Öl um Falkland >Zukunftsinvestition? FIH PLC ehemals Falkland Islands Holding (Seite 102)

[smokingjack2002]

@ all,
auch wenn der kurs bereits stark gelaufen ist,habe ich 1k
für 6,52 euronen gekauft.
ich bin gerade mit werten die auf shareinfos empfohlen wurden immer sehr gut gefahren; Petrel,Ölmühle HH und auch PEH zum beispiel.die jungs machen einen guten job.
leider wird der dienst demnächst kostenpflichtig...

[SoWhat]

Etwas älter, aber lesenswert:

Falklanders see a future in black gold
Twenty years after the war, there is renewed interest in those chilly southern waters

Mark Rice-Oxley
Sunday June 16, 2002
The Observer

Twenty years on from the Falklands war, islanders are expecting a new task force in the South Atlantic. Not aircraft carriers and destroyers, but oil rigs.

With crude prices buoyant again and the US keen to diversify its energy supplies away from the turbulent Middle East, the oil industry is showing a keen interest in frontier opportunities such as the Falklands, with its promising ocean-bed oil source.

So while islanders have spent recent weeks publicly commemorating the sorry events of the past, officials privately have one eye on a future they hope could be blessed with black gold.

Some even hope that an oil find could enable the Falklands to pay the £70 million annual cost of stationing a British defence force on the islands, currently financed by the British taxpayer. `The ultimate objective is that if we had oil in any quantity, it could then pay for our defence,` said Phyl Rendell, director of Falkland mineral resources.

Falkland oil chiefs have been lobbying at big energy conventions in the US and Canada recently, and report a notable upturn in interest on the part of exploration outfits looking for the possibility of oil tomorrow.

`At the moment we feel the industry is quite interested in lower-risk areas,` Rendell said. `Companies that wouldn`t have given us the time of day a year ago are wanting presentations on the Falklands and are considering it along with a number of other potential areas. In a sad way we are benefiting from world events. The unrest in the Middle East is inevitably going to get oil companies to look further afield in other areas of the world.`

Geological studies suggest that up to 60 billion barrels of oil were formed in an area to the north of the islands, the North Falkland Basin. The presence of oil in the South Atlantic was first proved in 1974, eight years before the Falklands war, prompting some to muse about ulterior motives for the conflict.

A first round of commercial drilling four years ago, involving the likes of Shell, Amerada Hess and Lasmo, produced oil shows in five out of six wells, though not in commercial volumes.

But that was then and this is now. In 1998 oil prices were at historic lows, close to $10 a barrel. Cash in the oil world was tight. Drilling was hasty and unmethodical. Now, with crude prices averaging well above $20 a barrel for more than two years, there are more petro-dollars looking for investment projects. The islands have freed up their licensing process, and the hope is that a rig will be back in the South Atlantic by 2004.

And yet an oil bonanza is by no means a foregone conclusion. The remoteness of the Falklands makes the oil story there a hard sell. When oil operators sent for a rig in 1998 to drill test wells, it took it 74 days to reach the South Atlantic - ironically the same length of time as the Falklands war.

The sheer distance and isolation of the place naturally poses questions about cost, risk and natural markets.

`The difficulty is being so remote from the main areas of consumption,` said Julian Lee, oil expert with the Centre for Global Energy Studies. `Places like the Falklands are hoping to get a boost from what is being seen as the US desire to diversify its sources of supply away from the Middle East.

`Somewhere that is a long way south, but on the western side of the Atlantic, has to be looking to the US as a natural market, and there is increased hope of that following 11 September and the shift in US policy.`

Then there is the Argentine question.

Although the Falklands and Argentina have an agreement on hydrocarbons exploration, some fear that Buenos Aires would take a particularly keen interest if oil were to be struck in the Falklands zone. In its current economic plight, an oil windfall would be particularly useful to that country.

`I guess it would excite the Argentinians,` said Michael Blanch, chief executive of the Falkland Islands government. `We tell them what we are doing. We are open to joint exploration, but they have a problem with us.`

The tactic is to show that the Argentinians could also benefit from an oil strike, with some parts of the industry possibly operating out of the Argentine coast.

Currently the islands have three licensed operators - Argos-Evergreen, Desire Petroleum and Talisman Energy - but are confident that others will join the party. Desire says it is seeking partners for the next phase of exloration in this `highly prospective basin`.

But the big majors are unlikely to be in a hurry. A Shell spokeswoman said the company could not rule out a return to the South Atlantic in the future, but added that it had no current plans to get involved in the Falklands.

Analysts do not find this surprising. `Initially it may not be the major companies, the Shells and BPs, but that very often is to be expected,` said Lee. `The true frontier areas tend to be opened up by smaller companies more willing to take a risk. These are the companies that I would expect to see taking an interest in the waters around the Falklands.`

Five hundred metres under the sea

· According to geological surveys, up to 60 billion barrels of oil have been created in ocean-bed rock formations to the north of the Falklands. By comparison, UK North Sea reserves at the end of 1980 were around 15 billion barrels

· The Falkland Islands offshore oil exploration area is 400,000 sq km - more than 30 times the size of the islands themselves, and 50 per cent bigger than the UK`s North Sea oil fields

· The immediate exploration area is between 100 km and 250 km north of the Falklands, in water up to 500m deep

· On average the Falkland Islands had an income of around £200,000 a year (£100 pounds per inhabitant) from rentals during the first five-year exploration phase (1996-2001)

· The Falklands and Argentina have designated a special area of cooperation - but little progress has been made on exploring the zone


Bzgl. Nordsee: Vielleicht kennt noch einer von euch LASMO aus UK. Als die ihren Nordseefund berichteten gings ab wie Schmidts Katze. Aber bis dahin dauerts ja noch.

[SoWhat]

Muss ja auch nicht heute gekauft werden. In berlin heute bis jetzt 34K. In London dürfte der Markt nicht so eng sein.

[wattnu]

Habe die Studie auch gelesen (am Montag schon, puuh... 142 Seiten)
Leider ist die Aktie schon stark gelaufen, sodass ich bei dem momentanen Kurs mehr Risiko als Chance sehe, zumal der Markt mir doch sehr eng erscheint.

[SoWhat]

Danke, hab ich gelesen und deshalb mein Interesse an der Aktie.

[smokingjack2002]

unter www.share-infos.de findest du eine gigantisch studie über diese Firma

[SoWhat]

Guten Tag,

die Aktien der Falkland Islands Holding sind nun auch in Berlin handelbar. Heimatbörse ist London.

Greife das Thema auf, weil ich während des Falklandkrieges darüber nachgedacht habe, was ist so wichtig an den Inseln. Warum kämpft Großbritanien um dies Gebiet. Mittlerweile weiss man, dass es um territoriale Rechte geht, denn zum Einzugsgebiet der Inseln zählt auch die Antarktis, wo große Rohstoffvorkommen vermutet werden.

Was aber vor allem um die Falkland vermutet wird ist Öl. Bisher gab es noch keinen Treffer in der Region, aber auch in der Nordsee, hat man lange gebraucht bis man auf die riesigen Ölfelder gestossen ist. Wenn also hier was gefunden wird, dann ist Falkland Islands Holding ein Highflyer. Bis dahin wird es noch reichlich dauern, aber ich sehe ja eine Investition in die Zukunft. In dem Gebiet wollen noch andere Unternehmen explorieren, z.B. Global Petroleum. Da die Company aber eine Holding ist und praktisch Falkland besitzt, halte ich sie für weniger Risikoanfällig. Es sollte nicht schaden, sich einige Aktien ins Depot zu legen, wohlwissentlich mit dem Gedanken daran, dass es einige Zeit dauern kann, bis sich die Investition auszahlt. Die bisherigen Aktionäre können bis datowohl zufrieden sein, wie der Chart zeigt.



Homepage der Company:

http://www.the-falkland-islands-co.com/Pages/frameset.html

Letzte News:

Falkland Islands Holdings PLC
04 August 2004

Falkland Islands Holdings plc

AGM Statement


At today`s Annual General Meeting of Falkland Islands Holdings plc, the Chairman
David Hudd will make the following statement:

`Since we issued our preliminary announcement on 23 June 2004, the trading
background in the Falklands has not changed. However, good performances from
Retailing and improved returns from Management Services have more than
compensated for losses in the Fishing Agency and Hotel operations. As a
consequence, the Group`s trading results in the first quarter showed an
improvement over last year.

Following the announcement of the Group`s results in June 2004, the Company`s
balance sheet was strengthened by an institutional placing of approximately 5%
of the Company`s share capital, producing net proceeds of £747,000.

The Group has investments in two joint ventures for, respectively, onshore
minerals exploration and offshore oil exploration. Whilst these investments
remain by their nature speculative, both ventures have made good progress in
securing funding, advancing their exploration plans and in crystallising value.
Falkland Minerals Limited (in which the Group has a 22.5% equity interest) and
Falklands Oil & Gas Limited (in which the Group has a 28.9% equity interest)
have recently been established by the participants in those joint ventures and
their admission to AIM is part of the strategic objectives of the board of each
company.

In Falkland Minerals Limited, the analysis and modelling of the onshore aero
magnetic survey for minerals is nearing completion and the initial results are
encouraging. The survey has identified over 20 possible drilling targets which
are being evaluated and a drilling programme is being designed and will commence
later this year.

In Falkland Oil & Gas Limited, work is proceeding on the design of a 2D seismic
survey of the offshore areas of interest which it is hoped to carry out in the
Austral Summer this year.

We have recently increased our shareholding in Portsmouth Harbour Ferry Company
PLC so that we now hold 26.4% of that company`s issued share capital, after
having initially purchased 21.6% in May 2004. Our total outlay on this
investment is £932,000. As we expected, the funding application for a tram
system including a tunnel under the harbour, which would have provided an
alternative transport route, was rejected by Government`.

4 August 2004


Enquiries:

Falkland Islands Holdings
David Hudd, Chairman 07771 893 267

College Hill
Nick Elwes 020 7457 2020


Kurs in Berlin € 6,70

Wenn jemand weitere Fakts hat, immer her damit. Ich find die Story sehr spannend und recherchiere seit 2 Tagen.

Good luck

sowhat