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ASCENT RESOURCES: Gas flows mean cash flows to develop up to 15 wells


Amerisur Share Chat (AMER)



Share Price: 19.00Bid: 19.00Ask: 19.25Change: 0.00 (0.00%)No Movement on Amerisur
Spread: 0.25Spread as %: 1.32%Open: 19.75High: 19.75Low: 19.00Yesterday’s Close: 19.00


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BaysilHope
Posts: 1,506
Off Topic
Opinion:Strong Buy
Price:19.00
Solid Posts - Victor? RH or WTI+$55
Fri 20:14
Thx Gents, a strong BB can look the issues direct, that's Done the Umpa Lompas dishing out Torro caca & Mega Cogones- it's a matter of time when Rex H shares have a finite (Influential Quantum of magnitude) , for shorters to drive us down. Who's share holding is dwindling per week, those shares are being taken up by +ve buyers' per se, there is a future tipping point soon, dependent upon a culmination of news, hopefully Net +VE. Our net backs are better that Al Capone in the 20's and we pay our taxes except for well acquired tax losses subsidiaries , with real cash flow growing even if we hit the Odd Day of the Dead and Zombie Protest, twaz in Britain that was British Leyand on a Monday, I set my sights on the end of Q1 18, and shorts at today's level does not figure in it. Just play the cycles. HNY Good posts. I enjoyed the read. GLA Maturity facing Investment Insecurity. One winner on LT fundamentals.
 
Juxtapose
Posts: 214
Off Topic
Opinion:No Opinion
Price:19.50
RE: Let the State buy the coca"
Fri 11:39
That parallel with the financial services was in my mind, as I posted.

The difference is that the UK financial services are wholly backed by the government, whereas coca growing is now no longer main stream policy, being contradictory to the receipt of foreign aid and investment: the clued up barons, who want to stay barons will quietly slide sideways.

Fingers Xed for decent news on CPO-5 and the next monthly production figures.
Wuffle
Posts: 631
Off Topic
Opinion:No Opinion
Price:19.50
RE: Let the State buy the coca"
Fri 10:24
There is just too much money generated beyond the point of harvest and that money can exert too much influence.
Similar in many ways to the UK financial services industry and tax havens.
Neither are going anywhere.
The net cash flows into Columbia and the UK as a result of the above are vast and whatever they may say, neither government could replace them.
They have to be seen to be trying, but succeeding would terrify them.

Roll on the next update.
Decent output at maximum net backs hopefully.
I note a couple of mischievous posts here and there regarding the price retreat which casually drop in production outages. An easy target given recent history but I am betting that the improved wti focuses everyone's attention in a way it didn't earlier in the year. Management confidence with their own money is usually a good indicator.

3 year plot against wti still shows a dislocation this ytd which contradicts the margin improvement by OBA.
My investment case centres around this dislocation closing favourably for AMER.
Juxtapose
Posts: 214
Off Topic
Opinion:No Opinion
Price:19.50
RE: Let the State buy the coca"
Fri 09:27
It would be extraordinary, if in a country such as Colombia, with its history of lawlessness and difficult terrain, could roll out the new regime in less than 12 months: amazing to think that the peace process all happened this time last year.

The interesting thing about the proposition for the govt. to buy the coca is that it highlights the position of the farmers: for them, it is just a cash crop and not the way to fabulous wealth: that, as in all societies, has been reserved for the privileged few.

For that reason, rolling out the program is not a big deal: they are farmers and it is just a change of crop. Obviously one of the issues is that the coca is already growing, so perhaps buying the coca is a fairer way of compensation than an arbitrary sum, particularly if corruption is still rife?

The real tipping point will be when the farmers can rely on the government to break the feudal yoke of the drug barons, that privileged few.
BaysilHope
Posts: 1,506
Off Topic
Opinion:Strong Buy
Price:19.50
Let the State buy the coca"
Thu 22:16
Like it or not we need to knoiw Colombia's politics and a transition period is required - some news -
The promise of the Peace Agreement - Given the imminent risk posed by the possibility that neither of these two initiatives advance, the congressmen proposed to the State a transitional measure that advances towards the substitution of crops, while fully regulating the way in which these programs will operate for the communities: that the State buy the coca leaf from the peasants in a regulated manner.Point four of the agenda of peace talks with the unarmed FARC guerrillas established the need to find a solution to the problem of illicit drugs. There, the commitment of the State to modify the strategy against this scourge, which would take into account public health as the central axis to move towards a less "prohibitionist" solution, was consigned. Therefore, a series of projects aimed at protecting small growers, as well as consumers who would receive differentiated treatment from the large criminal organizations dedicated to drug trafficking, was announced.
During a debate of political control in the Second Commission of the Chamber, the senator of the Pole, Iv£n Cepeda, alerted about the crisis that crosses point four of the agenda of peace negotiations: solution to illicit drugsIn Tumaco (Nari£o), poverty and illicit drugs go hand in hand. That municipality, also known as the Pearl of the Pacific has undoubtedly been one of the hardest hit by these nearly 53 years of internal armed conflict. That is why when we talk about Tumaco, located in the southwest of Nari£o, it seems that we are talking about the confluence of all the evils: lack of resources, corruption, the presence of armed groups outside the law, unpunished crimes and a disturbing state absence. that has come to be replaced by organizations dedicated to all types of illicit businesses.

The point is - th problem is slowly getting addressed and if AMER can get on side - a win win surely. We are in a period of transition for long term betterment for all, Hail Mary, full of Grace, the Lord is with thee!! Etc
BaysilHope
Posts: 1,506
Off Topic
Opinion:Strong Buy
Price:19.50
Farc Coca Tumaco region 400km away
Thu 22:09
Yes, Day of the dead in Colombia History of Mexico's Dia de Los Muertos: Traditions Also Enjoyed in Colombia, Nicaragua, Honduras and the US. Day of the Dead, or Dia de Los Muertos, is a tradition that goes back at least 3,000 years. Dia de Los Muertos is typically celebrated on Nov. 2, but it can also be celebrated starting from Oct. 31.
HOTE - NOT PUTUMAYO - BUT COLOMBIA ON THE MEND - - - See below - The Alto Mira is currently one of the hottest conflict areas in Colombia. After the demobilization of the FARC, the ensuing power vacuum there was quickly filled by armed groups at the drug traffickers£ service. Apart from £Cachi£s£, groups operating there include the one led by "Guacho", who is, according to Colombian authorities, the leader of the FARC dissidents who do not accept the Peace Agreement. The Alto Mira is one of the largest coca crop areas in the municipality of Tumaco, which accounts for almost half of the reported crops in the Department of Nari£o. Tumaco is the municipality with most coca crops in Colombia. !!!! Warning signs of a likely armed clash in Tumaco had been on for at least two weeks. From September 25, 16 African descendant leaders of the Alto Mira and Border Community Council who had accepted the government plan for voluntary eradication under the promise of effective crop substitution received death threats and had to move out of the area. They are currently far away under State protection. But moving them out of the area means that the Government has lost its main allies for a much needed show of positive results in its crop substitution initiative. This is, by the same token, a victory for the drug traffickers who are intimidating and putting pressure on farmers to prevent the government£s success.
The threats were made by "Cachi", the leader of one of the armed groups that came into the area after the FARC£s withdrawal and are operating at the service of drug trafficking interests. According to different sources, on September 17 "Cachi" convened a meeting with the communities which had "signed the eradication agreement with the government" (eradication is a public policy included in the Peace Agreement and not decided by the communities) to talk about what he called a "work plan", and told them that they had to participate in a mobilization against the eradication plans. This is a well known risk hence open up other plays and the OBA. CPO 5 soon. Not negative just scanning, this region is far away from AMER. GLA
londoner7
Posts: 202
Off Topic
Opinion:No Opinion
Price:19.75
RE: Oil demand and FT
Thu 16:22
An interesting article. I didn't understand the logic that this equates to firmer prices. The comments suggest I wasn't alone, but a response from the author adds clarity - worth a read. Shame he didn't include the follow up comment in the original article.

Londoner7
easyp
Posts: 282
Observation
Opinion:No Opinion
Price:21.25
Oil demand and FT
Mon 17:47
https://www.ft.com/content/487741c2-c560-11e7-a1d2-6786f39ef675

ULCC ultra large crude carrier at sea for a couple of years off loading as owners think oil market demand firming up. That and an impending war in the Gulf could be very good for oil resources anywhere else.
Juxtapose
Posts: 214
Off Topic
Opinion:No Opinion
Price:21.00
RE: RNS out
Mon 11:45
That they had to side track Plat 25 to get production, suggested it was not going to be a cracker, but it would have been good to get some numbers, to see how much closer we are to the target exit figure.

At least the Plat 27 news is good: it means that they are rolling out the plan and can be assumed therefore, to have some confidence in the model. Will the added bonus be that they gain more information on the new horizon (for which we are awaiting the environment extension)?

Good news that Mariposa has finally snailed its way to the LTT: it is, of course, the reserves which are as important as the production and particularly so, if we thinking of that "for sale" board.
BaileyClark
Posts: 683
Off Topic
Opinion:No Opinion
Price:21.00
RE: RNS out
Mon 11:03
Yup, good spot jtd re the (non) Sunday visit. Surprised this morning's rns didn't include an update on Plat 25 (unless I have missed something since the last missive on 26 October?)




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