Rockhopper Exploration ehemals FALKLAND OIL & GAS +++ 270% mit Öl (Seite 53)
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Letzter Kurs 22.05.24 Lang & Schwarz
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,000 | +71,43 | |
| 21,000 | +25,00 | |
| 2,1200 | +12,77 | |
| 0,6350 | +12,39 | |
| 1.046,70 | +11,56 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,440 | -7,58 | |
| 0,990 | -13,16 | |
| 0,550 | -16,67 | |
| 10,000 | -33,33 | |
| 3,0600 | -34,83 |
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Tja, momentan wird FOGL krass unterbewertet, das Potential ist gigantisch. Die meisten Investoren haben nur einen knapp bemessenen Horizont und handeln wie Lemminge, was soll man da erwarten. Aber zum Glück ändern sich die Dinge und auch die Sichtweisen der "Investoren" und dann schlägt das Pendel in die andere Richtung.
LSE von proselenes:
http://www.globes.co.il/serveen/globes/docview.asp?did=10007… It's not how much gas, but where A new discovery in the Falkland Islands outdoes Israel's Leviathan reserve for size, but that isn't necessarily reflected in the price. 27 September 12 19:20, Amiram Barkat inShare First surprise: Israeli gas reserve Leviathan is, as is well known, the biggest deep-water gas discovery in the past decade. Then again, maybe it isn't. Over the Jewish New Year, Leviathan lost the title to a new reserve, discovered on the other side of the world. The reserve is about 100 kilometers east of the Falkland Islands, in a license area known as Loligo. The amount of gas and oil in the reserve has not yet been announced, but, according to preliminary estimates, made before drilling commenced, it could hold 25 TCF (trillion cubic feet) of natural gas, which compares with just 17-20 TCF for Leviathan. The discovery of a new gas reserve of this order of size in Israeli waters would presumably have sent the Tel Aviv Stock Exchange into hysteria. Take for example the Ratio partnership, which holds 15% of Leviathan. This small partnership, which has practically no other assets besides the Leviathan license, has a market cap on the stock exchange of about NIS 2 billion. This market cap expresses investors' expectations of sales of gas to the domestic market and of exports to countries in the Far East and Europe. What should be the value of a company that holds 75% of a reserve 50% bigger than Leviathan? You can only guess. Luckily, Falkland Oil and Gas (FOGL) holds exactly those rights in the new super reserve Loligo. As if that were not enough, this anonymous company holds rights in a group of Northern Area licenses (40%) and Southern Area licenses (52.5%) in Falklands waters that have not yet been explored. The next drilling, which will take place in the northern licenses, is meant to discover an oil target that could contain 1 billion barrels. This is where the second surprise comes in. Falkland Oil and Gas is traded on London's AIM exchange at a market cap of £220 million, which is just $350 million, or NIS 1.4 billion. This valuation also includes a handsome cash balance. In the company's financial report for the first half of 2012, it estimates that at the end of its current drilling campaign, it will be left with cash of not less than $200 million. It is interesting to note that the company's share price has actually fallen since the first announcement of the discovery. This is because investo...........................................
http://www.globes.co.il/serveen/globes/docview.asp?did=10007… It's not how much gas, but where A new discovery in the Falkland Islands outdoes Israel's Leviathan reserve for size, but that isn't necessarily reflected in the price. 27 September 12 19:20, Amiram Barkat inShare First surprise: Israeli gas reserve Leviathan is, as is well known, the biggest deep-water gas discovery in the past decade. Then again, maybe it isn't. Over the Jewish New Year, Leviathan lost the title to a new reserve, discovered on the other side of the world. The reserve is about 100 kilometers east of the Falkland Islands, in a license area known as Loligo. The amount of gas and oil in the reserve has not yet been announced, but, according to preliminary estimates, made before drilling commenced, it could hold 25 TCF (trillion cubic feet) of natural gas, which compares with just 17-20 TCF for Leviathan. The discovery of a new gas reserve of this order of size in Israeli waters would presumably have sent the Tel Aviv Stock Exchange into hysteria. Take for example the Ratio partnership, which holds 15% of Leviathan. This small partnership, which has practically no other assets besides the Leviathan license, has a market cap on the stock exchange of about NIS 2 billion. This market cap expresses investors' expectations of sales of gas to the domestic market and of exports to countries in the Far East and Europe. What should be the value of a company that holds 75% of a reserve 50% bigger than Leviathan? You can only guess. Luckily, Falkland Oil and Gas (FOGL) holds exactly those rights in the new super reserve Loligo. As if that were not enough, this anonymous company holds rights in a group of Northern Area licenses (40%) and Southern Area licenses (52.5%) in Falklands waters that have not yet been explored. The next drilling, which will take place in the northern licenses, is meant to discover an oil target that could contain 1 billion barrels. This is where the second surprise comes in. Falkland Oil and Gas is traded on London's AIM exchange at a market cap of £220 million, which is just $350 million, or NIS 1.4 billion. This valuation also includes a handsome cash balance. In the company's financial report for the first half of 2012, it estimates that at the end of its current drilling campaign, it will be left with cash of not less than $200 million. It is interesting to note that the company's share price has actually fallen since the first announcement of the discovery. This is because investo...........................................
Antwort auf Beitrag Nr.: 43.612.805 von Andrija am 17.09.12 15:50:13Besagter Herr aus dem englischen Board (wie beschrieben extrem optimistisch und Gasfunde für ausreichend haltend) hat eine ganz gute Zusammenfassung zur aktuellen FOGL-Situation geschrieben. Mir gefällt´s:
http://www.mediafire.com/?1lx5jj53wiulr7d[/url]" target="_blank" rel="nofollow ugc noopener">http://www.mediafire.com/?1lx5jj53wiulr7d[/url]
http://www.mediafire.com/?1lx5jj53wiulr7d[/url]" target="_blank" rel="nofollow ugc noopener">http://www.mediafire.com/?1lx5jj53wiulr7d[/url]
Falkland Oil & Gas’ Scotia well ‘particularly attractive’, says broker
1:04 pm by Jamie Ashcroft FOGL says it will take around 75 days to complete 5,000 metres of drilling.
Falkland Oil & Gas (LON:FOGL) says it has now begun drilling the Scotia exploration well.
It is the company’s second and final exploration well under its contract for the Leiv Eriksson drill rig - which also drilled two wells for Borders & Southern.
Scotia is testing a prospect within a mid Cretaceous fan play. FOGL says it will take around 75 days to complete 5,000 metres of drilling.
Brendan Long, analyst at Merchant Securities, says Scotia is a particularly attractive target because it is thought to be oil prone – opposed to the prior nearby gas discoveries – and the ‘source rock control’ is excellent.
While stressing that investors should be aware of the high risks involved with exploration in frontier basins, Long repeated a ‘buy’ recommendation and 152p price target.
This bullish recommendation implies that FOGL shares could be worth more than double the current price of 68p a share.
Oriel Securities, which also rates FOGL as a ‘buy’, said that if Scotia is successful the company has a number of ‘follow on’ prospects of a similar size and that it remains well funded.
“FOGL has the highest impact exploration programme in the UK listed E&P sector,” Oriel analyst Richard Griffith said in a note.
The Scotia well is 114 kilometres from the location of the Loligo well, which made a gas discovery. And it is 315 kilometres from Port Stanley.
FOGL has the operator of the well and it currently has a 75 per cent stake in the project – although a recently agreed farm-out deal with Noble Energy will see this reduce to 40 per cent.
The company says this deal will be completed in the near future.
Investors will be eager for a positive result and finding liquid hydrocarbons, especially oil, would buoy sentiment as the previous two discoveries – Darwin (gas and condensate) and Loligo (gas) – in the Falklands’ deeper waters have been somewhat underwhelming.
Given the two discoveries’ isolated location gas projects are likely to be more difficult to commercialise. And as a result the shares of both FOGL and Borders have fallen from their pre-discovery highs.
Investor interest is now likely to remain high with the drilling of the fourth deep water Falklands well.
http://www.proactiveinvestors.co.uk/companies/news/48407/fal…
1:04 pm by Jamie Ashcroft FOGL says it will take around 75 days to complete 5,000 metres of drilling.
Falkland Oil & Gas (LON:FOGL) says it has now begun drilling the Scotia exploration well.
It is the company’s second and final exploration well under its contract for the Leiv Eriksson drill rig - which also drilled two wells for Borders & Southern.
Scotia is testing a prospect within a mid Cretaceous fan play. FOGL says it will take around 75 days to complete 5,000 metres of drilling.
Brendan Long, analyst at Merchant Securities, says Scotia is a particularly attractive target because it is thought to be oil prone – opposed to the prior nearby gas discoveries – and the ‘source rock control’ is excellent.
While stressing that investors should be aware of the high risks involved with exploration in frontier basins, Long repeated a ‘buy’ recommendation and 152p price target.
This bullish recommendation implies that FOGL shares could be worth more than double the current price of 68p a share.
Oriel Securities, which also rates FOGL as a ‘buy’, said that if Scotia is successful the company has a number of ‘follow on’ prospects of a similar size and that it remains well funded.
“FOGL has the highest impact exploration programme in the UK listed E&P sector,” Oriel analyst Richard Griffith said in a note.
The Scotia well is 114 kilometres from the location of the Loligo well, which made a gas discovery. And it is 315 kilometres from Port Stanley.
FOGL has the operator of the well and it currently has a 75 per cent stake in the project – although a recently agreed farm-out deal with Noble Energy will see this reduce to 40 per cent.
The company says this deal will be completed in the near future.
Investors will be eager for a positive result and finding liquid hydrocarbons, especially oil, would buoy sentiment as the previous two discoveries – Darwin (gas and condensate) and Loligo (gas) – in the Falklands’ deeper waters have been somewhat underwhelming.
Given the two discoveries’ isolated location gas projects are likely to be more difficult to commercialise. And as a result the shares of both FOGL and Borders have fallen from their pre-discovery highs.
Investor interest is now likely to remain high with the drilling of the fourth deep water Falklands well.
http://www.proactiveinvestors.co.uk/companies/news/48407/fal…
Trading Spotlight
Antwort auf Beitrag Nr.: 43.642.043 von Honeymoon am 25.09.12 11:30:15Der erste Brunnen war ein Duster, der zweite ein Gas treffer und der dritte wird Öl sein - der Weg der Mitte - so lautet auch meine Prognose: Scotia Öl!
Scotia trifft voll ins Schwarze - meine Prognose
http://www.proactiveinvestors.co.uk/companies/news/48142/fal…
Falkland Oil & Gas shares steady after Loligo disappointment
17th Sep 2012, 1:30 pm by Jamie Ashcroft Analysis of the well’s findings has so far been challenging though and only limited testing has been possibleAnalysis of the well’s findings has so far been challenging though and only limited testing has been possible
Investors appear to have pre-empted the somewhat disappointing news from Falkland Oil & Gas (LON:FOGL).
The shares edged 3 per cent higher today as it revealed that the Loligo exploration hit gas not oil.
This comes after a 25 per cent share price fall last week as FOGL responded to rumours of a poor result by saying that the drill programme had fallen behind schedule and results were not yet available.
The results are now in. And they confirm that Loligo comprises of six reservoirs containing gas.
Analysis of the well’s findings has so far been challenging though and only limited testing has been possible – crucially it has not been possible to assess whether or not the discovery contains any fluids (i.e. gas condensate).
While the discovery has the potential to be significant the fact that it is gas and not oil makes this a logistical challenge – not least because of the additional difficulties relating to the politics of the region.
“While the well results show potential, gas is not what explorers in the area want to find given the difficulty in transporting it back to the mainland (Argentina won’t allow it as it wants at least a cut, if not ownership) and the absence of a terminal for Liquified Natural Gas (LNG) anywhere near,” said Mike van Dulken, head of research at Accendo Markets.
Because of the logistical challenges, determining the condensate potential is key going forward because the liquid hydrocarbon product can be much easier to transport and can help make a remote project viable.
Merchant Securities analyst Brendan Long this morning said: “The scale of the resource is potentially enormous,” said Brendan Long, analyst at Merchant Securities.
“However, we are cautious because the reservoir was unable to produce a good sample and because the water saturations were reported to be high.
“From the outset we anticipated a gas-condensate discovery, so from our perspective obtaining a fluid sample was really the whole point of drilling the prospect.”
Nearby, Borders & Southern relied upon such a test with its first well in the Falklands. The result of the Darwin discovery well initially disappointed, because it was gas, but later lab analysis yielded sufficiently high proportion of condensate that the find could eventually be viable.
FOGL can potential design a suitable test to recover, and then analyse, a fluid sample with a future well, according to Long.
In the meantime FOGL will carry out its analysis of the data gathered from the Loligo well to better understand the gas discovery.
In light of the result FOGL says the next well will be on the Scotia target.
FOGL says that assuming Scotia is drilled on budget it will have no less than US$200 million of cash left following the two well programme.
"The initial results of the Loligo well are encouraging,” said chief executive Tim Bushell.
He adds: "We now have a positive result from one of our major exploration prospects.
“This, together with the results from our next well, will help determine the priorities for our future exploration efforts. With our partners Noble Energy and Edison, we have the technical resources and funding in place to carry out substantial 3D surveys, followed by further drilling in 2014."
Wenn Scotia nicht trifft, dann gute Nacht Marie. Warten bis 2014! Warten wird wohl zu unserer Hauptbeschäftigung in den Falklands. Hoffentlich hat Oberoperator Bushell diesmal für das richtige Equipment gesorgt, um ein Sample zu nehmen. Sonst hätte man sich das 2012er Projekt wohl schenken können. Vermutlich enthält Loligo bereits hohe Mengen an Gaskondensat und FOGL drillt nochmal für das gleiche Geld, wenn Edison da überhaupt mitmacht, um es zu beweisen.
Falkland Oil & Gas shares steady after Loligo disappointment
17th Sep 2012, 1:30 pm by Jamie Ashcroft Analysis of the well’s findings has so far been challenging though and only limited testing has been possibleAnalysis of the well’s findings has so far been challenging though and only limited testing has been possible
Investors appear to have pre-empted the somewhat disappointing news from Falkland Oil & Gas (LON:FOGL).
The shares edged 3 per cent higher today as it revealed that the Loligo exploration hit gas not oil.
This comes after a 25 per cent share price fall last week as FOGL responded to rumours of a poor result by saying that the drill programme had fallen behind schedule and results were not yet available.
The results are now in. And they confirm that Loligo comprises of six reservoirs containing gas.
Analysis of the well’s findings has so far been challenging though and only limited testing has been possible – crucially it has not been possible to assess whether or not the discovery contains any fluids (i.e. gas condensate).
While the discovery has the potential to be significant the fact that it is gas and not oil makes this a logistical challenge – not least because of the additional difficulties relating to the politics of the region.
“While the well results show potential, gas is not what explorers in the area want to find given the difficulty in transporting it back to the mainland (Argentina won’t allow it as it wants at least a cut, if not ownership) and the absence of a terminal for Liquified Natural Gas (LNG) anywhere near,” said Mike van Dulken, head of research at Accendo Markets.
Because of the logistical challenges, determining the condensate potential is key going forward because the liquid hydrocarbon product can be much easier to transport and can help make a remote project viable.
Merchant Securities analyst Brendan Long this morning said: “The scale of the resource is potentially enormous,” said Brendan Long, analyst at Merchant Securities.
“However, we are cautious because the reservoir was unable to produce a good sample and because the water saturations were reported to be high.
“From the outset we anticipated a gas-condensate discovery, so from our perspective obtaining a fluid sample was really the whole point of drilling the prospect.”
Nearby, Borders & Southern relied upon such a test with its first well in the Falklands. The result of the Darwin discovery well initially disappointed, because it was gas, but later lab analysis yielded sufficiently high proportion of condensate that the find could eventually be viable.
FOGL can potential design a suitable test to recover, and then analyse, a fluid sample with a future well, according to Long.
In the meantime FOGL will carry out its analysis of the data gathered from the Loligo well to better understand the gas discovery.
In light of the result FOGL says the next well will be on the Scotia target.
FOGL says that assuming Scotia is drilled on budget it will have no less than US$200 million of cash left following the two well programme.
"The initial results of the Loligo well are encouraging,” said chief executive Tim Bushell.
He adds: "We now have a positive result from one of our major exploration prospects.
“This, together with the results from our next well, will help determine the priorities for our future exploration efforts. With our partners Noble Energy and Edison, we have the technical resources and funding in place to carry out substantial 3D surveys, followed by further drilling in 2014."
Wenn Scotia nicht trifft, dann gute Nacht Marie. Warten bis 2014! Warten wird wohl zu unserer Hauptbeschäftigung in den Falklands. Hoffentlich hat Oberoperator Bushell diesmal für das richtige Equipment gesorgt, um ein Sample zu nehmen. Sonst hätte man sich das 2012er Projekt wohl schenken können. Vermutlich enthält Loligo bereits hohe Mengen an Gaskondensat und FOGL drillt nochmal für das gleiche Geld, wenn Edison da überhaupt mitmacht, um es zu beweisen.
Die Würfel sind gefallen:
25 September 2012
Falkland Oil and Gas Limited
("FOGL")
Scotia - FI 31/12-01 Well Spud
FOGL, the oil and gas exploration company focused on its extensive licence areas to the South and East of the Falkland Islands, is pleased to announce that the Scotia exploration well FI 31/12-01 was spudded on 25 September 2012.
The well is located 315 km east - northeast of Stanley, Falkland Islands and 114 km from the Loligo prospect.
FOGL is the operator of the well, holding a 75% interest, together with its partner Edison International Spa, which holds the remaining 25% interest. Under a farmout agreement announced on 6 August 2012, Noble Energy Inc. will also participate in this well for a 35% interest, thereby reducing FOGL's interest to 40%. The farmout agreement has been approved by the Falkland Islands Government and the changes to the licences will be formally executed in the near future. Scotia is the second of FOGL's two well exploration programme using the Leiv Eriksson semi submersible drilling rig.
The well is designed to test the Scotia prospect within the mid Cretaceous fan play. It is anticipated that the well operations will be around 75 days with a total depth of approximately 5,000 metres.
- Ends -
25 September 2012
Falkland Oil and Gas Limited
("FOGL")
Scotia - FI 31/12-01 Well Spud
FOGL, the oil and gas exploration company focused on its extensive licence areas to the South and East of the Falkland Islands, is pleased to announce that the Scotia exploration well FI 31/12-01 was spudded on 25 September 2012.
The well is located 315 km east - northeast of Stanley, Falkland Islands and 114 km from the Loligo prospect.
FOGL is the operator of the well, holding a 75% interest, together with its partner Edison International Spa, which holds the remaining 25% interest. Under a farmout agreement announced on 6 August 2012, Noble Energy Inc. will also participate in this well for a 35% interest, thereby reducing FOGL's interest to 40%. The farmout agreement has been approved by the Falkland Islands Government and the changes to the licences will be formally executed in the near future. Scotia is the second of FOGL's two well exploration programme using the Leiv Eriksson semi submersible drilling rig.
The well is designed to test the Scotia prospect within the mid Cretaceous fan play. It is anticipated that the well operations will be around 75 days with a total depth of approximately 5,000 metres.
- Ends -
drei drilling companys haben bis jetzt nachweisen können das dort unten nicht nur sand oder steine sind. früher oder hoffentlich nicht später wird ein treffer gelandet und dann wollen wie immer alle auf einmal daran teilhaben. wenn die welt oil braucht wird es solange gesucht bis der letzte tropfen verbraucht ist und deshalb lebt die story.
mfg tilt
mfg tilt
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