Rockhopper Exploration ehemals FALKLAND OIL & GAS +++ 270% mit Öl (Seite 101)
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ISIN: GB00B0FVQX23 · WKN: A0F6YF
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Letzter Kurs 07:47:49 Lang & Schwarz
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,000 | +71,43 | |
| 21,000 | +25,00 | |
| 0,9000 | +20,00 | |
| 2,1200 | +12,77 | |
| 0,6350 | +12,39 |
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der Wechselkurs auch gut für Investierte 
( im Umkehrschluß für potenielle Käufer in Deutschland natürlich schlechter... )
( im Umkehrschluß für potenielle Käufer in Deutschland natürlich schlechter... )
News, Ignis kauft sich ein, ist bei 4%
http://www.londonstockexchange.com/exchange/news/market-news…
http://www.londonstockexchange.com/exchange/news/market-news…
Antwort auf Beitrag Nr.: 42.979.777 von senna7 am 30.03.12 14:55:58Na dann such Dir doch einen Broker der in London handelt. Ab einem Ordervolumen von rd. 3.000 EUR relativieren sich auch die Gebühren.
Mittag natürlich ...
wie ich heute früh schon gesagt habe ... kurz über 65 und es gehen die Gewinnmitnahmen los ....
oder den
oder den Trading Spotlight
ein Gezocke ist das hier , wenn ich in London handeln könnte-
würde ich bei 61 kaufen und bei 65 wieder raus gehen und das alle 2 Tage ....
würde ich bei 61 kaufen und bei 65 wieder raus gehen und das alle 2 Tage ....
Kann jemand mit paar Wörter übersetzen?da ich auch auch mit FOGL mit dabei bin.....danke..
VIELEN DANK für diese Link hast nen Daumen bekommen
lesenswert ...
Am besten gefällt mir diese Abschnitt :
Method 1: Our preferred methodology pre-discovery is to look at the valuation ascribed by the market in the form of enterprise value to post exploration drilling risked resources. To do this we look at a range of independent exploration-led companies including examples of those still to drill and those that have made breakthrough discoveries in frontier basins. Exhibit 6 shows us that the market valuation of FOGL at $0.25/bbl is significantly below the value being ascribed by the market to neighbour Borders and Southern as well as Bahamas Petroleum and Chariot Oil and Gas. Given the discount to peers, and the fact that FOGL is fully funded for its two well drill programme, it would not be unreasonable to suggest a pre-drill valuation for the stock in line with peers at an average of around $0.7/bbl. To achieve this would suggest a valuation for FOGL of 182p.
Method 2: In the month following Rockhopper’s Sea Lion discovery the stock increased 644%. Although this was from a higher relative EV/risked resource valuation of $1.4/bbl, it is a reasonable estimate of what could be expected to FOGL in the event that either of its 2012 wells strike commercial volumes of oil. Each of FOGL’s wells carry a chance of success of 20% (36% combined CoS) hence we can calculate a risked valuation for FOGL assuming the stock will increase by a similar amount to Rockhopper of 175p .
Method 3: The final valuation method is based on what could be achieved if FOGL is able to prove up any discoveries to a point where they can be sold on. The most recent success case for this is Cove Energy which is at the centre of a bid war that is currently sitting at 210p per share. The main assets for Cove are its 8.5% interest in Area 1 offshore Mozambique with estimated gas resources of 15-30tcf, thus valuing Cove at $4.7/boe (Exhibit 6). Rockhopper also has a dataroom open as it seeks a partner to develop Sea Lion. Rockhopper currently trades at $3.4/bbl of Sea Lion resources (Exhibit 6).
Taking the average of these netbacks on a risked basis suggests that FOGL could today be worth up to 929p per share (or 717p if the farm out option is exercised), moving up to £46 per share
in the case of drilling success (Exhibit 8). To achieve anything like these prices, however, would likely require a successful discovery and appraisal programme on Loligo, which could incur significant dilution to shareholders. As such the valuations from this methodology should be considered speculative at this stage although, with just under 16bnboe of mean prospective resources in the prospect hopper, the upside potential is unquestionable.
Valuation: Significant re-rating potential
Without any discoveries to its name, assigning a value to FOGL at this stage is somewhat speculative. However, we can draw on a number of different valuation methodologies to help frame the investment opportunity ahead of the company starting its 2012 drilling campaign.
Die Skizzen hab ich mal rausgelassen aber wie gesagt am besten selbst mal lesen ...
Quelle- dieser Link und dann auf Download :
http://www.mediafire.com/?lxp8286btbd3rbj
hast nen Daumen bekommenlesenswert ...
Am besten gefällt mir diese Abschnitt :
Method 1: Our preferred methodology pre-discovery is to look at the valuation ascribed by the market in the form of enterprise value to post exploration drilling risked resources. To do this we look at a range of independent exploration-led companies including examples of those still to drill and those that have made breakthrough discoveries in frontier basins. Exhibit 6 shows us that the market valuation of FOGL at $0.25/bbl is significantly below the value being ascribed by the market to neighbour Borders and Southern as well as Bahamas Petroleum and Chariot Oil and Gas. Given the discount to peers, and the fact that FOGL is fully funded for its two well drill programme, it would not be unreasonable to suggest a pre-drill valuation for the stock in line with peers at an average of around $0.7/bbl. To achieve this would suggest a valuation for FOGL of 182p.
Method 2: In the month following Rockhopper’s Sea Lion discovery the stock increased 644%. Although this was from a higher relative EV/risked resource valuation of $1.4/bbl, it is a reasonable estimate of what could be expected to FOGL in the event that either of its 2012 wells strike commercial volumes of oil. Each of FOGL’s wells carry a chance of success of 20% (36% combined CoS) hence we can calculate a risked valuation for FOGL assuming the stock will increase by a similar amount to Rockhopper of 175p .
Method 3: The final valuation method is based on what could be achieved if FOGL is able to prove up any discoveries to a point where they can be sold on. The most recent success case for this is Cove Energy which is at the centre of a bid war that is currently sitting at 210p per share. The main assets for Cove are its 8.5% interest in Area 1 offshore Mozambique with estimated gas resources of 15-30tcf, thus valuing Cove at $4.7/boe (Exhibit 6). Rockhopper also has a dataroom open as it seeks a partner to develop Sea Lion. Rockhopper currently trades at $3.4/bbl of Sea Lion resources (Exhibit 6).
Taking the average of these netbacks on a risked basis suggests that FOGL could today be worth up to 929p per share (or 717p if the farm out option is exercised), moving up to £46 per share
in the case of drilling success (Exhibit 8). To achieve anything like these prices, however, would likely require a successful discovery and appraisal programme on Loligo, which could incur significant dilution to shareholders. As such the valuations from this methodology should be considered speculative at this stage although, with just under 16bnboe of mean prospective resources in the prospect hopper, the upside potential is unquestionable.Valuation: Significant re-rating potential
Without any discoveries to its name, assigning a value to FOGL at this stage is somewhat speculative. However, we can draw on a number of different valuation methodologies to help frame the investment opportunity ahead of the company starting its 2012 drilling campaign.
Die Skizzen hab ich mal rausgelassen aber wie gesagt am besten selbst mal lesen ...
Quelle- dieser Link und dann auf Download :
http://www.mediafire.com/?lxp8286btbd3rbj
Vielen Dank für das Update, bin ja mal gespannt ob sich die höheren Bewertungen sich auch auf dem Markt bewahrheiten.
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