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London South East Natural Resources Webcast


Amerisur Share Chat (AMER)



Share Price: 19.00Bid: 18.80Ask: 18.96Change: -1.00 (-5.00%)Faller - Amerisur
Spread: 0.16Spread as %: 0.85%Open: 20.50High: 20.50Low: 18.52Yesterday’s Close: 20.00


Share Discussion for Amerisur


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BaysilHope
Posts: 1,864
Off Topic
Opinion:Strong Buy
Price:19.00
GTE Trucking in Put-Pipeline Review
Today 19:25
Sorry, forgot to mention in part 2 Gary CEO GTE clearly states they are trucking oil and are looking at pipeline options with partners., with security of supply intact. And then they look at slide 9 and our maintenance record FFS, a $200m plc with a $30k Maint'ce budget, 3rd pump on its way for OBA by donkey and some unknown pot holes delays the road 3.8km not the M25 . Wacky races IMHO or deliberate. If planning's delayed 3 months, what's stopping the extra investment in surveying and Due Diligence for the civil works FFS. GTE won't have to make a Take over bid the - all investors will walk their shares across unless we get HONEST and start describing the business flow of Info not snap shots to conceal OMD's it's a UK band also . HNY GLA GN I bet Gary GTE has Bxll ache laughing.
 
BaysilHope
Posts: 1,864
Off Topic
Opinion:Strong Buy
Price:19.00
JTD Specials & GTE Reserves
Today 18:38
JTD again great help, Do you work for the British Foreign Office? A very insightful interview, I do warm to Gary GTE he is a measured man and de-risked GTE and they are not valued in respect of P2 as they strategy deemed. I take comfort from GTE PDPR reserves decline and explained very well , in that we are not being totally side swiped. The Ecuador opportunity , I've banged my gums on us getting 2-3 blocks as a reward for the RODA investments this year July announcement ish. LTH's need patience as the MM's wax and wane the SP to drain more away from all of us, i.e coax a 20% STG and not hold in there for the 50km, Chacun a son gout. I did have a sneaky peek at the AGM Presentation as a laugh Page 28 Graphics, FFS Play School, and the deliberate disjointed nature of slide 9, there it is! There the evidence it's broken we've fixed it. No mention of the maintenance budget for this year and next, hopefully output recovery rates, utter disinfo - NO mention of 1bn Ecuador opportunity. It's either very clever deliberate understatement, or we have very real presentation skills that can't communicate strategy, timelime corporate objectives and goal achievement. GN Last post, I had to change my pants, - LOOK there's a broken pipe, , we've lost 1kbopd for 2 weeks, so a $800 pipe cost us $200k!! Well done -if my engineering manager did that he'd be sacked, Why did you let it get broken FFS TxxT. Who do these guys think they drivelling. Get real, move on from RH and become a BOD.. HNY GNI. Caca Torro.
jointhedots
Posts: 1,590
Off Topic
Opinion:No Opinion
Price:18.88
SP
Today 15:45
Nothing strange today, the oil sector is showing weakness and Amerisur has followed the trend.

Small caps are always more susceptible to shocks, there is no cushion as investor sell riskier assets first.

Amerisur has had a little mini run up to 20p (notwithstanding 20p is still a pathetic SP) so a switch to the downside is to be expected, we must also factor in that on days when demand fails we may well have RH chipping away. I won't be convinced he's finished until it is confirmed.

The reasons for sector weakness supposedly include, OPEC loosening the production cap, US interest rates to rise, US recession fears, of course old favourite fracking to surge, oil draw reportedly not favourable (though IMO that is manipulated to control the price), and perhaps Trump has tweeted something.

Quite simply you can pick your own reason, it's basically pick and mix any excuses for the big boys to make money.

IMO unless there is a seismic change in the oil price we need not worry, it's all down to the company to deliver over the summer now. I'm resigned to that.
LuckCounts
Posts: 1,522
Off Topic
Opinion:No Opinion
Price:18.88
RE: dir buy
Today 15:37
Amerisur surprsingly the worst hit of about 35-40 stocks I track
PMO has recovered and down 5% - whereas Amerisur getting hammered!!!
LuckCounts
Posts: 1,522
Off Topic
Opinion:No Opinion
Price:18.70
0.4% shares traded and 6% down
Today 15:24
Painful
LuckCounts
Posts: 1,522
Off Topic
Opinion:No Opinion
Price:18.70
Crazy stuff today
Today 15:19
Amerisur feeling the pain for no reason - why can't I choose stocks that go up in one line :(

Pick the painful ones and watch the other in my list just dazzle :(

Should I yet more - Amerisur already about 18% of portfolio - though a profitable position:)
pickedpeck
Posts: 86
Off Topic
Opinion:Strong Buy
Price:18.84
RE: dir buy
Today 14:38
Whole sector has dropped, probably based on a lower than expected draw from API. PMO and ENQ both down similar amounts for example. For AMER the JW purchase is a positive sign no question.

The price of oil has not dropped though, in fact Brent is slightly up so this looks like a massive over reaction, possibly profit taking after a few days of sharp rises playing a part. Herd mentality.
Docisacoc
Posts: 658
Off Topic
Opinion:No Opinion
Price:18.84
RE: dir buy
Today 14:36
Whilst we all want the share price to go up, I do find it quite funny that the CEO got spiked. His purchase must have been the highest value transaction this week.
karlo90
Posts: 27
Off Topic
Opinion:Strong Buy
Price:18.78
dir buy
Today 14:20
I bought after dir buy but still falling. Why?
Wuffle
Posts: 716
Off Topic
Opinion:No Opinion
Price:19.16
RE: Talking CEO's and buyouts
Today 12:04
jtd,
Thanks for the steer.
The Bloomberg guy seemed quite sharp and picked him up early doors on a couple of inconsistencies regarding risk before the CEO got into his stride. Always nice to see.
The read across is indeed interesting with Amer such a startling fit geographically and with Coffield now on board at Amer.




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