Member Info for BaysilHope

Where We Pi's are at, Question Does We charge in at 19p as before and get retraced or hold? And revaluate. Song Credence Clearwater Revival Brill.Lift the spitit. Well you wake up in the morning you hear the Stock Ex ring And they march you to Bloomberg to hear the same old thing. Ain't no food upon the table and no pork up in the pan. But you better not complain boy you get in trouble with the man. Let the Midnight Special shine a light on me Yonder come miss CFD, how in the world did you know? By the way she wears her apron, and the clothes she wore. Short Seller on her shoulder, piece of margin in her hand; She come to see the gov�nor, she wants to free her plan.. GLA

The Switch back - The BOd have the Power to throw positive news constantly for 6 months without breaking a sweat, with POO +$80 - Note the BOD are discounting this share by -70% by its actions!! When the BOB Cloak of Greed and retribution gets lifted we will soar Next month . Forecast SP H1 end should be 58.85p so the only discounting factor left is the BOD for news black out and deliberate understating the Companies mirco and macro potential. IMO Equates to � 41.85p or -71%, as follows, 1. Why not forecast a Dividend!!!! - Pay a an Interim Dividend based upon $80 POO � to hold that back for RH is Arthur Daley and not the actions of a true Pro after 2 years FFS SP Up?? 2. When will we get an RNS stating - POO $80 � weighting 75% - contribution +9.7p less Royalties & High Tarrif not in 2017 SP � 3p . 3. When will we get an RNS states -POO Outlook =- Iran sanctions, the deal Russia & OPEC, limited shale Aramco Float + 6mths +10% +5.4p. 4. When the RNS Positively state Output gain � 6k v 4.8k weighting 50% not all OBA +3p after repairs. 5. When will we get an RNS - State they Have gained control of the Rex Harbour Situation - i.e is 45m shares down from 83m weighting 40% +6p for vanishing major seller in a rising POO and most Amer �ve RNS delivered. 6. When will we get an RNS Talking UP Indico and not delayed FFS And State CPO 5 is API Light Oil 41 with mental value - Exploration & CPO5 was test in 2017 confirmed output 2018 +2 more wells up dip weighting +25% with 17 wells +6p Excludes sale capital gain + 17 wells Net gain not gross. Can sell in 2018. 7. Update RNS for Ecuador, OBA 9kbopd capacity increase and possible blocks v 5kbopd cap +3p share weighting 25% and confirm in an RNS Cash approx $55m versus $29m or +2p share actual value increase. Now that distortion seems absolutely absurd and surely can�t be continued unless the BOD repeat their behaviour and performance of their last 4 months - no info & non stop bad info delivered a low SP for SP options. End . Point we should Re-Rate with each bit of +ve insightful news. Directors Buy ins, Appointments, Ecuador, Drilling, RH holding New II�s holding RNS. We�ve lived through the pass-over please lift the clouds. DYOR only a guess but just shows the real magnitude of the distortion, Remember PMO still have $2.7bn debt yet had a 41% rights issue Q1 18 for CBH conv and they are now 120p up from 44p in June 17, adjust PMO for the 757m shares in issue and not the 525m shares in June 17 and they would be 173p in real terms + 393%. FFS So this is not as idiotic as it sounds. But they have an Honest BOD as the Bank Debt would demand. Do our men have the fortitude? Or the Talent? Takeover? Protected and the BOD have all my prior points covered in a counter but can�t let us know in RNS. Our turn could start soon, but it is down to the BOD, beyond all reasonable doubt. GLA last post

Part 2 SP Comparison of the Negative Discount delivered by the BOD to secure II's and their LTIP- Not a protest as tis can turn in our favour fast. Hold On. - May 18 SP forecast on prior year metrics start 26.75p and attach a weighted % for each component: When the RNS states - POO $80 � weighting 75% - contribution +9.7p less Royalties & High Tarrif not in 2017 SP � 3p . When the RNS states -POO Outlook =- Iran sanctions, the deal Russia & OPEC, limited shale Aramco Float + 6mths +10% +5.4p. When the RNS Positively state Output gain � 6k v 4.8k weighting 50% not all OBA +3p after repairs. When the RNS - State they Have gained control of the Rex Harbour Situation - i.e is 45m shares down from 83m weighting 40% +6p for vanishing major seller in a rising POO and most Amer �ve RNS delivered. And State CPO 5 is API Light Oil 41APi mental value - Exploration & CPO5 was test in 2017 confirmed output 2018 +2 more wells up dip weighting +25% with 17 wells +6p Excludes sale capital gain + 17 wells Net gain not gross. Can sell in 2018. Update RNS for Ecuador, OBA 9kbopd capacity increase and possible blocks v 5kbopd cap +3p share weighting 25% and confirm in an RNS Cash approx $55m versus $29m or +2p share actual value increase. Forecast SP H1 end should be 58.85p.

Simple 2018 Valuation Algo based upon May 2017 Part 1 - Why constant negative News LTIP Option repair. Note 2017 Base reference. Where we were valued for manipulation purposes that could rewind!!!. May 17 Amer SP was 26.75p, Review Key Metrics affecting SP val�n at that time, POO $54, POO outlook unstable no OPEC Russia continuation agreement, output 4.8k, trading outlook was loss for 2017. RH 83m shares and falling, 2016 LTIP options in place, CPO 5 was 4.5k but NO Output for 7 months to production, OBA capped at 5kbopd, ECU unknown. Exploration limited to Plat. Royalties & High Oil price costs not factored in. No planning for N Sands,Put 8, ONGH +2 more wells. A BOD with a Negative Golden Cross Amundo smash the SP Mission - A Maltese Falcon opportunity for a �Bay of Pigs tactics� & Kasper Weinberg, -ve news output continuum - and Bela lugosi Dracula we can�t do it in the day!! I Lets drop this sucker�s SP next 8 months and get the LTIP sanctions kicked in replace the lost years. IMO I don�t have a problem with re-instatement but the Arthur Daley manner and sacrifice the PI. Now Done + On the positive side. Next Post When The BOD Tactic= +ve News post dip re-rate.Next post.

Quick point, the maintenance, pipes 7m barrels 3800psi is a known MOnte Carlo stats model for break down , do it in 2016 when output is 3.5kbops and POO $45 Numb nut - not when you issue a forecast and fail - unless that was the plan, OK but NH is so distracted with other interests , this company is on schedule to grow +100% even if they cxxk up, so we need a true FD to keep control and assist operational expansion for 4 fields. FFS. New BOD what I do like instantly - is Maribel Escobar, Consulta Previa, I can honestly say I've never tried that but that strategy will get results. I do hope she has more commitment than others, which I don't doubt for a second. If we are to grow into 4 producing fields including Ecuador in say 4-5 months, we are too light at the top, there's no strength in depth & NOT IN COUNTRY at the key positions, certain positions must be beefed up, = FD, Plus JW can't be spread too thin, he's an Arthur Daley - great at his own patch but with limited communication skills and display s classic insecurity with information sharing and objectives. . I would like to se Dana get full time roll with teeth and Snow same with the FD. NH has truly shown his limitations and GC is a what he is, a 20 over one day test spectacular, with limited skin in the game too many distractions and through arrogance could not contain a discontented major shareholder, so how does that work going forward with R & M??? this company needs a top down succession plan implemented over the next 6-9 months whilst POO is playing kind. IMHO - They will be too stretched handling a 4 field development growth plan after 18 wells, multiple deals and two countries - needs feet in country , GC would be out for a duck sheltering news, with so many partners FFS - it will force the BOD to be more transparent. Not a bad thing. But my concern is keeping a lid on controlling growth, costs and opportunities partnering . They can't control what they have - May June has been appointment time post AGM, so my gonads are crossed. HNY. GNI. A couple of additional appointments would help Pi's & II's and Partners glued for more. HNY GNA GL.

To me, I 'm sad oil nearly $80 and we are down, even output fall, we are still up on profit with POO $79 Notice in the Israel strikes on Iran in Syria, pre warned - no Russian casualties, MBS will make a good point in getting Palestine recognition soon. Sad world politics - I'm bullish on Amer f we can sanction the BOD as in the film. HNY.

MM's are making a point with the SP - that RH probably fronted, this company has only a paper identity and no soul, no ownership just the LTIP drip drain of value. That's it - you listen to TD of PMO in a crisis and there is a commitment and pride even whens things go wrong - Solan disaster. Here we are like a gaggle of NED's issuing a statement to comply and not inspire or drive value creation - - the chairman and FD , need to go now. It's a salary BOD observing duty - not capable of driving a business through to pre-determined goals on a rigorous basis. GLA GN 2 hour flight Jet Lag.

Ferms, no Wy Fi in hotel, No hablo local Paella - Looked at the AGM Presentation, would fail a GCSE Exam, rubbish, selective no mention of Ecuador, No Ownership, No leadership No passion, no tengo responsibilidad . WE operate with good locals , JW when in situ and let down by a barrel full of monkeys. They use the cheap poor Powerpoint layout, no inspiration, just Merde and Caca Torro. no consistency. We need to make a Salisbury EGM event to GC & NH. and change the BOD.Any professional with good standing would explain to the PI why Oil $79 and we are down -20% when PMO with $2.7bn Debt is up +50%. When a manager does not face that, or take responsibility for it, no care, wafer thin honesty sack them. This public school prick is really getting under my prickly heat. Another woeful day. GLA Ferms Passport control facial recog - Like Total Recall. FFS

Ferms, Last time I flew there was a liberal government in power. And Spain Franco was in control. Am out of my comfort zone, what a superb BH weekend for weather, I've got my shades and look like a fat cyclobs from X men. POO is flying at the Mo, hope there's an RNS tomorrow and my flight is not in the news. Asda 2 x Faustino V11 = �9, I've booked 15 minutes with the pilot, quick Ffoydian slip . GLA I'm not going to make Shagaluf type remarks, but I am studying breathing through my ears. HNY GNI we could event open tomorrow 16.5p Cogones. Caca Torro, I think our downside SP is bien cuit, Quelqu'un le connait? GNA .

Quote, Well it ain't no use to sit and wonder why, babe, Ifin' you don't know by now An' it ain't no use to sit and wonder why, babe, It'll never do some how When AMER AGM crows at the break a dawn, Look out your window and the BOD 'll be gone. They 're leaving But I'm investing on- Don't think twice, it's all right And it ain't no use in a-turnin' on your Charm, babe The light I never knowed An' it ain't no use in turnin' on the SP , babe I'm on the dark side of the road But I wish there was somethin' AMER would do or say To try and make me change my mind and stay AMER BOD never did too much talkin' anyway But don't think twice, it's all right No it ain't no use in callin' Proxy votes - AGM gal Like you've never done before And it ain't no use in callin' LTIP Refusal , gal I can't hear that crap any more I'm a-thinkin' and a-wond'rin' wallkin' way down the road I once loved an OBA , a Pup I am told I & give The SP trust but the BOD wanted my soul But don't think twice, it's all right GLA

The BOD completely lack leadership, Director share purchases were there to confuse the LTIP, games lead the strategy, MM's right to query, but no one is taking charge. Needs a Boardroom takeover and this investment will recover. It seems driven by insecurity, self gain and no clarity of focus. Snow & DC are too big to allow this to continue and they Know they are on and backed the right horse but sack the trainer after the AGM Methinks - RH Pay increase and Options for a book keeper are a joke, no leadership no stamp of authority nor ownership, no operational skills demanding of the roll FFS I think matters are a foot Holmes. GN Am Bullish for the business Bearish on BOD simple as. Right mix and we double as POO looks to firm US Driving season never mind Iran And Venex falling output.

I'm off on hols tmz, going to Tehran as the US vote on Sanctions is the same Time Cardiff go up, if MBS has his way. I will avoid Jerusalem when the US Embassy opens and clear of Iranian Chemical weapons, should be a breeze. There is no Problem with AMEr Balance Sheet Cashflow Opex and whatever, the issue is the BOD is dysfunctional. I'm not DE ramping because the Odd Push form II's is enough to put +10p on this sucker. We are managed by a Kim Jung Hoon Dotard and this is what we've got nowhere SP business yes. But value to PI's = SP FFS .We have as Chairman the Oldest known dinosaurs fossils are prosauropods found in Madagascar. They date to about 230 Million Years Ago in the Late Triassic Period. It was from the same family of dinosaurs that became Apatasaurus and Diplodocus. Previous to this the oldest dinosaur was a Eoraptor found in Argentina - No revised to Colombia.. Don't short this SP FFS as 2 Quick P45's and we are in business. Mr Snow needs to do a Mr Wolf and cleanse the BOD IMHO. GC will get bowled out. As I said - if let to cash and the company is worth �30m Profit, greed will find a way to remove the blockade. GL Last post. Some ramping/ de crap on here tonight. At least I'm overt.

TD CEO of PMO and in 2018 +$2.7bn Debt + CBH's POO has done a brilliant job, PMO SP 96p allow for the CBH rights that �1.30, with constant pressure - consistent took the rubbish manned up - Total respect for the guy and I am invested. Our guys spineless + weak insecure - cut Dana lose. FFS - Massive respect for TD PMO in the down times when the banking covenant ruled all dealings but great plays were made. The Guy had professionalism, dignity and Bxxxxs Well done TD, Mentor a couple of our BOD lacking ownership of the business issues.

Correct Last post - Roman generals suicide , warm bath, share knife, Wine, preserve dignity no execution - Did not mean Woman sorry mis spelled Roman, sorry.

GN, My gut says the only way to create change for a failing BOD and RH and is smash the Sp and force a change, if this is indeed the rhetoric - then they are correct, if otherwise a travesty and I'll get my coat. . GL It needs change and some monkeys need to be dragged off the banana leaf. Fall on the sword, with a golden parachute clause. FFS Woman way Warm bath, sharp knife & plenty of wine, pump the blood.

IN all this I don't see ONGC strategy with CPO5 - with rising POO, in the SME world you would buy it out fast and retain the upside as what Amer to be fair have done. CPO5 seems like a local Authority approach, with a lot of friends getting close. But anyway the end sustainable outcome is the most meaningful, so plan for the duration. Put 8 next. The problem I have have is the resentment to GC & JW because or their insecurity & greed is in my stomach, that's not good. But this is a great business, don't get confused with anger and delayed opportunity, I chose to be here as this can be sorted with two voting shots. jesting no grassy knoll. GLA.

Off for a week or so, GL, What I Said previous in BB posts tonight - a different viewpoint could be utter rubbish. Fingers crossed. You are my BB type. I will jest maybe less overlty and less often as too many people are out of pocket.t!! My last outburst - well that's your fault for conjuring such graphic imagery in a young mind ish GL !!. It's a joke not project Windrush , that's me mind morning. Notice the media package a problem for media, brilliant, 50m understand that, give them a form to fill in No. Big Brother.

IMHO quick, the II's are making a long standing point there has to be a major shake up, or there is NO GROWTH, These guys are not $1bn Mkt Cap worthy, corner shop mentality, it's how do they dismantle Executive control without losing operational functionality and major In Country Govt links. IMO I think this argument is hidden behind the RH cloak, the short term pain will be worth the wait. - IMO there is an underlying power struggle underway and with the right news - this SP will fly. JW is a great In Country Oil man but NO CEO FFS for a $1bn company, his head is in the U sands, FFS which is where he is brilliant - no argument but the last Reserve report could be a Donald to side track him. He has a big roll but no front runner. DC to me is the man with Snow and the scum sucking Mr Option H side fracked. HNY GNI GLA.

IMHO Ask old commercial industrial Accountants, Our BOD operate like a classic out dated small family business, ridden with insecurity and possessive of news, but has a great redeeming product but because of lack of macro business experience doesn't know how to exploit it. JW more than GC, with GC it's the school tie NED role, which in the modern day is lacking the pace of change with modern social media, he's stumped. I Think part of the SP downward debacle , it II's downward non relentless -ve reward cycle pressure, but in a mega positive way to clean up the act and get a smooth succession transition 2018. I think in 2018 the BOD will slowly morph to a more relevant Investor friendly kick ass out fit. With DC & Snow taking more on plus additions. The Jurassic Dino's need to be extinct in 2018. Today another classic delay to upset, until a new era. Well I'm in for the long haul GLA But the BOD lack modern business relationships with investors, insecure and defensive to the extreme. Information flow is shocking. It just stinks, and these guys will always smell of lingering doubt. Grow a pair. FFS

MM's mega clever and ruthless projecting fear and a clear x 10 discount multiplier if you have over committed, RH holding say 50m @ 17p worth �8.5,m but the threat of an overhang has kept the SP and market Cap by X 10 that, we should be say 25p = �320m, not �210m so �8m holding back �120m value so what an excellent manipulation of the market when there is no news. As the Cars Said, Can't go On, Thinking nothings;s wrong - That's why I said it you numbties - it has meaning if you are TOO Dull to understand FFS.GNI.