Borders & Southern Petroleum Live Discussion

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Finners01 04 Jan 2018

Any news? Big % uplift today... why?

Momentum09 08 Nov 2017

Re: 25,85% up !!! Something is brewing ... Nice to see some movement here. With oil north of $60, have borders finally found a farm in partner?I've said before, Borders is very, very cheap. Trading at near cash-value, Darwin and the vast exploration potential are not priced in. At an option price of almost zero, this is a very high leverage play. A sideways play, but I think borders could be a multi multi bagger from here.GLA, DYOR

gallic b c 08 Nov 2017

25,85% up !!! Something is brewing ... Hello ...any news, explication or justification would be appreciated !!!ThanksG

pb999 08 Nov 2017

Re: No love in the lab Seriously Bogroll. Your using the same headline for when you lied totally about those test results years ago?

fadilz 08 Nov 2017

Here we go again? Let's see what happens this time. 15p+ if farm in, look at previous spike for what happens if not.

eye_user 19 Oct 2017

Re: No love in the lab ...Whilst the external environment may continue to be challenging in the short term, the Company is well positioned for a recovery in the oil price. We have an excellent discovery with a low break-even oil price, attractive near-field prospectivity and additional block-wide potential from different play types. Our balance sheet remains strong, our overhead low and we have a clear strategic focus on monetising our discovery. Howard Obee, Chief Executive26 September 2017

labongus 16 Oct 2017

Re: No love in the lab surprising,really,considering argentina enticing the big boys with offshore auction for exploration driiling for gas/oil next year,..a lot of borders work already carried out

fadilz 10 Oct 2017

Re: No love in the lab did NOT mean to tick you up borgo. To explainThis is a bet on price of oil, but if you expect returns within 6 months look elsewhere.When/if a farm-in partner is found, we'll likely go up 10x. For that eventuality, I'm prepared to (a) take a risk, (b) be patient.We know that as at AGM 2014 they had had two serious approaches (I posted a report at the time). I would suppose that the 3x increase in H1 this year was because of a rumor (perhaps fact) of another approach.

borgo22 10 Oct 2017

No love in the lab Had a few drinks with the Barman tonight. He tells me that Borders are a million miles from a farm out. No serious interest unfortunately. South Falklands basin will not see any new holes until the next decade. It’s a real shame as one day the basin will produce commercial quantities of oil. Howard’s a quality geoscientist but this bad boy is going nowhere unfortunately. Here comes the rain !

pb999 26 Sep 2017

Re: Buy before the stampede And the reaction if still no farm out?

Momentum09 26 Sep 2017

Re: Buy before the stampede Borders and Southern interim results are due to be announced by Thursday, which should tell us more about progress towards a farm-out. At this price, the reaction to any significant progress should be rapid and substantial.GLA, DYOR

Momentum09 25 Sep 2017

Re: Buy before the stampede Strong buy

Momentum09 25 Sep 2017

Buy before the stampede Buy Borders before the stampede begins! The oil price is recovering as supply and demand return gradually to balance. Large oil companies, having cut back drastically on exploration spend, will find themselves scrambling for new projects to secure growth.Against this backdrop, interest is stirring once again in the Falklands. RKH has bounced strongly from recent lows as the odds shorten of Sealion being sanctioned in 2018.However, Borders is still trading near all-time lows and now may be a great time to build a position before the herd moves in. Here's why:1) Borders already has a high-quality find in its portfolio. Darwin contains 360m barrels of condensate and is potentially commercial at $40. Further, Borders has substantial exploration potential and many lookalike prospects including Sullivan, which has an AVO response very similar to Darwin and has the potential to contain 5.6tcf of gas in place with 473m barrels of recoverable condensate, according to management.2) If Sealion is part-funded through UK export finance, it puts Borders in a good position to avail the same source of funding to appraise and develop Darwin, in conjunction with a farm-in partner.3) Development of Sealion opens up the opportunity for a farm-in partner to share some of the infrastructure costs with PMO/RKH. Yes, it's a different basin but there would still be significant synergies allowing costs to be reduced and improving the marketability of the SFB. 4) Sealion sanction and development, particularly one supported by UK government funding, would allay any fears of perceived political risk. Suddenly, many potential farm-in partners, formerly put off by the political risk, would stand up and take notice. 5) Borders is very, very cheap. Trading at near cash-value, Darwin and the vast exploration potential are not priced in. At an option price of almost zero, this is a very high leverage play. A trebling of the market cap would still leave it worth less than £30m.I recall that it was suggested previously by Borders' management (at an AGM, perhaps?) that they had been close to securing a farm-in partner but the deal fell through, not on commercial grounds, but because the potential partner took fright due to the threats emanating from Argentina at the time.Sealion sanction (and the increasing likelihood of it) has the potential to be a game changer for Borders and the SFB, making it a very attractive proposition for a farm-in or even takeover.As always DYOR. 

rpoodle 06 Jul 2017

Re: Farm out partner found Anything to back that subject heading up, other than price action?

blackgold76 06 Jul 2017

Farm out partner found Price action is really starting to bounce. news on its way

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