Member Info for BaysilHope

Do we have blending facilities? THEN why did we not Drill Heavy Oil? Can't truck it too expensive OBA & RODA set up for 25 Degrees not 21 FFS. That's why you leave such an asset until POO recovers and you can move it cost affectively. That's the frustration in Civil works update and Drilling. With RODA repaired and pumping station we can move +13kbopd blended at a 25 degree average and the same for GTE - they will need our blending facilities . HNY I woke up. No MBS or Russian posts.

Quick last post, knowing GC they have 2 weeks to 2017 results and last real chance at game playing - holding cash to buy cheaper if oppo arises. GLA. GN Lessons learned. HNY

For comparson - A world famous Hit - One month before the 30th anniversary of one of London's most enduring murder mysteries, the mafia godfather at the heart of the case has spoken for the first time about why he believes the real killers of Italian financier Roberto Calvi will never be brought to justice. Calvi, dubbed "God's banker" because of his work with the Vatican, was found hanging from scaffolding beneath Blackfriars bridge in London on 18 June 1982. Bricks had been stuffed in his pockets and he had more than �10,000 in cash on him. In the months before his death he had been accused of stealing millions being laundered on behalf of the mafia. His death was originally ruled a suicide but later judged to be murder. In July 1991, Francesco "Frankie the Strangler" Di Carlo, a mafia godfather who had lived in England since the late 1970s, was named as Calvi's killer by a supergrass. Di Carlo has since become a supergrass himself.

Meant no disrespect to the victims or the very brave medical team , army and police that definitely and thank God saved lives. Point I was making - every month a teenage kid in the US shoots +30 and a guy in hotel unloades 10000 bullets, to think for 1 second the KGB would botch a real hit FFS when they assassinated Putins rival in a car shoot by - a few years ago. The pollomium 125 or whatever , used 2006 was a lingering certain death, administered with venom, this last attack was very different, public place, the other in 2006 was in a hotel private meeting. US need to draw a line, Russia know they've pushed the limit, really hope minimum carnage in the Middle east - next 3 months. But said, it's been far worse. GN

I'll shut up on MBS, more importantly +13m Volume and SP Shukran, AMER Reserves in 2017 P1 were 15m ish add Plat 22 finding a 2nd accumulation +8M then add COP5 at 30% say 7m, less Production -1.8m should be 26m ish which just keeps pace with output which at 7kbopd is 2.5m drain p.a , The real reserve increase happens with drilling in 2018 and the N sands - we have all this lucioucsness news to follow, strange the SP smashed at $70 POO unless.. The MM's have played a very pressured game last 28 days - it was 298 days since the last volume surge, always shaving the SP down to transfer value and trigger stop losses and feed the II's, that's good. Two days of +13m in the month , means there is demand and I do think there will be a divi in 2018 after they sell COP5 for full value. I needed this volume spike to be critically sure, and 3.9m 3.6m all in 1% of the Co traded today. These guys had to act as a raft of info will fall out next 2 weeks. I have learned bucket loads from this . HNY GLA No more posts. I'm in again tmz, had 15.44 p today, knew something , can't explain. Bril. Last point - why would Russia publicly poison two Ex Spys in the UK, unless they wanted CNN world news to notice, in the 1920's in the US they would have used a garage, a few hoods and a few machine guns, we're getting played FFS, which leads to expulsion and then sanctions. distance from Iran = Embargo and Russia get +$10/barrel well played, advised by the US . MBS meeting Jewish leaders, I bet his bowel is knackered and so is mine digesting this crap. Can't wait for tmz.

International Politics is a great deal about flag waving and distraction techniques to get the real strategic deal done. if ever possible - not many are, the quicker to cash profits work - Cases in point - China Yuan Petro-currency weakens the US $ suits Trump plus US deficit , but worries over the KSA supply route to the East. Russia expulsion - helps Russia distance itself from Iran when Trump imposes sanctions. Trade Tarriffs news head lines, little purchase but gets the UN to back the USA on many issues. The KEY in all this is IMO is Jerusalem because this baby doesn't square up, its 2k Old problem even Richard the Lion heart failed . What you got here is' Failure to communicate: I don't want bloodshed - end of but given all the diplomatic assets, it does seem that conflict is the preferred option. Like rugby union, I'm playing against a builder 17stone, laid off and not need paid for a week, his wife has left him, I really do have a problem. I think we are at Defon 4.HNY GLA

MBS meeting Gates, Elon Musk the US Elite, tells a story. It the Aramco don't hit the target - China get a direct in to Aramco. The US are actually lagging behind because of this Shale 8& Dove stance, everyone else is just getting on with Maxing their position. Trump in Catch up mode. Can't let the Chinese get in here. For the KSA, the first IPO is the challenge- once on the market you can drip feed the equity slowly raising another $100bn in 18 months and pay for another wave of US exported tech into KSA - this mechanism can work through to 2030 as long as POO stays firm, Iran sanctions with Venezuela and Natural World Oil depletion rates, including Shale Sweet spots - will see to that and reforms take place. As I said in jest, IMO this is TO BIG TO FAIL, we could lose the Middle East. FFS HNY GLA. We need a strong US now as Russia & Iran are taking the Pxxxxxxx

Album TYR - great song Very relevant today -Quote The highway's screamin', callin' out your name Cause every road that you travel on There's a price to pay A thousands eyes are starin' But the blind still lead the blind Where will you turn if it all goes wrong and you're on the run- Jerusalem? You say you walked through the valley You say you've seen the signs Echoes call you from a distant age Or is it in your mind? Then a thousand souls rise from the sea Holding up the sun And an angel cries beware your lies' It could be the end of it all Where will you turn if it all goes wrong and you're on the run- Jerusalem? Everybody knows your name, every road leads to anger Will it always be the same, is there reason to return? Mega guitar Solo Toni Iommi - very under - estimated guitarist - big friends with Bryan Nay. When an angel cries - Jerusalem Better watch your lies - Jerusalem When an angel cries - Jerusalem Listened to the Aramco IPO Q4, watch the 7 Oil ugly sisters rise as their costs = Opex halved + Oil + $ 70 cash flow screamingly good and Shale newted US dollar being slowly devalued to Balance the deficit, one cost is China becoming a Petro currency, stage managed correction and Tarriff's blow the sands off the true strategic objective. We are in for a Nantucket sleigh ride UP. GLA GN

Read Baby Read the world news - crawl out of your short position and Tag the Mega Deals and actions that MUST take place - Jerusalem US Israel will Happen Bolton 9th April Iran deal 12 th May Iraq vote 6th Mau and we will have our AGM. HNY Quote Oil price crosses $70 amid Iran deal tensions Oil prices rose as investors saw increasing possibility that the US could withdraw from the historic Iran nuclear deal. 24 Mar 2018 Crude oil prices posted their biggest weekly gain in eight months with rising geopolitical risk in the Middle East threatening security supply once again. International benchmark Brent crude gained 6.6 percent this week, briefly reaching $70.58 a barrel on Friday. American benchmark West Texas Intermediate (WTI) rose 5.7 percent this week and climbed as high as $66 a barrel. While both benchmarks reached Friday their highest level since January 29, they also posted their best weekly gains since the last week of July 2017. Iran deal Oil prices gained momentum after investors saw increasing possibility that the US could withdraw from the historic Iran nuclear deal, and heightened worries in tensions between Iran and Saudi Arabia could revive. President Donald Trump signalled this week that he is still considering withdrawing the US from the nuclear deal. This could bring back sanctions on the country and seriously limit Tehran's capability to export crude oil and oil products to the global market. In addition, the US has increased arms sales to Saudi Arabia, the regional rival of Iran. Rising tensions between the two heavyweights suggest that any supply disruption from the Middle East could threaten the global oil market. Meanwhile, Saudi Arabia Energy Minister Khalid al-Falih said Thursday that OPEC and some non-OPEC countries, including Russia, should continue the agreement to limit their oil production in 2019, which officially expires at the end of this year.

That's what I've done, get some PMO which reacts better to POO medium term as a counter with AMER, POO up +5% last week we down -7% due to MM manipulation short term. Iran sanctions will happen as Trump is using the Trade wars as a distraction technique to get his way in the middle east and support Isreal whom Run the USA. HNY Where's Neil Young and Joni Mitchell. Not long now to the Annual results and a shed full of news in May 18 when Oil could be $80. HNY Shorting, Me the Earl of Caridgan, in a bedroom with some form 6 girls - Me !!

POO +5% rise last week despite massive market sell off, recovered all of the sell off from Jan 18 - but BUT THIS IS REFINERY MAINTENANCE SEASON where builds are the NORM. Add the driving season to come , Jerusalem IRAN, Venezuela is down -ve 60% where the Fxxxk do you get the Oil. Shale added 4 Rigs - General Custer did much better and lost. AT $80 POO Aramco values Up- Time to remind IRAN where it stands IMHO stop funding ISIS. FFS. The Oil sector is ready to go, need the MM's to switch tack. HNY FFS

Quick Maths, at $80 POO Aramco producing 10MMbopd =10 Mil at $80 is $292bn Rev or $365bn at $100 take out cost of production OPEX $7/b less salaries & tax it could make +$170bn of CASH profits and be a big dividend yield easily valuing up at $80 POO at a multiple of less than 12. In the way is IRAN Quote - Bolton and Mike Pompeo , replacing H.R. McMaster and Rex , might signal a bigger change. Not only because they are considered hawks, but also because at least Bolton is perceived in Israel as a man of action, who is able to implement his ideas. Bolton�s appointment suggests that Trump plans to withdraw from the Iranian nuclear deal on the next deadline, May 12. According to the intelligence assessment presented to political officials, Tehran faces more pressure than it has since the agreement was signed, in July 2015, for several reasons. While former U.S. President Obama saw the deal as his greatest foreign-policy achievement, Trump has vowed to scrap it. In addition, Iran�s economy has not bounced back after the easing of sanctions as much as leaders had expected. At 78, Iran�s supreme religious leader Ayatollah Ali Khamenei is ailing, the conflict between Iranian President Hassan Rohani and the Iranian Revolutionary Guards (some of it around aid to Syria, Hezbollah and the Houthi rebels in Yemen) has not ebbed and the protests this year highlighted public frustration. Israel�s intelligence community sees this situation as a window of opportunity for extracting more concessions from Iran in renewed negotiations on the nuclear deal and in other areas � presumably through new threats of economic sanctions and perhaps even U.S. military force. Israel hopes not only to fix the Vienna agreement, which makes it easier for Iran to resume its nuclear program after the deal expires and does not sufficiently monitor research and development. Israel also believes gains could be made in moving Iranian and pro-Iranian forces further from Israel�s border with Syria, restricting Iran�s missile program and reducing its military aid to Hezbollah. As always, the Achilles heel of these expectations is in the Trump administration, whose hawkishness appeals to Israel. The president and his aides have proven difficulties with long-term planning and with implementation. Even assuming the hardening of the U.S. position with Iran is strategically advantageous to Israel (a controversial assumption), it�s still not clear that the administration can follow through, and do so without dragging the region into a military conflict. MBS is performing a window display for Aramco amongst other things, its a Net Gain = Value Aramco at $2TN and you will receive a $400bn Discount of business in Arabia,,, So MBS has to Market Arabia as a place to invest. I think the US embassy move was set to trigger a response and marked deadline, as Russia and Iran have had a free ride FFS - time to draw the line. Mental

Just Snippetts, Around dinner tables and cafes in Beirut these days, discussions are increasingly turning to one topic: the likelihood of another war with Israel. It has been an ongoing debate for several years now, gaining renewed vigor each time Israeli and Hezbollah leaders publicly promise to inflict more harm on each other than ever before if, indeed, the countries went to war. However, Iran�s blatant and growing military presence on Israel�s doorstep, and Tehran�s rapidly deteriorating relationship with the United States, is introducing a greater likelihood of conflict. Fresh from a March 5 meeting at the White House, Israeli Prime Minister Benjamin Netanyahu reportedly told his cabinet he believes President Trump will pull out of the Iran nuclear agreement before the next sanctions waiver deadline on May 12. Although President Trump has given no public indication what he will decide, his repeated threats, tweets and vocal dissatisfaction with Iran �- and specifically with the Iran nuclear agreement -� are reigniting fears that Washington is paving the way for a new Middle East clash. Along with Israel, Saudi Arabia�s Crown Prince Mohammad bin Salman is also a very strong opponent of growing Iranian strength and influence in the region. This week, he is being greeted with open arms and with great affection at the White House, with the question of what to do about Iran no doubt being one of the main points of discussion. The latest rumor swirling around the Arab world speculates on the possibility of a preemptive aerial strike �- by the U.S. or Israel, or a combined show of force � against Iranian forces and militias building up inside Syria. In addition to his speculation about Mr. Trump�s intentions toward the Iran nuclear agreement, Netanyahu also returned from Washington declaring that he had secured historic contributions toward Israel�s �national security.� The educated guess is that he received some kind of promise from Trump on not only withdrawing from the agreement, but perhaps even a tacit approval on military action.Taking into account Iran�s close relationship with Hezbollah, any attack on Iranian targets inside Syria, or any attack on Hezbollah targets inside Lebanon, would likely, and very quickly, escalate into a greater region-wide war involving many more nations. Both Russia and the United States have large numbers of troops in the region. With Russian tactical and strategic assistance, Syrian President Assad has bounced back off the ropes and defeat many of his anti-regime rebel foes. His survival is thanks to partnerships with Russia and Iran -- two countries that see benefit from maintaining a long-term military presence inside Syria. U.S. is planning to move its embassy in Israel from Tel Aviv to Jerusalem sometime next month; elections are planned for May 12 in Iraq, elections May 6 in Lebanon, MBS�s

Do you think that the 80% collapse in POO from 2014 might have a tad of an impact on production when you are making a gross loss at $26POO you increase your losses by producing FFS basic economics - FFS, tell the full story please, at 10kbopd 2013 POO was north of $100 and it's going to get there again very soon IMHO, this time our OPex is halved $15 so we will make double the profit if COP5 Sol and Indico come in any very valuable light oil 41 degrees API. Last week was the largest gain in Oil in 8 months despite a sell off in the stock exchange Why?? There will not be any cheap Oil stock in 3-4 months, so if you're out now or in the wrong position you don't have a great deal of time to change. The annual results 16th April, take out Easter very few trading days left . POO now +$70.5 and a raft of news to follow. Even if it comes from India first. The risk here is NOT BEING IN IT. HNY FFS The BOD kept the Oil in the ground waiting for higher POO correctamundo and conserve cash.

What I was trying the emphasise is that OPEC will NOT NOT NOT fill any production void created by Iranian sanctions. I do apologise, that's key to lifting oil and knackering the POO bears counter criticism. They've stamped out that chestnut immediately. Oil will rise after the 12th May deadline. End GLA GN. And the stock overhang disappear very quickly. Amer net backs will soon be +$65/b

I'm trying to post with kids around my feet!! Aramco not what I typed. Mega quick and important point. Saudi Minister said cuts carry on until 2019 , the real importance of this is- KSA or OPEC will ANY PRODUCTION VOID POTENTIALLY created by any Iranian sanctions - THAT IS ABSOLUTELY KEY. MBS can't fail on Aramco and Trump can't fail on Iran with no impact on POO - so both guys know the 'Art of the deal' only working together can they achieve this and KSA need commercial legal rules to become more marketable and attractive for External & Internal investment. FUH!!! I've shut the door, peace and quiet. That statement was key - the market realise any movement on Iran will go straight to the bottom line and Russia is key here too. It could be possible we will see $80 in 3-4 months, with driving season and 1m barrels of Iranian crude will drain any surplus Oil very quickly, creating a forward curve strong enough for Aramco to value up. HNY Very soon, there will be very few cheap OIl stocks around, fill up on a broad portfolio and ride the investment wave, I think in AMER we are only weeks away. So Trump saves MBS's ass and trump gets $400bn of economic uplift. Only in 'Arabia' I'm still singing the Manic's song, I want to fly and invest till it hurts Sleep for a while and speak no words in Arabia In Arabia.

Quote' When Saudi Arabia said it was going to sell five percent of its state-owned energy giant Saudi Aramco to public investors, top stock exchanges sat up and took notice. The flotation was tipped to happen this year, but now, Saudi Aramco says it needs to review its options for the listing. "I think they ran into serious problems. And the problem was created in April 2016 when] MBS first announced the privatisation, he put a valuation of $2 trillion. This was achieved by a rather simplistic piece of arithmetic - the reserves 266 billion barrels and then multiply it by an oil price. $7.5 a barrel, which was the price that Total had paid when they bought Maersk," Paul Stevens, a fellow at Chatham House, I suspect that they're more likely to go ahead with a private sale because the beauty of a private sale is: nobody will know if it's failed or succeeded because you won't actually know what the price is. "But the problem with that is, that to say then they're going to take 5 percent gives a benchmark, $100bn, and if the privatisation goes ahead and they get less than $100bn, this will be seen as a failure, and this is bad news from MBS' point of view. So my sense is they're desperately trying to sort of riggle out of the privatisation process because the valuation is grossly overstated and they're unlikely to get $100bn. And the last thing MBS needs at the moment is some sort of an obvious failure." "the IPO the proverbial jewel in the crown was a mistake because they've created a benchmark by which you can judge the success or failure of this. I think this is the reason for the delay in the process." "I suspect that they're more likely to go ahead with a private sale because the beauty of a private sale is: nobody will know if it's failed or succeeded because you won't actually know what the price is." Stevens says the delayed IPO and the lack of transparency isn't "particularly good news" for investors, but "more important was the arrest in November of a number of senior businessmen in the Kingdom. This illustrates a lack of real property rights, and if you're a foreign investor, I think you're going to be looking pretty hard at the Kingdom before putting money in there, and indeed the private sector within Saudi Arabia will also look hard at investing within the Kingdom." ... I don't think it's going to make a huge amount of difference to the reform programme - providing it's not seen as a failure, in other words providing they are not going to go ahead with the IPO and getting significantly less than the $100bn." I think this is Why MBS is 2 weeks in the US, iron out the details and Iran sanctions $80 would hit the required valuation $100bn, no failure for MBS. Time will tell.

Totally Agree - a company makin $2m FCF a week should be valued at 2p and Law suit the MM's. This is all a joke - and son if you don't grit down and get some gravitas you & Sheila - it will bite. I'm happy for a fall - just another oppo to buy . What did you think of he Manics new song Arabia - What JTD do you think the MBS will gain in the US, What : Need a reply JTD See below JTD do you think of $400bn Investment in KSA Deal is a No go Trump & KSa, What do you think of the Iran Embargo , Do you think Amer are under valued cash flow $2m per week Do you think Aramco this year 2019, JTD whats your PMO Mean 2018, whats your forecast next 3 years. Shale JTD will it swallow World demand JTD please FFS I'm Waiting, JTD Whats your Forward POO Oil Curve so I can model it. Thanks

Always Remember , JC defeated the Roman Empire without facebook, and CNN/ Bloomberg FFS - and faced utter misery and won, 500m to odss I guess and we are at 15p Let not your heart be troubled: ye believe in God, believe also in me. 2 In my Father's house are many mansions: if it were not so, I would have told you. I go to prepare a place for you. 3 And if I go and prepare a place for you, I will come again, and receive you unto myself; that where I am, there ye may be also. End FFS Point made OK We are not yet at the cross but if GC does.nt wake up - I know a few scrap dealers with chemical knowledge that will clear his bowels. FFS. The RH & GC is grow up time, I'd rather see DC upfront, GC has the Indian persuasion factor. The men who impressed me Management wise - Sir John Harvey Jones, Lord Browne BP, Harold Geneen. Harold "Hal" Sydney Geneen (January 22, 1910 � November 21, 1997), was an American businessman most famous for serving as president of the ITT Corporation. The latter -Operational expert - could see through the BS Based ideology on him - and Quote Sir Harvey, where did you learn you Management Skills, Naval yards in Germany post WW2 stopping the Russians killing the Germans. And this Facebook waste of time. . HNY

Sorry, Saudi Arabia, topic MBS in USA - Quote the Maqnic's version I don't know if I'm tired and I don't know if I�m ill My Shares are turning yellow I think I'll take another pill. Praying for the MBS to come Home now. He�s been in the US for the fourteenth day now. He�s been there for much too long. This his future and it must be his - I want to fly to KSA and invest till it hurts Oh Saudi Arabia. Sleep for a while and speak no words in Saudi Arabia. And No Alcohol at All.!!! I want to fly and behave in Arabia, and invest till it hurts in KSA, Sleep for a while and speak no words in Saudi Arabia, in In the KSA. Praying for the Aramco IPO deal to come now, It could be for the very last time This IPO can only function without Iran now. There must be someone to blame now. Trade Tariff' s seem easier, to bully other states. I just want to invest in Amerisur- POO & KSA now - IN KSA in KSA......����..FFS -