Rockhopper Exploration ehemals FALKLAND OIL & GAS +++ 270% mit Öl (Seite 41)
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ISIN: GB00B0FVQX23 · WKN: A0F6YF
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Letzter Kurs 19.06.24 Lang & Schwarz
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,730 | +19,53 | |
| 19,360 | +12,23 | |
| 0,800 | +9,59 | |
| 2,7735 | +9,41 | |
| 7,2500 | +7,57 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,1000 | -8,69 | |
| 0,7100 | -8,97 | |
| 4,2918 | -10,59 | |
| 11,990 | -19,26 | |
| 1,2500 | -30,56 |
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Zusammenfassung:
http://www.directorstalk.com/edison/FOGL1004213update.pdf
http://www.directorstalk.com/edison/FOGL1004213update.pdf
ich habe schon etwas länger das Gefühl das wir die ganze Warheit der letzten Monate nicht kennen. Wer an dieser Stelle die politische Kategorie nicht aus den Augen verliert macht sicherlich nichts verkehrt. ;-)))))
Ganz interessant, die Ignis hat sich insbesondere nach Kursverlusten in B&S und RKH engagiert.
Humbling’ year for Ignis’s Holden
Manager of Ignis UK Focus fund has said the past year has been a ‘humbling experience’.
By Eleanor Lawrie and Nick Reeve | Published Mar 18, 2013
The manager of one of the four funds in the 267-strong IMA UK All Companies sector to lose money in the past year has described the period as a “very humbling experience”.
Ignis’s £76.1m UK Focus fund lost 9.6 per cent in the 12 months to February 22, compared with a sector average gain of 14.6 per cent in the same period. The FTSE 100 index gained 11.3 per cent in that period, according to FE Analytics.
Just three other funds in the sector lost money in the timeframe.
Manager Mark Holden said he bet heavily on Falkland Islands oil exploration companies that tanked last year.
“With hindsight I should have sold out earlier – I have learned lessons from that,” he said.
In August last year the fund had a 30.3 per cent weighting in oil & gas and a 20.3 per cent basic materials weighting. It had 7.4 per cent in Falklands Oil & Gas and 7.1 per cent in Randgold Resources, which suffered as the gold price plummeted in the second half of last year.
The manager also owned Rockhopper Exploration, which shed 56 per cent in the past 12 months, and Borders & Southern Petroleum, which shed 66 per cent.
Another of the three funds to have lost money in the past 12 months was Henderson Global Investors’ £431.5m UK Alpha fund, which was being managed by Stephen Peak until Neil Hermon and James Ross took over in February. It lost 8.1 per cent in the 12 months to February 22 after Mr Peak put 32 per cent of the fund in oil & gas stocks, including volatile exploration companies.
Both groups have taken steps to reverse the short-term underperformance of their funds.
Henderson’s Mr Ross said: “Basically the fund had too much in basic materials and oil & gas. It was a high overweight to a tricky sector.”
The managers have immediately begun to reduce the fund’s exposure to the bet and according to the fund’s February factsheet it now has 13 per cent in oil & gas stocks.
But Mr Ross said he was loathe to criticise Mr Peak as oil & gas was a very volatile sector.
“It could have turned out very differently but it ended up being the worst place to be,” he said.
Ignis’s Mr Holden added that he had cut some riskier oil stocks and opted instead for a 6.1 per cent weighting in BP.
“The pick up in mergers and acquisitions which shows the industry sees real value, I think the [oil & gas] sector could surprise this year,” he said.
The two other funds that lost money in the past year were the £3.3m CF UK fund, run by Liontrust managers Stephen Bailey and Jan Luthman, which lost 4.4 per cent, and the £8.7m MFM Bowland fund, run by renowned manager Mark Slater, which lost 1.6 per cent.
Slater Investments said the offering was not marketed to retail investors.
Quelle: http://www.ftadviser.com/2013/03/18/investments/uk/humbling-…
Humbling’ year for Ignis’s Holden
Manager of Ignis UK Focus fund has said the past year has been a ‘humbling experience’.
By Eleanor Lawrie and Nick Reeve | Published Mar 18, 2013
The manager of one of the four funds in the 267-strong IMA UK All Companies sector to lose money in the past year has described the period as a “very humbling experience”.
Ignis’s £76.1m UK Focus fund lost 9.6 per cent in the 12 months to February 22, compared with a sector average gain of 14.6 per cent in the same period. The FTSE 100 index gained 11.3 per cent in that period, according to FE Analytics.
Just three other funds in the sector lost money in the timeframe.
Manager Mark Holden said he bet heavily on Falkland Islands oil exploration companies that tanked last year.
“With hindsight I should have sold out earlier – I have learned lessons from that,” he said.
In August last year the fund had a 30.3 per cent weighting in oil & gas and a 20.3 per cent basic materials weighting. It had 7.4 per cent in Falklands Oil & Gas and 7.1 per cent in Randgold Resources, which suffered as the gold price plummeted in the second half of last year.
The manager also owned Rockhopper Exploration, which shed 56 per cent in the past 12 months, and Borders & Southern Petroleum, which shed 66 per cent.
Another of the three funds to have lost money in the past 12 months was Henderson Global Investors’ £431.5m UK Alpha fund, which was being managed by Stephen Peak until Neil Hermon and James Ross took over in February. It lost 8.1 per cent in the 12 months to February 22 after Mr Peak put 32 per cent of the fund in oil & gas stocks, including volatile exploration companies.
Both groups have taken steps to reverse the short-term underperformance of their funds.
Henderson’s Mr Ross said: “Basically the fund had too much in basic materials and oil & gas. It was a high overweight to a tricky sector.”
The managers have immediately begun to reduce the fund’s exposure to the bet and according to the fund’s February factsheet it now has 13 per cent in oil & gas stocks.
But Mr Ross said he was loathe to criticise Mr Peak as oil & gas was a very volatile sector.
“It could have turned out very differently but it ended up being the worst place to be,” he said.
Ignis’s Mr Holden added that he had cut some riskier oil stocks and opted instead for a 6.1 per cent weighting in BP.
“The pick up in mergers and acquisitions which shows the industry sees real value, I think the [oil & gas] sector could surprise this year,” he said.
The two other funds that lost money in the past year were the £3.3m CF UK fund, run by Liontrust managers Stephen Bailey and Jan Luthman, which lost 4.4 per cent, and the £8.7m MFM Bowland fund, run by renowned manager Mark Slater, which lost 1.6 per cent.
Slater Investments said the offering was not marketed to retail investors.
Quelle: http://www.ftadviser.com/2013/03/18/investments/uk/humbling-…
!
Dieser Beitrag wurde von CloudMOD moderiert. Grund: Spam, Werbung
UK junior Falkland Oil and Gas (AIM: FOGL) over the next two years plans to invest US$160mn in exploration offshore the Falkland Islands.
The company will invest US$60mn to acquire over 10,000km2 3D seismic in the period.
The Southern and Eastern Falkland basin focused group aims to better identify new well locations by calibrating the 3D data it collects with wells Loligo and Scotia the company already has drilled, FOGL chief executive Tim Bushell said in a conference call.
The seismic will be collected over the Diomedia fan complex (taking place now); the Faultblock area to look for deposits similar to that of nearby Borders & Southern's (AIM: BOR) Darwin gas condensate discovery; and the Northern Hersilia-Loligo area.
Starting in 2H14, FOGL partner, Noble Energy (NYSE: NBL), will take charge of drilling three to four wells in search of oil, which will be easier to commercialize than the gas discovered up until now. The drilling program is expected to cost US$100mn and will last into 3Q15.
FOGL is evaluating different possibilities to commercialize further gas discoveries including the use of an FPSO, subsea tie-back to shore with subsea separation and compression, a land based two train LNG plant or a floating LNG vessel moored in a deepwater harbor.
Farm-in agreements with Noble Energy and explorer Edison, controlled by French state power company EDF, provided FOGL with capital to fund exploration.
There was no mention of the Falklands referendum in the webcast.(http://www.brrmedia.co.uk/event/110217?popup=true&unique_ts=…)
Quelle: http://www.bnamericas.com/news/oilandgas/fogl-to-sink-us160m…
The company will invest US$60mn to acquire over 10,000km2 3D seismic in the period.
The Southern and Eastern Falkland basin focused group aims to better identify new well locations by calibrating the 3D data it collects with wells Loligo and Scotia the company already has drilled, FOGL chief executive Tim Bushell said in a conference call.
The seismic will be collected over the Diomedia fan complex (taking place now); the Faultblock area to look for deposits similar to that of nearby Borders & Southern's (AIM: BOR) Darwin gas condensate discovery; and the Northern Hersilia-Loligo area.
Starting in 2H14, FOGL partner, Noble Energy (NYSE: NBL), will take charge of drilling three to four wells in search of oil, which will be easier to commercialize than the gas discovered up until now. The drilling program is expected to cost US$100mn and will last into 3Q15.
FOGL is evaluating different possibilities to commercialize further gas discoveries including the use of an FPSO, subsea tie-back to shore with subsea separation and compression, a land based two train LNG plant or a floating LNG vessel moored in a deepwater harbor.
Farm-in agreements with Noble Energy and explorer Edison, controlled by French state power company EDF, provided FOGL with capital to fund exploration.
There was no mention of the Falklands referendum in the webcast.(http://www.brrmedia.co.uk/event/110217?popup=true&unique_ts=…)
Quelle: http://www.bnamericas.com/news/oilandgas/fogl-to-sink-us160m…
Trading Spotlight
Antwort auf Beitrag Nr.: 44.243.066 von DJHLS am 12.03.13 18:14:43Argos ist aktuell mein Favorit im Falklandbecken. Es macht keinen Sinn, dass Premier und die Inselregierung nur für Sea Lion und mögliche weitere Funde von Rockhopper die infrastrukturellen Voraussetzungen schafft. Alles eine Frage des Preises.
Zitat von Andrija: Gar nicht so uninteressant.
Jetzt gibt es eine Goldilock-Zone. Hat bestimmt was mit den drei Bären zu tun. Vielleicht wollen die andeuten, dass man hier auf weitere Überraschungen stoßen kann. Selbstverständlich Öl. Sehr amüsant.
In der Goldilock-Zone wird dann auch ab Q.IV 2014 gebohrt wie verrückt. Konsequenterweise wird mit Diomedia angefangen, der goldenen Öllocke schlechthin.
Leider viele Widersprüche, auch, damit für jeden Hoffnungsträger oder besser Träger von Resthoffnung was dabei ist: "Exploration programme primarily focused on finding oil". Ja warum wird dann Loligo appraised und auf den benachbarten Gaskondensatfund von B&S hingewiesen weil man ja noch mindestens 8 ähnliche Felder in der Nähe hat? Eines davon heißt sogar Scharnhorst, da sollte doch dann nichts schiefgehen. Hoffentlich schießt uns keiner ins Knie.
...und dann soviel "Value of Cash an Carry". 12 Pence unter Wasser! Wo soviel Rauch ist, gibt es auch bald Feuer.
Würde mich jedenfalls wundern, wenn es mit Bekanntgabe des Rigcontracts Ende des Jahres nicht wieder signifikant aufwärts geht. Mir fehlen leider die Mittel und inzwischen etwas die Resthoffnung, um noch einmal signifikant nachzukaufen.
Bei Argos im SFB sieht es aber doch auch nicht besser aus. Explorer sind nun mal eine sehr heiße Sache - insbesondere wenn sie nicht schon ein bißchen Produktion und damit Cash Flow haben. Was für FOGL spricht ist das farm in von NBL, aber auch diese Story hat sich abgekühlöt. Für NBL ist das eine Randgeschichte. Gut für die Schlagzeilen und Investorenkonferenzen, weil NBL nun noch eine Region auf die Landkarte malen kann, wo sie aktiv sind. Aber wie ernst NBL es meint, ist eine zumindest offene Frage.
Zudem gibt es eben andere Tiefsee-Basins die derzeit vielversprechender sind. Im GoM werden immer noch neue Explorationsblöcke ausgewiesen und für die Firmen sind die Blöcke interessant, weil es die vielfachen Funde im GoM eben eine erhöhte Wahrscheinlichkeit indizieren und sich das den Investoren besser verkaufen läßt. Außerdem sind die Kosten im GoM niedriger, da die Küste und insbesondere Houston ein Zentrum der Ölindustrie ist und somit ein breites Angebot an Dienstleistern und Zulieferern besteht. Ein Gasfund wie der von FOGL wäre im GoM wahrscheinlich sogar economic viable - allein weil dort die Infrastruktur schon steht.
Antwort auf Beitrag Nr.: 44.241.814 von Andrija am 12.03.13 14:36:42Gar nicht so uninteressant.
Jetzt gibt es eine Goldilock-Zone. Hat bestimmt was mit den drei Bären zu tun. Vielleicht wollen die andeuten, dass man hier auf weitere Überraschungen stoßen kann. Selbstverständlich Öl. Sehr amüsant.
In der Goldilock-Zone wird dann auch ab Q.IV 2014 gebohrt wie verrückt. Konsequenterweise wird mit Diomedia angefangen, der goldenen Öllocke schlechthin.
Leider viele Widersprüche, auch, damit für jeden Hoffnungsträger oder besser Träger von Resthoffnung was dabei ist: "Exploration programme primarily focused on finding oil". Ja warum wird dann Loligo appraised und auf den benachbarten Gaskondensatfund von B&S hingewiesen weil man ja noch mindestens 8 ähnliche Felder in der Nähe hat? Eines davon heißt sogar Scharnhorst, da sollte doch dann nichts schiefgehen. Hoffentlich schießt uns keiner ins Knie.
...und dann soviel "Value of Cash an Carry". 12 Pence unter Wasser! Wo soviel Rauch ist, gibt es auch bald Feuer.
Würde mich jedenfalls wundern, wenn es mit Bekanntgabe des Rigcontracts Ende des Jahres nicht wieder signifikant aufwärts geht. Mir fehlen leider die Mittel und inzwischen etwas die Resthoffnung, um noch einmal signifikant nachzukaufen.
Jetzt gibt es eine Goldilock-Zone. Hat bestimmt was mit den drei Bären zu tun. Vielleicht wollen die andeuten, dass man hier auf weitere Überraschungen stoßen kann. Selbstverständlich Öl. Sehr amüsant.
In der Goldilock-Zone wird dann auch ab Q.IV 2014 gebohrt wie verrückt. Konsequenterweise wird mit Diomedia angefangen, der goldenen Öllocke schlechthin.
Leider viele Widersprüche, auch, damit für jeden Hoffnungsträger oder besser Träger von Resthoffnung was dabei ist: "Exploration programme primarily focused on finding oil". Ja warum wird dann Loligo appraised und auf den benachbarten Gaskondensatfund von B&S hingewiesen weil man ja noch mindestens 8 ähnliche Felder in der Nähe hat? Eines davon heißt sogar Scharnhorst, da sollte doch dann nichts schiefgehen. Hoffentlich schießt uns keiner ins Knie.
...und dann soviel "Value of Cash an Carry". 12 Pence unter Wasser! Wo soviel Rauch ist, gibt es auch bald Feuer.
Würde mich jedenfalls wundern, wenn es mit Bekanntgabe des Rigcontracts Ende des Jahres nicht wieder signifikant aufwärts geht. Mir fehlen leider die Mittel und inzwischen etwas die Resthoffnung, um noch einmal signifikant nachzukaufen.
RNS Number : 7849Z
Falkland Oil and Gas Limited
12 March 2013
Tuesday 12 March 2013
Falkland Oil and Gas Limited
("FOGL" or "the Company")
Corporate Presentation Published
FOGL, the oil and gas exploration company focused on its extensive licence areas to the South and East of the Falkland Islands, announces that ahead of speaking at an investor conference today a revised corporate presentation and audio webcast will be published on the Company's website (www.fogl.com).
The presentation reviews the 2012 work programme giving further details on the results of the wells drilled, and also outlines the forward work programme and key areas of focus for the Company in 2013.
- Ends -
http://www.fogl.com/fogl/uploads/companypresentations/FOGL_O…
Falkland Oil and Gas Limited
12 March 2013
Tuesday 12 March 2013
Falkland Oil and Gas Limited
("FOGL" or "the Company")
Corporate Presentation Published
FOGL, the oil and gas exploration company focused on its extensive licence areas to the South and East of the Falkland Islands, announces that ahead of speaking at an investor conference today a revised corporate presentation and audio webcast will be published on the Company's website (www.fogl.com).
The presentation reviews the 2012 work programme giving further details on the results of the wells drilled, and also outlines the forward work programme and key areas of focus for the Company in 2013.
- Ends -
http://www.fogl.com/fogl/uploads/companypresentations/FOGL_O…
Ich hatte gedacht Hop oder Top .ende Sommer 2013 es trift.aber leider.
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