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Resources analyst Charlie Long sees good times ahead for uranium Watch here

Resources analyst Charlie Long sees good times ahead for uranium


Amerisur Share Chat (AMER)



Share Price: 24.50Bid: 24.50Ask: 24.75Change: 0.00 (0.00%)No Movement on Amerisur
Spread: 0.25Spread as %: 1.02%Open: 26.25High: 26.75Low: 24.50Yesterday’s Close: 24.50


Share Discussion for Amerisur


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jointhedots
Posts: 1,074
Off Topic
Opinion:No Opinion
Price:25.25
Oil price
Fri 13:26
If really is frustrating that Amer takes ages to carve out a price rise which I assumed to be based on good news, then it's lost 5% in a session presumably because of the weak oil price.

It may only be a temporary blip but still annoying when every bit of news recently has been good.
 
jointhedots
Posts: 1,074
Off Topic
Opinion:No Opinion
Price:27.00
Peel Hunt Limited
Thu 13:17
Reiterate their rating 25p target.

How nice of them, really done their homework and produced the same target as a few years ago.

I noticed all the brokers are pretty cool on Amerisur - probably a good thing as by all accounts they are as likely to get is right as someone making a wild guess
jointhedots
Posts: 1,074
Off Topic
Opinion:No Opinion
Price:26.75
RE: RNS
Thu 11:30
Steady upward climb for this backwater company, the first news that this is anything other than on a slow burner will have many new investors scrambling buy in IMO.

I suspect those that have been in for a while (myself included) are in to the extend they want to be, so we need some new blood. I'm not convinced it will be PI's that spot this first though there has been plenty of opportunity to take a position in the low 20s, there are institutions that could take a position and scupper the bargain hunters.

From a shareholder perspective I don't care who buys in as long as there is some interest generated by the management over the coming year or so - PR improvement would help.
christopheros00
Posts: 333
Off Topic
Opinion:No Opinion
Price:26.25
RNS
Thu 10:31
Hi Chaps,

Seems like a reasonably good RNS. How do you tink the SP will progress?

Cheers
jointhedots
Posts: 1,074
Off Topic
Opinion:No Opinion
Price:26.50
More progress
Thu 08:15
The net pay intervals are fine and it's all down to flow rates really, if it proves to be similar to the last well then it very encouraging that the company can make up significant production from the area - news on Mariposa should be soon.
bakoven
Posts: 3,911
Off Topic
Opinion:No Opinion
Price:26.50
plat-21
Thu 07:12
jointhedots
Posts: 1,074
Off Topic
Opinion:No Opinion
Price:26.75
Partner
Wed 14:27
THe link is to a recent write up about our partner on Mariposa, the new find is mentioned at the end but is just the usual stuff, but the bulk of the article is about progress elsewhere and aspirations.

They are really ambitious to meet India's production/supply targets and have been amongst the worlds most active companies in the last year drilling over 500 wells. Also of interest is their aim to fast track financing of 2 other good discoveries - that really bodes well for a step change in pace at CPO-5 if the flow rates are high - well have flowed at 10000 even 15000 barrels/day + at other discoveries.

I hope no one is tempted to jump ship on the small rise we've seen, its everybody's own choice but I really think we could be only a few sessions or weeks from disclosure of something special.

30p should be everyone's minimum IMO, mine is much higher but I then again I am greedy lol.
I read an article that suggests the sands of interest to Amerisur vary between 70 and 150 feet thick in the basin, so at 102 feet Mariposa in really an excellent thickness - they also are host to some of the biggest fields in the basin (sands are often known by other names)

http://www.epmag.com/article/india-ongc-discover#p=1
bakoven
Posts: 3,911
Off Topic
Opinion:No Opinion
Price:26.75
OBA & ONGC
Wed 13:29
Did a spot of anxious buying this morning even though Peel Hunt would frown on it.
Suspect some news from Llanos, #21 and OBA very soon.
Have also taken the view that JW would be crackers not to step into Victor Hugo Ruales, Ecuador, if the opportunity arose. Plat is merely an extension of that field.
tom111
Posts: 1,682
Off Topic
Opinion:No Opinion
Price:26.25
chart
Tue 16:03
is looking good here,slow and steady
Swindon41
Posts: 16
Off Topic
Opinion:No Opinion
Price:26.00
View Thread (2)
Market Torpor and Mariposa....
Mon 16:34
Having spent a little time talking to him during and after the AGM, I'm willing to take JW at his word and believe that there is a significant disconnect between market perception (torpor?) and reality of what AMER and ONGC have found.......I'm expecting a pleasant surprise in the next RNS update on Mariposa.....




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