Member Info for BaysilHope

Given the collapse in POO since 2014, the business has been run as a cash management effort, screw costs, limited expansion - but very key acquisitions and infrastructure were made to be fair but not exploited due to the feud. There was limited access to funds bear market, distressed HNW seller. Yes Stratgey conserve cash on the balance sheet, prepare against civil disruption. Totally get it and always retrospective news reporting - jam miles away in future bunker mentality - whilst an immediate In Country issue kills the dream. Annual results 2016 RH hade +8% 102m could be a nuisance in voting, now II's have the sway with more RNS's on holding to unfold in a month or so. The Shell deal to me breaks the conservative cash constraint model and focuses on growth - front foot. Sell CPO 5 as can't invest serious cash into a minority holding with India when they can shaft your reserves report NO CONTROL of investment nor timescale. Must be - the $70m better invested in blending and Ecu output and reserves where we control with an eager partner with an urgent timescale. . As I said you are not going to sell CPO 5 at under value or reduce group output. Therefore an Ecu acq'n makes sense to fill the CPO 5 post sale void and Put 8 could ramp up as we are in competitor and partner territory. This year will be an accelerator ride, hopefully and DC is digging in , let GC F Off to the cricket DC is IN COUNTRY which is what it needs to reign in a very limited JW and bring some urgency and determination to the Shareholder value battle, no play feuds and go to corporate luncheons more often. This last 3 month silence was probably ordered and todays 36m volume a turning point on news suppression and let this sucker flow. GLA IMO DYOR and GNI. I'm having a quiet Red in the sun and A Spicy Meatball Cioa.

This week GC and Snow need to wade in. Then next 2 weeks staged II's new stake holdings -AGM date - Mid May ish, delayed for environmental and planning permission. New will out soon. I gues the road 3.8m is built under the guise of the Col Traffic Act.

IMO I think the ideal tie for GC to step down, sell CPO5 + wells Q1 2019 and award a dividend for 2018 Financial results 1 year awa April 19 y, time for succession, leave on a high, large bonus and share options. Makes sense we all win, with the feud removed - RH no large sellers, SP up + 10p on DC in office great +ve play and thank him for getting CPO 5 +3 delivered $75m profit & first dividend - then continued mention of it resounds I Think. . GLA Last post - API is a draw on Oil & Gasoline POO up tmz. GLA - We are a way off up yet as the II's get their majority voting rights.

Don't bring out the Oil Enron Chestnut, New boy Snow made +$200m profit in deal making in the City, Harrison hasn't, one is a big City players the other a book keeper acting under orders, this BOD needs to be challenged and it is happening and transformational deals will be the result.. The other - Dana co founder GTE - As I said before these guys are movers and shakers, they get results and the top settled slowly, slowly heavy dead wood better watch out when the Pension funds and II's get enough vote to put their men first. To me this is round one and highlights Dana's confidence in pursuing Ecuador( JW out of area) , he knows the strategic importance to GTE and other players of pipeline access , not what firm of Accountants you worked for - totally missed the point - by a NASA mile GNI. GLA

Great Directors buys, need to change my cost of sales model, way out. Shell facility for me states 2 things, 1, Influence of Alex Snow raising finance and moving the pace and direction of expansion, - lets compare and contrast CFO & NED, Nick Harrison (Chief Financial Officer) , Mr Harrison is a graduate of Liverpool University. He qualified with Arthur Andersen and subsequently worked at Deloittes, Midland Bank (International) and Coopers & Lybrand. He was Finance Director of Pet City plc and has been Finance Director of a number of private companies with international activities. THEN Alex Snow (Senior Independent Non-Executive Director) - Mr Snow has had a successful career in the City and has most recently been CEO of Lansdowne Partners LLP, the leading institutional investor. He was founder and CEO of Evolution Group PLC, the investment bank created in 2001 and subsequently sold in 2012 to Investec for �230 million. Mr Snow became Chairman of the investment banking division and member of the Board at Investec Bank PLC before leaving in 2013 to become CEO of Lansdowne Partners LLP. He stepped down from Lansdowne Partners on 31 December 2016. 2. IMHO we are heading for Ecuador Acquisitions circa $40-45m H2 Current cash March end must be +$58m excluding Shell, working on 7kbopd we are pulling in worst case $6m x9 =+$54m to go to fund $61m of drilling, without CPO 5 sale. H2 expect action - maybe 2-3 kbopd of producing fields ready for quick drilling ramp up. Compare and contrast JW circa failed Reserve Report and DC - Dana Coffield (Non-Executive Director) Mr Coffield has over thirty years of international E&P experience. Between 2005 and 2015, he was co-founder and CEO of Gran Tierra Energy Inc. and during his ten years at the helm, the company successfully grew reserves and production year on year and became a leading player in the operationally challenging Putumayo basin in southern Colombia. Mr Coffield is well recognised in the oil and gas investment community, with government representatives and with industry peers for his accomplishments in South America and particularly in Colombia. RH buddy days of corp governance are over. Usher in the large PLC mentality and GC can watch out. As soon as the II's get enough of a power stake , which is what they are doing day by day - this sleeping beast will wake, a culture change and proper big ticket management FFS. GLA I smell the GNI factor/ brush sweeping through in time after CPO 5 Sale need GC's Indian contacts - Good Night Irene. Shares up 10p on BOD change before I could break wind. 12 months away but a positive to come and further reason to sell CPO5 after 3 more drills. Retirement party is in planning, just needs an enviro.

IMHO, Iran sanctions will limit oil by 2m off market, China No trade tariffs, they can't they need oil and US Russia KSa Supply block. POO will rise steadily over next 5 years, US Shale will behave as they are the weakest player. OPex Aramco $4 no debt but they need downstream investment t to add value. KSA Aramco Royalty income from higher Oil to KSA get s reinvested world wide in the KSA reforms It's a no brainer., only if Oil +$80, Amerisur $80 Net back +$62.

Why are you on this BB, you speak with Forked tongue, FO. GN GL

Last point the SP reflects all that and could go lower to a point until all the games get played. AGM soon and that BOD could / will get gassed - there will be blood. GLA So your forecasts are meaningless Until after the AGM. I want Dana Chairman, GC sacked, JW demoted to grease lying Monkey tweert and Snow Promoted to CEO. Balanced BOD. No lies going forward.

In your analysis what have you built in for 3 new wells in CPO 5 area,+8kbopd 30% m plus Put 8/9/12 and then Tariff income for GTE Oil going thru the OBA and the new producing regions in Ecuador in August - you might find Sweet Pee 5k bopd from Ecu new blocks acquired. So IMHO DYOR and Twxxxxxiii HNY, why post now whn go lightly for a period, No likie. GN

What timing to give financial info after 40 years OPEX $4 no debt when US hitting Syria as No.1 warned last night -, so look forward Aramco H1 2018 at $+65b over a $120bn profit, will give a high yield stock when US bonds and deficit look dull. Remember this whale could swallow a major. The first raft as I said is one of many after the 1st val'n holds firm and Russia output cuts hold. Bloomberg Gas Off about Royalties to KSA high Oil - going to KSa, there will be an agreement parked up where some of the froth gets back to US contracts for reform and the UK, maybe to complete our aircraft carrier. This will happen and for that Oil has to be stable - Shale must behave and Russia keep its output curbs. GLA FWIW. POO $80 mid May .As I said 2 months ago.

Medication Time Nurse Ratchett - It's a winning option Quote Joni Mitchell - Tears and fears and feeling proud, To say "I love you" right out loud Dreams and schemes and circus crowds I've looked at life that way But now old friends they're acting strange They shake their heads, they say I've changed Well something's lost, but something's gained In living every day. I've looked at life from both sides now From win and lose and still somehow It's life's illusions I recall I really don't know life at all I've looked at life from both sides now From up and down, and still somehow It's life's illusions I recall I really don't know life at all Quote - The Middle East!!!

Great song, great Bass, Phil Lynott my absolute Irish working class hero, music legend seen him 3 times. One of his under-rated songs very apt. Quote the lyrics Netanyahu�s got a bookie shop and what he takes, He gives for what he's got And what he's got he says he has not, Stole from anyone It's not that he don't tell the truth Or even that he misspent his youth It's just he holds the Chemical proof But you know something's wrong Waiting for an alibi, just to Hold ya! Netanyahu�s in a cold sweat, he lost all his money on that Syrian jet Against all the odds he smokes another Russian Veto bet. Says it helps him to forget He's a nervous wreck It's not that he misses much Or even that he lost his lucky touch It's just he gambles on Iran so much And you know that it's wrong Waiting for an alibi............ Waiting to hold Ya. GN Last post.

I saw Newsnight and short term news, limited options, little deference to the future. 99% of the Uk don't know Russia and KSA have an Oil output agreement. I don't wish anyone any harm, but This is only IMO An imaginary conversation by 007 reporting to Q - Is it Safe Weisser Engel? How is project Wiltshire progressing? Yes No.1 - Stage 6 is advancing well on all fronts, the separation of the Russian veto and Iran is nearing completion. The KSA alliance with Russia and Israel is in place and key US personnel changes have been locked in, plus our man in the field, MBS No.2 is home safe and well and has met the Rock. How have you dealt with the Q.I. i.e. - the Quiffed Idiot? We have given him total 24 hour access to twitter, play station 3, a burger and Netflix. Good. Look No.1 � The target date for Iranian Oil sanctions is July, the British were easy bait and bought in to it, May is a schmuck, No aircraft carrier, LSE doesn�t have a chance of the Aramco IPO, minimum offering 25% not 5% FFS. Iranian Oil sanctions, once imposed will then further reduce and stress the living standards and conditions of the moderate, the majority of the populace, aligned with our strategy Page 6 : 8.1. Through our Social media man NO.4 MZ, we will Support the agitated, disgruntled, Iranian moderate population to a vote. Once the Iranian authorities are changed by democratic process, there will be no need for a nuclear deal. Israel & KSA will be over the moon and fund the markets happy and Syria will soon fall to a vote. Yes - W .E. but How will Spectre make money? Firstly we�ve invested heavily in the volatility index. Using our learning's from Russia and Cambridge Analytica, we are confident of the Iranian and Syrian vote outcome. Look what we achieved with the Q.I he is in office FFS. With new Iranian and Syrian leadership we can mirror our agent�s MBS economic reforms inside both countries, gifting $600bn of construction contracts funded by +$80 Oil. Our man in Russia Novak No. 4, has agreed an indefinite co-operation with MBS underwriting POO +10 years. But-The Jewel in the crown - discounted subs to the Aramco IPO thanks to MBS pre-emption rights for the next 4 blocks of 5% over the next 4 years to fund the KSA reform, $400bn of construction & eng work. They can�t fund it with debt, this needs consistent equity sales, stable POO and massive Spectre fees. So W.E. you are saying it�s not one sale but a planned 4 so this is all about 1\2 T & China don't get a bite. . But What could go wrong? There is $2Trillion US at stake here, all in. W.E you�re promoted to No. 6. You have no name, you are now a number GLA I�m going off to stroke my pussy now. GN No. 6 , GN No.1 next Sit-rep 12th May not long end. Q Bond I�m under-weigh BP. Remember where the PR started.

Last point, USSR wants the spy killed - look at Bond Quantum of Solice, no one would bat an eye Pad . So for best media accelerated FREE CNN world coverage for 2 weeks - hit the innocent daughter - widen the conflict by One person yet don't kill her - and GET WORLD WIDE coverage $200m for nought. The ploy is working, Key End Game, is Iranian Oil Sanctions The End game - no arms to war, Israel US Jerusalem, Russia back Off China IPR compensation and hurt Iran in the wallet now ISIS is on the back foot.. SPECTRE has done it again except for ....?? Can see $80 Oil with Iran sanctions, hence Shale gearing up for future POO increases and Saudi get the first price IPO right it can go back every 2 years and unloaded more at a premium for Aramco - China side lined . SO POO is only going one way butfluctuate hugely on Geo Tension and a few Israelies. GLA GN

Great Post with you all the way - What the Euro lingo? - Fait - excellent . GLA GN Thx for the info I'm with you can't trust the BOD now - rather plan on ONGC - surely that's a sign some Monkey Quip wine rep got to FO and misleading on video of reserves - surely there is a case for succession management II's would need that. GLA GN.

I've checked the footage, CCTV,Facebook, Jeremy Kyle, AA Route map and Salisbury Chamber of Commerce, even the mobile comms, It's not Israel, they were getting their missiles ready for last weekend attack in Syria, UK did not have enough MI5 staff to do it on the ground, no budget. US did not know where Salisbury is or was , Russia prefers a Cyber attack, silent deadly, cheap & Blame Facebook, China were happy to steal the IPR under the cover of the middle East - so that leaves SPECTIREE & 007. Quote the SP Special Executive for CounterIntelligence Tarriffs, IntellectualPR, Reserves & Energy Exploitation = Aramco, the IPO, FFS I knew it. Why was MBS in the US? A distraction technique when two A Level Chemists were set loose in the UK, on a work visa. What got me Moriarty was the door handle, this was the initial point of Chemical violation and contact BUT yet pray tell, the CNN WWW drama on the Park Bench looked as if they were gassed the targets on the street by a crazy Dr NO drone FFS. Where's Bond 007 when we need him, Holmes? what no police to prevent an attack - special services budget, does that mean we can't verify the source of attack for lack of cash and resource?! . GN HNY FFS Games afoot Watson. Over-ridding the Russian VETO is the key strategic aim, damned if they do damned if they don't. GN Watch the Clockwork Orange Brigade Procession COPB - UCH - unfold. GLA GN Cardiff lost FFS no HNY tonight Ferms. xxx Just hope it's not going to get out of control.

Last point - Barak didn't get on with KSA, KSA needed to evolve, MBS has worked miracles really, starts a modernisation prog in land , persuades Russia FFS to enter in to nearly permanent oil curb, incredible, swoons through a 2 week tour of the USA like Bing Crosby, meets all US IT Moguls and the Rock, and the key Jewish Bloomberg ish, slaps higher Oil prices on China, makes friends with the Israel govt and their right to exist alondisde Palestine ( I wish he could tell that to my Ex Wife) tackle the threat against Iran, promotes largest IPO in the world. Kids done good and could transform the Oil industry with Massive capital inflows and KSA large investors in the South US refining. More important - he did it with dignity and dropped the sometimes defensive local attire for a compromised Western outlook. Clever guy but seems to have the X factor IMHO, he could turn out nuts but is a great front man listens to his advisors but is his own man. Takes Mega Bxlls to follow this through, IMO he's worth 5 Trumps - Remember he started with a KSA hell bent on destroying POO at all costs, they still have a budget deficit need to borrow from the US this year but smiling negotiating $100bn contracts, takes confidence and guts, if he fails GN. Has Slowly turned that negative sover supply side strategy around Got Putin on side and US Shale in a charm offensive - China POO back foot. I'd have a beer with him, cheap round he can't drink. Looking good. GN Cardiff on TV against Villa La LA LA, La La LA Your going to get your F ......in Last post. GLA POO Paradigm Shift in progress. Don't be short be sensible.

Great point, these guys should be sacked GC and JW demoted to grease monkey and DC should be Chairman a.s.a.p.,with Snow CEO we won't move until the II's are full and the BOD option set and agreed. They will have to send out some good news after the SP WAV cut off. Looking back the Reserve report was always a set up to get the SP lower, I'm too embarrassed to admit I didn't think JW would stoop so low. AGM soon can't wait FFS. To the point 25 p after Indico drilled and a success with theh flow rate established if we can trust the figure from the Indians.

In simple terms without the detailed analysis RH has gone form 150m shares to 50m and below 5% the II's have increased their strength- position by + 100m shares or 10% as a protection against their holding from a dawn raid. They are effectively become a White knight, with the BOD consent and act to protect their asset until it's fully developed or a knock out offer not sub 60p IMHO. The price paid was the poor PI - they had to swallow the SP 50% fall of current holdings for 100m at mega cheap prices for the II's, a transfer of power and the more I think about it the Sept 16 Analyst visit in Colombia OBA was all about shorting the share for 18 months, averaging down to recover the 25p rights issue.. But there is a limit for this strategy, how long can it carry on for, 1 the company's development is now attracting momentum, the BOD need an option base May 18 and so are profits flyingh with $70 Oil and the II's have to show a return. Volumes are high as the investors readjust. Last nail is the ploy - the forecast for POO to $80 May 18 , this will split the embargo on the SP being held down - ONE MONTH MAX..HNY GLA Can't wait

Bloomberg today - news about US Shale Accessing more debt - as a pump when added 10 rigs and POO recovering. I'll quote the brief articles, look at MBS tour guess list ending with the Bush family, he's had a better raod show than Pink Flloyd. MBS met last week in Texas with shale producers and then this article, first quote U.S. Oil Debt Eases, Meaning Drillers Target Next Shale Play By Kevin Crowley 10‎ ‎April‎ ‎2018‎ ‎16‎:‎00 Updated on ‎10‎ ‎April‎ ‎2018‎ ‎16‎:‎53 � Eagle Ford, Austin Chalk acreage is in demand: Haynes & Boone � Oil price rise leaves executives optimistic over debt U.S. oil and gas producers expect their borrowing ability to increase over the next few months, leaving them open to invest in new shale assets, particularly the Eagle Ford in Texas. End As I said two things for getting the Aramco SP up - capital discipline in Shale, just viewed as the banks will hold the reins headed by Trump and Isreal members of the US. Second Iranian sanctions, as they need the US to fill the void . Russia playing ball with the supply side. That's key KSA & Russia indefinite market related curbs. POO only one way. US couldn't over turn Russia security veto on Syria 7 Iran now acts. Second quote. Energy Lenders May Loosen Credit Spigots After Oil's Rally By Allison McNeely ‎ ‎April‎ ‎2018‎ ‎12‎:‎00 Updated on ‎06‎ ‎April‎ ‎2018‎ ‎20‎:‎30 � Biggest benefit of crude�s 20% rise flows to cheaper producers � Permian gets preference, Alberta stays anchored by higher cost No question, oil above $60 a barrel is a big help to North American energy companies. But even with prices up about 20 percent from a year ago, not everyone will get big boosts in their credit lines during the appraisal season that�s now kicking into high gear. Capital discipline. Reminds me Ducks in a line and the Parents are happy. Bolton in office military option used hence cancel Peru, 12th May deadline for Iran and then the US Embassy 14th May whgere the US need to b top dog. China now starting to cool off as they are the biggest import of crude in the world and looking down the barrel of a KSA IPO today have said Sinopec plans to cut Saudi crude oil imports Reuters China�s Sinopec, Asia�s largest refiner, plans to cut Saudi crude oil imports loading in May by 40 percent after national oil company Saudi Aramco set higher-than-expected prices, an official from the company�s trading arm Unipec said. �Our refineries think these are unreasonable prices as they do not follow the pricing methodology,� the official, who declined to be named, said