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Amerisur Share Chat (AMER)



Share Price: 30.75Bid: 30.50Ask: 31.00Change: -0.25 (-0.81%)Faller - Amerisur
Spread: 0.50Spread as %: 1.64%Open: 31.00High: 31.50Low: 30.50Yesterday’s Close: 31.00


Share Discussion for Amerisur (AMER)


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cautioussid
Posts: 17,354
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:46.00
View Thread (2)
speedy
5 Jan '15
one day I hope we will get news on the pipeline , seems a long time to some of us while we wait on it , one day I hope our patience may be rewarded
 
speedy
Posts: 240
Off Topic
Opinion:No Opinion
Price:46.00
amer
5 Jan '15
What pipeline? Is that the one we have been waiting months and months for.
Calimocho
Posts: 117
Off Topic
Opinion:No Opinion
Price:46.25
View Thread (5)
RE: AMER (Amerisur), PTA (Petroamer..
5 Jan '15
When/where did PTA mention the use of the AMER pipeline?
tradernor
Posts: 867
Off Topic
Opinion:No Opinion
Price:46.00
View Thread (5)
RE: AMER (Amerisur), PTA (Petroamer..
5 Jan '15
To help you with your calculations:

1 USD = 1.17 CAD

Here are PTA's reports:

www.sedar.com
tradernor
Posts: 867
Off Topic
Opinion:No Opinion
Price:46.00
View Thread (5)
AMER (Amerisur), PTA (Petroamerica)
4 Jan '15
Let the numbers speak for themselves:

At 46 GBX, AMER has EV at US$670 million (1GBX=1.55USD), has 32.8 MMbbls 2P reserves and currently produces approximately 7,000 bopd which is about the same production as PTA's production.

AMER has zero diversification and its production is coming only from the Platanillo field.

AMER currently trades 7,4 times its annual EBITDA.

AMER currently trades US$95,700/bopd of production.

AMER currently trades US$20.4/bbl of 2P reserves.

--------------------------------------------------------------------------

At C$0.16, PTA has EV as low as US$90 million.

PTA has diversification and its production is coming both from the Putumayo Basin and the Llanos Basin.

PTA currently trades 1 times its EBITDA,

PTA currently trades US$12,850/bopd of production.

PTA currently trades US$7.6/bbl of 2P reserves.

---------------------------------------------------------------------------------------------

PTA has zero Net Debt same like AMER. AMER and PTA have Net Cash Surplus.

http://www.petroamericaoilcorp.com/main/index.php?id=home
tradernor
Posts: 867
Off Topic
Opinion:No Opinion
Price:46.00
View Thread (10)
RE: Part 2 about Latin America, Afr..
4 Jan '15
At 46 GBX, AMER has EV at US$670 million (1GBX=1.55USD), has 32.8 MMbbls 2P reserves and currently produces approximately 7,000 bopd which is about the same production as PTA's production.

To sum it up:

AMER currently trades 7,4 times its annual EBITDA.

AMER currently trades US$95,700/bopd of production.

AMER currently trades US$20.4/bbl of 2P reserves.

--------------------------------------------------------------------------

At C$0.16, PTA has EV as low as US$90 million.

PTA currently trades 1 times its EBITDA,

PTA currently trades US$12,850/bopd of production.

PTA currently trades US$7.6/bbl of 2P reserves.

---------------------------------------------------------------------------------------------

PTA has zero Net Debt same like AMER. AMER and PTA have Net Cash Surplus.
tradernor
Posts: 867
Off Topic
Opinion:No Opinion
Price:46.00
View Thread (3)
RE: AMER + PTA = happy days
4 Jan '15
AMER's pipeline has 50,000 bopd while AMER produces 7,000 bopd same like PTA.

PTA will divert its oil via AMER's pipeline lowering its transportation costs by $10/bbl, as the management team has said more than once. More news will be out this January, according to the company's AGM.





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