Öl um Falkland >Zukunftsinvestition? FIH PLC ehemals Falkland Islands Holding (Seite 46)
eröffnet am 18.08.04 10:22:24 von
neuester Beitrag 16.05.24 11:07:50 von
neuester Beitrag 16.05.24 11:07:50 von
Beiträge: 1.017
ID: 894.455
ID: 894.455
Aufrufe heute: 1
Gesamt: 112.952
Gesamt: 112.952
Aktive User: 0
ISIN: GB00BD0CWJ91 · WKN: A2ACT7
3,1300
EUR
-0,63 %
-0,0200 EUR
Letzter Kurs 20:41:56 Lang & Schwarz
Werte aus der Branche Industrie/Mischkonzerne
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6000 | +32,74 | |
| 0,9700 | +8,74 | |
| 2,7500 | +8,27 | |
| 0,8000 | +6,67 | |
| 3,1200 | +6,48 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 313,40 | -3,81 | |
| 7,2300 | -5,98 | |
| 33,20 | -8,79 | |
| 15,600 | -13,43 | |
| 22,106 | -18,80 |
Beitrag zu dieser Diskussion schreiben
Feedback
Geht schon wieder rauf
Antwort auf Beitrag Nr.: 32.102.797 von Popeye82 am 22.10.07 00:07:07Die in der Region aktiven ölsuchenden Firmen sind sämtlich in obenstehendem Artikel aufgeführt.
spekulativ phantastisch -genau mein Ding!!
Dann hoffen wir mal auf den grossen Wurf,
obwohl man ja scheinbar einiges an Zeit mitbringen müssen wird.
Kann mir vielleicht jemand sagen,
welche der in dieser Region tätigen
-kleinen- Unternehmen noch (besonders) reizvoll aussehen?
Popeye
Dann hoffen wir mal auf den grossen Wurf,
obwohl man ja scheinbar einiges an Zeit mitbringen müssen wird.
Kann mir vielleicht jemand sagen,
welche der in dieser Region tätigen
-kleinen- Unternehmen noch (besonders) reizvoll aussehen?
Popeye
Die Chefs einiger in den Falklands engagierter Öl-Explorer haben eine gemeinsame Präsentation abgehalten, über die in diesem recht informativen Artikel berichtet wird. Für gesteigertem Interesse für FIH ist der letzte Abschnitt. In diesem wird klar, dass FIH eben nicht nur von seiner Öl-Beteiligung FOGL profitieren wird.
Ciao, Al Sting
http://www.falklandnews.com/public/story.cfm?get=4694&source…
HYDROCARBONS DAILY RECORD: THURSDAY, 04 OCTOBER 2007
By J. Brock (FINN)
TODAY’S BIG NEWS:
(Falkland Islands)
OIL OPERATORS’ PUBLIC MEETING REPORT (04/10/2007)
By J. Brock (FINN)
An oil operators’ public meeting was held in the Court and Council Chamber of the Town Hall at 1700hrs on Thursday, 04 October 2007. Present were Mrs. Phyl Rendell, Director of Minerals and Agriculture, Dr. Phil Richards, British Geological Survey (GBS), Cllr. Dr. Andrea Clausen, Dr. Colin Phipps (DES), Mr Tim Bushell (FOGL), Dr Howard Obee (BOR), Mr. Sam Moody (RKH), Mr. John Hogan (ARGOS) and Dr John Perry (RPS).
Mr. Tim Bushell gave a Power-Point presentation on behalf of the operators present and began by telling the 30 members of the public that were present that the North, South and East Falklands Basins were near the Magalanes and Malvinas Basins to the south and east where commercial amounts of oil are being discovered and exploited.
He then went into a brief history of exploration in the North Falklands Basin in 1997/98, commenting that there were six wells drilled and though no commercial quantities of hydrocarbons found Desire Petroleum carried on with additional seismic. Other companies such as Rockhopper Petroleum and Argos operating in the north and FOGL and Borders & Southern decided to explore in the south. In this new round of exploration interest there has been no exploration drilling though Desire Petroleum is ready to drill as soon as a rig is available.
Mr. Bushell said that it was good to have BHP Billiton sign a farm-in agreement because it meant that an appropriate rig could become available sooner rather than later and an agreement signed means that exploration wells had to be drilled within the next three years. He went on to say that other large oil companies could be interested in the area if they think BHP Billiton could be successful.
The risk level also has to be dealt with. Thanks to new technology like 3D seismic and CSEM there is a better picture of what is beneath the seabed in the prospects that have been pin-pointed by the 3D Seismic. Big companies are not willing to invest unless the risk assessment is one in three at least. This is a frontier area and this must be taken into account when investing. Mr. Bushell said the sovereignty issue is in the background as well.
Dr. John Perry then presented a slide show about the Environmental Impact Assessment process. It was RPS that did the Environmental Impact Assessment for Desire Petroleum in 2005/06. He said that before any drilling goes on the assessment has to be done. Baseline studies have to be done but if there is any missing information it has to be acquired before the assessment report is presented in the Gazette, for public consultation, and on to the UK for review.
Mr. Bushell then explained the Farm-in deal with BHP Billiton by saying that FOGL had been approached by them and it took a year for them to make a decision to take the risk to explore in the South and East Falklands Basins. BHP have a successful deep water drilling programme and the appropriate drill ships to complete exploration here. There could be 6 to 10 wells and the rig or drill ship would be committed for a year. Mr. Bushell and a representative from BHP will be coming to the Falklands in January.
He went on to say that acquiring the right rig to do the job would be easier for BHP. There was mention of an LNG plant that could be a possibility for an offshore island in the Falklands. This is only a possibility, he stressed and it would only come about if large commercially viable amounts of natural gas were found.
A member of the public asked how it was possible to estimate how much resource was beneath the seabed. Dr. Phipps explained that with new technology the size of the “Traps” could be assessed and the amount of hydrocarbons in them could be estimated.
Oil slicks had been found via satellite in the North Falklands Basin and the Shell data indicated that the thick source rock extends that far north. Estimates of 60Billion barrels in the area that have been created and expelled have been identified by Shell.
FOGL has found oil and gas chimneys that are easy to identify because oil has a calming affect on the sea. Several passes of the satellite helped to discern whether it was a ship clearing out its bilges or a true oil/gas chimney.
Operators agreed that data from each new well would be shared as the drill rig/ship would be shared. Dr Phipps explained that there are 30 new rigs ready to begin service as well as old rigs being refurbished and the increased numbers would help to bring the per day price down. He explained that a drill ship or a dynamically positioned rig would be suitable in all water depths around the Falklands. A drill ship is easier to move around than a dynamically positioned rig and money could be saved using a drill ship due to the time savings transiting between one prospect and another.
A question was asked about support services and onshore activity. Business would increase in many areas – food, accommodation, warehousing, office space, etc. There would need to be unspecified facilities for a helicopter at the Stanley Airport and 24/7 access for all infrastructure involved with the oil business.
Ciao, Al Sting
http://www.falklandnews.com/public/story.cfm?get=4694&source…
HYDROCARBONS DAILY RECORD: THURSDAY, 04 OCTOBER 2007
By J. Brock (FINN)
TODAY’S BIG NEWS:
(Falkland Islands)
OIL OPERATORS’ PUBLIC MEETING REPORT (04/10/2007)
By J. Brock (FINN)
An oil operators’ public meeting was held in the Court and Council Chamber of the Town Hall at 1700hrs on Thursday, 04 October 2007. Present were Mrs. Phyl Rendell, Director of Minerals and Agriculture, Dr. Phil Richards, British Geological Survey (GBS), Cllr. Dr. Andrea Clausen, Dr. Colin Phipps (DES), Mr Tim Bushell (FOGL), Dr Howard Obee (BOR), Mr. Sam Moody (RKH), Mr. John Hogan (ARGOS) and Dr John Perry (RPS).
Mr. Tim Bushell gave a Power-Point presentation on behalf of the operators present and began by telling the 30 members of the public that were present that the North, South and East Falklands Basins were near the Magalanes and Malvinas Basins to the south and east where commercial amounts of oil are being discovered and exploited.
He then went into a brief history of exploration in the North Falklands Basin in 1997/98, commenting that there were six wells drilled and though no commercial quantities of hydrocarbons found Desire Petroleum carried on with additional seismic. Other companies such as Rockhopper Petroleum and Argos operating in the north and FOGL and Borders & Southern decided to explore in the south. In this new round of exploration interest there has been no exploration drilling though Desire Petroleum is ready to drill as soon as a rig is available.
Mr. Bushell said that it was good to have BHP Billiton sign a farm-in agreement because it meant that an appropriate rig could become available sooner rather than later and an agreement signed means that exploration wells had to be drilled within the next three years. He went on to say that other large oil companies could be interested in the area if they think BHP Billiton could be successful.
The risk level also has to be dealt with. Thanks to new technology like 3D seismic and CSEM there is a better picture of what is beneath the seabed in the prospects that have been pin-pointed by the 3D Seismic. Big companies are not willing to invest unless the risk assessment is one in three at least. This is a frontier area and this must be taken into account when investing. Mr. Bushell said the sovereignty issue is in the background as well.
Dr. John Perry then presented a slide show about the Environmental Impact Assessment process. It was RPS that did the Environmental Impact Assessment for Desire Petroleum in 2005/06. He said that before any drilling goes on the assessment has to be done. Baseline studies have to be done but if there is any missing information it has to be acquired before the assessment report is presented in the Gazette, for public consultation, and on to the UK for review.
Mr. Bushell then explained the Farm-in deal with BHP Billiton by saying that FOGL had been approached by them and it took a year for them to make a decision to take the risk to explore in the South and East Falklands Basins. BHP have a successful deep water drilling programme and the appropriate drill ships to complete exploration here. There could be 6 to 10 wells and the rig or drill ship would be committed for a year. Mr. Bushell and a representative from BHP will be coming to the Falklands in January.
He went on to say that acquiring the right rig to do the job would be easier for BHP. There was mention of an LNG plant that could be a possibility for an offshore island in the Falklands. This is only a possibility, he stressed and it would only come about if large commercially viable amounts of natural gas were found.
A member of the public asked how it was possible to estimate how much resource was beneath the seabed. Dr. Phipps explained that with new technology the size of the “Traps” could be assessed and the amount of hydrocarbons in them could be estimated.
Oil slicks had been found via satellite in the North Falklands Basin and the Shell data indicated that the thick source rock extends that far north. Estimates of 60Billion barrels in the area that have been created and expelled have been identified by Shell.
FOGL has found oil and gas chimneys that are easy to identify because oil has a calming affect on the sea. Several passes of the satellite helped to discern whether it was a ship clearing out its bilges or a true oil/gas chimney.
Operators agreed that data from each new well would be shared as the drill rig/ship would be shared. Dr Phipps explained that there are 30 new rigs ready to begin service as well as old rigs being refurbished and the increased numbers would help to bring the per day price down. He explained that a drill ship or a dynamically positioned rig would be suitable in all water depths around the Falklands. A drill ship is easier to move around than a dynamically positioned rig and money could be saved using a drill ship due to the time savings transiting between one prospect and another.
A question was asked about support services and onshore activity. Business would increase in many areas – food, accommodation, warehousing, office space, etc. There would need to be unspecified facilities for a helicopter at the Stanley Airport and 24/7 access for all infrastructure involved with the oil business.
Antwort auf Beitrag Nr.: 31.843.784 von Andrija am 04.10.07 16:25:38Ich denke, FIH weiß gut, warum es seine FGML-Anteile billig verscherbelt hat. Die Firma hat auf den Falklands keinen Erfolg gehabt und will jetzt weiter südlich, Antarktis, weitersuchen, bis die Knete alle ist. Das Geld ist m.E. versenkt.
Trading Spotlight
Hat eigentlich mal jemand über FMGL nachgedacht?
Der Mineralienexplorer besteht aus 11.250.000 Aktien. Lt. Halbjahresbericht vom Juni diesen Jahres hat man 4,9 Mio. Pfund Cash. Das sind rd.7 Mio. EUR. Pro Aktie gibt es also Cash-Reserven von über 60 Eurocent. Würden die die Geschäftstätigkeit einstellen würde man auf dem aktuellen Kursniveau seinen Einsatz verfünffachen.
Sollte ein klares Zeichen von Unterbewertung sein.
Der Mineralienexplorer besteht aus 11.250.000 Aktien. Lt. Halbjahresbericht vom Juni diesen Jahres hat man 4,9 Mio. Pfund Cash. Das sind rd.7 Mio. EUR. Pro Aktie gibt es also Cash-Reserven von über 60 Eurocent. Würden die die Geschäftstätigkeit einstellen würde man auf dem aktuellen Kursniveau seinen Einsatz verfünffachen.
Sollte ein klares Zeichen von Unterbewertung sein.
Deswegen habe ich ja auch ggf geschrieben - ich kann es einfach nicht beurteilen.
Antwort auf Beitrag Nr.: 31.820.842 von Andrija am 02.10.07 18:09:24Was willst Du als kleines Unternehmen machen, wenn Du kein Geld für Bohrinseln hast(was in die Milliarden geht) ?
Die Großen sind in der besseren Verhandlungsposition, und dafür hat FOGL es sehr gut gemacht!
Die Großen sind in der besseren Verhandlungsposition, und dafür hat FOGL es sehr gut gemacht!
Antwort auf Beitrag Nr.: 31.817.460 von al_sting am 02.10.07 14:51:49Sehe ich genauso. Insofern entäuscht mich der verhaltene Kursanstieg doch etwas. Unabhängig davon, ob die Öl finden, dürften die FIH-Ergebnisse für die nächsten 3 Jahre im Hinblick auf den Hafen, Hotel und Immobilienpreise durch die Ölmannschaften mächtig anziehen. Ich gehe mal davon aus, dass das von vielen noch nicht so recht realisiert wurde.
Mag der FOGL-Vertrag ggf. schlecht verhandelt sein, mit FIH ist man definitiv auf der sicheren Seite und es lässt mich ruhiger schlafen, den Löwenanteil in FIH investiert zu haben.
Eine derzeitige Dividendenrendite von rd 1,7% ist dabei ein zusätzlicher Schmankerl. Bis zum 05.10. kann man sich die diesjährige noch sichern.
Mag der FOGL-Vertrag ggf. schlecht verhandelt sein, mit FIH ist man definitiv auf der sicheren Seite und es lässt mich ruhiger schlafen, den Löwenanteil in FIH investiert zu haben.
Eine derzeitige Dividendenrendite von rd 1,7% ist dabei ein zusätzlicher Schmankerl. Bis zum 05.10. kann man sich die diesjährige noch sichern.
Gerade herausgekommen:
BHP Billington wird Farm-In-Partner für Falkland Oil& Gas und erhält dafür 40% der Öl-& Gaserlöse.
http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…
FIH sollte davon in zweifacher Hinsicht profitieren:
Zum einen als Teilhaber von FOGL. Die Beschaffung und Finanzierung von Bohrinseln sollte damit kein Problem mehr darstellen.
Zum anderen als Großunternehmer der Falkland-Inseln: Die Inseln als Basislager für die Ölförderer werden unter Garantie profitieren, damit auch FIH.
BHP Billington wird Farm-In-Partner für Falkland Oil& Gas und erhält dafür 40% der Öl-& Gaserlöse.
http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…
FIH sollte davon in zweifacher Hinsicht profitieren:
Zum einen als Teilhaber von FOGL. Die Beschaffung und Finanzierung von Bohrinseln sollte damit kein Problem mehr darstellen.
Zum anderen als Großunternehmer der Falkland-Inseln: Die Inseln als Basislager für die Ölförderer werden unter Garantie profitieren, damit auch FIH.
Durchsuchen
