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Amerisur Share Chat (AMER)



Share Price: 54.00Bid: 53.75Ask: 54.25Change: -0.50 (-0.92%)Faller - Amerisur
Spread: 0.50Spread as %: 0.93%Open: 55.00High: 55.25Low: 53.50Yesterday’s Close: 54.50


Share Discussion for Amerisur (AMER)


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jjcamargo
Posts: 422
Off Topic
Opinion:No Opinion
Price:40.00
bakoven
24 Jun '13
hadnt realised there'd been a FARC attack nearby (an inFARCtion?? poor joke!). based on what you say, it's possible that this had a perfect storm of heightened unease of investors due to farc, the global sell off, and falling into a dense area of stops (that whole number 40, unfortunately positioned 10% down off its price in the morning). A poster on the blvn board suggested there were significant margin calls at IG due to IOF plunging - this affected a wide range of stocks. In any case nobody was buying today so these plunges can go far. if it is around 40 tomorrow i might take a long position. Medium-term no problem here in my opinion. good luck all
 
bakoven
Posts: 3,579
Off Topic
Opinion:No Opinion
Price:40.00
jjcamargo
24 Jun '13
Agreed, but I suspect AMER devotees are bothered by Putamayo incident, as it is closer to the Platanillo field. FARC 48th division(sic) operates down there. However, the FARC organisation as a whole is in open discussion with government and will have to do better reining in their cadres. Am satisfied after reviewing all available information.
jjcamargo
Posts: 422
Off Topic
Opinion:No Opinion
Price:40.00
.
24 Jun '13
Sector-wide drop on aim o&g today, some worse than others, will probably go back up over the next couple of days. This stood out on my watchlist as taking a particularly big hit, but i reckon this is nothing to do with the company.
bakoven
Posts: 3,579
Off Topic
Opinion:No Opinion
Price:40.00
logistics+other
24 Jun '13
http://www.digitallook.com/companyresearch/12094/Amerisur_Resources/company_research.html
[Don't know if there are any new readers but I have been reviewing it all. See "fundamentals" and "forecasts" in the above link. Not many AIM companies have this sort of pedigree.]

http://english.ruvr.ru/news/2013_06_23/Rebels-explode-oil-pipeline-in-Colombia-3616/
[Pipeline break is well to the north of Platanillo, and north of Bogota.]

http://colombiareports.com/farc-attack-on-pipeline-causes-oil-spill-in-southern-colombia/
[The pipeline attack reported on 20/05/13, if partly the cause of share price fall, took place 5 weeks ago.]

http://business.financialpost.com/2013/06/21/colombia-crude-puts-heat-on-oil-sands/?__lsa=b19d-a4f8
[140000bopd starts flowing through new pipeline next month.]
bakoven
Posts: 3,579
Off Topic
Opinion:No Opinion
Price:40.00
better tomorrow?
24 Jun '13
A bad day for AMER but it seems to have recovered slightly to 40.13p. Whether another 5% can be clawed back tomorrow remains to be seen. I must have another look at the Putamayo-12 prospects/geology, and Fenix to a lesser extent.
[baron83 - Are you only viewing this short-term or waiting on Put-12 2D and 3D in H2 ? Could be fair weather ahead although I never pay much attention to broker targets. It's more about margins and cash in the bank.]
bakoven
Posts: 3,579
Off Topic
Opinion:No Opinion
Price:39.25
<40p
24 Jun '13
Severe pullback to this level was unexpected; hard to tell the exact causes. Being relatively used to political turmoil it doesn't faze me. Have added a few more to the account and shall study Colombian politics tonight. As far as I can see turmoil is confined to the Santander department in the north, adjacent to Venezuela. Well, its proximity is likely to remain a festering sore as the population there leans to Chavez-style communism. I expect closing price to be near 40p, if not above.
Sirious
Posts: 279
Observation
Opinion:Buy
Price:38.50
Down she goes
24 Jun '13
Buy on the lows, this is just part of the pattern
bakoven
Posts: 3,579
Off Topic
Opinion:No Opinion
Price:41.75
farc & floods
24 Jun '13
bakoven
Posts: 3,579
Off Topic
Opinion:No Opinion
Price:45.00
View Thread (5)
RE: Mike Walters item from June 6th
23 Jun '13
Have just looked specifically at the 4 threads. Owing to workload, I am out of touch with the current situation. Only two points caught my attention briefly - (a) the FD sold a portion of his holding @ c48p and (b) FARC reached some sort of settlement on territorial autonomy/partition [they are not the exact words used in the statement].

(a) suggests there could be a lull but (b) may be confirmation of a smoother passage ahead. I would like to find out if the Ecuadorian production outlet has hit any obstacles causing the retrace. Also, it would be worth learning if there is to be any improvement and extension of pipeline facility to refinery in the near term. Presumably the bulk of production continues to go by road tanker. Afterthought - Have there been any reports of flooding from seasonal rains ?
cautioussid
Posts: 12,761
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:45.00
comptonarms/calimocho
22 Jun '13
grreat imformation , looking forward to watching this shareprice in the next number weeks as i would exspect many are



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