Member Info for BaysilHope

For my integrity, I am not de - ramping, only supporting the investment, so for clarification, I have not been unfaithful to the BOD. Increased but not sold . End GLA GNY

Our H1 is way ahead of last year and Cash +$60m for deals and infrastructure, analysts update their dynamic forecasts as I do for the company I work for Monthly management accounts and cash flows, trust me the MM's know what we've earned, we ARE NOT IN LOSS and +ve cashflow but down beat the board on Dividend prospective I think this company's trading dynamics will materially change in the next 2 months for the better, when you say wait for 2018 what are you talking about, Indico delivers in 7 weeks we make +$100m FFS with $5m cost for a +6kpopb well on to of Mariposa 1. Unfortunately - it suits in the Down Cycle to discuss down and ignore the upside, I understand the game your playing as it doesn't make any sense, We have no debt, we are ahead of July 17 Output by +100% POO up on last year +30% Sp down, so where do you girls think you can tank this SP to - there are buyers waiting . Trust me you have to spend more cash taking this down while I buy it back cheaper Crack on - us LTH's are ready for Aldi prices FFS At Sp comprehension points it takes more energy and less pay back - physics to squeeze a squeezed orange that maxed and you get less out of it. In other words with a profitable business with cash under valued for every penny you force it down is twice the effort to uplift it - Bays theory so crack on and lets see the greasers

Can' hang that hat on CPO 5 as that's an inevitable sale next 2 years, which might result invite a One Off Divi, N Snad not enough as consistent divi would need Production plus 12kbop so Capex & re-investment in RODA OK, so to get there, Put 8 needs answers and so on, I Think, guess and hope Ecuador is the surprise conduit for growth & sustained Divi's . GLA

How are you surviving the on slaught of consistent negative news. HNY Hope you are well.

eldorado1909, Our H1 Interims will be known by City Analysts, we lost$8m last year and should make +$15m this year yet the SP is down, never mind we have a 30% stake in CPO5 which is worth millions. As I said rigged stack, so we play it for what it is. The risk lies with the lying position, for if you take a protracted view, all short term anomalies are opportunities when based upon distortions. I get mad when they become de facto lies, as with July output 2017, where the fields where shut for 3 weeks POO sub $50. Which is very serious real operational problem
Not a Fecking valve - yet we are lower now with +$40m in the bank, games, These are the guys at risk wade in don't over commit. THis is one of very few Small Oilers than can pay a continued dividend, and I think the lack of scale - the market discount the ability to pay SUSTAINED FUTURE DIVIDENDS, hence the II's quiet, once that barrier is crossed and that ability from sustained future cash flows is established - we will Pxss past the peers, as they can not pay sustained divi's due to debt or Negative reserves or are loss making - non profitable. Our guys know this and are taking the ... out of us PI's, grow up. FFS HNY

Yes the OBA pipeline could be revalued, as a separate business. As with all fixed capital expenditure the true profits are enjoyed by controlled volume growth . So Say $20m Pipe capex for 5kn throughput , is far less for 50k, but the add the Selling margin for 3rd party usage Like possibly GTE & Vetra throughput. This is Why I think Amer can be aggressive in current deals as they have a transport and cost solution. They could not argue that in Feb 18, as NO contractual commitment, Now Aug 18 3rd parties would acknowledge our direct involvement in the RODA system and commit and an alternative outlet solution. Its why I think there are deals to be done soon. GLA Don't fear the Reaper he is a stockbroker on commission just bending the truth a tad. FFS

Everyday till we debate it. HNy We're up +150% outpt July 18,POO +150% yet SP lower. Rigged stack, FSA job I reckon and the BOD sail away blind, need some calls and this painted the BOD clean off man. I work in ST Mellons time to go over, HNY You know me Im a stubborn Twxxxxt

Look at the -ve comments on all BB's look at a year ago when we were in crisis and weed out the Les Bowens, Full of greed crap, this company has advanced ion a year, I admit I hate a lot with it, I've made my points in time, but however bad july's prod'n , no where near 1 year earlier. Too many games for short term gain, you then lose your soul and objectiveity, yeah I'n in for the buck, but not to shaft some Fecker. HNY We are way ahead of 2017 and will be drilling soon. READ AGAIN MF'sThe Company took a decision to suspend production from all its producing wells on the Platanillo field from 10th July to 28th July as a result of social issues in the field and region. The protests were associated with the implementation of the Government's 'Sustiticion de Cultivos Ilicitos - illegal crop substitution programme' an important element of the Peace Process agreed in late 2016. The Government's 'illegal crop substitution programme' compensates farmers for the eradication of their coca crop. Amerisur Resources has been assisting in this process, providing local farmers with pepper plants and farming skills such that they can swiftly make the transition to a more socially desirable and profitable crop. The issues have been resolved by the Government and all the producing wells have been carefully brought back on stream and Group production is now back above 6,000 bopd. Suspended production during the protest equated to a total of 109,000 barrels of oil, all of which remain in the reservoirs of the Platanillo oil field. Field costs during the shutdown period were reduced from $60,000 to $3,000 per day and the Company used the period to perform regular maintenance and enhancement works on the field. ---- Today Plat 22 has a cold FFS grow up

Come on all the BB's your playing dead and dumb, RNS Aug 3rd 109kbopd were lost to shut down production, output 1.9kbopd yet our SP 14.5p with POO -30& cheaper, this is over done girls, we lost physical cash in July 17, even with downed output in July 18 we are cashflow positive this is a rigged stack. Price monitoring needs a cal to the BOD Me on Monday FFS. This is callious unless the BOD are playing to orders. he issues have been resolved by the Government and all the producing wells have been carefully brought back on stream and Group production is now back above 6,000 bopd. Suspended production during the protest equated to a total of 109,000 barrels of oil, all of which remain in the reservoirs of the Platanillo oil field. Field costs during the shutdown period were reduced from $60,000 to $3,000 per day and the Company used the period to perform regular maintenance and enhancement works on the field. That was bad - but NOW Games Holmes FFS

Yes agree start of the year, but Capex needs to be taken into account which is delayed and therefore less, say $15m, maybe we are conserving cash for acquisitions, then the cash gen run rate yes take |Opex $15 then add royalties, tax and additional water handling, work overs and indirect costs and thas why I dumbed it down. I agree with your optimism, as you remember One year ago we had civil unrest - QUOTE RNS The Company took a decision to suspend production from all its producing wells on the Platanillo field from 10th July to 28th July as a result of social issues in the field and region. The protests were associated with the implementation of the Government's 'Sustiticion de Cultivos Ilicitos - illegal crop substitution programme' an important element of the Peace Process agreed in late 2016. The Government's 'illegal crop substitution programme' compensates farmers for the eradication of their coca crop. Amerisur Resources has been assisting in this process, providing local farmers with pepper plants and farming skills such that they can swiftly make the transition to a more socially desirable and profitable crop. The issues have been resolved by the Government and all the producing wells have been carefully brought back on stream and Group production is now back above 6,000 bopd. Suspended production during the protest equated to a total of 109,000 barrels of oil, all of which remain in the reservoirs of the Platanillo oil field. Field costs during the shutdown period were reduced from $60,000 to $3,000 per day and the Company used the period to perform regular maintenance and enhancement works on the field. As Get Carter would say - The Market - Them Bastaerdois, they is taking the Forgone, - We are lower today POO+40% a joke see through the Fog and make you money baby. HNY Rubbisk - manipulated call in the FSA FFS.

As Bill Murray says in the first Ghost Busters, “Human sacrifice, dogs and cats living together… mass hysteria!” I think all the Battle Hardened LTH, this is planned for after the last 3 months of deliberate -ve news, yes there are problems no doubt but no counter balancing insights and the silence on developments, seismic etc . Vol low, No One is going to sell when Indico is about to spud and that with Mariposa1 Still on choke down is +$100m FFS. i'll accept the Monkey business for now and review the LTH in time, when GC retries. I've never seen such a good potential business so deliberately badly managed especially with PR. If the took a selfie Photo of the Indico Drill bit in the whole - people would faint and put +3p on a share. So why would JW fight so hard to get the LTIP and do this with PR I mean - problems are problems its how you address them, I don't have the answer - a takeover is required at some point at a sensible SP. FFS GLA I've reduced my Av, but the MM's are playing the fear card mega well, even when have a +$60m cash, no debt, and opportunities M & A abound - the MM's timing is bril, they don't have too long to knock the guts out of this, the key is timing when to buy in cheapest, limit downside or miss the deal, but don't delay too long, for whatever July output is - the PI's & Market will be listening to the drills. no news of new tanker offload, the II's need to exact some pressure in time on the BOD to restore PR order. GLA GN

Went to bed, had a thought back down. New Stratus will acquire or whatever say 12 asstes for say $100m, in accounting terms it has to ALLOCATE that purchase consideration of $100m between the assets to have a base cost. SO the highest producing assets will attract the greatest element of cost and the baggage the least. Put 8 is in the baggage class not producing owing $8.2m day 1 capex so it gets assigned say $750000 cost, so when you sell that to AMer for $5m, HNY win win and reduce future capex., same GTE Sur Oriente raise funds develop LLanos and sell to the Chinese on block. So not a nuts idea, but under developed higher risk assets would be allocated least cost and hence manufacture a start up great profit to advance and conserve cash with deals . Knackered GN> Only IMO DYOR as our BOD don't help.

Unlisted Vetra which is a VC company limited to debt or VC's for cash, where the VC's avenue have turned off the cash - hence no E & P growth, , a reverse takeover allows NSE access to equity issues for services and acquisitions, but only in time once the PR & strategy machine is in flow, +9mths. The listing could suit GTE with a share swap for territory, not so with us 14p has to be cash, or convert debt. So The Newco can earn a pretty penny but must buy into to the real masters GTE Geopark and us to a limited degree in Put 8. Ecopetrol needs results so the shortest route to growth includes us in many blocks and pipeline Ecu exit. GN GLA Fingers crossed. Hopefully this annal focus of short term exaggerated problems is just a distraction technique for poor quality BOD primal rights. Grow up and smell the Coffee. FFS

Looking at Amer pres PUT 8 commitment is $8.2m for the wells lined up. So in time we'll see the outcome. Meanwhile if Indico comes in Up dip shorter drill time at the hoped Those two wells could be worth 30% of +12kbopd at $72POO Mentally. So the focus on current issues makes sense to force the weak to sell, but medium term opportunities are beyond a Bette Davies, Baby Jane BOD Mentality moment - Quote ' Blanche: You wouldn't be able to do these awful things to me if I weren't still in this chair. Jane: But you *are*, Blanche! You *are* in that chair! Same as the fecking PI, until the news dam breaks, GN HNY

Only IMO, It could be the cheap opportunity to get listed, utilise tax losses, and stream line the portfolio with asset sales of longer lead time items which are capital intensive, up front cash outflow i.e Put 8 they;d have to front say $3m, and be reliant on Amer for the OBA access. SO NSE could be open to discussion - it probably did happen before the LOI to offload under developed assets to the more key players - i.e GTE taking operatorship of Sir Oriente and us for Put 8, they scale back cash outflow, make profit year 1 with a legacy royalty kick back no brainer IMHO but a guess totally. HNY.

And Insolvent - Transformers - Oil Companies in disguise!! What a joke, Vetra were Fecking useless now we have NSE TSX Quote...NEW STRATUS ENERGY INC. (formerly RED ROCK ENERGY INC.) Properties Overview
New Stratus holds twenty-three claims near Uranium City in northern Saskatchewan, Canada.
New Stratus is evaluating historical surface exploration and drilling programs to identify and assess the uranium potential on its current land base. Oil and Gas New Stratus is currently evaluating opportunities in the international oil and gas industry as a means of diversifying its asset base. At March 31, 2018, the Company had working capital deficit of $1,385,126 (March 31, 2017 – deficit of $2,624,198) and an accumulated deficit of $15,252,242 (March 31, 2017 – $12,372,943). The Company’s ability to continue its operations is dependent on the Company’s success in developing its mineral and oil and gas interests, obtaining required funds to continue exploration activities and attaining profitable operations. The Company plans to meet its future expenditures and obligations by raising funds through a combination of private placements and asset sales while controlling expenditures over the next twelve months. I know they've raised but onto What Operating Platform, how could they Hold an ops team on no income. This could be a new Polly Peck a must Buy FFS. The Uranium experience will go down well in Colombia . Night working and well proliferation a breeze, these guys could drill all three CPO 5 wells with 1 megaton, Fsck the well logging - get the Oil out!! Yes they get Vetra on the ground assets & people - their shape is not truly known but where will they will find the extra +$150m capital hard for E & P with transporting by truck, unless there are meaningful asset sales, JV's and MOU etc. That's why I said VC assert shell and a couple of Oilers in the BODs as sales reps, Well at least our guys can manage Cash FFS. Who knows, but is this a reverse takeover? The limited info is frustrating, who knows. GLA GN

End of , new person, fresh start , new investment, cutting their gums on Oil no Debt Cashflow positive, has issues but solid, fill your boots at sub 15p, GN No brainer.

In reality - Oil Industry no mega investment last 4 years, KSA in reality output capacity trapped say 11.25m, so to US Shale and Russia, Venz 100m% inflation and dead , Iran sanctions could be the killer , where is there an output back door if needed, I.E Where is there reliable World Output Capacity ??!! dead, demand next 12 months OK, POO Up only one way , the MM's have done a great job of taking the POO down through the driving season but limited time. And then the Oil E & p Grim Reaper - Depletion maybe -5% p.a. only upward POO pressure. GN KSA get the divi they need.

With all that's happening POO should be +$85, to counter act the inevitable stock draws over the next 3 months the US has to use:
1. Trade Tariffs as a threat to hurt POO - in reality lead time 12 mths
2. KSA to add +2m - Note NOT SHALE - +750k maybe
3. Can't use Shale as a threat trapped at 11m
4. No OPEc & Russia pumping and dumping Oil on the Market.
5. Incorrect API & EIA data Grey area - just create volatility with no end game
6. Iran sanctions don't happen

GN

POO should be +$80 next 2 months

Quote - Oil Prices Rise After API Reports Inventory Draw Across The Board
By Julianne Geiger - Jul 24, 2018, 3:50 PM CDT
The American Petroleum Institute (API) reported a crude oil draw of 3.16 million barrels of United States crude oil inventories for the week ending July 21, compared to analyst expectations that this week would see a smaller draw in crude oil inventories of 2.331 million barrels.
Last week, the American Petroleum Institute (API) reported a surprise build of 629,000 barrels of crude oil.
The API also reported a huge draw in gasoline inventories for week ending July 21 in the amount of 4.87 million barrels. Analysts predicted the draw, but expectations were for a much smaller one of 713,000 barrels.
Crude oil prices were trading up today as tensions continued to escalate between Iran and the United States and as IMF’s prediction that Venezuela would see a million-percent inflation rate this year, making any oil production increases that Venezuela may have had its sights set on seem like a rather lofty goal as PDVSA employees struggle to make ends meet.
At 4:29pm EDT, the WTI benchmark was trading up 0.90% (+$0.61) at $68.50. Brent crude was trading up 0.38% (+$0.28) at $73.34.
US crude oil production hit a new high last week, finally hitting the 11 million bpd mark for the week ending July 13. US production had stagnated in the five weeks prior, holding fast at 10.9 million bpd.