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FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 1, 2012 08:04AM

Got to be one of the most exciting stocks for 2012, so have a read of this write up for the potential that is there.

[boards.fool.co.uk]

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Stocks Discussed: FOGL.L,
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Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 2, 2012 01:43AM

Same write up but with a couple of very minor corrections (eg 20% of 20 is 4 not 2...:) )

On Stockopedia.

[www.stockopedia.co.uk]

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Stocks Discussed: FOGL.L,
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Rating: 3.4/5 (8 votes)



Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 3, 2012 09:07PM


Its a little out of date with the information as its old, but here is some detail on the production at the Marlim field offshore Brazil in the Campos Basin, which has been ongoing for years now.

The Campos Basin is the analogue for Loligo/Nimrod/Vinson etc.. - with the targets at Loligo/Nimrod/Vinson all expected to have oil in the 18API to 25API range (production at the offshore Marlim field is 17API to 22API)

[www.offshore-technology.com]

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Stocks Discussed: FOGL.L,
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Rating: 3.3/5 (6 votes)



Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 14, 2012 03:31AM

Post this placing this is where we stand imo :

BOR

Number of shares: 428.58m
Share Price: 70.75p
Cash: $197 million / £128.88m
Market Cap:£306.43m

FOGL

Number of shares: 320m
Share Price: 45p
Cash: $223 million / £145.89m
Market cap: £144m

Loligo risked per share is now £13.13
Loligo unrisked per share is now £89 (based on P50 4.7 billion recoverable bls)

Scotia risked per share is now £2.79
Scotia unrisked per share is now £18.93 (based on P50 1 billion recoverable bls)

FOGL main prospects risked is now £44.71 per share
FOGL main prospects unrisked is now £303 per share

And for fun :

FOGL top 100 prospects is risked £224.98 per share
FOGL top 100 prospects unrisked is now £1524.76 per share


Stocks Discussed: FOGL.L,
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Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 18, 2012 07:28PM

Link to read :

[www.bloomberg.com]

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Stocks Discussed: FOGL.L,
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Rating: 3.0/5 (5 votes)



Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 20, 2012 05:21AM

I guess these guys would be having a look at FOGL as well.

[www.dailymail.co.uk]

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Stocks Discussed: FOGL.L,
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Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 20, 2012 05:56AM

Falklands Oil getting lots of airtime now....

[www.bloomberg.com]

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Stocks Discussed: FOGL.L,
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Rating: 3.4/5 (5 votes)



Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 21, 2012 08:49PM

Rig has arrived safely and is now east of the Falklands Islands in Falklands waters, in the Berkeley Sound.

[www.marinetraffic.com]

So spudding of BOR's first well is now due very soon. Should BOR strike the impact on both BOR and FOGL will be immense (more so to BOR but in no small way to FOGL as well at this stage given their market cap is half of BOR at the moment).


Stocks Discussed: FOGL.L,
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Rating: 2.8/5 (5 votes)



Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 21, 2012 09:47PM

The more big names getting involved the better for all Falklands companies. My guess is they are looking into the situation ahead of the southern drills, using RKH's show as an excuse to take a look at the whole set up there, for the southern drills are big enough to warrant a big name getting involved, if the SFB drills by BOR and FOGL strike oil.


www.thesundaytimes.co.uk/sto/business/Industry/article860553.ece

Texans fly into Falklands for Rockhopper talks
Ben Marlow and Danny Fortson

The Sunday Times Published: 22 January 2012

The American oil giant that partnered BP on the ill-fated Deepwater Horizon oil platform is considering a move on Rockhopper, the Falklands explorer. It is understood that a team of executives from Anadarko Petroleum, the $40 billion oil group, flew to the Falklands last week to meet......................................


Stocks Discussed: FOGL.L,
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Rating: 4.0/5 (5 votes)



Re: FOGL.L (Falkland Oil and Gas)
Posted by: Proselenes (IP Logged)
Date: January 27, 2012 10:43PM

[www.proactiveinvestors.co.uk]

............Falkland Oil and Gas (LON:FOGL) also emerged among the most actively discussed companies on bulletin boards. Investors were focused on the upcoming drilling campaign by fellow Falklands operating firm Borders & Southern (LON:BOR), which will target the Darwin prospect.

Darwin is similar to several prospects owned by FOGL including Inflexible and Thulla. Should the first well targeting Darwin be a success, it will significantly de-risk FOGL’s prospects ahead of its drilling programme, which will kick off once the Leiv Eiriksson rig is released by Borders & Southern.............


Stocks Discussed: FOGL.L,
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