Rockhopper Exploration ehemals FALKLAND OIL & GAS +++ 270% mit Öl (Seite 77)
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heute kann man sammeln ...
Bzgl. BOR war imho auch kein erneuter Erfolg zu erwarten.
Allerdings klingen die Details gar nicht mal so üblich...
So gibts wenigstens nochmal eine attraktive Einkaufsmöglichkeit heut morgen, ich hab sie schon genutzt
Btw, kann mir jmd. bestätigen, dass BHP tatsächlich kein re-Entry Recht in Loligo eingeräumt bekommen hat, sprich FOGL wirklich noch 75% hat?!
Allerdings klingen die Details gar nicht mal so üblich...
So gibts wenigstens nochmal eine attraktive Einkaufsmöglichkeit heut morgen, ich hab sie schon genutzt
Btw, kann mir jmd. bestätigen, dass BHP tatsächlich kein re-Entry Recht in Loligo eingeräumt bekommen hat, sprich FOGL wirklich noch 75% hat?!
Eine gute und eine schlechte Nachricht; wir haben die Rig und BOR hat Pech gehabt.
Regulatory Story
Go to market news section View chart Print
Company Borders & Southern Petroleum plc
TIDM BOR
Headline Stebbing Well Results
Released 07:43 16-Jul-2012
Number 7086H07
RNS Number : 7086H
Borders & Southern Petroleum plc
16 July 2012
16 July 2012
Borders & Southern Petroleum plc
("Borders & Southern" or "the Company")
61/25-1 (Stebbing) Well Results
Borders & Southern (AIM: BOR) reports results from its Stebbing well.
Well 61/25-1 was drilled to a total measured depth of 3060m (true vertical depth of 3011m). The well penetrated the upper Tertiary target on prognosis but was unable to reach lower targets due to anomalous pressure conditions. The lower targets remain unevaluated.
The well encountered very strong gas shows (C1 to C5) whilst drilling the Tertiary section. Petrophysical analysis of the wireline logs suggest an interval (2500m to 2651m) of thin bedded siltstones and claystones with a net to gross of 36% and an average porosity of 19%. Due to the thin bedded character of this sequence it was not possible to obtain a clear indication of the fluid type or saturation. The geophysical anomalies identified on seismic are coincident with this zone containing hydrocarbons. Our initial assessment is that this upper target is unlikely to be commercial although further technical evaluation is required.
Strong gas shows continued below the upper target. However, progress was slow due to lost circulation and well flows which occurred in consecutive hole sections. Several of these flows contained gas. On each occasion the well was successfully controlled but it became necessary to set additional strings of casing, using the contingency casing considered in the well design. In the final 6" hole section, the fluid pressures continued to rise giving further well flows and it became impossible to continue drilling whilst maintaining well integrity. A decision was therefore made to cease drilling.
It is very disappointing not to have reached all the potential reservoir targets in this well. The geological and engineering data will now be reviewed in detail in order to understand the complexities of this prospect.
The Company now intends to plug and abandon the well in line with regulatory requirements and assign the rig to Falkland Oil and Gas. An announcement will be made once this has been completed.
Fluid samples from the Darwin discovery are undergoing analysis in the lab and the results are on track to meet the previously reported 10 week timeframe.
For further information please visit www.bordersandsouthern.com or contact:
Howard Obee, Chief Executive
Borders & Southern Petroleum plc
Tel: 020 7661 9348
Katherine Roe
Panmure Gordon (UK) Limited
Tel: 020 7459 3600
Simon Hudson / Kelsey Traynor
Tavistock Communications
Tel: 020 7920 3150
Notes:
Borders & Southern Petroleum plc is an oil & gas exploration company listed on the London Stock Exchange AIM (BOR). The Company operates and has a 100% interest in five Production Licences in the South Falkland Basin covering an area of nearly 20,000 square kilometres. The Company has acquired 2,862 km of 2D seismic, 1,492 square kilometres of 3D seismic and drilled two exploration wells.
This statement has been reviewed, verified and approved by Dr Howard Obee, (a petroleum geologist with 25 years relevant experience, Fellow of the Geological Society and member of the American Association of Petroleum Geologists and the Petroleum Exploration Society of Great Britain), in accordance with the Guidance Note for Mining, Oil and Gas Companies issued by the London Stock Exchange in respect of AIM companies.
-ends-
Regulatory Story
Go to market news section View chart Print
Company Borders & Southern Petroleum plc
TIDM BOR
Headline Stebbing Well Results
Released 07:43 16-Jul-2012
Number 7086H07
RNS Number : 7086H
Borders & Southern Petroleum plc
16 July 2012
16 July 2012
Borders & Southern Petroleum plc
("Borders & Southern" or "the Company")
61/25-1 (Stebbing) Well Results
Borders & Southern (AIM: BOR) reports results from its Stebbing well.
Well 61/25-1 was drilled to a total measured depth of 3060m (true vertical depth of 3011m). The well penetrated the upper Tertiary target on prognosis but was unable to reach lower targets due to anomalous pressure conditions. The lower targets remain unevaluated.
The well encountered very strong gas shows (C1 to C5) whilst drilling the Tertiary section. Petrophysical analysis of the wireline logs suggest an interval (2500m to 2651m) of thin bedded siltstones and claystones with a net to gross of 36% and an average porosity of 19%. Due to the thin bedded character of this sequence it was not possible to obtain a clear indication of the fluid type or saturation. The geophysical anomalies identified on seismic are coincident with this zone containing hydrocarbons. Our initial assessment is that this upper target is unlikely to be commercial although further technical evaluation is required.
Strong gas shows continued below the upper target. However, progress was slow due to lost circulation and well flows which occurred in consecutive hole sections. Several of these flows contained gas. On each occasion the well was successfully controlled but it became necessary to set additional strings of casing, using the contingency casing considered in the well design. In the final 6" hole section, the fluid pressures continued to rise giving further well flows and it became impossible to continue drilling whilst maintaining well integrity. A decision was therefore made to cease drilling.
It is very disappointing not to have reached all the potential reservoir targets in this well. The geological and engineering data will now be reviewed in detail in order to understand the complexities of this prospect.
The Company now intends to plug and abandon the well in line with regulatory requirements and assign the rig to Falkland Oil and Gas. An announcement will be made once this has been completed.
Fluid samples from the Darwin discovery are undergoing analysis in the lab and the results are on track to meet the previously reported 10 week timeframe.
For further information please visit www.bordersandsouthern.com or contact:
Howard Obee, Chief Executive
Borders & Southern Petroleum plc
Tel: 020 7661 9348
Katherine Roe
Panmure Gordon (UK) Limited
Tel: 020 7459 3600
Simon Hudson / Kelsey Traynor
Tavistock Communications
Tel: 020 7920 3150
Notes:
Borders & Southern Petroleum plc is an oil & gas exploration company listed on the London Stock Exchange AIM (BOR). The Company operates and has a 100% interest in five Production Licences in the South Falkland Basin covering an area of nearly 20,000 square kilometres. The Company has acquired 2,862 km of 2D seismic, 1,492 square kilometres of 3D seismic and drilled two exploration wells.
This statement has been reviewed, verified and approved by Dr Howard Obee, (a petroleum geologist with 25 years relevant experience, Fellow of the Geological Society and member of the American Association of Petroleum Geologists and the Petroleum Exploration Society of Great Britain), in accordance with the Guidance Note for Mining, Oil and Gas Companies issued by the London Stock Exchange in respect of AIM companies.
-ends-
Meinung aus dem ii Board 13.07.12
The guide to the Loligo prospect.
Loligo will be the first of two drills by FOGL.
Loligo has a P50 Oil In Place (OIP) estimate of nearly 16 billion barrels of oil
In the event Loligo is all oil it is expected the P50 recoverable barrels would be in the region of 4.7 billion barrels.
In the event Loligo is gas it is expected the P50 recoverable gas would be 25 TCF.
There is considerable upside potential to the P50 OIP figure, as of course there is downside as well. Loligo could end up being small or nothing, or indeed it could end up being 25 billion barrels of OIP.
The bare minimum requirement for economic gas development is 5 TCF, however this is not that attractive. The economics of gas development in this location become hot, hard and horny attractive when you get to 10 TCF recoverable or more. Therefore should Loligo be dry gas it is extremely commercial given 25 TCF P50 recoverable gas estimates.
Loligo has 5 targets, these being T1 at the top, T1 deep, Trigg, Trigg Deep and then Three Bears at the bottom.
The work done by BHP suggests the upper couple may be gas and the lower ones more likely oil. This is why FOGL tried their best to put themselves into a position to drill "Loligo Deep Well" which will go through all 5 sections.
The size of each target zone (based on oil) as we go from top to bottom is :
T1 = P50 OIP of 5 billion barrels = 1.5 billion recoverable barrels.
T1 Deep = P50 OIP of 2.15 billion barrels = 644 million recoverable barrels
Trigg and Trigg Deep = P50 OIP of 3.24 billion barrels = 969 million recoverable barrels
Three Bears = P50 OIP of 5.3 billion barrels = 1.59 billion recoverable barrels
(For a comparison Sea Lion of RKH is OIP of 1.3 billion barrels and circa 400 million recoverable barrels from that OIP figure)
As you can see Loligo is potentially around 12 times larger than Sea Lion.
Loligo has had several 2D seismic studies done giving very good infill data, and 2D with infill is far superior to standard 2D. BHP also did extensive studies and the conclusions are there are strong DHI's for the Loligo prospect - sadly for BHP their South American mining interests were used against them, IIS, to make them drop their FOGL interest, something they did not want to do but were pressured into. They wanted to retain back in rights given they know how prospective it is, however the Falklands Government refused to allow back in rights and BHP ended up having to let go of the lot in order to preserve and protect their South American mining interests in the face of Argie/Brazil pressure.
RKH recently accepted what I would call a "low ball" offer from PMO, its appears PMO was the only bid on the table at a price level that could be considered to be accepted. There are reasons for a low ball offer, one being presently Sea Lion is a stranded oil find, Sea Lion is not that big, Sea Lion is going to be difficult to develop based on the thin multiple sands (meaning lots of wells needed and difficult EOR (Enhanced Oil Recovery)). But anyway, using the 4.7 US$ a barrel that PMO aid to be conservative you get :
4.7 billion recoverable barrels of which 75% is FOGL interest.
Thats 3.525 billion barrels to FOGL x 4.7 US$ = 10.7 billion pounds sterling.
10.7 billion divided by 320 million shares in issue = 33.5 pounds per FOGL share should Loligo be full of oil and thats based on "low ball" figures.
And that is just the Loligo prospect (FOGL has over a hundred leads in the license areas with potentially 300 billion barrels of OIP and 100 billion recoverable barrels potential).
FOGL is considered the "Jewel in the Crown" of the Falklands, and its no surprise a multi-billion major like EDF farmed into FOGL via Edison, and also no surprise that FKL hold lots of FOGL shares.
The guide to the Loligo prospect.
Loligo will be the first of two drills by FOGL.
Loligo has a P50 Oil In Place (OIP) estimate of nearly 16 billion barrels of oil
In the event Loligo is all oil it is expected the P50 recoverable barrels would be in the region of 4.7 billion barrels.
In the event Loligo is gas it is expected the P50 recoverable gas would be 25 TCF.
There is considerable upside potential to the P50 OIP figure, as of course there is downside as well. Loligo could end up being small or nothing, or indeed it could end up being 25 billion barrels of OIP.
The bare minimum requirement for economic gas development is 5 TCF, however this is not that attractive. The economics of gas development in this location become hot, hard and horny attractive when you get to 10 TCF recoverable or more. Therefore should Loligo be dry gas it is extremely commercial given 25 TCF P50 recoverable gas estimates.
Loligo has 5 targets, these being T1 at the top, T1 deep, Trigg, Trigg Deep and then Three Bears at the bottom.
The work done by BHP suggests the upper couple may be gas and the lower ones more likely oil. This is why FOGL tried their best to put themselves into a position to drill "Loligo Deep Well" which will go through all 5 sections.
The size of each target zone (based on oil) as we go from top to bottom is :
T1 = P50 OIP of 5 billion barrels = 1.5 billion recoverable barrels.
T1 Deep = P50 OIP of 2.15 billion barrels = 644 million recoverable barrels
Trigg and Trigg Deep = P50 OIP of 3.24 billion barrels = 969 million recoverable barrels
Three Bears = P50 OIP of 5.3 billion barrels = 1.59 billion recoverable barrels
(For a comparison Sea Lion of RKH is OIP of 1.3 billion barrels and circa 400 million recoverable barrels from that OIP figure)
As you can see Loligo is potentially around 12 times larger than Sea Lion.
Loligo has had several 2D seismic studies done giving very good infill data, and 2D with infill is far superior to standard 2D. BHP also did extensive studies and the conclusions are there are strong DHI's for the Loligo prospect - sadly for BHP their South American mining interests were used against them, IIS, to make them drop their FOGL interest, something they did not want to do but were pressured into. They wanted to retain back in rights given they know how prospective it is, however the Falklands Government refused to allow back in rights and BHP ended up having to let go of the lot in order to preserve and protect their South American mining interests in the face of Argie/Brazil pressure.
RKH recently accepted what I would call a "low ball" offer from PMO, its appears PMO was the only bid on the table at a price level that could be considered to be accepted. There are reasons for a low ball offer, one being presently Sea Lion is a stranded oil find, Sea Lion is not that big, Sea Lion is going to be difficult to develop based on the thin multiple sands (meaning lots of wells needed and difficult EOR (Enhanced Oil Recovery)). But anyway, using the 4.7 US$ a barrel that PMO aid to be conservative you get :
4.7 billion recoverable barrels of which 75% is FOGL interest.
Thats 3.525 billion barrels to FOGL x 4.7 US$ = 10.7 billion pounds sterling.
10.7 billion divided by 320 million shares in issue = 33.5 pounds per FOGL share should Loligo be full of oil and thats based on "low ball" figures.
And that is just the Loligo prospect (FOGL has over a hundred leads in the license areas with potentially 300 billion barrels of OIP and 100 billion recoverable barrels potential).
FOGL is considered the "Jewel in the Crown" of the Falklands, and its no surprise a multi-billion major like EDF farmed into FOGL via Edison, and also no surprise that FKL hold lots of FOGL shares.
UK Company Invests $1 Billion in Falkland Oil
LONDON --Back in May, I took a look at the companies that are exploring for oil in the Falkland Islands and said that I expected further developments shortly. I'm happy to say that my forecast is coming true -- and the news could soon get much more exciting.
What has happened?
This morning, Rockhopper Exploration (LSE: RKH.L ) announced that it had agreed a 60% farm-out deal with Premier Oil (LSE: PMO.L ) , a 2 billion pound, FTSE 250-listed exploration and production company. The deal is worth $1 billion in total to Rockhopper, providing a clear statement of Premier's confidence in Rockhopper's resources.
Rockhopper is exploring the North Falkland Basin and is currently the only company to have found oil (not gas) in the Falkland Islands.
Rockhopper's 2011 Sea Lion find, in which small explorer Desire Petroleum also has an interest, contains 355 million barrels of 2C contingent resources -- translated, this means that the oil has been discovered but is not yet proven to be commercially viable. The exact amount of oil is a 50% estimate -- so it is equally likely to be more or less than 355 million barrels.
Cash up front
Following its Sea Lion find, Rockhopper could not fund any further development without a substantial partner -- and that's where Premier comes in.
Premier started out as a small oil explorer, but it has grown into a successful independent oil production company. It's a good example of the type of share highlighted in this free Fool report: "Ten Steps To Making A Million In The Market," which I recommend.
Premier will pay Rockhopper $231 million on completion of its 60% acquisition of Rockhopper's license interests. In addition, it will carry $722 million of Rockhopper's development costs for Sea Lion, plus $48 million of Rockhopper's future exploration costs for other joint ventures between the two.
A "carry" is when an oil company pays for its partner's costs up front in the expectation of recovering them from future oil and gas sales. So Premier expects to get its $722 million back, but there is no guarantee of this.
Not the first
Rockhopper is not the only company to have agreed to a farm-out deal for its Falkland interests. Falkland Oil & Gas (LSE: FOGL.L ) has made a deal with Edison International -- even though it has yet to drill a well! The deal with Edison was agreed in March but was kept under wraps until June for commercial reasons. It gives Edison a 25% interest in some of FOG's licenses and a 12.5% interest in others, with Edison paying its share of drilling costs and some additional expenses.
Drilling results due soon
The next major news should be the results of the second well being drilled by Borders & Southern Petroleum (LSE: BOR.L ) , which is operating in the highly prospective Southern Falkland Basin alongside FOG.
Borders' first well, Darwin, contained gas but not oil, raising concerns over whether it would be commercially viable. Hopes will be high that the second well, Stebbing, will contain either a lot of gas or, better still, oil, which will increase the chance that the finds are commercially viable.
News from Stebbing is expected very soon, after which the drilling platform being used will start on FOG's first well. This will be in the Loligo prospect, which has mean prospective resources of 4.7 billion barrels of oil -- the biggest prospect in the Falklands.
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quelle :
http://www.fool.com/investing/international/2012/07/12/uk-co…
Trading Spotlight
Zitat von Andrija: Das liegt daran, dass der Inhalt einer RNS (heute konkret RKH) zunächst noch nicht richtig verdaut wurde und der Überschwang, dass es eine gibt im Zeitablauf leider abnimmt. War bisher fast immer so. Früh verkaufen, später zurück kaufen lohnte sich daher meist.
Vielen Dank .... na dann hoffen wir mal das es auch heute so ist
Antwort auf Beitrag Nr.: 43.377.147 von senna7 am 12.07.12 09:23:00Das liegt daran, dass der Inhalt einer RNS (heute konkret RKH) zunächst noch nicht richtig verdaut wurde und der Überschwang, dass es eine gibt im Zeitablauf leider abnimmt. War bisher fast immer so. Früh verkaufen, später zurück kaufen lohnte sich daher meist.
kann mir mal bitte einer erklären warum der Kurs früh um 9 Uhr sehr oft sehr hoch beginnt ( manchmal 4-5 Cents )und dann später oft wieder zurückfällt ??
ich habe das hier schon sehr oft beobachtet ...hat das eventuell mit London zu tun als Hauptbörse ???
auch heute wieder
ich habe das hier schon sehr oft beobachtet ...hat das eventuell mit London zu tun als Hauptbörse ???
auch heute wieder
auf ii wird die ja Vermutung gepostet das unser Rig Leiv Ericson schon verlegt wurde obwohl noch keine offiziellen Nachrichten bekannt geworden sind.
Die Geheimniskrämerei bzw. die dünne Nachrichtenlage halte ich persönlich durchaus als ein Ergebniss der politischen Situation und wahrscheinlich eines guten Erfolges bei B&S. Die nächsten Tage werden bestimmt noch mehr Klarheit schaffen. Hoffentlich geht es dann nicht zu schnell in Hinblick auf das selektive Nachkaufen.
Die Geheimniskrämerei bzw. die dünne Nachrichtenlage halte ich persönlich durchaus als ein Ergebniss der politischen Situation und wahrscheinlich eines guten Erfolges bei B&S. Die nächsten Tage werden bestimmt noch mehr Klarheit schaffen. Hoffentlich geht es dann nicht zu schnell in Hinblick auf das selektive Nachkaufen.
Antwort auf Beitrag Nr.: 43.372.662 von Trader evil am 11.07.12 09:13:51So langsam gehts los, BOR ist heute gut im Plus, es tut sich was....exiting times.
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