REG-Borders & Southern Operational Update

Released: 21/01/2009

com:20090121:RnsU9732L
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RNS Number : 9732L  
  
Borders & Southern Petroleum plc  
  
21 January 2009  
  
21 January 2009  
  
Borders & Southern Petroleum plc  
  
("Borders & Southern" or "the Company")  
  
Operational Update - Initial Review of 3D Seismic Interpretation  
  
Borders & Southern is pleased to announce an initial review of its 3D seismic 
interpretation. The 3D survey, acquired in 2008, covers an area of 1,492 sq km, 
representing approximately 7.6% of Borders & Southern's total licensed area. The 
survey was designed to target some of the largest high-graded leads that had 
been identified on the Company's 2D seismic data.   
  
Whilst the technical interpretation will continue, the initial phase is now 
complete. The Directors believe that all of the Company's pre-3D objectives have 
been achieved. These were: to reduce the technical risk; to deliver a high 
quality prospect inventory; to validate the direct hydrocarbon indicators 
identified on the 2D seismic lines; and to identify well locations on 
prioritised prospects. Below we describe the key play fairways mapped along with 
two prioritised prospects.  
  
The technical work has highlighted three principal play fairways:   
  
* A seismic amplitude supported Lower Cretaceous play fairway,   
  
* An Upper Cretaceous / Lower Tertiary structural play fairway  
  
* A Tertiary seismic amplitude supported play fairway.  
  
Within these play fairways, multiple prospects have been generated that, in 
common with analogous geological settings, could deliver in the success case 
multi-billion barrels of total recoverable reserves.  
  
The 3D has revealed plenty of evidence for hydrocarbon generation and migration 
in the area. This includes a chain of five anticlines with gas hydrates located 
above the crests or slightly displaced on the asymmetric limb of the folds. 
Additionally, there are many seismic amplitude anomalies throughout the survey 
area.    
  
Lower Cretaceous play fairway  
  
The Lower Cretaceous play fairway comprises sandstone reservoirs within tilted 
fault blocks and submarine fans. The prospects are enhanced by seismic amplitude 
anomalies that display a strong AVO response which could be indicative of 
hydrocarbons. Our prioritised prospect within this play fairway is the Darwin 
prospect. In detail, it comprises two separate tilted fault blocks but which may 
be joined as one large accumulation. This prospect is located up dip of a 
regional migration pathway to a large source kitchen. Down dip of the prospect 
location, the source rock is modelled to be currently sitting in the oil 
generation window and therefore oil is the most likely hydrocarbon phase to be 
encountered.  
  
The prospect is structurally robust, partly fault and dip closed. There is a 
strong AVO anomaly associated with the target reservoir which clearly switches 
off at the bounding faults and at a closing contour on the dipping surface. The 
total measured area for the AVO anomalies is 26 square kilometres. Potential P50 
recoverable reserves estimated for the area defined by these AVO anomalies alone 
are 300 million barrels. However, if the accumulation extends down to the mapped 
closing contour then the accumulation would be significantly larger. This 
prospect has the added attraction of potentially deeper reservoir targets that 
fall within structural closure leading to the possibility of stacked 
reservoirs.  
  
Upper Cretaceous / Lower Tertiary structural play fairway  
  
The Upper Cretaceous / Lower Tertiary structural play fairway comprises 
sandstone reservoirs within major structural closures measuring up to 150 square 
kilometres. Our prioritised prospect within this play fairway is the Stebbing 
prospect. It has a structural closure measuring 85 square kilometres. The 
structure is a simple fold with four way dip closure and a thrust located in its 
core.   
  
There is a well developed gas hydrate above the crest of the fold a few hundred 
metres below the sea bed. Potential P50 recoverable reserves for the Upper 
Cretaceous / Lower Tertiary reservoir are 570 million barrels of oil. Additional 
reserves from the possibility of stacked reservoirs occur deeper within the 
structure. If this play fairway is successful, there are numerous robust 
structural closures within the portfolio that could deliver very large volumes 
of hydrocarbons.  
  
Tertiary seismic amplitude supported play fairway  
  
The Tertiary seismic amplitude supported play fairway comprises Tertiary deep 
water distributary sandstone reservoirs partly stratigraphically trapped within 
structural closures. The play is marked by strong seismic AVO anomalies which 
could be indicative of hydrocarbons. The play extends over several structural 
culminations including the Stebbing prospect. Potential P50 recoverable reserves 
estimated for the Tertiary reservoirs in the Stebbing structure are 710 million 
barrels of oil.  
  
Prioritised prospects  
  
The Darwin prospect has been prioritised due to its robust structure, its 
location at a migration focus within the basin, and the strong AVO support. 
There are good analogues for this prospect within the Magallanes Basin located a 
few hundred kilometres to the west of this area where reported recoverable basin 
reserves have yielded approximately 6 billion barrels of oil equivalent.  
  
The Stebbing prospect has been prioritised due to the ability to test two 
separate play fairways, strong AVO anomalies at one reservoir level and the 
presence of a gas hydrate above the structure.  
  
The Darwin and Stebbing prospects are currently assessed as having the best 
chance of success and will be progressed to drill-ready status. Other than 
sharing the same source rock they are completely independent, allowing different 
aged rocks and different trapping configurations to be tested. Whilst these two 
prospects are currently the preferred first tests, the prospect inventory now 
has significant depth and with additional work alternative prospects may be 
high-graded.   
  
If success is achieved during the initial drilling programme there is plenty of 
scope for developing the prospect inventory outside the current 3D area. The 
mapped play fairways extend outside of the survey area and leads have already 
been identified.   
  
With the initial interpretation phase completed it is the Directors' intention 
to seek partners in order to help finance the drilling programme. This will be 
initiated in the first quarter of 2009. With relatively low oil prices and mid 
to large exploration companies reducing their discretionary expenditure this is 
clearly not the optimum time for seeking partners but the Board believes that is 
has some high quality prospects of significant scale which hopefully should 
attract interest.  
  
Commenting on the 3D results Harry Dobson, Borders & Southern's Chairman said:   
  
"We're delighted with the outcome of the 3D interpretation. The prospects are 
large, offering attractive and exciting drilling targets. The two independent 
prospects, Darwin and Stebbing, are excellent examples of the quality and depth 
of the Company's exploration portfolio. Due to the seismic amplitude support for 
these prospects, the Directors believe that they offer relatively low 
exploration risk for an untested frontier basin. As a consequence, the Directors 
have increased confidence in the ability of the portfolio to deliver commercial 
success for our shareholders".  
  
Notes  
  
Care should be taken when reviewing prospect reserves in undrilled frontier 
basins. In the absence of hard geological data from well penetrations judgements 
have to be made about input parameters into the reserves calculation. However, 
confidence can be placed on the prospect aerial closures as these are based on 
maps generated from 3D seismic interpretation.  
  
The prospect names are based on crew members and passengers of HMS Beagle which 
stopped in the Falkland Islands during its famous voyage to the Galapagos 
Islands and surveying work of South America. In 2008 it was the 175 year 
anniversary of the Beagle's visit to the Falkland Islands.   
  
REVIEW BY QUALIFIED PERSON, QUALITY CONTROL AND REPORTS  
  
The results of the Company's technical evaluation have been reviewed, verified 
and compiled by the Company's geological staff (including Dr Howard Obee, a 
petroleum geologist with over 20 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) for the 
purpose of the Guidance Note for Mining, Oil and Gas Companies issued by the 
London Stock Exchange in respect of AIM companies, which outline standards of 
disclosure for mineral projects.  
  
For further information, please visit www.bordersandsouthern.com or contact:   
  
 
  Borders & Southern Petroleum plc                    
  Howard Obee, Chief Executive        020 7661 9348   
                                                      
  Panmure Gordon (UK) Limited                         
  Katherine Roe                       020 7459 3600   
                                                      
  Ocean Equities Ltd                                  
  Guy Wilkes                          020 7786 4370   
                                                      
  Tavistock Communications                            
  Simon Hudson                        020 7920 3150   
  
  
 
This information is provided by RNS  
  
The company news service from the London Stock Exchange  
  
  END  
  
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