Member Info for Borderstothemoon

Https://www.telegraph.co.uk/business/2026/04/09/surge-pricing-could-coming-supermarkets-bank-of-england/

What a good idea

Https://www.telegraph.co.uk/news/2026/04/07/falklands-islands-turning-next-dubai/

😂😂

Own 50% rkh averaged 70p

50% bor averaged 5.5p

Hopefully they will both pop

But as long as rkh doubles doesn't really matter

Bor was always a higher risk bet but if they pull off could pop

Gonna have to wait and see if it pops

I think trumps making America great again. Were all gonna find out at 1am anyway 😁

Once they put a toll on the Strait of Hormuz oil prices should stay relatively elevated. Will miliband open up the north sea? I no farage will its going to be drill baby drill. Sea Lion will be roaring at $90 a barrel get that out the way then navitas probs do a deal later on 2030-2035

The end.

Been watching the fall its like oblivion at alton towers. If they drop to 75p i might buy £5,000 worth. We shall wait and see if they dont go that low then ill keep the £5,000 in the bank. With a hold for maybe 5 years once we get reform government. We shall see what happens

I no its off topic but here's the link

https://oilprice.com/Energy/Energy-General/UK-Oil-Producer-Urges-North-Sea-Revival-as-Hormuz-Crisis-Disrupts-Supply.html

If oil price stays high and trump exits war. There will probs be some cost to travel through hormuz. Which will drive inflation through roof. £1.30 is very achievable rising costs in april we have the may elections coming up and no one likes uncertainty. Unless they open up the north sea

I think June's results will surprise a few souls.

If they do open north sea SQZ SERICA ENERGY WILL FLY, and bme will make a very sluggish slow recovery possibly medium to long term

😘

Not with higher oil prices and rising costs big overheads your competing with online aswell who can under cut with less overall costs.

There is better investment elsewhere

Unfortunately I wish you all the best

Good lick

Be 2030-2035 bor

Rkh first 2029

Can't see major going in when bombs flying about and oil price is up and down like a yo yo.

Im 50% in and rkh and 50% bor

Sqz could do well if north sea gets opened up too

And its all gonna go up once reform get in it will be all popping

SQZ if they open the north sea serica energy could pop

Once reform get in. It will all be going up the whole FTSE 🚀✈️🚀

2030-2035 IMHO

Rkh first

Sold the lot this morning moving the lot into lloyds 95.64p

Not looking good for retail in general

Yes it will turn around i bought first lot at 4.21

3.85, 3.65 ,3.50 I advise buying in drips and averaging down

GLA

50% rockhopper 50% bor

Rockhopper (2029-2030 with delays)

Bor later on 2030-2035

This reduces risk

The main project in the Falklands, the Sea Lion field, is no longer speculative:

A Final Investment Decision (FID) was taken in late 2025

Financing has been secured (“financial close”)

The Falkland Islands government has approved development plans and licences

First oil is targeted around 2028

That combination (FID + funding + approvals) is critical in oil & gas—it means the project has moved from “possible” to actively being executed.

👉 In industry terms, the probability of Sea Lion going ahead is now very high (arguably >80–90%), barring major shocks.

🟡 2) Construction and early development are underway

Work is ramping up through 2026, including drilling subsea wells and installing infrastructure

The project is expected to produce ~50,000 barrels/day at peak

There’s also evidence the basin is shifting from exploration to a potential “regional hub” for oil production

🟠 3) But expansion beyond Sea Lion is less certain

Other Falklands prospects (nearby licences like PL001):

Still in exploration or appraisal phase

Could enter a new exploration period from 2027

Depend heavily on Sea Lion’s success, oil prices, and investor appetite

👉 These have moderate probability—they’re contingent on the first project working.

🔴 4) Key risks that could still derail or limit projects

Geopolitical risk

Argentina continues to oppose and challenge offshore development

While unlikely to stop Sea Lion directly, it can:

deter investors

complicate logistics or legal frameworks

Oil price & economics

The project assumes oil prices ~$60–70+ long term

A sustained price crash could affect later phases more than Phase 1

Technical / cost risk

Remote deepwater location → high costs and complexity

The project was delayed for years due to cost inflation before FID

Energy transition pressure

Global shift away from fossil fuels adds long-term uncertainty, especially for future fields (less so for already-approved ones)

⚖️ Bottom line

Sea Lion (Phase 1): very likely to go ahead (already sanctioned and funded)

Later phases / new fields: uncertain but plausible if Sea Lion succeeds

Overall Falklands oil industry: now credible, but still fragile and politically sensitive

If you want, I can break down the economics (break-even oil price, returns, etc.) or the geopolitical angle (UK–Argentina tensions and impact on investors) in more detail.

Here’s the realistic breakdown:

1. Current situation in the Falklands

The Falklands have significant offshore oil and gas potential, explored by companies like Rockhopper Exploration.

Development has been slow due to:

High costs and remote location

Political tensions with Argentina

Environmental and economic uncertainties

2. Reform UK’s general energy stance

Reform UK broadly supports:

Expanding domestic fossil fuel production

Reducing reliance on imports

Scaling back aggressive net-zero policies

3. Potential impact if Reform had influence

If those policies were applied to overseas territories like the Falklands:

More supportive environment for drilling

Likely political backing for exploration and extraction

Faster approvals and fewer environmental restrictions

Increased investor confidence

Oil firms may feel more secure investing if the UK government is openly pro–oil & gas

Stronger geopolitical stance

Reform might take a firmer line in disputes with Argentina, reinforcing UK control over resource development

4. What wouldn’t change much

Even with strong political support:

Geography and cost challenges remain huge

Oil prices still determine viability

Companies—not politicians—make final investment decisions

Bottom line

Reform UK could create a more favorable political climate for Falklands oil and gas, but it wouldn’t be a game changer on its own. The biggest constraints are still economic and logistical, not just political.

If you want, I can break down the current main oil projects in the Falklands and whether they’re actually likely to go ahead.

Drill baby drill