]

City seeks defence pledge on Falklands development
The Foreign Office is to reassure Rockhopper investors that Britain will stand by the tiny oil firm after oil finds in the South Atlantic
Danny Fortson Published: 18 September 2011
Recommend (0) Comment (0)PrintFollow Business Rockhopper last week laid out plans to develop off the coast of the Falklands (Gary Clement)
Senior officials from the Foreign Office have agreed to meet big investors in Falkland Islands oil explorers to reassure them the government is “fully committed to the defence” of the islands.

Rockhopper Exploration last week laid out an ambitious $2 billion (£1.3 billion) plan to develop an oilfield it has discovered off the coast. The London-listed company has no income, so it will have to raise the money from banks and investors.

The City is concerned about pouring in big sums because of fears that Argentina could attempt to assert a new claim of sovereignty over the Falklands.

Britain went to war in 1982 after Argentina invaded the islands, claiming they were part of its territory. President Cristina Fernandez de Kirchner has ratcheted up the rhetoric over the past year as a handful of London-based firms have launched new oil exploration campaigns.

The Foreign Office will meet Rockhopper’s top shareholders within a fortnight. It said: “The UK government has no doubts about the sovereignty of the Falkland Islands or the right of the Falklands people to develop their own natural resources, including hydrocarbons. It is longstanding UK government policy to support this, and we remain fully committed to the defence and security of all South Atlantic Overseas Territories, including the Falkland Islands.”

The concerns were sparked by Rockhopper’s presentation to investors last week, which detailed for the first time the extent of the oil found and how it plans to extract it. The AIM-listed firm said the Sea Lion reservoirs hold as much as 350m barrels of recoverable oil, which is larger than anything found in the North Sea in more than a decade.

It plans to pump it to a ship that will act as a floating drilling and storage facility, eliminating the need for a pipeline or onshore processing plant. A source said: “This has gone from a glint in someone’s eye to a real company with a big project.”

The development costs could balloon beyond the company’s $2 billion target. Argentina has banned firms from doing business with the islands, and Brazil is supporting its line. Its president, Dilma Rousseff, who refused docking permission to a British warship early in the year, said that ships flying the “illegal” colours of the Falklands would not be given access to its ports.

Members of the Union of South American Nations, an EU-style bloc, also threw their weight behind Argentina’s position last year.

British government sources discounted the possibility of sending in warships to protect the drillers.

“Suggestions of possible Argentine aggression are nonsense,” a diplomat said. “The Argentine government has repeatedly made clear that it is committed to pursuing its claims through exclusively peaceful means, and no serious analysts believe conflict is likely.

“The rhetoric is sometimes heated, but the reality — like the South Atlantic itself — is reassuringly cooler.”

Rockhopper declined to comment.

[BaronOppenSAL]

http://www.thesundaytimes.co.uk/sto/public/sitesearch.do?que…

[BaronOppenSAL]

Rockhopper Exploration plc

("Rockhopper" or the "Company")

14/10-8 Well Spud

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, announces that the 14/10-8 exploration well (the "Well") was spudded at 03:45hrs BST on 25 September 2011.

The Well is situated on Licence PL032, which is 100% owned and operated by Rockhopper, and is located approximately 4.1km to the south-south-east of the 14/10-2 discovery well, outside of the Sea Lion Discovery Area.

This well is designed to investigate reservoir and hydrocarbon presence within the Sea Lion Main Complex in an area of relatively low amplitudes and is also an exploration well on both the Casper and Kermit oil prospects.

Drilling operations are expected to take approximately 28 days and a further announcement will be made once drilling is completed.

Ocean Guardian drilling rig

The Company is in discussions with Diamond Offshore, owners of the Ocean Guardian drilling rig, with regards to the assignment of a further drilling slot to which the Company would be required to commit prior to the spudding of well 14/10-9.

[BaronOppenSAL]

Casper and Kermit targeted in the Falklands
Posted 26.09.2011 08:29:30 av John Bradbury
http://offshore.no/international/article/Casper_and_Kermit_t…

Rockhopper Exploration has started drilling on a new exploration well in the North Falklands basin.

Targeting an extension of the Sea Lion main fan complex, Rockhopper said the 14/10-8 well is to investigate reservoir and the possible presence of hydrocarbons within the Sea Lion Main Fan “....in an area of relatively low amplitudes and is also an exploration well on both the Casper and Kermit oil prospects.”

The well is being drilled by the Ocean Nomad semi-submersible in Falklands licence PL032 – which is operated 100% by Rockhopper – and is located 4.1 kilometres (2.56 miles) south east of the original Sea Lion discovery well, 14/10-2.

Driling is expected to take up to 28 days and Rockhopper has signalled that it is now in discussion with rig own Diamond Offshore over taking another slot on the rig, to which the company will have to commit before it drills its next well, 14/10-9.

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/october-update.pd…" target="_blank" rel="nofollow ugc noopener">http://www.rockhopperexploration.co.uk/pdf/october-update.pd…

[BaronOppenSAL]

Rockhopper Exploration to acquire stake in Desire Petroleum’s Falklands acreage
8:48 am by Jamie Ashcroft
http://www.proactiveinvestors.co.uk/companies/news/34251/roc…


Through the deal Rockhopper will gain a stake in additional exploration acreage and in return it will cover the costs of a new exploration well
Rockhopper Exploration (LON:RKH) has struck a deal with Desire Petroleum (LONES) to acquire some of its acreage in the Falklands.
Through the deal Rockhopper will gain a stake in additional exploration acreage and in return it will cover the costs of a new exploration well. This is likely to be a major boon for Desire’s prospects as it currently has insufficient funds to drill any more wells itself, following an unsuccessful campaign.

"Our technical work to date has shown that the Sea Lion field may extend onto the Desire acreage,” said chief executive Sam Moody.

“We are therefore very pleased to have agreed a farm-in deal with Desire which will allow us to appraise what we believe is the full extent of Sea Lion and to become the Operator of that part of the licence.”

He added: “We now look forward to concluding the appraisal drilling campaign of Sea Lion and to progressing the necessary workstreams to the point of a final investment decision on the field."

Additionally Rockhopper has also revealed that it will seek new funds from investors with the placing of 25.8 million new shares, around 10 per cent of the current issued share capital. The placing is being run by Canaccord Genuity and Merrill Lynch International and the placing price will be confirmed on closing.

Rockhopper has cherry-picked the farm-in acreage, a 23 per cent proportion of Tranche D licence – also referred to as licence PL004 – in which it already has a 7.5 per cent stake. This area has now been split into separate area, referred to as Area 1 and Area 2.

Desire keeps a 92.5 per cent stake in the rest of Tranche D.
In Area 1 Rockhopper will earn an additional 52 per cent stake – taking its total interest in this area to 60 per cent – by cover 100 per cent of the costs for a new exploration well which will be drilled by the Ocean Guardian rig during the current campaign. It is also agreed that Rockhopper will also become the operator of Area 1.
Meanwhile Rockhopper will earn an additional 17.5 per cent stake in Area 2 – taking its total interest in this area to 25 per cent – by contributing 25 per cent of the costs for a future well in this area, should Desire decide to drill one.

[snafur]

Interessant wird, zu welchem Preis die neuen Aktien von Rockhopper ausgegeben werden.

Proposed Placing of up to 25,814,000 new Ordinary Shares

Details of the Placing

Rockhopper Exploration plc announces today its intention to place up to 25,814,000 new Ordinary Shares, (the "Placing Shares"), representing up to approximately 10 per cent. of Rockhopper's existing issued ordinary share capital (the "Placing"), with institutional shareholders. The Placing is being conducted, subject to the satisfaction of certain conditions, through an accelerated book-building process to be carried out by Canaccord Genuity Limited ("Canaccord Genuity"), and Merrill Lynch International ("BofA Merrill Lynch") acting as joint bookrunners (the "Joint Bookrunners"). The identity of Placees and the basis of the allocations are at the discretion of the Company and the Joint Bookrunners. The number of Placing Shares and the price at which the Placing Shares are to be placed (the "Placing Price") will be agreed by the Company with the Joint Bookrunners at the close of the book-building process. Details of the number of Placing Shares and the Placing Price will be announced as soon as practicable after the close of the book-building process.
(...)
Reasons for the Placing and use of proceeds

Given the opportunity to extend control of Sea Lion through this Farm-In Agreement, the Company has concluded that it is in the Company's and Shareholders' best interests to raise funds through the Placing.

Rockhopper's short and medium term aims are to:

- complete the appraisal of its 100 per cent acreage on Sea Lion by completing the drilling of 14/10-8 and 14/10-9;

- pay 100 per cent. of the cost of one well, as operator, on Area 1;

- contribute 25 per cent towards of the cost of Desire drilling one well on Area 2;

- conduct front end engineering design and reach a final investment decision in relation to Sea Lion;

- conclude the interpretation of the mapped prospectivity elsewhere within the Company's licences; and

- provide an updated Competent Person's Report in early 2012 following completion of its appraisal drilling programme on Sea Lion

The Board has decided that it will not drill its Johnson gas prospect at this stage.

Future Strategy

As announced at the Capital Markets Day on September 14th 2011, the Company is exploring a range of options for the Sea Lion development including optimal sources of financing and the most appropriate phasing of the project. It is currently envisaged that the Company will finance this development through a combination of seeking industry partners and debt providers, although other options remain possibilities. The Company has received initial interest from a number of potential industry partners and, accordingly, anticipates setting up a data room towards the end of the year to allow interested parties to evaluate all relevant data. In parallel, the Company has already initiated discussions with a number of potential debt providers as part of the financing plan for the Sea Lion development.

Sam Moody, Chief Executive of Rockhopper said:

"Our technical work to date has shown that the Sea Lion field may extend onto the Desire acreage. We are therefore very pleased to have agreed a farm-in deal with Desire which will allow us to appraise what we believe is the full extent of Sea Lion and to become the Operator of that part of the licence. We are further delighted to have increased our exposure to potential exploration upside from the Jayne and Beverley prospects.

We now look forward to concluding the appraisal drilling campaign of Sea Lion and to progressing the necessary workstreams to the point of a final investment decision on the field."

(...)

[snafur]

Neue Aktien zu 180 Pence, das finde ich schon sehr enttäuschend.
Ich hatte mit mindestens 200 Pence gerechnet.

[Andrija]

Antwort auf Beitrag Nr.: 42.202.304 von snafur am 12.10.11 14:14:15

Finde ich auch entäuschend aber was soll man in der Marktlage machen? Einen gewissen Discount wird man anbieten müssen und da ist 10% auf den aktuellen Kurs nicht so toll. Bin mal gespannt ob das überhaupt geht, gibt schließlich aktuell genug Schnäppchen.

Ansonsten geht es ja nur um 10% der ausstehenden Aktien, die Verwässerung ist also mäßig. Insofern nicht unklug eine sicher noch kommende größere Kapitalmaßnahme später durchzuführen, wenn Markt und Kurs sich beruhigt haben und nur die höheren "Desirekosten" jetzt zu finanzieren. Letztlich ist das Farm-In mit Desire vermutlich auch nur aufgrund der Marktlage zustande gekommen, wodurch die Kosten adäquat an den Markt durchgereicht werden.

Was ich nur bei den Kapitalerhöhungen nicht verstehe, wie es möglich ist, an den aktuellen Aktionären vorbei ohne Vorkaufsrecht die Aktien bei Institutionellen zu platzieren? Scheint ja nach angelsächsichem Recht möglich zu sein? Kennt sich da jemand aus?

[snafur]

Antwort auf Beitrag Nr.: 42.202.378 von Andrija am 12.10.11 14:24:23

Gehen tut das, die Shares sind ja schließlich alle an den Mann/Frau/Firma gebracht.
Naja, ist ja ein Jammern auf hohem Niveau.
Auf jeden Fall geht es weiter, Rockhopper hat wieder genug Saft um eine Weile weiterzubohren und in den nächsten Monaten wird es wahrscheinlich konkrete Informationen zum Produktionsstart von Sea Lion geben.

Das mit dem (fehlenden) Vorkaufsrecht (pre-emption rights) wurde bei der letzten Hauptversammlung abgesegnet, Tagesordnungspunkt 12:

Resolution 12 – Disapplication of statutory pre-emption rights
Resolution 12 is proposed as a special resolution and renews broadly on the same terms the authority given at last year’s annual general meeting enabling your directors to allot, for cash, an amount of the shares authorised for allotment under Resolution 11 above up to a maximum of 10% of Rockhopper’s issued share capital as at 20 July 2011 without being required to comply with statutory pre-emption rights.
The purpose is to enable Rockhopper to take advantage of specific opportunities to raise additional finance, if required, during times when market conditions are uncertain.

[Andrija]

Antwort auf Beitrag Nr.: 42.202.604 von snafur am 12.10.11 15:00:01

Super, danke, dass war mir nicht bewusst. Letztlich ein Freibrief den man als Aktionär auf der HV so nie geben sollte. Keine Ahnung, ob das auch in Deutschland ginge, habe ich so jedenfalls noch nie erlebt.

Insbesondere wenn folgendes mit den Käufern der neuen Aktien vereinbart wurde:
Placing Shares will be issued credited as fully paid and will rank pari passu with the existing Ordinary Shares,

So wie ich das lese, können die am 17.10. ihre Aktien sofort wieder auf den Mark schmeißen. Das gilt dann auch für die Zeichnungen der Führungskräfte. Super Geschäft wenn man Merrill Lynch heißt oder in verantwortlicher Position in so´nem Laden arbeitet.

Ofensichtlich war dann bei der letzten HV auch der Vertrag mit Desire kurz vor der Paraphierung: The purpose is to enable Rockhopper to take advantage of specific opportunities to raise additional finance, if required, during times when market conditions are uncertain.

[Hafturlaub]

Sehr interessanter Artikel zu Rockhopper und den Falklands:

http://www.oilvoice.com/n/Falkland_Islands_The_New_North_Sea…

[Andrija]

Antwort auf Beitrag Nr.: 42.202.604 von snafur am 12.10.11 15:00:01

Eigentlich hätte RKH besser nochmal 60 Mio. EUR in die Hand nehmen sollen und hätte Desire ganz geschluckt. Hätte Desire wirklich eine andere Wahl gehabt, wenn selbst Encore Oil für vergleichsweise wenig Geld einer Übernahme zustimmt?

Hätte man sich eben 20% auf der HV genehmigen lassen müssen.

[snafur]

Encore für vergleichsweise wenig Geld verkauft?
Premier Oil hat immerhin ca $17 pro Barrel Encore-Reserven bezahlt.
Eine Übernahme von Desire würde meiner Meinung nach auch keinen Sinn machen.
Ich finde es richtig, das sich Rockhopper jetzt auf Sea-Lion konzentriert und das Revier dort absteckt und erweitert.
Volle Konzentration auf die baldige Förderung.

[BaronOppenSAL]

[Andrija]

Antwort auf Beitrag Nr.: 42.212.213 von BaronOppenSAL am 14.10.11 11:24:59

Verstehst nicht, warum das geplante Loch 14-10/10 im alten RKH-Lizenzgebiet liegt? Müsste das nicht in der hellgelben Fläche sein?

Wo ist eigentlich 14-10/9? Lt. RNS Number : 9248P müsste es hier zu finden sein: 4/10-9 which is located approximately 5.9 km to the south west of the 14/10-2 discovery well.

[Andrija]

Antwort auf Beitrag Nr.: 42.207.325 von snafur am 13.10.11 11:53:12

Premier Oil hat immerhin ca $17 pro Barrel Encore-Reserven bezahlt.

Das wäre in der Tat eine ganze Menge, zumal dann der aktuelle Kurswert noch darüber liegt. Selbst gerechnet oder gibt es eine Quelle? Bin noch am überlegen ob ich Encore weiter halte.

[snafur]

Wo siehst Du auf dem Bild 14/10-10 ?
Und 14/10-9 ist im Bild wohl mit 14/10-P markiert, die 5,9 km SW von 14/10-2 kommen hin.

Zum Encore/Premier Deal: http://www.guardian.co.uk/business/marketforceslive/2011/oct…

[Andrija]

Antwort auf Beitrag Nr.: 42.213.454 von snafur am 14.10.11 14:45:43

Danke für den Link. Ich habe irgendwo mal etwas anderes gelesen. Aber wenn das stimmt, frage ich mich wer da mal 140 Pence für die Aktie bezahlt hat. Dann sollte ich wohl die rd. 80 Pence mitnehmen.

Ich hätte das 14/10-P als "planing" für 14/10-10 verstanden. Aber dann ist es wohl das 14/10-9. Hätte man doch das Loch gleich noch südlicher in Area 1 angesetzt und sich die 14/10-10 gespart? Na, die werden wissen was sie machen.

[BaronOppenSAL]

DJ Rockhopper Exploration plc Well 14/10-9 Update

TIDMRKH

RNS Number : 7402R

Rockhopper Exploration plc

09 November 2011

Embargoed: 0700hrs 9 November 2011

Rockhopper Exploration plc

("Rockhopper" or the "Company")

Well 14/10-9 Update

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas company, is pleased to provide the following update on Exploration well 14/10-9 (the "Well").

The Well penetrated multiple targets: Casper, Sea Lion Main Complex ("SLMC"), Kermit.

Casper:- Oil and Gas Discovery
-- Total net hydrocarbon pay 18m (59 ft)
-- Net oil pay 9.6m (31 ft)
-- Net gas pay 8.4m (28 ft)
-- Gross reservoir 21m (69 ft)
-- Net to gross 88%
-- Reservoir quality good
o Porosity Average 23%, Maximum 27%
o Permeability Average 110mD Maximum 232mD
o Water Saturation Average 17%
-- No Oil Water Contact observed

Sea Lion Main Complex:- Successful appraisal well
-- Net oil pay 36m (118 ft)
-- Gross reservoir 62m (203 ft)
-- Net to gross 62%
-- Reservoir quality good
o Porosity Average 20%, Maximum 27%
o Permeability Average 86mD Maximum 1285mD
o Water Saturation Average 26%
-- Oil water contact of 2501m observed at base of SLMC

Kermit:- water wet with shows
-- Gross reservoir 49m (161 ft)
-- Reservoir sands are water wet with shows

The Well was drilled 5.9 km to the south west of the 14/10-2 discovery well towards the southern edge of licence PL032. The Well was successful both in Casper and Sea Lion proving a high quality reservoir package and oil column. Good quality sands with oil shows were also penetrated in Kermit.

Casper

The Casper prospect was penetrated in a relatively updip position to the west of the structural low approximately 4.8 km to the west of the 14/10-8 well. Reservoir quality is good with porosity of up to 27% and permeability of up to 232mD. Wireline logging and formation testing indicate 8.4m of net gas pay above 9.6m of net oil pay. The gas oil contact is observed at -2399m tvdss.

The Company believes the presence of the gas cap would be likely to enhance oil productivity from Casper, and additionally Sea Lion development scenarios could include this location for a potential gas disposal well.

Sea Lion

The Well penetrated both the SL10 and SL20 lobes of the SLMC. Reservoir quality was good with porosity of up to 27% and permeability of up to 1285mD. Net oil pay was 22m in the SL10 and 14m in the SL20. A free water level with a 10m transition zone above was observed at 2501m at the base of the SLMC. The Company believes the Well result will have a positive impact on the minimum case area for Sea Lion.

Kermit

Good quality reservoir package was encountered. Reservoir sands were water wet with shows.

Rockhopper now intends to sidetrack the well in order to core both the Casper and Sea Lion formations. These operations are expected to take an additional 7 days following which the well will be plugged and abandoned as planned. A further RNS will be issued once coring operations have been completed.

Further to the Farm-In announcement of 12 October 2011, Rockhopper has now received the necessary regulatory approvals including consent for change of operatorship on licence PL004b. Accordingly, following completion of operations at 14/10-9, Rockhopper intends to drill a well in licence PL004b (now operated by Rockhopper) some 6.3km South West of the 14/10-9 well, which will target the most southerly extent of the SLMC and additionally the Beverley prospect. A further RNS will be made on the spudding of this well.

Samuel Moody,

[snafur]

Wenigstens Rockhopper macht in diesem chaotischen Markt noch etwas Spaß.
Bei besseren Marktbedingungen wären wir sicher schon längst wieder jenseits der 300 Pence.

Ich überlege, ob ich nicht in den nächsten Wochen auch in Desire Petroleum einsteige.
Die Chancen auf einen Fund stehen diesmal nicht schlecht.
Aber da droht ja immer noch eine ausstehende Finanzierung, wenn Desire die Rig noch weiter nutzen will.
Warten sie mit der KE bis nach der Bohrung, könnte es zu spät sein.

Cairn hat heute bekannt gegeben, das die Rig Leiv Eriksson, die ja auch in die Falklands geschickt wird, noch bis Ende November in Grönland bleibt.

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/ML_November_Upate…

[BaronOppenSAL]

DJ Rockhopper Exploration plc Half Yearly Report

TIDMRKH

RNS Number : 5676T

Rockhopper Exploration plc

08 December 2011

Embargoed: 0700hrs 8 December 2011

Rockhopper Exploration plc

("Rockhopper" or the "Company")

Interim Results for the Six Months Ended 30 September 2011

Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is pleased to announce interim results for the six months ended 30 September 2011.

Operational & Financial Highlights

During the Period

-- 14/10-5 successfully flow tested

-- 14/10-6 successfully appraised

-- 14/10-7 successfully appraised

-- $131 million resources available at 30 September 2011

Post 30 September 2011

-- 14/10-8 declared a dry hole

-- Resource update to 1,297 MMBBLS STOIIP mid case

-- 14/10-9 declared a successful appraisal

-- Casper declared an oil & gas discovery

-- $188 million resources available at 31 October 2011

Dr. Pierre Jungels, Chairman of Rockhopper, commented,

"We continue in the rare position of holding 100% of what we are proving up to be a world-class asset, which makes a range of options available to us. Having established that the field is commercial and that it will be developed, we will now look to proving how, and potentially with whom, best to achieve such a development."

Enquiries:

Rockhopper Exploration plc

Sam Moody - Chief Executive

Tel. [phone] (via M: Communications)

M: Communications

Patrick d'Ancona or Ben Simons

Tel. [phone]

Canaccord Genuity Limited

Charles Berkeley / Henry Fitzgerald-O'Connor

Tel. [phone]

CHAIRMAN'S STATEMENT

for the SIX MONTHS ended 30 SEPTEMBER 2011

We are one well away from completing what has been a very successful appraisal of the Sea Lion field. As our understanding of the field has increased, so too has our view of its value and its status as a world-class asset. To have also made an additional discovery and improved our acreage position in the process has been all the more of an achievement.

To get the best value from the Sea Lion field we need to continue working towards a final investment decision. When I wrote to you last I set out the three key work streams to achieve this as being:

- Appraisal: to define the field size,

- Engineering: to define the field development and

- Financing: to define the field economics.

Appraisal, the first of the three work streams, will be complete by the end of this calendar year. By then, we will have drilled a total of ten wells in the basin and conducted two flow tests. We currently estimate that the in place volumes have increased to 1,297 million barrels in the mid case scenario. We would expect to publish our updated view of these volumes after 14/15-4, the current and final well and then have them confirmed by a competent person's report for publication around the end of March 2012.

Engineering, the second work stream, is proceeding to plan with concept screening completed in the period and concept engineering expected to be completed around the year end. All this will give us a sound basis to launch a pre-selection process for the front-end engineering and design in early 2012.

Financing, the final work stream, has made a promising start despite the current climate and we have been well received by all of the lending banks with whom we have had introductory conversations. For this piece to progress to the next stage we need to conclude on our volumes in place and then work up the detailed development costs and timings expected to get to first oil.

Separately, we have prepared a data room to enable potential industry partners and debt providers access to the Sea Lion data. Collection and analysis of the field data is ongoing, as the current well is yet to be logged, but these results will be added to the data room as they become available.

[i5001]

Großartige News:
http://www.rockhopperexploration.co.uk/pdf/14-15-4-Result_FI…

[Andrija]

Antwort auf Beitrag Nr.: 42.473.007 von i5001 am 13.12.11 13:42:57

Bei aller Freude über die News wird man doch nachdenklich welches Risiko man eingeht. Um wieviel wäre der Kurs wohl gefallen, hätte es nicht diese phantastische Nachricht gegeben? Sicher um mehr als die 10% die er gestiegen ist.

Wir sitzen auf Tonnen von nachgewiesenem Öl und der Kurs hat sich seit dem Höchststand vor den Ölfunden Mitte 2008 nur "vereinskommefünfacht". Dabei haben wir neben dem natürlich hervorragenden Management richtig viel Glück mit den richtigen Bohrungen und vor allem den richtigen Zeitpunkten gehabt. Es hätte nicht wirklich bessser laufen können. Und der Kurs steht bei 2,7 Pfund. Was für eine schmale Ausbeute für das Risiko

[i5001]

Antwort auf Beitrag Nr.: 42.475.865 von Andrija am 13.12.11 21:05:11

Das waren alles appraisal Bohrungen, die sind wesentlich weniger risikobehaftet als Explorationsbohrungen.

[Andrija]

Antwort auf Beitrag Nr.: 42.483.936 von i5001 am 15.12.11 09:33:28

Ja und? Wenn der Kurs nach der Explorationsbohrung deutlich über den erfolgreichen Appraisalbohrungen stand, ist meine Aussage zu dem Risiko das wir beim Kauf vor der ersten Bohrung überhaupt eingegangen sind, wenn sich alles insgesamt so wenig auszahlt, doch mehr als zutreffend. Ich vermute die meisten hier halten Rockhopper ca. 3-4 Jahre.

[i5001]

Antwort auf Beitrag Nr.: 42.487.029 von Andrija am 15.12.11 17:31:21

Ich sprechen auch nicht vom Aktienkursrisiko sondern vom Risiko Öl zu finden oder ein dry well zu bohren. Der Aktienkurs wird sich schon noch ergeben, spätestens wenn RKH in Produktion ist.

[BaronOppenSAL]

North Falkland oil explorer Desire Petroleum and operator Rockhopper Exploration announced that coring and logging operations at its 14/15-4z well have been successfully completed with further news of viability expected in coming weeks.

Oil opportunity mapping firm Vialogy reported a half year loss of £2,389,096 in its interim report to 30 September 2011.

Chairman Terry Bond said the results themselves mask the advances made during the period saying the firm has been 'in continuous detailed discussions with a number of global oil and gas operators'.

'We are in advanced talks with multinational E&P organisations on three continents. Client restrictions prohibit us from naming companies without permission, at least until specific project contracts are signed' added Terry Bond.


http://www.ukcitymedia.co.uk/news/fullstory.php?id=2286

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/Jan-2012-update.p…

[Andrija]

Quelle: 15.01.12 Sunday Times


Cairn eyes Falklands
Danny Fortson Published: 15 January 2012
Recommend (0) Comment (0)PrintFollow Business Rockhopper discovered an oil field 80 miles north of the Falklands (Gary Clement)
Cairn Energy is considering a controversial move into the Falkland Islands, where a recent big oil find has heightened tensions between Britain and Argentina.

The FTSE 100 firm, founded by Sir Bill Gammell, the former Scotland rugby international, is in talks with Rockhopper Exploration, a £780m quoted company that has discovered a field 80 miles north of the Falklands. Rockhopper is one of a handful of British firms that has raised hundreds of millions of pounds to explore in the region. Cairn’s interest will demonstrate that big players now have serious intentions of turning the islands into a new oil province.

Britain went to war in 1982 after Argentina invaded the islands. President Cristina Fernandez de Kirchner has renewed claims to the islands over the past year as the firms launched their exploration campaigns.

Rockhopper is the only one to have made a commercial discovery. Developing its Sea Lion reservoir will cost at least $2 billion (£1.3 billion). The company, which has just 15 employees, has neither the finance nor technical expertise to bring it to fruition.

It has appointed Bank of America Merrill Lynch, the investment bank, to find a partner to shoulder some of the development costs. Bankers think, however, that the auction could lead to a takeover. Rockhopper’s Falklands find is its only asset. “This is the end game,” said a source close to the situation.

Premier Oil, the North Sea producer, and America’s Noble Energy, are also thought to be considering a deal with Rockhopper.
The list of bidders is limited by the potential political fallout. Buenos Aires has threatened to blackball any company that takes part in the fledgling Falklands oil industry. The British government has hit back, saying it is “fully committed to the defence and security of all south Atlantic overseas territories, including the Falkland Islands”.

The stakes were raised last year when huge new reserves of shale gas were discovered in Argentina. These fields, where gas is trapped in tight seams of underground rock, are similar to the ones that have revolutionised America’s energy outlook. Shale will cost hundreds of billions to develop in Argentina but represents a big prize for oil companies.

Cairn has $1.2 billion in cash after it finalised the sale of a $4.7 billion stake in its business in India last week. A drilling campaign off the coast of Greenland has so far produced a series of dry holes. Investors want Cairn to seek growth beyond the Arctic. In addition to the Falklands, it is looking off the Lebanese coast.

A takeover would be an extraordinary denouement for Rockhopper, which was started seven years ago by Richard Visick, a property entrepreneur who owns a small island off the Falklands. Rockhopper’s biggest shareholders are GLG Partners, the hedge fund, Royal London Asset Management and Visick.

[BaronOppenSAL]

http://www.bloomberg.com/news/2012-01-22/anadarko-petroleum-…

[snafur]

Aufmerksame Konsumenten der Gerüchteküche wissen ja schon seit letzte Woche, das ein Privatjet von Anadarko mit hochrangigen Personal auf den Falklands gesichtet wurde.
Aber Anadarko ist nicht der einzige Interessent, was Rockhopper Aktionäre nun die Hände reiben lässt.
Ich gehöre glücklicherweise dazu. Dazu habe ich noch eine Position Desire Aktien zu 21 Pence.
Die nächsten Tage und Wochen werden bestimmt eine schöne Zeit, das Dauergrinsen trainiert hervorragend die Backenmuskulatur! :-)
Dazu kommt noch, das die Leiv Eriksson auf den Falklands angekommen ist und am Montag mit dem Bohrstart gerechnet wird.
Aufregende Zeiten, auch wenn Rockhopper und Desire im Moment nicht aktiv bohren!

[Andrija]

Antwort auf Beitrag Nr.: 42.629.760 von snafur am 22.01.12 18:14:45

http://www.thesun.co.uk/sol/homepage/news/money/4077559/US-f…

US firm's £1bn for Falklands oil

AN AMERICAN energy giant with links to the Pentagon is poised to spend at least £1billion on the British oil rush in the FALKLANDS.

A deal would transform the political stand-off between Downing Street and Argentina over the future of the islands.

Four execs from Houston-based Anadarko flew to Port Stanley last week to meet with Rockhopper, a UK explorer that's struck 700 million barrels of "black gold" off the Falklands' north coast.

The private jet landed Wednesday and parked at the military airbase.

Sources claim Anadarko made a provisional offer to invest in Rockhopper's mammoth discovery and develop it.

One told The Sun: "A deal has been tabled.

"Anadarko has got approval to do this from the highest levels in the US.

"And they've been reassured the British will stand by the islands."

The US giant's board of directors include Kevin Chilton - a former commander of US Strategic Command. Another, Preston M "Pete" Geren III, was in the US Department of Defence for much of the last decade.

If the deal goes ahead, American involvement would be a hammer blow to Argentina, a huge coup for David Cameron and change the lives of the Falklands' 3,000 islanders.

Argentine president Cristina Kirchner has been outraged by the British oil campaign in the Falklands - restating Argentina's rights to "Las Malvinas".

In a show of solidarity most South American countries have now banned ships doing work in the Falkands from docking at their ports.

PM David Cameron blasted Buenos Aires last week for "colonialism".

The support of Anadarko would be tacit approval to UK sovereignty and complete the Falklands' switch from farming outpost to the latest frontier in the world's multibillion-dollar oil industry.

No major discovery had been made in the region before Rockhopper's "Sea Lion" discovery 100km to the north of the islands in mid-2010.

Since then it claims to have also discovered a gas field and a smaller oil field.

Despite the war of words with Argentina, SIX energy companies have approached Rockhopper as it wants to bring in a partner by the end of March to develop its Sea Lion discovery and pump millions of barrels to the surface.

Two are British, Cairn Energy and Premier Oil, the rest are also American, Hess, Noble and Murphy.

But Anadarko is by far the biggest - worth $40 billion. It was a minority partner with BP on the disastrous Deepwater Horizon blast in the Gulf of Mexico.

Rockhopper last year said it needed to raise £1.3 billion to develop its Sea Lion field.

It plans to bring the oil to the surface via a drilling rig on a tanker that would moor in the ocean. This would have the capacity to store up to 3 million barrels of crude.

A final decision on which partner Rockhopper chooses is likely in the next eight weeks.

The company refused to comment yesterday.


Eine "vorläufige" Milliarde Pfund ist ein bißchen dünn für ein Übernahme. Vielleicht wird es doch "nur" ein farm-in.

[snafur]

Bin zu 28,50 aus Desire raus, Kriegskasse aufgefüllt. Rockoppers bleiben im Depot.
Abwarten, was Borders&Southern für Bohrergebnisse liefern.
Sind sie erfolgreich, wird weiteres Geld benötigt, dann kann man dort eventuell einsteigen. Die Chancen sehe ich aber als eher gering an.

Bin auch mal gespannt, was für ein Deal da bei Rockhopper rum kommt.
Farm-In zu guten Konditionen wäre mir lieber, als eine komplette Übernahme.
Rockhopper hat noch genug interessante Prospekte, die erforscht werden wollen.

[Andrija]

Antwort auf Beitrag Nr.: 42.631.862 von snafur am 23.01.12 11:45:36

Aus Desire wäre ich auf dem Niveau ehrlich gesagt als letztes ausgestiegen. Wenn ich bei RKH den Sealionkomplex oder den ganzen Laden übernehmen wollte, hätte ich keine Lust mit Desire oder demjenigen der da dann einsteigt irgendwelche Vertragsunschärfen zu diskutieren. Die bleiben sicher das Zünglein an der Waage und lassen sich das vermutlich gut bezahlen.

[snafur]

Antwort auf Beitrag Nr.: 42.632.065 von Andrija am 23.01.12 12:13:12

Ich glaube nicht, das Desire in der Hinsicht (Sea Lion) ein Zünglein an der Waage sein kann.
Da würde ja der Schwanz mit dem Hund wedeln.
Abgesehen davon steht Desire ohne Geld ziemlich an der Wand.
Keine gute Position für Verhandlungen, IMHO.

[Andrija]

Antwort auf Beitrag Nr.: 42.632.960 von snafur am 23.01.12 14:31:36

Mir ist relativ unklar, wie man vermeiden kann, dass Desire auf Ihrem Lizenzgebiet diverse Bohrtürme hinstellt oder ggf eine mögliche noch nicht gefundene SL-Ausdehnung in einem mehrheitlichen Desirelizenzgebiet massiv anzapft. Faktisch ist es dann doch egal von wo ich unterirdisch das Ölabpumpe wenn es aus dem RKH-Gebiet wieder "nachläuft".

[putzig]

Antwort auf Beitrag Nr.: 42.633.712 von Andrija am 23.01.12 16:21:36

deswegen jetzt schnell rockhopper übernehmen, Bohrtürme basteln und das öl von desireseite abpumpen, dann haben die das Nachsehen.

[snafur]

Zitat von Andrija: Mir ist relativ unklar, wie man vermeiden kann, dass Desire auf Ihrem Lizenzgebiet diverse Bohrtürme hinstellt oder ggf eine mögliche noch nicht gefundene SL-Ausdehnung in einem mehrheitlichen Desirelizenzgebiet massiv anzapft. Faktisch ist es dann doch egal von wo ich unterirdisch das Ölabpumpe wenn es aus dem RKH-Gebiet wieder "nachläuft".

Kurze Antwort: Weil es verboten ist.
Lange Antwort: Es gibt hier Verträge zum einen mit den Falkland Inseln und zum anderen zwischen RKH und DES.
Sollte sich ein Ölfeld über mehrere Lizenzgebiete erstrecken, verlangt die zuständige Behörde üblicherweise eine sogenannte "Unitization", um eine schnelle und problemlose Ausbeutung zu gewährleisten, ohne das die Lizenznehmer lange hin- und herstreiten können.
Dazu zählen genaue Regularien dieser Vereinheitlichung, sowie Schiedsstellen, die im Falle von Uneinigkeit schnell entscheiden sollen.
Das ist, wie gesagt, üblicherweise in den Lizenzverträgen alles haarklein und wasserdicht fixiert.

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/NAPE-2012.pdf

[i5001]

Schade, noch kein Resource update. Ich rechne mit allem ca. 500 - 800 Mio Barrel. FID = Farm In Descision?

[Andrija]

Anadarko beginnt seine Assets zu verkaufen. Sieht dann wohl eher nach einer Komplettübernahme aus. Geld für einen Farm-In-Deal hätten Sie wohl glaube ich noch genug.

http://uk.reuters.com/article/2012/03/07/anadarko-statoil-id…

Schade eigentlich, dass vermutlich ausgerechnet so eine Ölbude aus dem Pentagon und Dick Cheney Dunstkreis zum Zuge kommen dürfte. Für die weitere Entwicklung (Argentinien, Langfristigkeit der Entwicklung, Kapital etc.) sicher nicht schlecht. Ein bitterer Beigeschmack bleibt trotzdem auch wenn wohl wie immer gilt: pecunia non olet.

[i5001]

Antwort auf Beitrag Nr.: 42.873.153 von Andrija am 08.03.12 19:24:31

Hallo Andrija,

wie entnimmst du diesem Artikel, dass Anadarko Rokhopper kaufen könnte? Würde mich interessieren.

Gruß
i5001

[snafur]

Anadarko hat erst vor kurzem 4 Milliarden an BP für das Deepwater Horizon Fisako gezahlt und muß trotzdem immer noch mit Regressforderungen durch die Bevölkerung etc. rechnen.
Abgesehen davon planen sie eine sehr teure LNG Anlage für die kommerzialisierung ihres 30TFC Gasfundes vor Mosambique.
Ich sehe in der Nachricht auch keinen direkten Zusammenhang mit Rockhopper.
Es heißt einfach weiterhin abwarten.

[BaronOppenSAL]

Stock Rating/Sector View: 1-OW/1-POS
Price Target: 580p
Price (22-Mar-2012): 330p
Potential Upside/Downside: 76%
Ticker: RKH.LN



We recently hosted a roadshow for investors in Europe with the CEO of Rockhopper. It is clear that the company considers its key discovery in the Falkland Islands - the Sea Lion field - to be fully appraised, so we expect no incremental drilling news in 2012. However, we believe there are two important catalysts for the shares over the next 12 months: the first is the publication of a reserves report, which is likely to support management's view of the multi-billion barrel in-place potential of the North Falklands basin. The second is the partial sell-down of the acreage position in the Falklands to an industry partner. The latter could represent a material value release for investors, as it would remove a financial and operating risk overhang. Our investment case for this stock remains the large valuation disconnect between our NAV and its market valuation. We believe the market is currently mispricing the risks associated with the development of Sea Lion and its farm-out. A field of such a size is unlikely to lay undeveloped for long, in our view. With the first of the two catalysts potentially due in April-2012, and potential upside of 76% to our PT of 580p, we reiterate our 1-OW rating.



New CPR, update on resources and economics: A new competent person report (CPR) could be published during April 2012. This is likely to include a new resources estimate for Sea Lion, the company's main discovery, together with the additional three finds that the company has made over the 2010-11 exploration campaign: Casper, Casper South and Beverley. The company's last market guidance on volumes dates back to November 2011. This estimated Sea Lion at 1.2bn bl in place. The field straddles two licences PL032 (RKH 100%) and PL04b (RKH 60%). However, the vast majority of Sea Lion volumes in place is located in the PL032. In addition, Rockhopper believes that Casper, Casper South and Beverley could represent a material addition to Sea Lion's volumes. Based on the analysis of the pressure points, the company also believes that an oil-leg is present below the gas cap encountered on Beverley.



Bids and bidders, six months at least: As already anticipated, the company is seeking to sell part of its position in the Sea Leon in exchange for a carried interest in its share of development capex. As part of this farm-out process, we believe that the company is likely to set-up a virtual and a physical data-room. The latter is where the seismic is typically stored and it could take up to a week for each interested party to fully evaluate the data. We believe that this farm-out process could take at least six months to complete. As reported by a number of press articles (eg, The Sunday Times, 22 Jan 12; The Telegraph 22 Jan 12), several US and European Oil companies have expressed an interest in acquiring an acreage position in the Falklands, including Noble Energy, Anadarko, Premier Oil and Cairn Energy.



Farm-out, the preferred solution: Given the material discount to its NAV, we believe that the company's preferred solution is to sell a portion of its equity interest in the Falklands rather than opting for a corporate sale. A single cash upfront payment for an equity participation at the asset level is unlikely, in our view, given that it could generate a profit that may trigger a capital gain tax. Instead, we believe the company could seek a partial repayment of past exploration costs of c.$450mn (gross), and a full carry on its share of development costs up to first oil, which Rockhopper estimates to be in the $1.5-2bn range. After first oil, the company could pay its share of capex in proportion to its equity interest. In our view, Rockhopper's preference is for an oil company with a well-funded bala

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/pdf/cap_markets/RKH_C…

[Andrija]

http://www.spiegel.de/wirtschaft/unternehmen/0,1518,827983,00.ht…

Die Kirchner wird offensichtlich immer agressiver und macht deutlich, dass es ihr bei den Falklands definitiv nur ums Öl geht - bei allen fadescheinigen Begründungen. Nun stänkert sie auch mit der ehemaligen Kolonialmacht und will den argentinischen Besitz von Repsol enteignen. Welche Ausländer wollen bei diesem investitionsfeindlichen Klima noch ihr Geld in einem Land investieren, das sich offensichtlich um Rechtssicherheit wenig schert? Bei argentinischen Staatsanleihen wurden europäische Anleger auch reihenweise abgezockt.

[i5001]

Antwort auf Beitrag Nr.: 43.047.733 von Andrija am 17.04.12 09:49:08

Stimmt. Argentinien ist derzeit wirklich kein Land für Investments. Zum Glück sind die Falklands Britisch (und werden es auch bleiben, IMO).

[Andrija]

Antwort auf Beitrag Nr.: 43.047.994 von i5001 am 17.04.12 10:35:19

Fragt sich nur, ob die Inselregierung zur Befriedung der Situation hier ohne "Reparationszahlungen" rauskommt? Kann ich mir noch nicht so richtig vorstellen. Dann werden die Steuern und Abgaben für die Explorer/Ölförderer höher was sich natürlich auf Rendite und den Kurs auswirkt. Kirchner will sich das Säbelrasseln bezahlen lassen.

[BaronOppenSAL]

cpr news!!!!!!!!!!

http://www.investegate.co.uk/Article.aspx?id=201204200700167…

[i5001]

Antwort auf Beitrag Nr.: 43.063.906 von BaronOppenSAL am 20.04.12 08:12:03

Großartige News. Deshalb ist die Aktie die letzten Tage so gestiegen. Da haben einige wohl wieder mehr gewusst.

[Andrija]

Antwort auf Beitrag Nr.: 43.064.024 von i5001 am 20.04.12 08:41:06

Keine großartigen News, sagt der Markt. Bin auch entäuscht, kein Wort über ein Farm-in und ein erwartbares Ergebnis.

[BaronOppenSAL]

http://dcms.canaccordgenuity.com/researchnotes/fd7379676f694…

[Andrija]

Politische Börse = Kaufpreise - meine Meinung!

[BaronOppenSAL]

http://www.bnamericas.com/news/oilandgas/anadarko-a-good-fit…

[BaronOppenSAL]

Rockhopper Exploration: Chased 7p higher to 288½p, after speculation re-surfaced that it may be close to securing the $2 billion (£1.3 billion) it needs to develop its Sea Lion discovery, an estimated 500 million barrels lying about 200 kilometres off the Falklands.

????????????

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/columns/guardian-cfd-s-n…

[BaronOppenSAL]

Islands ‘oil deal’


THE most successful Falklands oil explorer so far is on the verge of a bumper deal, it was claimed last night.

ROCKHOPPER EXPLORATION was reportedly close to securing a partner to invest £1billion in developing its discovery.

Rockhopper refused to comment, and experts pointed out that previous Falklands rumours have been wildly wrong.

But one source said: “We hear Rockhopper approached the Falkland government yesterday to get their approval.”

Rockhopper is sitting on at least 355 million barrels of oil about 60 miles north of the islands. An independent report has declared it to be commercially viable. Shares closed up 9p at 297.50.



http://www.thesun.co.uk/sol/homepage/news/money/4345879/Brit…

[BaronOppenSAL]

OilVoice Morning Movers - Rockhopper Exploration, PetroNeft Resources and Magnolia Petroleum
Thursday, May 31, 2012

Rockhopper Exploration (LON:RKH) saw a decrease in losses in the year ended March 31st as impairment charges more than halved. Losses shrank by $33.4 million from $87.2 to $52.8 million.

The company announced that it had completed the appraisal campaign of the Sea Lion field and made four more "significant" discoveries on their operated acreage.

A buy recommendation is currently in place by broker FoxDavies.

Rockhopper Exploration is currently trading at 304.62 pence a share, up 0.45% on opening.

Read more: http://www.oilvoice.com/n/OilVoice_Morning_Movers_Rockhopper…

[Andrija]

http://www.offshore-mag.com/articles/2012/05/further-pre-dev…

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/companies/news/44090

[snafur]

Das ist doch Quatsch, was die da schreiben.
Das Referendum wird Null Wirkung auf Argentinien haben, es stand ja nie in Frage, das die Falkländer bei England bleiben wollen.
Und Argentinien ist ja nicht an den Falkländern interessiert, oder an dem was diese wollen, sondern an den Inseln an sich, die, nach Argentiniens Argumentation, wiederrechtlich besetzt sind.
Das Referendum wird soviel Wirkung entfalten, wie ein feuchter Schafsfurz bei Windstärke 8.
:-)

[BaronOppenSAL]

http://www.news1.co.il/uploadFiles/260021388530732.pdf

muß ich leider so einfügen, sorry.

[BaronOppenSAL]

http://www.moneyweek.com/investment-advice/penny-shares/penn…

[Andrija]

Die Mutter aller RNSen

RNS Number : 5015H
Rockhopper Exploration plc
12 July 2012


12 July 2012

Rockhopper Exploration plc
("Rockhopper" or the "Company")

Farm-out agreement signed with Premier Oil plc

Rockhopper, the North Falkland Basin oil and gas company, is pleased to announce that it has entered into a conditional farm-out agreement with Premier Oil plc ("Premier"), regarding the Company's interests in its petroleum licences in the North Falkland Basin (the "Transaction").



Highlights of the Transaction



· Premier to acquire 60 per cent. of Rockhopper's interests in its North Falkland Basin licences



o US$231 million upfront cash payment on completion of transaction



o US$722 million Sea Lion development carry (net to Rockhopper)



o US$48 million exploration carry (net to Rockhopper)



· Premier to provide standby financing arrangement at Rockhopper's election to cover any additional development capex beyond the development carry of US$722 million



· Premier to become operator of the Sea Lion development



· Area of Mutual Interest ("AMI") for future co-operation in the North Falkland Basin and analogous plays in South Africa, Namibia and Southern Mozambique



· Rockhopper to take sub-surface lead on exploration activities



The Rockhopper Board believes the Transaction with Premier delivers on its key objectives:



· Rockhopper will be fully funded on its share of the Sea Lion development through the development carry and standby financing arrangement provided by Premier - with the option to secure third party financing in place of the standby financing arrangement, if Rockhopper so chooses



· Rockhopper gains an aligned and experienced partner and operator in Premier with significant experience in analogous operating environments and developments utilising FPSOs



· Rockhopper retains significant exposure to the upside in the North Falkland Basin through its residual 40 per cent. interest



· Significant exploration upside through the AMI together with the exploration carry of US$120 million (US$48 million net to Rockhopper)



· Strong balance sheet to actively pursue future growth opportunities



Details of the Transaction



· Premier has agreed to farm into 60 per cent. of Rockhopper's interests in its licences (being PL023, PL024, PL032, PL033, PL003 and PL004, thereafter the "Licences") in the North Falkland Basin including the Sea Lion development and adjacent discoveries, Casper and Casper South ("Development Area")



· Premier will assume operatorship of the Sea Lion development, located in licences PL032 and PL004b



· Premier has agreed to pay Rockhopper an upfront cash consideration of US$231 million, payable on completion of the Transaction ("Completion")



· Premier has committed to carry Rockhopper's portion of development costs in relation to the Development Area up to the first US$1.8 billion of gross capital expenditure (US$722 million net to Rockhopper) (the "Development Carry")



· Rockhopper has the option to fund any further development costs beyond the Development Carry through an arrangement with Premier described below (the "Standby Financing Arrangement"). Alternatively, Rockhopper can independently source third party financing for this portion of development costs if it so chooses



· Premier and Rockhopper have agreed to undertake a front end engineering and design study to optimise the Development Area, targeting submission of the final development plan by H1 2014 with a view to bringing the Development Area onstream in H1 2017



· On Completion, Premier and Rockhopper will also enter into the AMI agreement in relation to future joint exploration activities in the North Falkland Basin and certain areas of offshore Southern Africa containing analogous plays to Sea Lion (Namibia, South Africa and Southern Mozambique)



· Premier has agreed to fund the first US$120 million gross expenditure (US$48 million net to Rockhopper) related to further exploration activities on the Licences or in the AMI area (the "Exploration Carry")



· Rockhopper to take sub-surface lead on all exploration activities in the AMI area, thereby leveraging the Company's existing knowledge and expertise gained in the North Falkland Basin



Details of the Standby Financing Arrangement



Premier will make available to Rockhopper an optional standby financing facility. In the event that Rockhopper chooses to draw down on this facility, Premier will take an enhanced share of entitlement production and cash flows from the Sea Lion and related fields. The enhanced share will continue until Premier has realised a 15 per cent. post tax Internal Rate of Return ("IRR") on its investment (defined as Premier's working interest share of capital expenditure plus the amount of the drawn standby financing facility). Thereafter, cash flows will be shared pro-rata to equity interests. If costs exceed the approved development project budget by more than 10 per cent., the entitlement production share due to Premier will be adjusted to deliver a reduced 12 per cent. IRR on incremental funds drawn by Rockhopper from the standby financing facility to fund the project overrun costs.



Information on Premier



Premier has interests in eight countries around the world and operates in three core areas: the North Sea, Asia and Middle East/Africa/Pakistan. As at 31 December 2011, Premier had net 2P reserves and a 2C resource base of 527 mmboe. Average production net to Premier for 2011 was 40,420 boepd with a medium term net production target of 100,000 boepd.



Premier is a world-class operator with significant experience with FPSO developments including the producing Chim Sáo field, located offshore Vietnam, West Natuna in Indonesia, as well as the Balmoral development in the North Sea.



Completion and Approvals



The proposed acquisition is expected to complete in September 2012 after satisfaction of customary closing conditions (including the approval of the Falkland Islands Government).



The Transaction is subject to capital gains tax in the Falkland Islands.



Sam Moody, Chief Executive of Rockhopper, commented:



"I am delighted that we have been able to secure such a high quality partner for our work in moving the Sea Lion development forward - Premier have an outstanding track record in developing and running producing assets and also have significant international experience. This is an excellent transaction for the company and its shareholders. It helps crystallise the value of our discoveries in the North Falkland Basin area centred on the Sea Lion field, as well as providing the funds to examine further the remaining potential of our acreage in the region. The transaction also presents the opportunity to pursue other exploration prospects in countries where there are geological similarities to the Falkland Islands and where our sub-surface skill sets can potentially create additional value. We are very much looking forward to beginning our work with Premier."



Presentation and Conference Call



A conference call with analysts is scheduled for 8.00 a.m. (London time) today. A presentation by Rockhopper will be made available on the website (www.rockhopperexploration.co.uk).

[Andrija]

Antwort auf Beitrag Nr.: 43.376.904 von Andrija am 12.07.12 08:36:36

Wie immer ein absurder Kurs - 295 Pence. Haben vermutlich alle nur auf einen Ausverkauf gesetzt.

[BaronOppenSAL]

ist doch ein schlechter deal.....ich bin enttäuscht.
aber in diesen zeiten gings vielleicht nicht besser.

[BaronOppenSAL]

Premier and Rockhopper have also agreed to pursue jointly exploration opportunities in the Falkland Islands and analogous plays in selected areas offshore Southern Africa.

?????????????????????????????????????????????????

aber das klingt spannend!

[Andrija]

Antwort auf Beitrag Nr.: 43.377.341 von BaronOppenSAL am 12.07.12 09:59:31

...und wo soll RKH das Kapital dafür nehmen? Ich habe schon nicht verstanden wie sie Ihre 40% bedienen sollen.

[Andrija]

Zitat von Andrija: Bei aller Freude über die News wird man doch nachdenklich welches Risiko man eingeht. Um wieviel wäre der Kurs wohl gefallen, hätte es nicht diese phantastische Nachricht gegeben? Sicher um mehr als die 10% die er gestiegen ist.

Wir sitzen auf Tonnen von nachgewiesenem Öl und der Kurs hat sich seit dem Höchststand vor den Ölfunden Mitte 2008 nur "vereinskommefünfacht". Dabei haben wir neben dem natürlich hervorragenden Management richtig viel Glück mit den richtigen Bohrungen und vor allem den richtigen Zeitpunkten gehabt. Es hätte nicht wirklich bessser laufen können. Und der Kurs steht bei 2,7 Pfund. Was für eine schmale Ausbeute für das Risiko

Leider bestätigt sich nach genauerem Hinschauen meine Mail vom Dezember letzten Jahres. Das ganze Risiko steht in keinem Verhältnis zum erzielbaren Ertrag. Daher stürzen gleich alle Falkland-Explorer (insbesondere auch FOGL) reihenweise ab. Wishfull thinking is over. Bei Explorern kann man wohl nur völlig ausgebombte Werte kaufen und auf einen Hype hoffen, ansonsten ist man immer der Looser. Wenn BOR in der nächsten Woche Öl finden sollte, steigt der Wert vermutlich um 20%. Wäre auch realistisch wenn man die kommenden Appraisalkosten abzieht und den lausigen zu erwartenden Farm-In-Ertrag gegenrechnet. Wenn man sich Bowleven anschaut ist das offensichtlich aber kein Falklandproblem, auch wenn man zur eigenen Seelenmassage die politischen Risiken vorschieben möchte.

[BaronOppenSAL]

andrija, zieh mich doch nicht so runter......

[BaronOppenSAL]

Jeffries:
Acquisition terms in line with forecasts: $4.70/bbl (undiscounted, $3.61/bbl
@ NPV10). We estimate the cash and carry consideration equates to $4.70/bbl on an
undiscounted basis. Using Premier’s forecasted capex profile for the carry, we estimate
the NPV10 value of the $770m development and exploration carry is $558m, implying a
discounted value of $3.61/bbl.

Premier brings valuable expertise and experience. We believe Premier brings a
valuable development skill set to the Sea Lion development with experience not only
with FPSO developments in similar operating environments (water depth and weather
conditions) but also with waxy crude developments through their successful Chim Sao
development in Vietnam.

Development: First oil pushed back to 2017, in line with our forecasts, E&A
program TBD. Premier will take over operatorship and lead the process through FEED.
We believe it will likely take some time for Premier to take over the project and determine
if additional pre-development E&A is appropriate. If pre-development E&A is pursued, we
believe it is not likely until at least late 2013. While updated plans are still preliminary, current
rough guidance is for FDP in 1H14 and first oil in 1H17. Rockhopper had previously expected
2015. We forecast mid-2017 first oil. Premier estimates $5bn capex, in-line with our estimate
of $5.1bn.

Exploration: Falkland Islands plus AMI for South Africa, Namibia and Southern
Mozambique. Premier will carry $120m gross capex which both parties estimate will cover
3 wells in the North Falkland basin including most likely Berkeley (29mmb prospective), S2
(50mmb prospective) and one other. They will also have an area of mutual agreement in
the South Atlantic conjugate margin of South Africa, Namibia and Southern Mozambique.

Reaffirms our 330p/sh SoP, positive for allowing Rockhopper to advance Sea
Lion. We believe these acquisition terms reaffirms our 330p/sh SoP as terms were in-line
with our forecasts. We view the deal as positive for Rockhopper as it removes the significant
financing overhang on the company but we caution we see limited additional near-term
catalysts for the stock.

Goldmans:

We assumed that Rockhopper would give away a 30% stake in the field but
receive no cash consideration. Overall the deal is dilutive to our target
price, but still results in significant levels of upside to the current share
price. The print from the deal (implying a valuation of c.US$1.67 bn for
100% of the field excluding the impact of discounting cashflows or
c.US$1.35 bn including the discounting impact) implies upside to
Rockhopper’s current EV of c. US$1.1 bn.

While not as good as we had hoped for, the deal still provides Rockhopper
with funding that should be sufficient to reach first oil and therefore helps
de-risk the project. We believe that the valuation of the Rockhopper stake,
post the deal and the implied readacross from the value of the deal are
both accretive to the current Rockhopper share price. Although we believe
that some in the market would have been hoping for a larger partner in the
field, we believe that Premier’s development experience and size means
that the project will be bringing in an experienced partner who will have
real focus on monetizing the potential of the field. As a result we would
expect the shares to react positively today. Our target price is under
review. We would also see the deal as positive for Premier.

[Andrija]

Antwort auf Beitrag Nr.: 43.378.227 von BaronOppenSAL am 12.07.12 13:15:47

Sorry, mir sind nur heute bei näherem Nachdenken 2 bis 3 Seifenblasen zerplatzt. Die Perspektive als Deutscher in der Eurokrise noch bis 67 Jahre arbeiten zu müssen und nicht vielleicht doch noch als J.R. für Arme auf den Putz hauen zu können, zieht mich gerade runter.

Kurzfristig geben die Analysten ja auch nicht gerade Hoffnung. Nur scheint bei RKH 250 Pence das Limit nach unten zu sein. Da gab es dann auch eine Riesenorder. Mich tröstet etwas, mein Hauptengangement bei FIH zu haben, aber dort wird es leider auch zunehmend "wässriger".

[BaronOppenSAL]

wenn es dir auch so geht.......
teilt man sich das leid.....
fih hast du, ok.
ich hab noch ein paar fogl, borders nicht.
also muß ich mal warten, was aus fogl wird.
da dauert es auch locker bis ende september.
irgendwie bin ich nur am warten.

[Andrija]

Antwort auf Beitrag Nr.: 43.378.380 von BaronOppenSAL am 12.07.12 13:55:30

225 Pence - Ausverkauf. Die ganzen Explorationskosten für nichts! Ich bring mal heute meine Pfandflaschen zurück.

[BaronOppenSAL]

ja, pfandflaschen sammeln bringt mehr.
was geht da heut bei rockhopper ab, übelst.
ist wie damals, als rockhopper an einem nachmittag -75 % machte und
stunden später wieder alles wett machte....
nur heute finde ich das schlimmer....

[Andrija]

Antwort auf Beitrag Nr.: 43.378.985 von BaronOppenSAL am 12.07.12 16:05:16

nur heute finde ich das schlimmer....

...weil es keine zeitnahe Perspektive für RKH vor dem Euroaustritt der Griechen, dem Säbelrasseln (oder gar Schlimmeres) im Nahen Osten, der Sozialisierung europäischer Bankschulden und den Renovierungsabsichten meiner Frau gibt.

[BaronOppenSAL]

ja du hast gewonnen, ich verkaufe heut noch alles.....
kauf mir einen garten aufem lande, werde selbstversorger!
was für schlechte zeiten....oh je!
schönen abend.
ps: vielleicht meldet ja morgen borders was positives!

[Andrija]

Nun wollen wir mal nicht übertreiben es gibt doch auch lustiges hier:
http://www.telegraph.co.uk/finance/newsbysector/energy/oilan…

Falklands oil is 'a risk worth taking’, says Premier as it signs $1bn deal
The threat of Argentine action over the Falkland Islands is a “risk worth taking”, Premier Oil declared, as it signed a $1bn (£650m) deal that could see oil flowing from the islands by 2017.


The British explorer bought a 60pc stake in licences held by Rockhopper Exploration, whose main field, Sea Lion, is thought to contain 320m barrels of oil.

The row over the islands’ sovereignty has escalated since oil was discovered off them, with Argentina writing to banks, oil companies and research firms warning them off involvement .

Premier revealed it had received a letter in the past asserting Argentina’s claim to the area’s oil.

Simon Lockett, Premier’s chief executive, said the company had “thought long and hard” before signing the Rockhopper deal and had sought advice on the situation, including from the UK government, before deciding it was “a good project to invest in”.

“Our conclusion was that this is a risk worth taking,” he said: “It would be foolhardy of us to dismiss the risk as nothing.”

The British government has made clear it will stand behind oil exploration in the area, while many doubt Argentina could succeed in any legal claims.

The Sea Lion field alone could deliver more than $9bn of tax and royalties to the Falklands, Edison Investment Research estimates.

Under the deal, Premier will pay $231m in cash, and the next $48m of Rockhopper’s share of exploration costs.

It will cover the first $1.8bn development costs for Sea Lion - paying Rockhopper’s $722m share - subject to the approval of a development plan. Thereafter costs will be split 60:40.

Getting to first oil is estimated to cost $2bn, or $3bn if Premier decides to buy rather than lease the production vessel.

Total costs could reach $5bn over the lifetime of the field. Under a 'standby financing deal’, Premier could provide a loan to cover Rockhopper’s remaining costs, but Rockhopper said it was “confident” it could find a better financing deal elsewhere.

The companies also agreed to pursue joint exploration in areas offshore Southern Africa.

Shares in Premier rose 7½ to 366.3p, but Rockhopper slumped 25½ to 248½p - 9.3pc - despite spiking 13pc in early trading.

Liberum Capital analyst Andrew Whittock said the deal was the only one available to Rockhopper after a lengthy bidding process(das ist leider nicht lustig sondern vermutlich die bittere Wahrheit und wie bedauert, dürfte das auch für alle anderen Explorer gelten), but it seemed to be fair.

He attributed the share price fall to disappointment in an “over-optimistic” market and the likely lull in newsflow over coming months.

Sam Moody, Rockhopper’s chief executive, said the company’s major investors were pleased and shared his “astonishment” at the share fall. Zufrieden Investoren mit herben Verlusten und ehemals hohem Risiko, vielleicht die die heute eingestiegen sind.

“Yesterday we were sitting on 100pc of an asset we did not have the money to develop. Today we have 40pc that is going to cost us nothing to develop,” he said.

[i5001]

Zitat von Andrija: “Yesterday we were sitting on 100pc of an asset we did not have the money to develop. Today we have 40pc that is going to cost us nothing to develop,” he said.

Hallo allerseits,

wie ist das mit dem "that is going to cost us nothing to develop" - was keine Entwicklungskosten für uns verursacht - zu verstehen?

[Andrija]

Antwort auf Beitrag Nr.: 43.381.393 von i5001 am 13.07.12 08:32:07

Nun ja, darüber streiten wohl die Geister. PMO covert die Erschließungskosten der 40% von RKH. Diese aber nur im Rahmen der veranschlagten Gesamtkosten von 1,9 Mrd., die vielleicht zu gering angesetz sind. RKH kann bei PMO glaube ich einen Kredit aufnehmen (warum haben die das eigentlich nicht gleich für die 100% bei einer Bank gemacht - möglichst eine griechische in Euro)wenn das nicht reicht. Die Förderkosten für Ihre verbliebenen 40% müssen sie selbst zahlen. Superdeal bei einer bis 2017 nicht zu vernachlässigenden Inflation .

Hauptproblem dürfte sein, dass nun ohne PMO nichts mehr geht. Die Quote 60:40 gilt auch für die kommenden Explorationen auf dem vollständig wegegebenen Lizensen. Ich weiß gar nicht wie Moody sich das vorstellt. Hält er seine Explorationstruppe im Schlafmodus bei freier Kost und Logis und hofft, dass PMO irgendwann mal für eine seiner neuen Ideen das Go gibt?

Das ganze Vertragswerk scheint ein Hauptgewinn für ein zukünftiges RKH-Früchstücksdirektorium zu sein. Sind da noch Stellen frei.

Ich befürchte der Kurs wird die 200 Pence noch von unten sehen. RKH fällt weiter während die anderen Falkländer sich erholen. Viele dachten wohl, dass man nach dem drüber Schlafen noch positive Aspekte findet, mir sind keine eingefallen. Das Ding ist nur noch eine Wundertüte mit einer Laufzeit von 5 Jahren. Kann mich nur nicht durchringen nach dem ganzen Risiko plusminusnull zu verkaufen.

Auch der Baron will nicht mehr auf Godot warten und wechselt von der Ölwirtschaft in die Subsistenzwirtschaft. Aber die Ackerlandpreise haben sich in den letzten Jahren auch ver2,5-facht. Wir hätten früher umsteuern müssen - Kornfelder statt Ölfelder wäre der Hauptgewinn gewesen.

[i5001]

Antwort auf Beitrag Nr.: 43.382.053 von Andrija am 13.07.12 10:50:07

also wenn ich das richtig verstehe, ist alles im grünen Bereich, wenn die Erschließungskosten unter 1,9 Milliarden bleiben. Dass die Förderkosten anteilig geteilt werden, ist ganz normal, ist bei allen Deals so, die ich kenne. Naja, vieleicht ist das doch nicht so schlimm.

[Andrija]

Antwort auf Beitrag Nr.: 43.382.135 von i5001 am 13.07.12 11:04:09

so sieht es aus ...wenn die Erschließungskosten unter 1,9 Milliarden bleibenwann wurden Plankosten irgendwo nicht überschritten? Geh mal davon aus, dass RKK noch 10-20% seiner Lizenzen an PMO rüberschiebt.

Naja, vieleicht ist das doch nicht so schlimm. Wenn Du das nach dem Motto "Ich bin jung, ich kann warten" siehst.

[Andrija]

http://www.proactiveinvestors.co.uk/companies/news/45449/upd…

UPDATE - Rockhopper and Premier play to their strengths in Falkland Islands deal
Thu 3:40 pm by Philip Whiterow Receiving a US$722 million funding commitment, Rockhopper is now covered for its share of the development costs until first oil.

The US$1 billion deal between Premier Oil and Rockhopper Exploration has the potential to spark the next wave of exploration in the north Falkland basin.

Today’s deal effectively sees Rockhopper (LON:RKH) taking a back seat for the remainder of the Sea Lion oil field development.

Receiving a US$722 million funding commitment, Rockhopper is now covered for its share of the development costs until first oil – and a further US$1.2 bln standby facility means it may not tap further finance at all.

First though, it will receive a significant US$230 million cash payment. And investors are likely to be asking themselves what’s next for Rockhopper?

Well, one likely answer is that it will get back to what it knows best – exploration.

For starters, Premier (LON:PMO) is already prepared to back a three well drill programme across the North Falkland basin ‘the next few years’.

Notably Premier, with a poor track record when it comes to pure exploration, is leaving Rockhopper in charge of this part of the venture.

Meanwhile, the prospect of a suitable exploration drilling rig in the North Falkland basin is good news for fellow explorers Argos Resources and Desire Petroleum.

Both companies have prospective acreage neighbouring Sea Lion – indeed the discovery has already been proven to extend into Desire’s territory.

And both companies have also sought new funds and exploration partners.

Beyond that, the new tie-up with Premier Oil could also see the Rockhopper team operating in more hospitable waters.

In a conference call today, Premier explained how they can approach similar in formation to the North Falkland basin.

Such features are likely to exist off the South African coast, according to Premier’s exploration director Andrew Lodge.

Premier and Rockhopper unveiled the US$1 billion tie-up this morning. And for Rockhopper investors such a deal had been hotly anticipated.

However. despite a bright start to the day, in which it gained about 20 per cent, trading in shares has rather underwhelmed.

This afternoon the stock was actually down over 13 per cent on the day at 236.5p and it is actually trading at its lowest point for over 6 months.

Closer inspection of the farm-out arrangements reveals that at US$4.46 a barrel the deal prices the Sea Lion oil at a discount to its estimated value – which analysts would put at around US$10 a barrel under different circumstances.

Analysts believe that it is a reasonably fair price given the fact that it is effectively a ‘stranded’ discovery and the crude is waxy, which means it requires extra engineering to recover.Dann gibt es vielleicht noch Hoffnung für das SFB

Also Premier’s own view of the development differs somewhat from the Rockhopper competent person’s report which was completed by Gaffney Cline in April.

Premier believes the project will cost more to develop at an estimated gross capex of US$5 billion, versus the US$4.8 billion Gaffney Cline estimate.

That said, Premier also believes it can produce more oil than the CPR envisioned with it targeting peak production of 80,000 – 85,000 barrels per day, versus the report’s 70,000 barrel estimate.

The company believes that operationally the Sea Lion project is a good fit with its expertise, particularly because it is involves floating storage production and offloading (FSPO) facilities.

Indeed, with four FPSO developments under their belt – as well as the planned Catcher FPSO development in the North Sea, the Sea Lion development plan plays into Premier’s strengths.

Chief Simon Lockett said that Premier had been looking for new opportunities where it could best use its specific skill set.

“This is the best opportunity that we have seen come up that we can do that with in the last couple of years.”
The company also played down some of the challenges of operating the isolated part of the South Atlantic.

It says that the ten wells drilled in the North Falkland basin between April 2010 and January 2012 not only found and proved a new hydrocarbon system, but importantly it demonstrated that a continuous work programme could be run effectively, from thousands of miles away in Aberdeen.

As operator of the Sea Lion project, Premier now has until April 2015 to submit the field development plan to the authorities – but it says it is aiming for submission in the first half of 2014 which would then kick off a three year develop programme.

[BaronOppenSAL]

http://www.fox-davies.com/media/35172/rkhbuy120712.pdf

[Andrija]

Antwort auf Beitrag Nr.: 43.382.053 von Andrija am 13.07.12 10:50:07

Das wir in so kurzer Zeit die 200 Pence so deutlich von unten sehen, hätte ich allerdings nicht erwartet. Der Deal ist inzwischen eine Hypothek für sämtliche Falklandexplorer. Wenn kein Benefit auf die hohen Explorationskosten vereinbart werden kann und die "Großen" sich die gefundenen Ölfelder von den Explorern schenken lassen, kann man das ganze Geschäftsfeld vergessen.

Abwarten ist in der Eurokrise auch keine gute Idee. Die Chance auf eine wirtschaftliche Apokalypse insbesondere in Deutschland in den nächsten 5 Jahren würde ich nicht unter 50% veranschlagen. Ich vermute die meisten warten trotzdem? Dummerweise wird ein Ausstieg über 200 Pence kaum gehen, da bei den bereits erreichten Tiefs sofort der Abverkauf beginnt.

[BaronOppenSAL]

Rockhopper Exploration


UK and European Research | Buy | Target 553p | 30 July 2012
Oil & Gas - Oil & Gas Producers - Exploration & Production

Premier farm in – the real value story
Investment case
We think that Premier Oil’s farm-in to 60% of Rockhopper’s Falkland Islands licenses represents a very appealing deal for Rockhopper, delivering a highly competent and motivated development operator, a significantly strengthened balance sheet with no short term cash calls, and an enhanced exploration outlook as Premier effectively carries three further exploration wells. Rockhopper is now a very strong value play, with the financial resources to deliver the Sea Lion development, and still significant upside potential through further carried appraisal and exploration.

Sector context
The E&P sector is trading at an average 58% of our fair value. Yet, Rockhopper is trading at only 31% and with a very strong balance sheet and a highly credible development partner in Premier Oil (once the company’s farm-out of its Falkland Islands licenses completes). We believe that the discount compared with its peers is unjustified. Indeed, in our view, post the Premier transaction, Rockhopper should trade above the average rating in the sector.

Company fundamentals
Rockhopper Exploration is farming out a 60% operated interest in its Falkland Islands licenses to Premier Oil. The deal will leave Rockhopper with estimated cash of $331m (excluding CGT) and a 40% working interest in the licenses (net 2C resources of 142 mmbbls, and fully carried up to first oil in H1 2017 assuming an FPSO lease and gross capital costs of $1.8 billion). Further standby financing from Premier is set aside, if the costs are greater. We think this transaction leaves Rockhopper in a much stronger position than before, and with around 150 mmbbls net resource upside potential..

Valuation
We value Rockhopper at 553 p/share, underpinned by a core valuation, for the Sea Lion development together with balance sheet adjustment, of 410 p/share.

Share performance catalyst
Formal completion of the Premier farm-in, which is anticipated in September, should provide impetus to the stock. More details and timing on the restart of exploration drilling and the specific targets, and further updates from the new operator on progress towards FDP submission (expected in H1 2014), are also likely to be share price catalysts.

[i5001]

Antwort auf Beitrag Nr.: 43.438.493 von BaronOppenSAL am 30.07.12 18:50:55

Jetzt müssen diese Kursziele nur noch Realität werden. Ich fürchte, das wird noch etwas dauern.

[BaronOppenSAL]

http://www.rockhopperexploration.co.uk/rockhopper/operations…

[BaronOppenSAL]

OilVoice Morning Movers - Rockhopper Exploration, Tethys Petroleum and Sound Oil Friday, October 12, 2012 Rockhopper Exploration (LON:RKH) announced this morning the go-ahead by regulators for its planned farm-out deal with Premier Oil. Broker FoxDavies said: 'Given all of the appraisal work, all that there is left to do is press the button. We are reiterating our 350p Target Price and BUY Recommendation. GLA Rockhopper Exploration are currently trading at 169.34 pence a share, down 0.39% on opening. Read more: http://www.oilvoice.com/n/OilVoice_Morning_Movers_Rockhopper…

[i5001]

http://www.rockhopperexploration.co.uk/rockhopper/press.html

[BaronOppenSAL]

http://en.mercopress.com/2012/11/01/hedge-funds-quietly-inve…

[BaronOppenSAL]

When you read this, and Shell have spent 4.5 billion US$ in the Arctic already....... for a prize which might be just 25 billion barrels for the whole area (and note they highlight the gas and gas condensate too).........

It makes you realise how savvy Noble have been. They will spend a couple of hundred dollars and if Scotia strikes will have the same potential 25 billion barrels in the mid-cretaceous targets.

Noble appear to be heads screwed on, Shell spending billions on what is really remote...... and some people have the nerve to say the Falklands is remote.......

http://www.ft.com/intl/cms/s/0/3e186b66-fc07-11e1-af33-00144…

September 11, 2012 2:45 pm

Shell halts Arctic drilling after one day

By Guy Chazan in London
©Alamy

Shell’s Arctic programme has already cost $4.5bn

Encroaching sea ice has forced Royal Dutch Shell to suspend drilling off north-west Alaska a day after it began, in a sign of the huge logistical challenges it faces in trying to explore for oil in the Arctic.

The company said that as a precautionary measure it had “made the decision to temporarily move off the Burger-A well to avoid potentially encroaching sea ice”.

The Anglo-Dutch oil group said that once the ice moves on, its Noble Discoverer drill-ship would reconnect to anchors and continue drilling. It said it would be using a combination of satellite images, radar and on-site reconnaissance to monitor the ice.

“This temporary stop in operations proves we have the capability to track the movement of sea ice and the ability to make adjustments to maintain safe operations,” it said.

The move came just a day after Shell began drilling the Burger-A well in the Chukchi Sea, ushering in a crucial phase in a programme that has already cost $4.5bn and taken more than seven years to prepare.

Greenpeace, the environmental group, claimed that stopping operations after just 36 hours meant Shell’s “reckless Arctic drilling has cost them just under $2.1m per minute”. It said the halt was “a dire warning to their shareholders and the shareholders of other companies wanting to exploit the Arctic”.

Shell believes the Chukchi and Beaufort Seas seas could contain 25bn barrels of oil and has spent billions of dollars on licences to drill there. But it is running out of time to complete a well. Regulators have set a deadline of September 24 for the end of drilling because of the threat of winter ice.

On Sunday morning, the Noble Discoverer began to cut an 8.5in diameter pilot hole into the seabed, the initial stage in a well designed to reach an oil reservoir about 8,000ft down.

But even if it resumes drilling again in the next few days, Shell will be forced to stop the well only 1,400ft down. Regulators have stipulated that it must put in place all the systems for responding to possible spills before it can drill down any further.

A key piece

[BaronOppenSAL]

http://www.investegate.co.uk/rockhopper-exp-plc/rkh/half-yea…

[BaronOppenSAL]

Dr. Pierre Jungels, Chairman of Rockhopper, commented,



"A combination of financed oil, approximately $270 million of free cash and a $120 million, gross, exploration carry puts your company on an excellent basis for the future to continue along the value creation path that I've set out in previous statements and begin to address the under performance of the current share price."

[BaronOppenSAL]

http://wellstowatch.com/2013/01/rockhopper-exploration-sees-…

Rockhopper Exploration sees renewed exploration drilling in 2014

By Editor on 7 January 2013

Rockhopper ExplorationRockhopper Exploration is planning a minimum of three exploration and appraisal wells on its North Falkland Basin acreage in 2014.

In a presentation to the City, posted on its website, Rockhopper Exploration gave details of four potential exploration wells: Chatham G (Rockhopper interest 40%), S2 (40%), Zebedee (24%) and George 1 (24%). The Zebedee well would tag six exploration prospects while the George 1 well would appraise the Casper South and Beverley discoveries as well as tag four exploration prospects if selected for drilling.

Although the exploration prospects identified in the presentation are considered “drill-ready”, with drilling at least a year away, the final line-up of which wells will be drilled is not yet firm.

With the very high cost of mobilisation of a rig to the Falklands it is also likely that we will see the minimum three well exploration and appraisal drilling phase slotted in just ahead of the Sea Lion development drilling phase.

Away from the North Falkland Basin, Rockhopper Exploration is, together with Premier Oil, looking at exploration opportunities offshore South Africa, Namibia and South Mozambique.

[BaronOppenSAL]

Lifted from LSE bb. courtesy of Gallini.

Simon Griffin Chartist @ Share Magazine comments:-

THE APPEARANCE OF a tell-tale saucer-shape on the chart of Rockhopper Exploration (RKH:AIM) suggests it is time to dive in and buy stock in the Falkland Islands-based oil
exploration play.

December saw the share price drift close to a test of the 78.6% retracement of 2010’s major rise from 37p to a high of 510p. Weakness also took Rockhopper down to a test of 141p, the spike low witnessed in August 2011. Both features could now easily spark a change of sentiment, especially since the formation of a saucer-shaped pattern over the last quarter l ags a shift in the balance of market sentiment. Mid December’s break through resistance from the bear 2012’s powerful bear trend line and this month’s advance beyond the 50-day
moving average this year also look like interesting turning points.

Significant resistance close to 170p must now be overcome before a move toward the 23.6% retracement of the fall from 393p at 203p, especially as the latter will also shortly mark the level of the still-declining 200-day average. My price target calls for further upside, at 274p, an area of historic resistance which also sits in close proximity to the more important 50% retracement threshold.

Beyond that, true believers may point to the 61.8% level at 298p whose importance is
underwritten by protracted support during 2010 and resistance during last May. If this
feature can be assailed then bulls would even have grounds to expect a full recovery
to 393p by way of congestion close to 328p.

Only a dip below 140p would now harpoon bullish expectations for Rockhopper in 2013.

End

[BaronOppenSAL]

http://www.falklandnews.com/public/story.cfm?get=6446&source…

[BaronOppenSAL]

Rockhopper (BUY, TP 470p) - Time to buy - Since mid-January, Rockhopper has significantly underperformed Premier Oil: and while we see PMO's strength as justified, we think the relative underperformance of RKH now represents a clear investment opportunity - With production several years off, and the development strategy not yet finalised, we agree that the suitable market risking is justified - But would argue that on absolute terms, and vs. peers (generally trading at 60-70% of our valuations, vs. RKH at 33%) the current discount is too deep - Although 2013 at present appears to offer more limited newsflow catalysts than previous years, we think the activity this year will lay the foundations for a closing of the "value gap" in '13 and '14 - We have a core value of 383p/sh (based on 2C Sea Lion resources and financial adjustments), a central value of 422p/sh (including other discoveries still requiring appraisal) - We set our target price at 470p/sh, close to our total valuation (including some exploration upside) and maintain our BUY rating


aus lse....

[snafur]

Antwort auf Beitrag Nr.: 44.156.541 von BaronOppenSAL am 19.02.13 09:39:40

Der gesamte Text von Canaccord:

http://dcms.canaccordgenuity.com/ResearchNotes/d74f6ced84d74…

[BaronOppenSAL]

Falkland oil firm in investor revolt

Danny Fortson and Iain Dey Published: 17 March 2013 Sunday Times

Crispin Odey’s fund is demanding a £171.5m cash payment to Rockhopper investors (Andy Sewell)

A SHAREHOLDER revolt has erupted at Rockhopper Exploration, the company that made a big find of oil near the Falkland Islands.

Crispin Odey, whose Odey Asset Management is the biggest shareholder, with 10% of the company, has demanded it hand over to shareholders half of a $230m (£153m) cash payment it received from a joint venture struck last summer with Premier Oil.

The fund manager has threatened to call an extraordinary general meeting if the board does not comply.

Rockhopper has been at the heart of a diplomatic row between Britain and Argentina that has simmered since it struck oil in the waters north of the islands two years ago. Argentina claims the islands are “occupied” by Britain.

Oil could transform the islands’ economy. Rockhopper, which is run with a tiny staff from a converted farm house near Salisbury in Wiltshire, estimates its Sea Lion field will cost $2bn to develop.

In July it sold a 60% stake to large rival Premier Oil for $1bn. The payment included $230m in cash with $770m to come as development progresses.

Odey said the company should give some of the money to shareholders.

“We would like about half the cash back,” he said. “We don’t care whether that’s through a share buyback or a special dividend. There’s no reason for them to hold on to it all.”

It is thought that several other large shareholders share Odey’s view. Rockhopper’s chairman Pierre Jungels will meet Odey this week to discuss the company’s plans.

End

[i5001]

Antwort auf Beitrag Nr.: 44.262.989 von BaronOppenSAL am 17.03.13 13:22:19

solche investoren wie diesen Odey finde ich zum kotzen.

[Andrija]

Antwort auf Beitrag Nr.: 44.263.766 von i5001 am 17.03.13 18:42:06

Ich auch. Kaufen sich auf dem absoluten Minimum ein. Sahnen ab und die Herde zieht weiter. Kleinaktionäre müssen dann noch Abgeltungssteuer auf solch sinnlose Dividenden zahlen und die nächste "versteuerte" Kapitalerhöhung kommt bestimmt. Fragt sich nur ob sein Hedgefonds durchkommt. 10% sind ein bißchen wenig.

[i5001]

http://www.rockhopperexploration.co.uk/rockhopper/press.html
Weiß jemand, was dieses Share Premium Account ist?

[i5001]

http://www.rockhopperexploration.co.uk/rockhopper/press.html
Neue Präsentation

[BaronOppenSAL]

aus II kopiert:

As if I need to demonstrate how this is being slowly taken into the II's hands but I will anyway....
TL1 has it spot on, you can't do this sort of thing when competing against each other so they are forming an orderly queue although Odey did get a bit greedy last week and we had a very large volume day just before their increase was announced.

This was the position just over a week ago on 31st July

II____________________________No.OfShares__%

OdeyAssetManagement_________31344970_____11.03
RoyalLondonAssetManagement___17313435_____6.09
DeutscheBankAG______________17101147_____6.01
Fidelity_______________________14866324_____5.23
CreditSuisse__________________14292898_____5.03
IgnisInvestmentServices_________11345563_____3.99
KamesCapital_________________11338902_____3.99
GLGPartners__________________10546120_____3.71
RichardVisick_________________10492720_____3.69
OzMgmtandOch-ZiffMgmtEurope__9285810_____ 3.27
DabroesInvestmentMasterFund____9089492_____3.2

TOTAL percentage: 55.240




Now we are here

II____________________________No.OfShares__%

OdeyAssetManagement_________35,831,203___12.61
GoldmanSachsGroup___________20,211,017____7.11
RoyalLondonAssetManagement___17,313,435___6.09
DeutscheBankAG______________17,101,147___ 6.01
Fidelity_______________________14,866,324___5.23
BankofAmericaCorporation_______14,386,255___5.06
CreditSuisse___________________14,292,898___5.03
IgnisInvestmentServices__________11,345,563___3.99
KamesCapital__________________11,338,902___3.99
GLGPartners___________________10,546,120___3.71
RichardVisick__________________10,492,720___3.69
OzMgmtandOch-ZiffMgmtEurope___9,285,810___3.27
DabroesInvestmentMasterFund_____9,089,492___3.2

TOTAL percentage: 68.990

[Andrija]

Kommt nicht gut an, Streit mit der Inselregierung über die Steuern:

Rockhopper Full-year Loss Widens

8/22/2013 3:30 AM ET
Rockhopper Exploration plc(RKH.L), an oil and gas exploration company, Thursday reported profit before tax for the full-year, reflecting lower expenses and a gain from the sale of assets. However, after a tax charge of $122 million, the company reported a wider loss for the year.

For the year, the company reported profit before tax of $47.1 million compared with a loss of $53.7 million. This includes a gain on sale of intangible exploration and evaluation assets of $58.6 million.

After a tax charge of $122 million, loss for the year attributable to the equity shareholders of the parent company was $75.2 million or $26.47 per share, compared with a loss of $53.7 million or $19.92 per share a year ago. Of the $122 million charges, $78 million related to the tax due to the Falkland Islands Government and $44 million to a deferred tax charge, the company said in a statement.

Exploration and evaluation expenses reduced to $5.9 million, from $47.1 million last year.

Sie auch:
http://otp.investis.com/clients/uk/rockhopperexploration/rns…" target="_blank" rel="nofollow ugc noopener">http://otp.investis.com/clients/uk/rockhopperexploration/rns…

[Andrija]

Antwort auf Beitrag Nr.: 45.300.259 von Andrija am 22.08.13 09:54:19

Absoluter krasser Kursverlust von 25% auf einem niedrigen Niveau. Habe bei 112 Pence nachgekauft. Marktkapitalisierung entspricht nunmehr fast dem Cashbestand von 298 Mio EUR am 31.03.

So wie ich das verstanden habe muss nun noch 78 Mio Steuern mit der FIG abgezogen werden und es bleiben 220 Mio Cash. Darüber hinaus ist aber noch mehr strittig? Wieso müssen die überhaupt Steuern zahlen für die Zahlungen von PMO. Sollte wohl mit den Appraisalosten verrechnet werden können.

Ein Wahnsinn der Kurs. Tausend von Mio verballert. Einen schönen Fund gemacht und wir stehen kurstechnisch wieder am Anfang. Nie wieder mache ich den Deppen und kaufe VOR einem Fund

So einen Steuermist muss man doch vorher einschätzen können - überall nur noch Vollpfosten!

[Andrija]

Antwort auf Beitrag Nr.: 45.301.991 von Andrija am 22.08.13 12:27:32

http://www.iii.co.uk/articles/111377/122m-sea-lion-tax-bill-…

$122m Sea Lion tax bill sees Rockhopper plunge

By Julie Fisher | Thu, 22nd August 2013 - 11:09

$122m Sea Lion tax bill sees Rockhopper plunge
Shares in Rockhopper Exploration (RKH) plummeted almost 10% as it announced a full-year loss of $75 million (£48 million) due to a $122 million tax bill from the Falkland Islands government.

The Falklands-focused oil explorer made a pre-tax profit of $47 million for the year ended 31 March, up from a loss of $53 million in the previous year, but capital gains tax on its Sea Lion farm-out wiped out this profit.

Rockhopper is in ongoing discussion with the Falkland Islands government over the total amount of tax to be paid.

In October 2012, Rockhopper sold 60% of its stake in the Sea Lion development to Premier Oil (PMO) for $231 million in cash, a $722 million development carry and an exploration carry of $45 million.

Rockhopper retained 40% of the interest and chairman Pierre Jungels insisted that the development, located in the North Falkland basin, remained "central to our strategy".

He added that Rockhopper had $298 million of resources available at year end, which "puts the group into a very strong position to continue playing a lead role in the further exploration of the north Falkland basin".

The Sea Lion project has recoverable reserves of 337 million barrels of oil if a gas cap exists, increasing to 402 million barrels if there is no gas cap. Rockhopper said there was a 50% chance of a gas cap being in place.

Rockhopper expects front-end engineering and design to commence in early 2014, with an investment decision planned for the end of 2014.

[DerAufklaerer2]

Antwort auf Beitrag Nr.: 45.301.991 von Andrija am 22.08.13 12:27:32

das macht ja 26.000$ pro Einwohner, entspricht lt. Wikipedia etwa dem pro Kopf-BIP von 20.800€.

Mal schauen, ob da am Ende auch was bei FIH ankommt.

[Andrija]

Antwort auf Beitrag Nr.: 45.303.219 von DerAufklaerer2 am 22.08.13 14:33:45

Einziger Lichtblick bei dem Desaster. Das haben wohl andere auch gedacht, so dass der Kurs für FKL gleich gestiegen ist.

Nur, wenn das Beispiel schule macht, wird sich das auf Farm-Out Prozesse bei den anderen Faklandexplorern auswirken. Das sollte die Inselregierung besser auf die "schnellen" Mehreinnahmen verzichten. Überhaupt scheint es jetzt ausreichend Unsicherheit über die Steuersituation geben zu dürfen, sich nicht vorteilhaft.

[Andrija]

http://en.mercopress.com/2013/08/23/falklands-reviewing-tax-…

[Andrija]

Antwort auf Beitrag Nr.: 45.303.509 von Andrija am 22.08.13 15:01:38

Taxes cloud Malvinas oil

A file photo shows a survey ship sailing in Stanley Harbour.
By Brian Swint
Bloomberg

Company receives larger-than-expected bill

LONDON — Fourteen years after the first well was sunk off the Malvinas Islands (which the British call Falklands), a tax dispute is making its 2,563 residents wait longer to start collecting their first oil royalties, estimated at US$10 billion.
The government sent a bill for capital-gains tax to Rockhopper Exploration that’s more than the archipelago’s gross domestic product. The English company, which discovered oil at the Sea Lion field, has yet to pump its first barrel of crude at the site off Antarctica that Argentina also claims.
The unexpected level of capital gains tax demanded — four times what Rockhopper estimated — risks scaring funds away from further prospects in the Malvinas, which has struggled for investment. Buffeted by strong winds and seas most of the year, the islands get supplied by the UK 13,000 kilometres away as their own ships are banned in much of Latin America after the British-Argentina war in 1982.
“You don’t want to be overly aggressive toward your first project before it’s even been given an investment decision,” said Ivor Pether, a fund manager who helps oversee about US$15 billion at Royal London Asset Management, which has added to its Rockhopper holdings this year. “It’s counterproductive to the interest of developing a viable oil industry.”
Rockhopper balked at paying the tax and began talks with the local government. The company also delayed its estimated date for when it will pump the islands’ first oil. It said the two issues are unrelated. Sea Lion alone has at least 400 million barrels, enough to supply Australia for a year, Rockhopper estimates.
‘milking the cow’
At stake is the future of a new industry for the island chain, which still largely depends on fishing and tourism for its US$160 million economy. The dilemma over how tough a deal to strike is similar to that faced by nations with major resource discoveries such as Uganda and Mozambique. It also casts a spotlight on how tax authorities treat farm-outs, when the oil discoverer sells a stake in a find to raise funds.
“It’s a mistake for governments that suddenly have a big discovery to try to milk the cow before it’s even born,” Ali Moshiri, president of Chevron Corp.’s Africa and Latin America exploration and production, said at the Oil & Money conference in London on October 1 about similar situations. “If you change the rules, the next investor is going to think twice.”
Patrick d’Ancona, a spokesman for Rockhopper at Vigo Communications, said the company wouldn’t comment for this story.
After a group including Royal Dutch Shell sunk wells unsuccessfully off the Malvinas in 1998, Rockhopper struck oil at the Sea Lion well in 2010. Two years later it agreed to sell part of the field to raise funds for development. The Salisbury, England-based explorer delayed by two years its estimate for first oil since selling a 60 percent interest in the field to Premier Oil, as engineers debate the best way to get it out of the ground.
The Islands’ local government said that Rockhopper owes US$296 million from the sale of a 60 percent stake in the field to Premier last year. Rockhopper, whose shares are down 16 percent this year, said it had expected to pay about US$78 million.
The offshore Sea Lion oil discovery may generate government revenue of about US$160,000 per person each year when it starts production, according to Edison Investment Research. That’s equivalent to the after-tax income of a top 1 percent earner in Britain, figures from the Institute of Fiscal Studies show.
The islands’ status as an autonomous territory gives Britain no claim to the windfall, despite Britain maintaining 1,200 military personnel in the British “Falklands” garrison. Argentina’s 1982 invasion sparked a 74-day conflict in which 255 British and 649 Argentine military personnel died, along with three islanders.
The question of how much to tax oil explorers when they sell down to larger producers on the way to development is a common one for countries with new discoveries. Last year Mozambique disrupted the sale of Cove Energy, holder of a stake in one of Africa’s biggest gas discoveries, by saying tax would be due without giving specifics. Uganda saw litigation between Tullow Oil and Heritage Oil drag on for three years over capital gains taxes after a sale.
“A lot of governments are looking at transactions going and seeing the companies that take initial exploration risks walking away with lots of money,” said Peter Hitchens, an equity analyst at HSBC Holdings Plc in London. “But in this farm-out, there hasn’t been that much capital gain because they’re paying past costs, so they’re not taking that much cash.”
For a 60 percent stake in the field, Rockhopper received US$216 million in net cash and Premier agreed to meet US$770 million in future development costs in the farm-out that was announced in July 2012. Rockhopper and the island government disagree on the valuation of the non-cash part of the deal, the company said August 22.
Odey Asset Management, a London-based fund that holds 13 percent of Rockhopper, asked the company earlier this year to return US$130 million, or about half the cash from the farm-out, to shareholders. Rockhopper made the legal arrangements to free up funds for distribution but says it doesn’t plan a payout until it has a better idea of how much cash it will need for costs and taxes.
Premier and Rockhopper this year raised their estimate for recoverable oil at Sea Lion by about 15 percent to as much as 402 million barrels. At the same time, the date for first production has been pushed back to 2018, compared with an estimate of early 2016 before the farm-out.
The main cause of the setback is a debate over whether to build a floating storage and production facility or a platform in the South Atlantic Ocean that will be capable of drilling new wells to bolster output. They expect to make a final investment decision by the end of next year.
“The important thing is that all the technical work on the geology has yielded an increase of the estimate,” said RLAM’s Pether. “There’s a delay because of an engineering debate, but we may end up with a lower-cost project that has higher output.”

Quelle: http://www.buenosairesherald.com/article/142330/taxes-cloud-…

[Andrija]

http://www.lse.co.uk/AllNews.asp?code=iy6kspb6&headline=Rock…

Steuerreduzierung von 296 Mio US $ auf 146 Mio US $ + Zahlungsstreckung. So richtig versteht man das nicht wirklich. Verlustvorträge scheint es in GB/Faklands nicht zu geben?

[snafur]

Falklands Developments in 2014

by Jon Mainwaring, Rigzone Staff
Thursday, January 02, 2014

After a busy 2011 and 2012, 2013 was a relatively quiet year for exploration around the Falkland Islands in the South Atlantic Ocean. The various companies involved in the region's nascent oil and gas industry preferred to spend the year focusing on seismic data acquisition campaigns and consolidating some of their assets.

The big news to come out of the Falklands in recent years was Rockhopper Exploration's discovery of up to 1.4 billion barrels of oil in its Sea Lion prospect in the North Falkland Basin during the spring of 2011.

But 2012 proved more disappointing in terms of exploration drilling. None of the wells drilled by Falkland Oil and Gas Ltd. (FOGL) and Borders & Southern Petroleum plc in the South Falkland Basin during 2012 found commercial oil, although Borders' Darwin well did yield an estimated 190 million barrels of condensate.

The major activity in 2013 has been the completion of two 3D seismic campaigns in the South Falkland Basin and the start of a third. Meanwhile, FOGL and Desire Petroleum plc decided to merge, which has resulted in an enlarged company that has a war chest for exploration activities that amounts to $275 million.

The major focus of attention during 2014 will be on the Sea Lion discovery in the North Falkland Basin. Specifically, observers of the Sea Lion project are expecting the imminent arrival of details about how the project's partners plan to develop the field.

Project sanction for Sea Lion is expected by the end of the year, according to operator Premier Oil plc and partner (and field discoverer) Rockhopper Exploration plc. The field is estimated to hold 394 million barrels of oil equivalent that can be recovered. Once developed it is expected to reach a gross production plateau rate of between 80,000 and 85,000 barrels per day, although first oil is unlikely to be achieved until late 2018 at the earliest.

Premier holds a 60-percent interest in the PL032 license, which contains the majority of the Sea Lion discovery, after it farmed into the field in October 2012. Rockhopper retains the remaining 40-percent stake.

But Premier and Rockhopper are not the only companies keeping a close eye on the Sea Lion project. This is because the field extends south into the PL04b license, in which Falkland Oil & Gas holds a 40-percent stake along with Rockhopper (which holds 24 percent) and Premier (36 percent).

Any development here would likely not begin until the next decade, with first production being not earlier than 2022, according to analysts at New York-based investment bank Jefferies. Estimates for the PL04b license range from 71 million barrels to 218 million barrels.

Recent farm-in deals, along with FOGL's takeover of Desire Petroleum, have seen the three companies achieve the same ownership structure over the nearby PL004a and PL004c blocks. Rockhopper Exploration reported Dec. 9 that it now owned 24 percent of these licenses, while Premier (the operator) and FOGL holding 36 percent and 40 percent respectively.

Here, Premier and Rockhopper have agreed to fund FOGL's share of the cost of two exploration wells – one on each license – with drilling on the Isobel/Elaine and Jayne prospects expected as soon as late 2014.

Meanwhile, in the South and East of the Falkland Islands, the PGS Ramform Titan survey vessel is currently conducting a 3D seismic survey for Noble Energy Inc. over a mid-Cretaceous Herisilia fan complex. The survey is expected to be completed by the end of the first quarter of 2014.

FOGL reported near the start of November that "fast-track data" from two 3D seismic surveys already completed in 2013 have been received and that interpretation of this data is ongoing. Preliminary work on the data has already identified a number of large prospects within the Diomedia fan complex, while new data is also enhancing the firm's understanding of potential prospects with the Fault Block area, adjacent to the Darwin discovery.

- See more at: http://www.rigzone.com/news/oil_gas/a/130755/Falklands_Devel…

[Andrija]

Erneut Verzögerung, erstes Öl jetzt erst gegen Ende 2019. Dürfte wohl den Kurs mittelfristig belasten.


Rockhopper Exploration provides Sea Lion development update

Premier as Operator of the field has recommended the Tension Leg Platform option as the most suitable technical and commercial solution for the development of Sea Lion.
In terms of exploration, the Zebedee, Jayne East, Elaine/Isobel, and Chatham prospects have been matured to drillable status and a rig tender process is underway.
Rockhopper Exploration plc (AIM: RKH), the North Falkland Basin oil and gas exploration company, is pleased to announce that it has completed the concept selection process for the Sea Lion Development with partner Premier Oil ("Premier").

Premier as Operator of the field has recommended the Tension Leg Platform option as the most suitable technical and commercial solution for the development of Sea Lion. Rockhopper has been working closely with Premier and agrees with that recommendation. Premier has also indicated that Final Investment Decision is now likely to be taken in the first half of 2015 and Rockhopper continues to expect first oil 3½ - 4 years after project sanction.

In terms of exploration, the Zebedee, Jayne East, Elaine/Isobel, and Chatham prospects have been matured to drillable status and a rig tender process is underway. This is being conducted in conjunction with other regional operators and includes four firm slots for the Rockhopper / Premier joint venture. Rockhopper expects a contract to be awarded in the first half of this year and the first well to spud in late 2014 or early 2015.

Sam Moody, Rockhopper Exploration's Chief Executive Officer said:

'We are pleased to have reached another significant milestone in the commercialisation of the Sea Lion Field. The Tension Leg Platform provides operational and commercial advantages over the FPSO alternative and it was worth taking the extra time needed to evaluate the option. We now move forward into the Front End Engineering and Development stage with a view to making a final investment decision in 2015.'


http://www.oilvoice.com/n/Rockhopper_Exploration_provides_Se…

[snafur]

Antwort auf Beitrag Nr.: 46.238.307 von Andrija am 16.01.14 09:51:49

Zumindest ist man auf der Suche nach einer Rig, vier Bohrungen: Zebedee, Jayne East, Elaine/Isobel, und Chatham für Rockhopper/Premier Ende des Jahres/Anfang 2015.

Wird auch Zeit, haben sich IMHO viel zu lange auf den Lorbeeren von Sea Lion ausgeruht.

Das bringt bestimmt wieder Interesse und Phantasie, auch für die anderen Falkländer, ins Spiel.

[Andrija]

Antwort auf Beitrag Nr.: 46.239.067 von snafur am 16.01.14 11:08:03

Ja das mit dem Rig ist positiv, es war aber schon länger klar, dass man sich gemeinsam mit FOGL und B&S um ein Rig bemüht. Vielleicht dauert das auch nur deswegen, weil sich die drei zunächst einig werden müssen, um gg. dem Anbieter "Mengenrabatte" generieren zu können.

[Andrija]

MercoPress Sunday, January 26th 2014 - 02:27 UTC
Four Wells planned by Rockhopper for 2014
ROCKHOPPER Exploration has identified four wells it plans to drill in the upcoming 2014-2015 drilling campaign in the Falkland Islands.

On the Sea Lion discovery one well will be drilled in order to determine whether a non-equilibrium gas cap is present on the west flank. If there is no gas cap, resources for Sea Lion could be upgraded by 65 MMbbl to 402 MMbbl.
If the gas cap is present, the wellbore will be retained for use as a future gas injector/producer in the field development.
There is a deeper exploration target (Chatham) in a northerlyfed channel complex. If drilling proves successful, the reserves could be tied back to the Sea Lion offshore production complex.
Another well will be drilled on Isobel/Elaine in license PL004a in the North Falkland basin, where Rockhopper has increased its interest from 3% to 24%. This is designed to intersect six stacked exploration objectives, all within the F3 sequence, with potential combined reserves of 1.078 Bbbl.
Prime objectives are Elaine South and Isobel Deep, large fans sourced from a basement terrace in the southeast. Rockhopper says feeder systems are well imaged on attribute maps and amplitudes, while isopach defines the downdip fan extent.
The planned Zebedee well will be drilled in block PL004b (Rockhopper 24 per cent). It will intersect eight stacked exploration targets, with combined potential of 1.183 Bbbl.
Zebedee is on the west flank of the regional syncline. This is an easterly fed fan that shares the same feeder
as the Casper South discovery.
On block PL004c (Rockhopper 24%), the Jayne East well will test the F2 sands on the east flank of the regional syncline. These include the known Beverley and Casper South fans, both oil and gas bearing on the west flank.

Quelle: http://en.mercopress.com/2014/01/26/four-wells-planned-by-ro…

[Andrija]

Hat ja wahrscheinlich jeder schon mitbekommen? Ich stelle es der Vollständigkeit halber noch rein. Es gibt Gerüchte, dass der neue CEO vom Premier Oil das Falkland Projekt beendet. Das wäre natürlich nicht nur für RKH eine Katastrophe, sondern für die Entwicklung der gesamten Falklands aus ökonomischer Sicht.

Premier Oil seeks partner for oil exploration in Falklands
Friday, 07 February 2014

REUTERS reports that Britain's Premier Oil said it was seeking a partner for an oil development in the Falkland Islands in order to reduce its exposure to the $5.2 billion project and make higher payouts to shareholders.

The company said at a capital markets day on Thursday that it wanted another company to invest in the Sea Lion project off the coast of the Falkland Islands before it would give the green light to the development.

Premier is attempting to win back investor support after successive downgrades to output last year. On Tuesday its long-standing chief executive, Simon Lockett, said he would be stepping down, which led to hopes for a revival in the company's fortunes.

Premier said a deal for Sea Lion, which could start producing oil by late 2018, was already in motion.

"We have started talking to people, but we won't go and formalise a process until we've got engineering estimates around the fourth quarter of this year," Premier's Falkland Islands director, Neil Hawkings, said.

Royal Bank of Canada analyst Nathan piper said the move came from "a combination of what shareholders have told them plus probably what's good practice from a capital management point of view".

Premier told investors it would look to dispose of other assets as well, enabling it to enhance the returns it pays them.

Across the oil sector, but primarily in large companies such as Shell and BP, shareholders are calling on firms to control spending and return spare cash, amid concerns over rising costs and the returns available if oil prices drop.

Eighteen months ago, Lockett led Premier into the Falklands, signing a $1 billion deal with explorer Rockhopper that was intended to transform the archipelago into an oil producer.

Premier's move, which gave it a 60 percent stake in the Sea Lion oil field, drew criticism from some parts of the market, however.

Argentina has sought to disrupt oil exploration around the Falklands.

Shares in smaller company Rockhopper closed up 9.5 percent, which analysts attributed to Premier's restating of its commitment to Sea Lion following doubts brought about by Lockett's planned departure.

Premier's stock, which has lost about a quarter of its value over the past year, closed little changed

Quelle: http://www.penguin-news.com/index.php/component/content/arti…

[Hadock]

Hallo,

Rockhopper kauft im Mittelmeeraum zu!

http://sharecast.com/news/rockhopper-acquires-mediterranean-…


Grüße

[Andrija]

http://uk.advfn.com/newspaper/Chrisoil/31460/rockhopper-expl…

[BaronOppenSAL]

aus II geklaut:
Hi all,

I’ve just listened to the PMO Annual Results presentation and thought I’d jot down a few notes from it and the Q & A. The slides are available here: http://www.premier-oil.com/premieroil/uploads/reports/presen… However, as mentioned in the presentation, the circles on some of the Sea Lion maps have gone slightly askew!

The actual results release is here and has some good info on pages 12 and 13 regarding Sea Lion: http://www.premier-oil.com/premieroil/dlibrary/panda/PremOil…

- Project sanction pencilled in for the first half of 2016, subject to the FPSO contracting strategy, what cost reductions are achieved and the oil price outlook at the time.

- PMO have seen rig rates fall 30-40% recently so are hoping for an overall 25%ish drop in the $600 million (gross) drillex cost. There’s also scope to reduce the $700 million (gross) services costs, though probably not to the same extent as drillex.

- PMO’s farm out discussions are on-going and have been active in recent weeks. Since coming up with the new scheme of 1a, 1b and 2 there has been greater interest. However, they will wait for the exploration campaign to conclude to inform their discussions before finalising deals.

- Currently, the contractual obligation is to drill two NFB wells, then two SFB wells then two NFB wells (2-2-2). Noble have requested a change to the programme of 2-1-2-1. This has been agreed in principle by PMO but not set out in contract just yet.

- The Eirik Raude has arrived in the Falklands with most boats/services/equipment there too and Zebedee is likely to spud towards the end of next week.

- Results will take about a month to come through so we should see Zebedee’s result by Easter and Isobel’s in May.

- The disparity in the numbers generated between FOGL and RKH is essentially statistical and based on the methodologies of accounting for the various risks of the individual targets within each well.

[BaronOppenSAL]

http://www.proactiveinvestors.co.uk/companies/news/77709/roc…

[Andrija]

http://www.rockhopperexploration.co.uk/dms/presentations/exp…

[Andrija]

http://www.lse.co.uk/AllNews.asp?code=rwl4q45d&headline=Rock…

[bmuesli]

http://www.thecerbatgem.com/2016/11/02/rockhopper-exploratio…

so langsam könnte man hier anfangen Positionen aufzubauen

[bmuesli]

http://riotimesonline.com/brazil-news/rio-business/oil-giant…
Oil Giant Shell Announces R$10 Billion in Investments in Brazil

[bmuesli]

http://www.finanzen.net/nachricht/rohstoffe/Historische-Ents…

Mit einem historischen Schulterschluss wollen das Ölkartell OPEC und andere Förderländer die Preise für Rohöl weiter nach oben treiben.

[bmuesli]

http://www.iii.co.uk/articles/378112/oil-man%3A-oil-price-ro…
Rockhopper

An update from Rockhopper (RKH), whose shares have been unfairly treated in recent weeks, the market tarring them with the Premier (PMO) uncertainty brush.

Today RKH shows us that economic production from Egypt and Italy is 1,350 barrels of oil equivalent per day (boe/d) with realisations up from €0.12 to €0.18, which is handy enough.

The company is making significant progress on Sea Lion through progress on the FEED, with much improved economics giving an updated field development plan; indeed life of field costs on phase one are now as low as $35 per barrel.

Whilst on the Falklands, the insurance settlement on the Isobel Deep fiasco resulted in RKH getting a net payment of $49 million (£39.6 million), which seems ok under the circumstances.

In Italy, the Ombrina Mare nonsense has resulted in the company going to arbitration; don't hold your breath for a settlement.

Overall costs are coming down still: Italy headcount is now down 50% and in the UK the Salisbury office is to go, with the London office now the only one left open.

With $80 million of cash on the balance sheet, the shares are ludicrously cheap, but I do understand the mechanics of the Premier/Sea Lion situation, which is dominating sentiment.

Having said that, if you compare Sea Lion with the Cairn (CNE)-Far (FARYF) discovery offshore Senegal - and I think you can - Woodside, or anyone else for that matter, would be better placed to farm-in in the Falklands on pure value grounds.

More on RKH after I have seen the company tomorrow.

Amerisur

Amerisur (AMER) has announced an acquisition of a couple of assets in Columbia from Talisman (TLM). It's taking the remaining 50% and operatorship of PUT 30 and a 40% WI in PUT 9 at an "immaterial" cost.

This is the sign of the OBA pipeline cluster policy in action and, at negligible cost, strengthens the asset portfolio by being the main player in the area.

AMER shares are well below what I value them at, and have suffered disproportionately to the sector; I would expect this to be re-balanced in due course as the local issues are sorted.

Faroe

We have been waiting for the announcement of Faroe's (FPM) new debt arrangements for a while and so today's announcement comes as no surprise.

With its extremely strong position, a new $250 million reserves-based lending - plus $100 million accordion - and a Norwegian Krone (NOK)1 billion (£93 million) Norwegian debt facility - plus NOK500 million accordion - are just what the doctor ordered, and conclude a highly successful year for the company.

And finally…

Win those games you might drop points in and you are halfway to the title - and last night the HubCap Stealers nicked the three points, with the only goal of the match...in minute 95.

England are making hard going of chasing nearly 800 runs; as I write they are 190-4…

This article is for information and discussion purposes only and does not form a recommendation to invest or otherwise. The value of an investment may fall. The investments referred to in this article may not be suitable for all

[bmuesli]

http://www.morningstar.co.uk/uk/news/AN_1482227002427215300/…
LONDON (Alliance News) - Rockhopper Exploration PLC on Tuesday said it expects its net economic production from its oil and gas assets in Egypt and Italy for 2016 to average at around 1,350 barrels of oil per day.

The prior year, the group's production averaged at around 322 barrels of oil equivalent per day, up from 272 barrels in 2014, though solely from natural gas production in Italy.

The oil and gas company said the production from both the Guendalina and Civita fields in Italy was marginally ahead of expectations. In line with the recovery in oil price, the averaged realised gas price in Italy has increased to EUR0.18 per standard cubic metre in November from EUR0.12 per standard cubic metre at the beginning of the year, Rockhopper said.

During the second half of 2016, Rockhopper saw a ramp-up of engineering activity as the Front End Engineering and Design (FEED) process progressed at the Sea Lion project, it said, pointing to the way market engagement with key contractors continued to refine and reduce costs. Rockhopper holds a 40% interest in the project.

Rockhopper said the latest estimate of capital expenditure to first oil for Sea Hopper was USD1.50 billion with the life of field costs estimated at around USD35 per barrel for Phase 1. The Phase 1 project "break-even" oil price remains at around USD45 per barrel.

Rockhopper noted that an environmental impact statement and revised field development plan had been submitted to the Falkland Islands Government for the Sea Hopper project.

Meanwhile at the Abu Sennan project, in which Rockhopper holds a 22% working interest, the group said both the Al Jahraa SE-1X exploration well and the ASH-1X ST2 development wells were brought onto production.

A new lease of 30 square kilometres was awarded around the Al Jahraa SE01X well, and Rockhopper said it expects two firm development wells to be drilled on the Al Jahraa field during the first half of 2017.

In addition to this, Rockhopper said it "imminently expects" to receive final ratification for a five-year extension to the Abu Sennan exploration licence. Once approved, the group said it will undertake to participate in at least two exploration wells over the next three years at a commitment net to Rockhopper of around USD1.3 million.

Rockhopper also holds the entire working interest of the Ombina Mare project, and recently the Ministry of Economic Development in Italy decided not to award it with a production concession covering the field for the project

Since that decision was made, Rockhopper said it had undertaken "significant work" with legal advisers and experts to establish the possibility of receiving compensation and damages from the Republic of Italy by way of arbitration proceedings.

Rockhopper added that, as a group, it had reduced ts headcount in Italy to less than ten, down more than 50% since it bought Mediterranean Oil & Gas PLC in August 2014, and said it has combined its London and Salisbury staff in a single office in London to streamline operations.

The group said settlement has been agreed on the insurance claim relating to costs incurred on the Isobel Deep well during the 2015/16 North Falkland Basin exploration campaign, with the settlement valued at USD90.0 million on a gross basis. Rockhopper's share of the proceeds is around USD49.0 million, of which USD16.0 million had been received before June 30.

Rockhopper said it expects its year-end 2016 cash balance to be around USD80.0 million, before the remaining North Falkland Basin exploration campaign close out costs.

"This has been an important period for Rockhopper with progress made on a range of fronts. With costs on Sea Lion continuing to fall and our balance sheet strength still in place, we remain alert to opportunities to materially grow our Greater Mediterranean business in 2017," said Chief Executive Sam Moody.

Shares in Rockhopper were up 3.8% at 20.50 pence on Tuesday morning.

By Hannah Boland; [e-mail]; @Hannaheboland

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