| Thema | Posts | Stand | |
| Archivierte Beiträge bis 2. Dezember 2010 | 20 | 24.1. - 11:22 |
| Archivierte Beiträge bis 23. Februar 2010 | 20 | 30.3. - 19:16 |
| Archivierte Beiträge bis 9. Dezember 2009 | 20 | 4.1. - 10:49 |
| Archivierte Beiträge bis 6. Oktober 2007 | 20 | 5.12. - 10:56 |
| Archivierte Beiträge bis 28. März 2007 | 20 | 28.3. - 10:34 |
| Archivierte Beiträge bis 5. Dezember 2006 | 20 | 5.12. - 14:51 |
| Archivierte Beiträge bis 26. Oktober 2006 | 20 | 26.10. - 17:43 |
| al_sting - Donnerstag, 31. März 2011 - 16:04 |
| Aus den Falkland-Inseln gibt es endlich mal wieder motivierende Nachrichten. Siehe z.B. hier http://www.moneyweek.com/investments/commodities/energy/falklands-oil-story-reignites-13005 hier http://www.upi.com/Science_News/Resource-Wars/2011/03/29/Falklands-oil-quest-firms-go-high-tech-with-deep-sea-exploration/UPI-18781301443295/ oder hier http://en.mercopress.com/2011/03/30/falklands-desire-petroleum-announces-drilling-of-sixth-well-has-begun Daher will ich jetzt auch für die Falkland Islands Holding die Positionsgröße anpassen, damit der Kaufwert etwa 9.000 € beträgt. Kauf 600 Stück, Börse Frankfurt, Limit 3,50€. |
| al_sting - Donnerstag, 26. Mai 2011 - 18:31 |
| Auch hier gilt: Sollte der Kurs unter etwa 3 € abfallen, will ich nachkaufen. |
| al_sting - Dienstag, 24. Januar 2012 - 11:22 |
| Neuigkeiten aus den nördlichen Falkland Islands. Einerseits sollte die Falkland Islands Holding als Händler, Landentwickler etc. ganz direkt von dem wachsenden Ölgeschäft profitieren, andererseits sollte auch das Interesse für die Beteiligung FOGL anziehen: http://en.mercopress.com/2012/01/23/us-oil-company-makes-1.6bn-dollars-offer-for-falklands-rockhopper-shares-soar Monday, January 23rd 2012 - 17:19 UTC US oil company makes 1.6bn dollars offer for Falklands’ Rockhopper: shares soar Rockhopper Exploration Plc shares surged in London trading following a report that Texas based Anadarko Petroleum Corp. is in talks with the only company to have made a commercial oil discovery off the Falkland Islands. Rockhopper advanced in London to the highest since February last year. The shares have increased 44% in the past six months. Desire Petroleum Plc, which owns acreage next to Rockhopper, advanced as much as 7.6%. The Sunday Times reported that Anadarko is in talks with Rockhopper that may lead to a takeover of the company. Anadarko executives last week met managers of the UK company according to the report. Rockhopper Chairman Pierre Jungels said last month the company has a range of options for the Sea Lion prospect (a 500 million barrels field) and that it will open a data room to seek partners. The company needs about 2 billion dollars to develop the find off the Falkland Islands that Margaret Thatcher went to war following the Argentine invasion in 1982. Rockhopper struck lucky at its first attempt and also made a second discovery. It plans to start commercial production in 2016 when it hopes to develop the Sea Lion field with a giant oil tanker moored over it. The ship will be fitted with a drilling rig and have the capacity to store up to three million barrels of oil, which would be offloaded to other tankers. According to Houston press reports Anadarko made a provisional offer to invest nearly 1.6 billion dollars in Rockhopper. Allegedly four Anadarko executives flew to Port Stanley recently to meet with the UK explorer, and one said that the provisional offer to invest in Rockhopper’s Sea Lion discovery and develop it is on the table. Six energy companies have approached Rockhopper’s quest to bring in a partner by the end of March to develop its discovery, but Anadarko is by far the biggest. The Sunday Times mentioned Houston-based Noble Energy Inc., Hess Corp and Murphy Oil USA Inc. are also interested, as well as UK firms Cairn Energy and Premier. Anadarko was a minority owner in BP's Macondo well, which exploded spilling almost five million barrels of oil into the Gulf of Mexico and killing 11 workers. It agreed last year to pay BP four billion US dollars to settle claims over the disaster. Rockhopper's discovery of the oil field has increased the tensions between the UK and Argentina, which has maintained its claim to the Falklands/Malvinas Islands since going to war over them in 1982. |
| al_sting - Dienstag, 24. Januar 2012 - 11:32 |
| Und hier noch ein Artikel von Vorgestern mit etwas direkterem Bezug auf FOGL, der Beteiligung von FIH: http://en.mercopress.com/2012/01/22/falklands-confirms-second-oil-rig-has-reached-the-islands-spudding-planned-for-monday Sunday, January 22nd 2012 - 05:44 UTC Falklands confirms second oil rig has reached the Islands; spudding planned for Monday Falklands oil industry sources confirmed that the semi-submersible Leiv Eiriksson oil exploration rig has reached Falklands’ waters and should be spudding its first well next Monday. “Yes, she’s here and getting ready for Monday. She’s a real nice state of the art baby” said the Falklands sources. Early in the day the Buenos Aires press quoting sources at Argentina’s Defence and Foreign Affairs ministries said that the oil rig flagged in Bahamas and contracted by Borders & Southern Plc and Falkland Oil and Gas Ltd (FOGL) had been detected approaching Malvinas waters. The rig is expected to begin drilling next week two wells to the south and southeast of the Malvinas Islands. According to the Buenos Aires media the rig was spotted by a maritime routine flight from an Orion P3-B belonging to the Argentina Air Naval service which took pictures of the vessel while sailing 547 miles east of Comodoro Rivadavia. Apparently these maritime air patrols are routine as part of Argentina, together with South Africa, international responsibility to safeguard human lives and shipping in the vast South Atlantic. The Buenos Aires press reported that the two exploratory wells to be drilled for Borders & Southern Plc are “very close to the Argentine 200 miles continental platform outer limit”. Since the announcement November 2010 of the contracting of the Leif Eiriksson, “several Argentine offices among them the Malvinas and South Atlantic Desk at the Foreign Affairs ministry (Ambassador Sebastian Brugo Marcó) and the Office of Strategic Intelligence from the Ministry of Defence (Lourdes Puente de Lopez Llovet)”, began tracking the course of the rig from Greenland to the Falklands, with the help of shipping webs in the internet that show maritime traffic worldwide. So far two other oil companies have been involved in the current round of exploratory drilling in Falklands’ waters which started in 2010: Desire Petroleum and Rockhopper Exploration Plc. Between them they have drilled over twenty wells with the ‘Ocean Guardian’ exploratory rig which left for Scotland in mid January. Both companies found traces of oil and gas in several wells, but the real promising commercial discovery was done at the Sea Lion prospect where Rockhopper estimates there are 500 million barrels of good light crude. However to undertake such a task, estimated in over two billion dollars, Rockhopper contracted Bank of America-Merrill Lynch to help find an investor that is interested in sharing such a promising potential. All this with the background of the escalating conflict between London and Buenos Aires, which according to Argentine sources makes the whole operation even more risky since there is “an ongoing unsolved sovereignty dispute, with ample support for Argentina from neighbouring countries”. |
| al_sting - Montag, 2. Juli 2012 - 07:24 |
| Nachtrag: Hier gab es am 13. Juni eine Kapitalerhöhung, Verhältnis 1:15, zu 3,20 Pfund pro Aktie: http://www.fihplc.com/support/upload/FIH-circular.pdf Trotz des Abschlags von 15% auf den Kurs habe ich nicht teilgenommen. |
| al_sting - Dienstag, 25. September 2012 - 12:09 |
| Verkauf 500 Stück, , Limit 4,44€, Aktie Frankfurt Diese Region bleibt interessant, aber die Entwicklung dauert etwas länger. Daher reduziere ich den Wert auf eine "klassische" halbe Position. Einschätzung: Chancenreich bei hohem Risiko, Langfristentwicklung |
| al_sting - Donnerstag, 27. September 2012 - 16:42 |
| Erster Handel Frankfurt: Zeit: 14:28:42 Kurs 4,78 EUR Anzahl: 1 Verkauf: 4,78€ * 500 = 2.390,00€. Restbestand: 1.000 Aktien = 1/2 Position |
| al_sting - Donnerstag, 20. Dezember 2012 - 10:07 |
| Nachtrag: Final Dividend, ausgezahlt am 19.09.2012: 0,7 Pfund = 0,086954€ / Aktie. Damals betrug der Aktienbestand noch 1500 Aktien. --> 0,086954 € * 750 = 130,43 € |
| al_sting - Dienstag, 8. Januar 2013 - 12:49 |
| Verkauf alle Aktien, nächster Kurs, LSE, London |
| al_sting - Dienstag, 8. Januar 2013 - 13:45 |
| Handel an der Lonston Stock Exchange, 13:33 Uhr: 3,282 GBP = 4,025 € --> Verkauf 1.000 x 4,025€ = 4.025 € |
| chinaman - Samstag, 1. Februar 2014 - 12:22 |
| Hier ist die Phantasie in Öl zwischenzeitlich geplatzt. Falkland Oil&Gas wird mit Desire verschmolzen; aber wirtschaftlich war FOGL fast ein Totalverlust. Die Falkland Holding ist damit sicher weiter ein solider Substanzwert, der allerdings seiner Phantasie beraubt wurde. Exploration ist und bleibt ein high risk Business. |
| al_sting - Montag, 3. Februar 2014 - 20:20 |
| Stimmt. Die Bohrungen waren weitgehend erfolglos, Tiefsee-Ölförderung ist wegen der Kosten gerade nicht gefragt, und das halbpolare Klima und der feindselige Nachbar Argentinien macht das Ganze noch unpopulärer. Privat habe ich noch eine kleine Position an FOGL-Aktien. Ist in der Tat nahezu Gesamtverlust und soll mich zukünftig daran erinnern, dass die early-stage-Explorer ganz besonders riskant sind. So wie mich der (mittlerweile unverkäufliche) Darco Water-Rest noch eine Weile an die asiatischen Risiken gemahnen wird. |
| chinaman - Dienstag, 4. Februar 2014 - 03:20 |
| Darco Water ist ein guter Hinweis. Die Story sollte ich mir mit ein paar Jahren Abstand auch noch einmal anschauen. |