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EXCLUSIVE: Aminex CEO says 'Institutions are delighted' with Zubair farm-out terms Watch Here

EXCLUSIVE: Aminex CEO says 'Institutions are delighted' with Zubair farm-out terms
EXCLUSIVE: InfraStrata continue to negotiate with major gas companies and institutional investors

Member Info for DARKBLUE

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Member Since: Mon, 17th Jun 2013

Number of Share Chat Posts (all time): 685
Number of Share Chat Posts (last 30 days): 1

Last Posted: 8 Jul '18

Post Distribution over the last 30 days

8 Jul '18

Just found this and if it’s correct, there could be a massive upside here if the 3D report they are working on turns out to be massive provable reserves .
Bernstein: Oil May Jump Past $150 On Chronic Underinvestment

By Tsvetana Paraskova - Jul 06, 2018, 8:00 PM CDT
oil rig
A supply shortfall is lurking should major oil companies continue to underinvest in exploring for new oil reserves, and this “chronic underinvestment” is setting the stage for the next super-cycle that could see oil prices soar to $150 a barrel or more, analysts at Sanford C. Bernstein & Co said on Friday.

Investors clamoring for cash returns on their investments in lieu of increased capital expenditures may soon backfire, as new oil reserves may be unable to keep up with demand, according to Bernstein analysts.

“Investors who had egged on management teams to reign in capex and return cash will lament the underinvestment in the industry,” the analysts said in a note, as carried by Bloomberg.

“Any shortfall in supply will result in a super-spike in prices, potentially much larger than the $150 a barrel spike witnessed in 2008.”

“If oil demand continues to grow to 2030 and beyond, the strategy of returning cash to shareholders and underinvesting in reserves will only turn out to sow the seeds of the next super-cycle,” said Bernstein.

“Companies which have barrels in the ground to produce, or the services to extract them, will be the ones to own and those who do not will be left behind.”

Related: Permian Bottlenecks Come At The Worst Moment

After the oil price crash of 2014, oil companies slashed exploration capital expenditure. Now that oil prices have recovered, those companies are looking to reward shareholders with dividends and share buybacks to show that they have successfully come out of the price slump.

The lowered capex in exploration, however, is depleting the oil industry’s reserves and reserves replacement ratios. According to Bernstein, the reinvestment ratio in the industry is the lowest in a generation, which is setting the stage for a super-spike in oil prices; prices may even beat the record of $147 a barrel from 2008.
12 Mar '18

no report released and I'm sure they have it ,but you would be mad to produce it know as sanctions looming on Russia and family friends ,if deaths are proven .
We're is limited who used to post here ?
30 Jan '18

The ceos new message on the website ,he is taking up the (REER) approach,=Responsibility-Efectivness -Efficiency-Realiability (REER) shame they never took this approach before they made the old share holders Take it up the (REER)
11 Jan '18

What you have to remember is this a new completely different company from the last one .looks like they have given
There web site a new branding or face lift ,as people were getting confused that the same company that had gone
Bust was still trading .it appears Aim you can do what you like and get away with ,no one to answer to ,no government
Body that regulates or takes notice of these cons ,even the FCA could not care less .it disgusts me how the management here can get away with it and it sickens me that they can Keep trading under max petroleum with share holders money !
27 Sep '17

Read the report ,and more than that they do not communicate with there share holders ,you have summed it up ,
It's in there hands ,they hold all the cards .GTFO and move on .
27 Sep '17

The market does does not like this ,the company did not update any news regarding there pipe line issues and split / water problems ect which they should have ,also to many caviates written in to this report regarding loans and consolidation,I see this dropping big before any news next year ,and as for lea with her constant updates ,it's a joke .
I would still well clear !
30 Aug '17

Coggy and co it's been a roller coaster,glad to have lived the dream and took the risk ,my days of posting here are over
Moved onto pastures new ,I wish you all Heath / happiness and good luck in what ever you do in the future,

Best regards
30 Aug '17

Yes lea has been very quiet,but if she has had no news her hands are tied ,
They told us that in 2018 the pipe line is due to be finished ,
That if it happens will be the game changer ...if it happens ,or like most of these aim shares ,they spin you a story or in most cases get no news ,the price gets run down then goes private , having had a helping hand from the private investor ,no more aim for me .
Good luck all
28 Aug '17

Not sure what relavance your post has ,I see you are into ukog ,that has a similar spike to Mxp ,let's hope you don't get impaled ,do your research stake what You can afford to loose ,this is aim high risk high reward ,like the casino you place your bet ,

14 Aug '17

I think you got a great price for that volume,the only problem is this is aim .no news till next month I will take 50,000
Shares at 10 ....I can only see it drift with no news ,but good luck to you .
7 Aug '17

Miracles do happen right
7 Aug '17

Sorry Blackrock ,I will clarify what I was talking about ,I asked what it would take for this company to move to the ftse
250 or 100 ,
6 Aug '17

Good find and great analysis,thanks for posting ,I'm not sure what is involved in moving from aim to 250 or 100
But I'm sure we will find out soon ,
3 Aug '17

Here we go
1 Aug '17

Could drop lower ,almost the same price as ukog ,and they only have an oil find and not even producing plus no gas ,
This share malarkey is all over the place ,one thing is for sure when they drop the big one ,and yes folks it's coming
We will be in the top 100 boom, plus good divi ,come on lea
1 Aug '17

100,000 shares for £13k wow ,it must be an isa buy and sell ,if so good move ,oil on the up gas on the up ,RNS with some update ,Come on lea ,if no news this is the long firm playing the long game ,BIG rewards ,just sit tight with a isa
ISA baby ,
27 Jul '17

Max mentor ,I have been trying for many years to get the correct grammar,yes it would go but works equally without !
26 Jul '17

You were right with regards to to the oil price rising as soon as the glut starts to clear ,as we have seen today ,
25 Jul '17

Sanctions refer to this ,if they can find better assets not connected to oil and gas ,and reverse into this company sanctions would not matter ,surly the Russians must be smart and have some thing in place ,share price goes any lower then it will be the same as ukog they are not even producing,time America stopped playing god and dictating
To all.
25 Jul '17

The U.S. Congress is set to approve legislation that will tighten sanctions on Russia, but more importantly, it will gut the President’s authority to unilaterally remove those sanctions.

The sanctions come in response to the Russian interference in the U.S. 2016 presidential election, and they will target Russia’s oil and gas industry. "It will rearrange the way the global energy industry does business with Russia and significantly increase the risk around dealings with Russia,” Elizabeth Rosenberg, a senior fellow and director of the energy, economics and security program at the Center for a New American Security, said on July 23, according to S&P Global Platts.

The bill is intended to deter investment in Russian energy projects, forbidding U.S. companies from investing in shale, deepwater or Arctic oil and gas projects in which Russian companies control a greater than 33 percent stake. By and large that will affect mostly Russian projects, but a handful of projects outside of Russia’s borders will also be targeted.

The bill is a setback for U.S. President Donald Trump, who has repeatedly signaled his desire to soften relations with Russia. The legislation strips him of his power to remove sanctions on his own, instead requiring some consent by Congress. The President could still veto the pending legislation, but with supermajorities likely, his position will be all but irrelevant. Acknowledging this reality, the White House suggested over the weekend that the President might agree to sign the bill into law. The U.S. House of Representatives is slated to vote on Tuesday.

But President Trump is not the only one with reservations about the new sanctions. The European Union is angry that the legislation could damage major energy projects in Europe, hitting European companies doing business with Russian firms. According to a memo written by the European Commission, and reported on by the FT, “the measures could impact a potentially large number of European companies doing legitimate business under EU measures with Russian entities in the railways, financial, shipping or mining sectors, among others.” Brussels says the sanctions could impact natural gas production off the coast of Egypt, gas pipelines in Ukraine, and gas projects in the Caspian. The impact would be “wide and indiscriminate,” the European Commission said.
Related: 4 Reasons Oil Will Rally Back To $50

But it is the Nord Stream 2 pipeline that is likely receiving the most attention, a major project that could also become ensnared in the new U.S. restrictions. The proposed pipeline would double the capacity of the existing Nord Stream 1, which moves natural gas from Russia to Germany via the Baltic Sea.

The European Union is reportedly discussing retaliatory measures against the American legislation, according to the FT, should it become law. These measures consist of several options, including requesting assuran

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