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Falcon Oil - etwas Großes bahnt sich an - Die letzten 30 Beiträge



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YR LOW erreicht, bleibt zu hoffen dass der Kurs sich nicht noch halbiert..
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Antwort auf Beitrag Nr.: 60.628.048 von Charly_2 am 22.05.19 23:27:33Leider leider
Antwort auf Beitrag Nr.: 60.627.964 von texas2 am 22.05.19 23:14:20Falcon hat Aktien zu £0.14 ausgegeben, nimmt £7 Mio. ein - zu Discountpreis/Aktie, Kurs darum abgesoffen
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Antwort auf Beitrag Nr.: 60.614.320 von Charly_2 am 21.05.19 17:45:36Kurs scheint ein wenig nervös zu sein

https://d2saw6je89goi1.cloudfront.net/uploads/digital_asset/…
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... Aktie säuft ab...Grund??
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Hallo Auriga
Es geht vorwärts at least . Es wird wahrscheinlich noch dieses Jahr gebohrt und getestet.
Das 2023 schon produziert wird bezweifle ich.
Aber wenn sich bis 2020 das mit den 500tcf bestätigt dann findet sich sicher jemand für Falcons 30%.
China würde sch sicher freuen sich near by ein bisschen Gas zu sichern.

Schönes Wochenende alle
Antwort auf Beitrag Nr.: 60.480.731 von Mare59 am 03.05.19 15:21:10THX for the link Mare:laugh:..like it;):cool:!!..a 28 day public comment period has been started in terms of Kyalla.—Also ein wichtiger weiterer Schritt nach vorne, eine mögliche Bestätigung des EMP also nicht vor Juni 2019 zu erwarten.—All comments received will be published.= Erstaunlich! EMP von Origin können wir noch mal etwas ausführlicher bringen die Tage, erst mal schönes WE Cheers
Antwort auf Beitrag Nr.: 60.479.687 von Charly_2 am 03.05.19 13:26:45
EMP
Kyalla 117 N2 Exploration Well EMP Accepted for Assessment
3 May 2019 – Falcon Oil & Gas Ltd. (TSXV: FO, AIM: FOG, Euronext Growth: FAC) is pleased to announce that the Environmental Management Plan (“EMP”) for the Kyalla 117 N2 Exploration well, for the planned 2019 drilling, stimulation, and well testing prepared by Origin Energy B2 Pty Ltd. (“Origin”) on behalf of the JV, has been accepted for assessment by the Northern Territory Department of Environment and Natural Resources (“DENR”).
The EMP’s 28 day consultation period opens from 3 May 2019 and has been published on the DENR website at the following link: https://denr.nt.gov.au/environment-information/onshore-gas-i…
The EMP provides detail on how Origin will ensure the environmental impacts and risks associated with its activities are reduced to a level that is as low as reasonably practicable and acceptable. The EMP has been prepared with reference to regulatory obligations and relevant Inquiry recommendations that have underpinned the Code of Practice for Petroleum Activities in the Northern Territory.
All EMP decisions will be published on the DENR website, including a statement outlining the decision made.
Philip O’Quigley, CEO of Falcon, commented:
“Today’s announcement of acceptance for assessment of the Kyalla 117 N2 Exploration Well EMP targeting the Kyalla shale is an exciting development for Falcon shareholders as the JV prepares to re-commence drilling in the highly prospective Beetaloo Sub-basin in 2019. We look forward to updating the market as work progresses over the coming months.”
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Antwort auf Beitrag Nr.: 60.467.474 von Mare59 am 02.05.19 06:15:08Bis dort Umsätze resultieren wird es 2023, bis dahin wird nur gebohrt...

...kommt noch dazu dass die Region in der Pampa liegt, da müssen dann zuerst noch Pipelines verlegt werden und das wird dauern...
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Antwort auf Beitrag Nr.: 57.748.291 von Mare59 am 13.05.18 10:18:42
Zitat von Mare59: Ich denke nicht das Beetaloo ein fake ist wenn das so wäre hätte die NT Regierung sicherlich kein
grünes Licht zu einer solch kontroversen Technik wie das fracking gegeben.
Am Dienstag gibt es eine kurze Presentation von Origin . Im Titel zur Presentation ist von 5 Plays die
Rede.....flüssig Gas ?

Ich persönlich bin auch überzeugt das Falcon spätestens in einem Jahr kein Pennystock mehr ist.

Meine Meinung shareholder since 2006


Leider immer noch Pennystock

Woran liegt‘s?
Antwort auf Beitrag Nr.: 60.270.018 von texas2 am 03.04.19 19:52:59...dem Aktienkurs von FO hat's noch nicht wirklich geholfen..

...vielleicht ist da was Wahres dran ;)

https://agoracom.com/ir/Falcon/forums/discussion/topics/5118…

Yes, I love Waiting, as are those of the long-term Falcon investors. Waiting with anticipation for Falcon to prove that their discoveries in Hungary and Australia is the “mother of all reserves” – with billions and billions of barrels of oil and trillions upon trillions of natural gas that would transform a little known energy company into a very lucrative energy producer. Potentially hundreds of billion dollars value. Presently, I value Falcon between $1 and $1.35
Antwort auf Beitrag Nr.: 60.156.558 von texas2 am 21.03.19 02:59:00APRIL 4, 2019
Origin and Santos have a combined market value of $30 billion yet taxpayers are spending $8.4 million to help fast-track development of shale gas projects in the Beetaloo Basin, 600km south of Darwin.

Granted the money is not large given Origin will be spending close to $100m to develop its site, but the question is just why are taxpayers spending money on a shale gas basin which is being canvassed by the big companies that stand to make a fortune from the fields.

No one could dispute the desirability of more gas for the Australian market, and the government argues the money highlighted is really just to do things that government always does on such projects.

Northern Territory Chief Minister Michael Gunner is certainly not complaining because anything that might encourage more private investment in the area is an obvious bonus. In her report on the basin last year, Justice Rachel Pepper said even small-scale developments could create more than 6500 jobs and a $2.8bn economic benefit to the Territory and more than $9bn in benefits for the nation over the next 25 years.

The $8.4m is apparently for environmental baseline work, a feasibility study and an Aboriginal economic strategy to support development of the region.

The project is aimed at helping the local government in identifying and prioritising gas projects.

The study is also aimed to investigate options to support gas flows to Darwin for export or use in downstream gas industries.

The money would also help the Territory meet some of the 135 recommendations from the Pepper report to help launch the basin as a prospective gas field.

Origin first called out the prospect in early 2017 and after the delay caused by the Territory moratorium, it is ready to start further test drills in a couple of months. It had already drilled four wells before the moratorium was imposed by the Gunner government pending the Pepper inquiry.

Origin is working with Irish-based Falcon Oil & Gas on the project and is the most advanced of the majors in the region.

Given the high prices for domestic gas in Australia, the ACCC and the federal government have urged the Victorian and NSW governments to end their moratoriums on exploration.

The money being made available is a sign that the feds will be prepared to step in to help develop new onshore gas production.

The aim is to link the Beetaloo project with the 622km Mount Isa to Tenant Creek Northern gas pipeline, which then connects to the main East Coast grid.

The gas is aimed to be available at around $6 a gigajoule, below the $10 price now quoted.

Origin and Santos are both players in the Gladstone LNG project, which is exporting gas to the Asian market away from domestic industry.

The case for developing more gas is clear; the question is just who should be doing the groundwork given Origin and Falcon will be enjoying the proceeds should its next wells prove successful.APRIL 4, 2019
Origin and Santos have a combined market value of $30 billion yet taxpayers are spending $8.4 million to help fast-track development of shale gas projects in the Beetaloo Basin, 600km south of Darwin.

Granted the money is not large given Origin will be spending close to $100m to develop its site, but the question is just why are taxpayers spending money on a shale gas basin which is being canvassed by the big companies that stand to make a fortune from the fields.

No one could dispute the desirability of more gas for the Australian market, and the government argues the money highlighted is really just to do things that government always does on such projects.

Northern Territory Chief Minister Michael Gunner is certainly not complaining because anything that might encourage more private investment in the area is an obvious bonus. In her report on the basin last year, Justice Rachel Pepper said even small-scale developments could create more than 6500 jobs and a $2.8bn economic benefit to the Territory and more than $9bn in benefits for the nation over the next 25 years.

The $8.4m is apparently for environmental baseline work, a feasibility study and an Aboriginal economic strategy to support development of the region.

The project is aimed at helping the local government in identifying and prioritising gas projects.

The study is also aimed to investigate options to support gas flows to Darwin for export or use in downstream gas industries.

The money would also help the Territory meet some of the 135 recommendations from the Pepper report to help launch the basin as a prospective gas field.

Origin first called out the prospect in early 2017 and after the delay caused by the Territory moratorium, it is ready to start further test drills in a couple of months. It had already drilled four wells before the moratorium was imposed by the Gunner government pending the Pepper inquiry.

Origin is working with Irish-based Falcon Oil & Gas on the project and is the most advanced of the majors in the region.

Given the high prices for domestic gas in Australia, the ACCC and the federal government have urged the Victorian and NSW governments to end their moratoriums on exploration.

The money being made available is a sign that the feds will be prepared to step in to help develop new onshore gas production.

The aim is to link the Beetaloo project with the 622km Mount Isa to Tenant Creek Northern gas pipeline, which then connects to the main East Coast grid.

The gas is aimed to be available at around $6 a gigajoule, below the $10 price now quoted.

Origin and Santos are both players in the Gladstone LNG project, which is exporting gas to the Asian market away from domestic industry.

The case for developing more gas is clear; the question is just who should be doing the groundwork given Origin and Falcon will be enjoying the proceeds should its next wells prove successful.
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Poods: I don't have firsthand knowledge of the bankruptcy proceedings but from what I understand someone is interested in acquiring the stock as part of the workout agreement. The br was originally filed under a Chapter 7 type arrangement but that has been changed to a Chapter 11(?) or similar in Switzerland. It is my contention that whomever wants the 62 million remaining shares would try to get them as cheap as possible and therefore is capping the stock price for whatever evaluation period is required. I have also been told that whoever wants Sweetpea not only wants the stock but also Sweetpea's acreage in the NT - didn't know they had any acreage rights so take that for what it's worth. Once the br is settled Falcon will be required to list the new owner of it's 62 million shares so we will soon know that piece of the puzzle.
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Antwort auf Beitrag Nr.: 59.971.051 von texas2 am 26.02.19 21:44:42Teile auch die Meinung von oilcountry auf lse:
The board of directors represent the investment needs of “their” investment since they are mostly representatives of our institutional holders. POQ knows his place since he works for the BOD. Our BOD is not independent, and do not represent the needs of the “retail folk”. I am however, absolutely confident they are in this to make money, but it will be on their terms. They don’t want or need the company promoted, they don’t need retail money. They are the closest to all the details, and as we get closer to the story unfolding, will likely want to control a larger percentage of the company. As such, keeping the value “artificially low” will permit them to acquire more stock below fair value. Who wouldn’t want to pay $0.25 for something worth $1.00? Making money in the stock market is hard. The stock market is unfair and designed to take money from the weak or ill informed. Like poker, it favors the knowledgeable and disciplined. The good news is we can also take advantage of the current low stock price and can sell at the same price as our institutional investors as long as our investment timeframes align. We are merely passengers on this bus. We will never have the power to influence the direction or speed this bus travels. Pay your money....enjoy the journey, or sell and get on another bus. This board has been fantastic at leveraging the expertise of a broad group of members who continually contribute to our collective knowledge of this investment. We are ultimately our own “board of directors” and contribute to our own decisions to buy, hold or sell. I look forward to the day we can all celebrate the rewards of our effort.
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Antwort auf Beitrag Nr.: 59.970.571 von auriga am 26.02.19 20:44:07Pipelines und somit die Firmen mit den Pipelines spielen im E&P Geschaeft oft einflussreiche und gewichtige Rollen. Manchmal so gewichtig dass sie die Randbedingungen diktieren und bestimmen können. Deshalb immer interessant die Wortmeldungen der Pipeliner zu lesen
https://www.energymagazine.com.au/mapping-out-australias-fut…
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Further appraisal drilling and evaluation work

Contingent on the moratorium on hydraulic fracture stimulation being lifted,additional appraisal drilling is planned (as per the work program associated with the permits), along with hydraulic fracture stimulation and testing to assess deliverability and move the project towards commercialisation.
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Wie kann aus der geschätzten Ressource eine kommerzielle Reserve werden?
Origin:


→lifting of the Northern Territory moratorium on hydraulic fracture stimulation = hat bis zu einem gewissen Grad schon stattgefunden.

→completing longer‐duration production testing

→reducing well costs with scale of activity

→establishing gas sales agreements and building infrastructure to connect the resource to market
Origin:

Analytical procedures used in estimation
Contingent Resource Estimates have been prepared on a statistical aggregation basis and in accordance with the SPE Petroleum Resources Management System



https://falconoilandgas.com/pdf/Beetaloo_material_gas_resour…
Paar essentials aus dem Origin Papier!



Basis for determining a discovery

●The successful well test at Amungee NW-1H which produced enough gas to surface to be of commercial interest.

●Core and log data from Amungee NW-1H, Beetaloo W-1, Kalala S-1, Tanumbirini-1, McManus-1, Altree-2 and Walton-2 provide convincing evidence of a significant volume of moveable hydrocarbons (See Appendix 1)

●The Marcellus Shale (Pa., USA) and Barnett Shale (Tx., USA) are analogous, commercially-productive fields that are similar to the Velkerri B Shale reservoir



https://falconoilandgas.com/pdf/Beetaloo_material_gas_resour…
Hier nochmal die news vom 15 Feb 2017, die vor zwei Jahren zu dem Kursanstieg geführt hat. Der link hier im Forum, den texas gebracht hat, ist wohl überarbeitet worden. Das Falcon Papier includiert die Original-Veröffentlichung von Origin, “Beetaloo Basin drilling results indicate material gas resource”, ganz interessant wieder zu lesen, finde ich.

POG fasst in einem statement zusammen:
“The submission of a discovery evaluation report supporting the existence of a material gas resource in the Beetaloo Basin coupled with Origin’s best estimate assessment of a gross contingent gas resource of 6.6 TCF for the Middle Velkerri B shale pool surrounding and adjacent to the Amungee NW-1H exploration well are exciting developments for Falcon.

Additional exploration and appraisal activity will be required to refine the pool size and better assess the recoverable resource range and ultimately the commerciality of the play.

However, it is interesting to note that in Origin’s opinion the Marcellus and Barnett Shales in the USA are analogous, commercially-productive fields that are similar to the Middle Velkerri B Shale reservoir.”
https://falconoilandgas.com/pdf/Beetaloo_material_gas_resour…
Die Rechnung, die wir Ende 16, Anfang 17 aufgemacht haben, war ziemlich gut, kann man schon sagen..wie seinerzeit beschrieben, konnte im ca. 10er Bereich Falcon, bei den seinerzeit vorliegenden data an sich -nach Adam Riese!- kaum weiter fallen erst mal!(genau weiß man es natürlich nie). Umgekehrt bestand bei positivem news flow durchaus die Chance -etwa einer Verdoppelung-, wie von uns antizipiert.—Was wir gesehen haben, war eine Vervierfachung in kurzer Zeit. An sich ein Vorgang, den man sich wünscht an der Börse:-)..man konnte seinerzeit(wie beschrieben) im 10er Bereich gut einsammeln(alleine in Can schon!), etwa für CAD 10.000 bis zu CAD 100.000(bei Geduld;-). In ein paar Wochen von CAD 100.000 auf CAD 400.000 war also echt machbar, wobei in ein paar Wochen --von CAD 10.000 auf CAD 40.000 --natürlich auch ein feiner trade ist, kann man sagen:);)..der Witz dabei ist natürlich, dieses >vorher zu sehen und abzuwägen, gar noch einzustellen(was wir gemacht haben) >und es dann durchzuführen, OK!—Trader verkaufen dann zügig wieder, aber das ist nur >eine Strategie. Ein Kollege in London möchte (aktuell)den Anstieg nicht verpassen(falls er überraschend kommt!)(und wenn er denn kommt;):cool: )und bleibt deshalb drin, kauft aber bei Abfall neu nach. Auch eine Möglichkeit usw...Rule NO 1, never lose money; Rule NO 2 never forget rule number 1 = WB..wie ist aber nun die aktuelle Strategie bei Falcon?..ganz klar die FRage, die ansteht, in my opion! Die Ausgangslage scheint mir nicht ganz so komfortabel zu sein wie Ende2016/Anfang 2017, das war vor schon zwei Jahren eine definitiv positive Konstellation, wie sie nur eher selten vorkommt:cool::cool:!!


Falcon auf TSX, 3 Jahre, bei Finanztreff
Wir laufen aktuell zu auf Stage 2, in Erwartung der finalen Genehmigung. Wenn das klappt, dreht sich erwartungsgemäß ca. Juno 2019 erneut der drill bit im Beetaloo:-) Ziemlich spannend! We check it outLOL.

Schauen wir uns weiter an die Tage;);)..to be continued:);) Cheers!

Stage 2 – Explore & Appraise Additional Play Types
The Stage 2 exploration and appraisal drilling program will evaluate the potential of the liquids rich gas fairways in both the Kyalla and Velkerri shales to determine the most commercially prospective play to be targeted during Stage 3. Field activities planned for 2019 will include the drilling of one vertical well and the drilling and hydraulic fracture stimulation of two horizontal wells.

An early commitment to Stage 3 capital expenditure during 2019 was also agreed, enabling an efficient transition from Stage 2 to Stage 3, in the case that Origin and Falcon agree to proceed to Stage 3.

Stage 3 – Test the Best
Stage 3 will focus on the most prospective play type identified in Stage 1 and 2 by drilling and hydraulic fracture stimulation of two horizontal wells.




2019 Updates
21 January 2019 – Rig Contract Signed

On 21 January 2019 Falcon announced that Origin had signed a rig contract with Ensign Australia Pty Ltd. for Rig 963 for the 2019 Stage 2 Beetaloo drilling programme, with an option to extend the contract into 2020.

Subject to relevant approvals, and implementation of the exploration recommendations of the Inquiry into Hydraulic Fracture Stimulation in the Northern Territory, the JV will evaluate the potential of the liquids-rich gas fairways in both the Kyalla and Velkerri plays. Exploration and appraisal activities include the drilling and hydraulic fracture stimulation of two horizontal wells. Together with the Velkerri B dry gas play discovered in 2016, this allows for the assessment of three plays, enabling the most commercially prospective play to be targeted for Stage 3 drilling during 2020.

As of 21 January 2019 work had already commenced at some well sites, including water bore drilling and water monitoring, with drilling targeted to commence in June 2019.
https://falconoilandgas.com/beetaloo-australia/
Transformational Farm Out of Beetaloo unconventional acreage
In August 2014, Falcon Australia completed a A$200 million, nine-well farm-out deal with Origin Energy and Sasol each farming into 35% of Falcon Australia’s exploration permits. In May 2017, Origin acquired Sasol’s interest, bringing its overall interest to 70% in the Beetaloo JV. Origin is operator of the Beetaloo project.

The details of the exploration and appraisal programme were as follows:

●3 vertical exploration/stratigraphic wells and core studies;
●1 hydraulic fracture stimulated vertical exploration well and core study;
●1 hydraulic fracture stimulated horizontal exploration well, commercial study and 3C resource assessment; and
●4 hydraulic fracture stimulated horizontal exploration/appraisal wells, micro-seismic and 90 day production tests.
● to pay the full cost of the following two horizontally fracture stimulated wells, 90 day production tests and micro seismic data collection with a capped expenditure of A$53 million, any cost overrun funded by each party in proportion to their working interest.
● to pay the full cost of the final two horizontally fracture stimulated wells and 90 day production tests capped at A$48 million, any cost overrun funded by each party in proportion to their working interest.
In August 2018 Falcon signed an agreement to amend the Farm Out Agreement with Origin, to deem Stage 1 of the exploration and appraisal drilling programme in the Beetaloo Sub-basin complete and to commence Stage 2 with a A$15 million increase to the Stage 2 Cost Cap.

Work Programme
The Beetaloo JV has a 3 stage work program to explore and appraise the asset with the following main objectives:

Stage 1 Prove the presence, quality and continuity of the Velkerri shale play
Stage 2 Evaluate the potential of liquids fairways in the Velkerri and Kyalla shale plays
Stage 3 “Test the Best” – confirm commercial production rates and EURs in most prospective play


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