Rockhopper Exploration ehemals FALKLAND OIL & GAS +++ 270% mit Öl (Seite 229)
eröffnet am 03.12.04 12:00:47 von
neuester Beitrag 17.06.24 13:29:25 von
neuester Beitrag 17.06.24 13:29:25 von
Beiträge: 4.507
ID: 932.322
ID: 932.322
Aufrufe heute: 10
Gesamt: 538.563
Gesamt: 538.563
Aktive User: 0
ISIN: GB00B0FVQX23 · WKN: A0F6YF · Symbol: R4Y
0,1720
EUR
-2,82 %
-0,0050 EUR
Letzter Kurs 15:59:18 Tradegate
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6560 | +24,24 | |
| 12,730 | +19,53 | |
| 1,3000 | +16,59 | |
| 22,210 | +13,14 | |
| 0,7300 | +12,31 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,2918 | -10,59 | |
| 10,000 | -10,79 | |
| 11,990 | -19,26 | |
| 0,5099 | -21,55 | |
| 1,2500 | -30,56 |
Beitrag zu dieser Diskussion schreiben
Feedback
Vielleicht kommt sowas auf uns zu...
Antwort auf Beitrag Nr.: 34.539.215 von schlangenmeister am 18.07.08 16:50:04Timescales? I think we’d like to try and get something wrapped up by the end of this calendar year if possible.
Das wird sehr interessant für Seadrill oder einen anderen Riganbieter.
Neben FOGL und Desire kann auch Rockhopper da Kunde werden.
Anfang 2009 kann es losgehen.
Das wird sehr interessant für Seadrill oder einen anderen Riganbieter.
Neben FOGL und Desire kann auch Rockhopper da Kunde werden.
Anfang 2009 kann es losgehen.
hoffe es stört niemanden dass es hauptsächlich um rockhopper geht:
http://www.smallcapnews.co.uk/article/Rock_star_Rockhopper_E…
Rock star: Rockhopper Exploration plc
Friday, July 18, 2008
Four years ago Sam Moody swapped his job as an investment manager in London to start a new life with his family in the Wiltshire countryside. But it wasn’t long before his City expertise was being called upon again – this time to lead an oil and gas venture 8,000 miles away in the south Atlantic ocean.
Today, the managing director of AIM-listed Rockhopper Exploration plc is talking over his company’s next move in a chase to find oil in the Falkland Islands.
Earlier this summer Rockhopper began sounding out potential farm-in partners ahead of test drilling on its North Falkland Basin acreage. After four years of detailed surveying and scoping, the company is pondering whether or not to bring in big company help or opt to raise more cash through the City and do the drilling work itself. For Moody, it’s a delicate balance.
“When you’re a focused company like us the most important thing is to maximise shareholder value,” he says. “We can’t lose sight of the fact that we don’t have anything anywhere else in the world so the normal rules of spreading the risk don’t apply to us in terms farming out.
“What we will do over the next weeks and months is compare the relative merits of doing an industry deal with doing a deal in the equity markets. And until we’ve run the farm-out campaign for a bit longer we won’t know what the answer is. But we do think that there will be money available in both camps.”
Rock steady
It was during his migration to the countryside that Moody crossed the path of Richard Visick, an entrepreneur he’d worked with on previous deals – it was a chance meeting that set the course of the next four years.
“Richard rang me up one day and said ‘I’m thinking about starting an oil exploration company’,” he says. “I offered to help and somewhere along the line fell completely in love with the idea of oil exploration.”
Moody was tasked with building a company around acreage that Visick had secured in the North Falkland Basin. “Through a personal contact I found Pierre Jungels, the ex-chief exec of Enterprise Oil, to become chairman. We needed proper oil experience but it was Pierre’s idea that I stayed on with Rockhopper to run the company side of the business - as opposed to the technical side.
“Running the company side means that I get the money, I make sure everything gets done and I deal with the stock market. But I’ve learned a lot in the past four years about the oil industry.”
Rockhopper's acreage lies to the north of the Falklands in an area with a history of oil discoveries. In 1998 Shell, Amerada Hess, Lasmo and IPC between them drilled six wells, five of which found oil or gas. One of the Shell wells, which is on acreage Rockhopper now holds, recovered live oil to the surface which bled in to the borehole of the well at its target depth of 3,000 metres.
“So it’s true to say you know there’s oil and gas down there, but you don’t know whether you can ever commercialise it,” Moody says. “In 1998 the price of oil was $12 per barrel, in 1999 it fell to less than $10 per barrel and when you’re in a remote location with little or no infrastructure in the late nineties you can’t make it work at that oil price.
“Now you’ve got a dramatic increase in the price of oil and gas, you’ve got much better and accurate exploration technology, you’ve got an increasing demand for oil, you’ve got a decreasing availability of high quality acreage in the world. So all of those things come together to make the Falklands look attractive again.
The rising oil price has changed things out of all recognition. If you’d set this company up at $12 per barrel you would never have got anywhere. We’re now at $130-plus per barrel and all of a sudden lots and lots of parts of the world that were never of interest before start to make sense. But the magic number for the North Falkland Basin, as opposed to the much deeper waters south and east of the Falkland Islands, is as low as $25 or $30 per barrel.
“The question for us now is not whether there is oil in the North Falkland Basin, the question is whether you can find enough oil that flows quickly enough to commercialise it.”
To try and answer that question Rockhopper has been relentless in surveying its acreage. Since 2004 it has conducted two 2D seismic surveys totalling around 1,500 sq km. Those were followed by 850 sq km of 3D seismic over the earlier Shell discovery, which at the time was the biggest 3D survey ever done in the Falklands. There have also been four controlled source electromagnetic (CSEM) lines.
“All the work we’ve done in the past has led us to believe that there is a good chance of finding commercial hydrocarbons in the North Falklands basin,” he says.
“Of course there’s no guarantee, but it’s a good starting point. What I would say is that at every stage of the exploration it’s just looked a little bit better than it did before. So we’ve been very pleased with the work that we’ve done.”
With interpretation of the 3D seismic drawing to a close, Moody’s team is now beginning to tackle the problem of how to pay for test wells. At IPO in the summer of 2005 the company was only ever funded to carry out seismic and other exploratory work over its acreage – it was never funded to actually pay for the wells.
“In terms of the farm-in programme, people are interested in looking at the data – and some of those companies are of a pretty meaningful size – but it’s just too early to say,” Moody says.
“Timescales? I think we’d like to try and get something wrapped up by the end of this calendar year if possible. We will either choose to farm out or contract a rig and drill the wells ourselves with money from the City. That’s the current timetable.”
Rock and roll
Moody’s confidence in Rockhopper’s capacity to raise cash is well founded – as recently as May this year it propped up its working capital funds with a £3.6 million share placing. He believes a combination of factors help the City discern the quality of the various companies that it chooses to invest in.
“If you look at the quality of the acreage that Rockhopper has got, the quality of the work that we have done, the quality of the board, it gives the City an extra hint of confidence in the company,” he says.
“That’s not to say it will definitely work, because you can never say that, but we think we’ve got a high quality offering with a good ratio of risk to reward. We think the City will be able to see that and our recent fundraising would demonstrate that to be the case.”
That just leaves the question of a discovery. Again, Moody takes a balanced view – relaxed on the prospect of either shifting gear and becoming a full production operation or selling to a bigger player.
“At that point you would need to talk to shareholders,” he says. “It depends on where the moment of maximum value for shareholders is – and that can either be at the moment of a discovery or when the first drop of oil is produced.”
But he is also aware that Rockhopper is not alone – even in the North Falkland Basin, where there are presently two other companies operating: AIM-listed Desire Petroleum plc and private operation Argos Evergreen Ltd. In the south and the east of the Falklands there is Falklands Oil & Gas Ltd and Borders & Southern Petroleum plc.
But Rockhopper has fared well in its time as a public company. Currently capitalised at around £53m, the company raised £15m on listing at 42p per share. The recent fundraising raised £3.8m at 101p per share.
“I think the AIM market has worked pretty well for us and we’ve had a respectable share price performance,” Moody says. “We’ve had good liquidity on our stock this year – probably turning over about 50m shares in the market out of about 80m shares in issue.
“We’ve got better liquidity than a lot of AIM companies which is a pretty positive sign for us because some AIM companies can suffer from a lack of liquidity.
“We’ve done everything we’ve ever said we were going to do and a bit more, and I think that’s what shareholders are looking for.”
Ben Hobson, SmallCapNews.co.uk
http://www.smallcapnews.co.uk/article/Rock_star_Rockhopper_E…
Rock star: Rockhopper Exploration plc
Friday, July 18, 2008
Four years ago Sam Moody swapped his job as an investment manager in London to start a new life with his family in the Wiltshire countryside. But it wasn’t long before his City expertise was being called upon again – this time to lead an oil and gas venture 8,000 miles away in the south Atlantic ocean.
Today, the managing director of AIM-listed Rockhopper Exploration plc is talking over his company’s next move in a chase to find oil in the Falkland Islands.
Earlier this summer Rockhopper began sounding out potential farm-in partners ahead of test drilling on its North Falkland Basin acreage. After four years of detailed surveying and scoping, the company is pondering whether or not to bring in big company help or opt to raise more cash through the City and do the drilling work itself. For Moody, it’s a delicate balance.
“When you’re a focused company like us the most important thing is to maximise shareholder value,” he says. “We can’t lose sight of the fact that we don’t have anything anywhere else in the world so the normal rules of spreading the risk don’t apply to us in terms farming out.
“What we will do over the next weeks and months is compare the relative merits of doing an industry deal with doing a deal in the equity markets. And until we’ve run the farm-out campaign for a bit longer we won’t know what the answer is. But we do think that there will be money available in both camps.”
Rock steady
It was during his migration to the countryside that Moody crossed the path of Richard Visick, an entrepreneur he’d worked with on previous deals – it was a chance meeting that set the course of the next four years.
“Richard rang me up one day and said ‘I’m thinking about starting an oil exploration company’,” he says. “I offered to help and somewhere along the line fell completely in love with the idea of oil exploration.”
Moody was tasked with building a company around acreage that Visick had secured in the North Falkland Basin. “Through a personal contact I found Pierre Jungels, the ex-chief exec of Enterprise Oil, to become chairman. We needed proper oil experience but it was Pierre’s idea that I stayed on with Rockhopper to run the company side of the business - as opposed to the technical side.
“Running the company side means that I get the money, I make sure everything gets done and I deal with the stock market. But I’ve learned a lot in the past four years about the oil industry.”
Rockhopper's acreage lies to the north of the Falklands in an area with a history of oil discoveries. In 1998 Shell, Amerada Hess, Lasmo and IPC between them drilled six wells, five of which found oil or gas. One of the Shell wells, which is on acreage Rockhopper now holds, recovered live oil to the surface which bled in to the borehole of the well at its target depth of 3,000 metres.
“So it’s true to say you know there’s oil and gas down there, but you don’t know whether you can ever commercialise it,” Moody says. “In 1998 the price of oil was $12 per barrel, in 1999 it fell to less than $10 per barrel and when you’re in a remote location with little or no infrastructure in the late nineties you can’t make it work at that oil price.
“Now you’ve got a dramatic increase in the price of oil and gas, you’ve got much better and accurate exploration technology, you’ve got an increasing demand for oil, you’ve got a decreasing availability of high quality acreage in the world. So all of those things come together to make the Falklands look attractive again.
The rising oil price has changed things out of all recognition. If you’d set this company up at $12 per barrel you would never have got anywhere. We’re now at $130-plus per barrel and all of a sudden lots and lots of parts of the world that were never of interest before start to make sense. But the magic number for the North Falkland Basin, as opposed to the much deeper waters south and east of the Falkland Islands, is as low as $25 or $30 per barrel.
“The question for us now is not whether there is oil in the North Falkland Basin, the question is whether you can find enough oil that flows quickly enough to commercialise it.”
To try and answer that question Rockhopper has been relentless in surveying its acreage. Since 2004 it has conducted two 2D seismic surveys totalling around 1,500 sq km. Those were followed by 850 sq km of 3D seismic over the earlier Shell discovery, which at the time was the biggest 3D survey ever done in the Falklands. There have also been four controlled source electromagnetic (CSEM) lines.
“All the work we’ve done in the past has led us to believe that there is a good chance of finding commercial hydrocarbons in the North Falklands basin,” he says.
“Of course there’s no guarantee, but it’s a good starting point. What I would say is that at every stage of the exploration it’s just looked a little bit better than it did before. So we’ve been very pleased with the work that we’ve done.”
With interpretation of the 3D seismic drawing to a close, Moody’s team is now beginning to tackle the problem of how to pay for test wells. At IPO in the summer of 2005 the company was only ever funded to carry out seismic and other exploratory work over its acreage – it was never funded to actually pay for the wells.
“In terms of the farm-in programme, people are interested in looking at the data – and some of those companies are of a pretty meaningful size – but it’s just too early to say,” Moody says.
“Timescales? I think we’d like to try and get something wrapped up by the end of this calendar year if possible. We will either choose to farm out or contract a rig and drill the wells ourselves with money from the City. That’s the current timetable.”
Rock and roll
Moody’s confidence in Rockhopper’s capacity to raise cash is well founded – as recently as May this year it propped up its working capital funds with a £3.6 million share placing. He believes a combination of factors help the City discern the quality of the various companies that it chooses to invest in.
“If you look at the quality of the acreage that Rockhopper has got, the quality of the work that we have done, the quality of the board, it gives the City an extra hint of confidence in the company,” he says.
“That’s not to say it will definitely work, because you can never say that, but we think we’ve got a high quality offering with a good ratio of risk to reward. We think the City will be able to see that and our recent fundraising would demonstrate that to be the case.”
That just leaves the question of a discovery. Again, Moody takes a balanced view – relaxed on the prospect of either shifting gear and becoming a full production operation or selling to a bigger player.
“At that point you would need to talk to shareholders,” he says. “It depends on where the moment of maximum value for shareholders is – and that can either be at the moment of a discovery or when the first drop of oil is produced.”
But he is also aware that Rockhopper is not alone – even in the North Falkland Basin, where there are presently two other companies operating: AIM-listed Desire Petroleum plc and private operation Argos Evergreen Ltd. In the south and the east of the Falklands there is Falklands Oil & Gas Ltd and Borders & Southern Petroleum plc.
But Rockhopper has fared well in its time as a public company. Currently capitalised at around £53m, the company raised £15m on listing at 42p per share. The recent fundraising raised £3.8m at 101p per share.
“I think the AIM market has worked pretty well for us and we’ve had a respectable share price performance,” Moody says. “We’ve had good liquidity on our stock this year – probably turning over about 50m shares in the market out of about 80m shares in issue.
“We’ve got better liquidity than a lot of AIM companies which is a pretty positive sign for us because some AIM companies can suffer from a lack of liquidity.
“We’ve done everything we’ve ever said we were going to do and a bit more, and I think that’s what shareholders are looking for.”
Ben Hobson, SmallCapNews.co.uk
Antwort auf Beitrag Nr.: 34.515.295 von tilt am 15.07.08 21:19:10wie Party, wo??? ausserdem tanzt du doch gar nicht
warum werde ich auf keine party eingeladen.....?
warum werde ich auf keine party eingeladen.....?
Ich habe die Tage kontinuierlich genutzt
Trading Spotlight
Antwort auf Beitrag Nr.: 34.514.306 von schlangenmeister am 15.07.08 19:27:57da kann ich dir nur zustimmen, aber wir sind auf der party eingeladen auf der am heißesten getanzt wird
mfg tilt
mfg tilt
Antwort auf Beitrag Nr.: 34.513.954 von Urlaub2 am 15.07.08 18:45:39um FOGL mach ich mir keine sorgen. alles schön übersichtlich. einfach liegen lassen
aber der rest
amiland, peak oil, israel-iran, GM (bin mal gespannt wie die gerettet werden sollen, da geht eigentlich nix mehr)
das wird ein heißer tanz die nächsten monate/jahre
aber der rest
amiland, peak oil, israel-iran, GM (bin mal gespannt wie die gerettet werden sollen, da geht eigentlich nix mehr)
das wird ein heißer tanz die nächsten monate/jahre
Antwort auf Beitrag Nr.: 34.501.665 von schlangenmeister am 14.07.08 14:11:54Nun gut, ich erinnere nur an Energulf, wo man nach Verkündung der
Buchung des drill ships in 6 Wochen 400 % verdienen konnte.
Buchung des drill ships in 6 Wochen 400 % verdienen konnte.
Antwort auf Beitrag Nr.: 34.501.541 von Thoemme am 14.07.08 13:56:36
ich glaube um einen bewaffneten konflikt zwischen england und argentinien brauchen wir uns keine sorgen zu machen.
england hat nach den usa die höchsten militärausgaben
http://heck.linux9.christo.net/ranglisten/Rangliste%20Ruestu…
aber das mit FOGL wird noch ne ganz lange nummer, es kann richtig drunter und drüber gehen
ich bin echt gespannt aber überhaupt nicht euphorisch
ich glaube um einen bewaffneten konflikt zwischen england und argentinien brauchen wir uns keine sorgen zu machen.
england hat nach den usa die höchsten militärausgaben
http://heck.linux9.christo.net/ranglisten/Rangliste%20Ruestu…
aber das mit FOGL wird noch ne ganz lange nummer, es kann richtig drunter und drüber gehen
ich bin echt gespannt aber überhaupt nicht euphorisch
Antwort auf Beitrag Nr.: 34.501.541 von Thoemme am 14.07.08 13:56:36Aber mal im Ernst:
Wenn es im Kriegsfalle wirklich um das Oel vor Falkland ginge, haette Argentinien gegen England mit traditionellem Buendnissparter USA keine Chance. Wer waere der Verbuendete von Argentinien? Chavez?
Sehr viel brisanter waere die Sache mit dem Oel am Nordpol: Dort wuerden die Gegner dann Russland <---> Canada/USA heissen.
Au Backe !
Wenn es im Kriegsfalle wirklich um das Oel vor Falkland ginge, haette Argentinien gegen England mit traditionellem Buendnissparter USA keine Chance. Wer waere der Verbuendete von Argentinien? Chavez?
Sehr viel brisanter waere die Sache mit dem Oel am Nordpol: Dort wuerden die Gegner dann Russland <---> Canada/USA heissen.
Au Backe !
Durchsuchen
