Member Info for BaysilHope

Kindred spirit & patience , Hamdullah to the floos, With Amer, always remember the Arabian Proverbs ' A foolish man may be known by six things: Anger without cause, speech without profit, change without progress, inquiry without object, putting trust in a stranger, and mistaking foes for friends.� Be wary around your enemy once, and your friend a thousand times. A double crossing friend knows more about what harms you.� End quotes - Have you worked abroad in the Middle East or had contact, sounds like an experienced person. Thanks for your posts, shared viewpoint always helps. Appreciate your time GL. I worked on the Red Sea Jeddah, 55km from Mecca, only sign was post on a motorway said - all NON Muslims leave next exit, but fuel for off roading Mentallie stupid cheap. Loved the Red Sea , never could work out Moses parting it without Carrillion BOD FOS . FFS. GL with your endeavours. Bays Never ever lend your shaving charger to you son. FFS HNY

MBS POO and Amer falling $69POO from Stanley Unwin's family. Nativiloppers , Once upolly-tito, in a land far awale, a young matrimole travellit for the count�n�census all checkly-box present�n�correckers there.MPS trickly-how along the roam with Kushner all two-square on the botty astrile a donkey, seekit accomodakers. OH No APi/EIE Oil draw since BT IPO. OH With the respecticum of MBS Maximus towarding 14 big US forum travel thrombo unto Trump. Oh What frollocks, $69 Oil Yum Yum . Yet perplexifold Amer drop a tad suckered in to 15p Cobbaloaddos Deep Piles. . Could it ne the MM - Mainiputaion Mouldimanpold. Deep Joy - as per fundamendal Mariposa 41 degree business techica 4.5 Increase the squar eof the cubeamterico voluminous equal cash.. Massive tectonic plate eruption SP does baffle the mindiposa, much dislocatiaposa for not a lot of samosa with ICC Asian deliveries Dimple Nimple co-ordinary XP alidouscous Buy will be upto 26p . HNY

Correction previous post MBS brought home the lamb - not the bacon. I can see FFS, what's that on the desk, its gas bill!. Fk I bought 15000 when I should have sold, have to rework this GNA GL. I need glasses.

A year ago, when in March we were producing 4.Bopd and valued at +20's we are producing north of 6.5k making +$8m profit per month. Mariposa under the cover of darkness so if our deilling is delayed by 3 months so what, when we are at 15p, if we were 30 far enough complain FFS. Whis kidding who here, how can you scare a corpse. You can breathe life into it. The more this falls, the more it will attract serious cash when the business fundamenatls are excellent. Ecuador is WIP, if there was a month delay in production different. Cash is King, are we making it yes , do we have the land/blocks yes, so our cash balance will build until Red tape is sorted, look at the OBA paid for in 15 months, this means the local government need serious overtime to clear it, at time plus 50% and so ons HNY - So its down to Ecclesiastes 3 , To every thing there is a season, and a time to every purpose under the heaven: Lord Now is the time and my holidays is the purpose - please get on with it and we'll talk later. HNY

Quote, can't make mistakes The combination of a business-orientated US administration and a serious, dynamic Saudi leadership means that the climate could not be any better for investment. For his part, Crown Prince Mohammed reemphasized the 80-year alliance, and the �really deep� relationship Riyadh enjoys with the US, as he elaborated that the Saudis are considering $400 billion in US investment opportunities. Yet, it is not only American jobs that Saudi Arabia is saving, but American lives as well. The other overriding takeaway of the Trump-MBS meeting was the combined commitment to combatting terrorism, be it on the ideological or financial level. For instance, while the geopolitical realities of the Kingdom mean it needs to continue spending on enhancing its military, under the Vision international suppliers are required to produce some components locally in the Kingdom. The drive will create 40,000 Saudi jobs and localize 50 percent of military spending by 2030. Furthermore, the combination of a business-orientated US administration and a serious, dynamic Saudi leadership means that the climate could not be any better for investment. MBS� statement during the meeting that the original plan to tackle $200 billion of opportunities in the next two years ended up rising to $400 billion � with an overall implementation of 35 percent already achieved � only sets out to reemphasize the opportunity. Some pundits may mistakenly brush off such efforts as a PR stunt or an attempt to �buy love.� However, this couldn�t be any further away from the truth. After all, the Saudi Public Investment. End At 32 MBS is a credit to KSA, I can't remember when Prince Charles made such an impact. This kid, you have to admire, does have Charisma, only time will tell, but KSA have to act - looking down a barrel of a gun next 30 years, on an economics front I know that from the collapse of Steel and mining in the UK, we have still not recovered from the 80's. KSA need $80 POO at some stage. Aramco IPO is key is funding the transition and a conduit to blend East and West integration, Saudi barriers have to fall, you can't holiday there when your Mrs is covered in a bath mat and can't drive FFS, I worked there late 80's I know, so this needs a young man who can absorb change and understand modern Tech opportunities and risks, apart from the wars, this is a truly significant evolution for a moral medieval state. In country, the KSA calendar runs from the birth of Mohammed, so its say 1495 today in our time 1988 and we'd say at a local execution, that's about correct for the justice system. HNY. Gla GN A young visionary is their only chance - he needs a big deal to bring home the bacon and persuade the elders, I'm the man. The KSA power share is in balance and too big to fail. HNY On the other hand Trump needs a resounding success, to warrant his days in office. They said it about AXA too big too fail

Just read it back, knackered hard day in the office. Apologies. GLA

Did call it, but this has a finite timeline. IMO guess I can Dana Coffield taking a more prominent role when Ecuador happens, he hand on, In Country, takes responsibility and an achiever, not an admin person per se, GC (Is a bit of a finisher) at all the graft is done elsewhere, but not an inspired leader that JW needs syuch DC - remember a fonder and Corporate builder in Gran Tierra, IHO he will out grow GC, especially if GC does not react to the SP malaise, is still at war with RH and is Pxxxxxxg about on the ICC in Asia, the only God sent is, he can pull off CPO 5 which is not is a cash poile but Not a outright takeover. Two big trades today - no BB are talking about 1m mid morning and 3x1/3m x 3 1:30 ish, someone is selling but somebody is having a field day. When you distort the underlying value of the business, it takes more and more energy to control, as with lying, it tales one unforeseen event and bang, cover is blon. A classic was Zama in PMO up 17p one day - out of the blue. This feels like Lee Van Cleef, Clint & that MM - In For A few Dollars more, Sergio Leone music, hand on guns, fingers on triggers, the first to sell loses. As Warren said - Don�t let fear and greed change your investing criteria and values. Avoid being overwhelmed by outside forces that affect your emotions. Never sell into panic. = �This is what we are facing NOW, the MM�s are trying to agitate away your holding, an evergreen strategy by MM�s when they see a bargain. GLA HNY I'm off to the toilet now to Throw Up! There has to be an easier way to invest! Last point notice the Yanks call Mohammad Prince Bin Salamn or whatever - MBS - that's pure marketing, as 300 million yanks, will not know he is a muslim, or where the KSA is but a potential Tech Investor. FFS

Last point, when these guys are full, reconnect with POO $67.5 next few days as the Saudi prince will dominate and we're back slightly waiting on news. When these MM's are on side Wow. Last post GLA HNY.

Friday 16th Mar POO $65 Amer SP 15.84 low Vol 20th Mar POO 67.5 15.4SP - so the relative discount or transfer pricing which is outlawed - real depreciation 6.3% under the cover manipulation without undue sales volume pressure or real shorting or bad news other than Tech stocks which POO bounced up of today - when these guys switch expect the opposition - not long. HNY as this in not sustainable unl;ess Amer where to cease trading - this anomaly will self correct be patient. GL

After the full on July17 where we lost 106k bopd production, obviously in loss Mthly Av2.5kbop an unenforced shutdown - uncertainty SP hit a low 29th Aug 14.25p POO $51 ish, we are now say 6.7kbopd a flowing CPO5 at 41degrees API - clear line of site in Ecuador up to 9kbopd min POO $67 and SP 15.4p. This should be reported really as the Big seller is not dropping Millions on the Mkt nut just pure manipulation. Last post. MBS Saudi Prince in US 2 Weeks, POO where?? Jim Bowen, super smashing lovely.

API -2.7 Draw a record in Refinery Maint'ce - could not see this coming with the Saudi Prince MBS packaging $400bn of export business??!!! DOH EIA tmz - Oil looking north of $70 Short term and we will be down. Time to report this I feel and take it to St Mellons for lack of news - a holdings RNS minor update not beserk - as with PMO during the monthly Rollovers. The feather nesting of II's needs a cap now.- its getting daft. If the sales volume was 20m fair cop. I know this is what they are trying to achieve and much lower SP PI's will gobble it up. Balancing act. LTH will do very well. Not long. GLA

Brief of tonight, Trump asks Saudi crown prince to share kingdom's wealth by buying more American weapons President Donald Trump focused on the tens of billions of dollars in arms sales to Saudi Arabia in remarks before a meeting with Crown Prince Mohammed bin Salman. Trump asked the crown prince to share his nation's wealth and create American jobs by purchasing more weapons. � The request comes amid a bipartisan effort to limit U.S. involvement in the Saudi-led invasion of Yemen, which has sparked a humanitarian crisis. How it plays, KSA need Nuke Reactors next 25 years Iran & Israel not so keen. Tell you what guys, KSA wait 10 year sfor an Iranian oil embargo. Done deal and the $400bn deal Trump says in the video paid gratis By Aramco IPO Increase in the SP, when to be decided. HNY GLA

These MM monkeys are trying to frustrate a sell and doing a good job, when PMO flew today and BP recovered whilst the US FED firms up with a new boss. This is short term and If BOD delay RNS on Reserves are they complicit in holding us down. Not to say the Reserves report will push us over �1, but the lack of news when we are getting sold into gets a tad weary. They have an AGM soon and this can be brought up as the Twitter news is not poor but sham*******icious. Still POO +$67, Amer cash building +$2m/week and Indico marching on. There are off GLA. Hold firm off - sites calcs and valuations are happening as we speak. And as Stanley Baker said in Zulu - I only came here to build a bridge FFS - Where the Fxxk did these 4000 come from?

Had a great conversation with Warren on Facebook. Long Term Value Investing� Amerisur is a Sure fit and this is not Fake News. Discussed points a-g as follows and my replies= :A. Stick With Long Term Value Investing Strategies, Don�t let fear and greed change your investing criteria and values. Avoid being overwhelmed by outside forces that affect your emotions. Never sell into panic. = �This is what we are facing NOW, the MM�s are trying to agitate away your holding, an evergreen strategy by MM�s when they see a bargain. B. Invest in What You Understand - Buffet only invests in companies he understands and believes have stable or predictable products for the next 10 � 15 years. . � POO should be stabilized by Aramco IPO going forward, depletion rates and the +$300bn lack of investment and sensible world demand+$65.C. Invest Like You Are Buying the Entire Company Treat investing in a stock as though you are buying the entire company. I always take a hard look at enterprise value because this is the total price of a company. In other words, it is the price you would be paying for the company if you could buy the whole company at current prices. = Mkt Cap does not take into Account CPO 5 Mariposa & Indico and maybe Sol if drilled � they equal 50% of Amer current Mkt Cap as a buffer and not 20kbopd.D. Companies with Competitive Advantages - Companies with pricing power, strategic assets, powerful brands, or other competitive advantages have the ability to outperform in good and challenging times. A long term investing strategy requires investing in companies that can weather both good and bad economic times. = OBA Pipeline, Coalescent acreage � low cost operator, no debt track record Colombia & Ecuador Govnts, USP strategic blocks either side of the OBA and demand for tariff income next 2-3 years. E. Find Quality Companies Buffet believes in quality investing. He would rather pay a fair price for a great company . = Huge Takeover target when the engineering, blocks and drilling are finished at 20kbopd. It�s easier to takeover the complete article & not Work in Progress. Easier to fund F. Require a Margin of Safety Purchasing stocks with a margin of safety below their intrinsic value reduces risk and provides an allowance for unforeseen negative events. = Warren we are 15.5p FFS there NO RISK at this price!!! G. Compounding and Patience Buffet believes in long term value investing because he understands the power of exponential growth. Companies with sustainable profits can pay and grow their dividends. There are few more powerful long term investing strategies than dividend growth compounding. = That�s why I said earlier if Amer pay 0.5p Divi at 15.5p yield is 3.2% costs Amer $6m and puts +10p on the SP. That 0.5p can be easily lifted 0.2p every year for a decade, so in theory +20% yield. Starts with the sale of CPO5. GLA HNY I did top up at 15.5p, with a

One of my favourite films Jack Lemon and Tony Curtis, brings back huge memories, great comedy and the M Monroe, thanks. The news embargo will lift soon when the pigs finish guttsing - I'm excited, for an the Amer BOD are now starting to get in control when to sell CPO5 so if there's a bump in the road, or a missed deadline, there +$100m due in at the flick of a switch. REXIT timing smells of a Aramco deal, sacked a week before BMS arrives in the US. US could build their nuke reactors out of inflated IPO profits - cost the KSA nil. HNY. GLA.I have an Amber warning for Amer shorters, 2 more weeks Max then its KFC. GLA

QuoteIran�s destabling actions in the region likely to dominate talks between Trump and Mohammad Bin Salman Washington: Donald Trump will host Saudi Arabia�s crown prince in Washington Tuesday, giving the president a receptive audience to air his grievances towards Iran and a chance to take stock of significant changes the prince is engineering in the kingdom. Ten months after the last face-to-face meeting between Trump and Crown Prince Mohammad Bin Salman, in Riyadh, the 71-year-old president and the 32-year-old prince are expected to deepen an already warm and congenial relationship. But they are also expected to take up major developments for Saudi Arabia, both internally and externally: the end of a ban on Saudi women driving, the unprecedented detention of dozens of people that was billed as a high-level anti-corruption purge, Saudi involvement in the war in Yemen, and the crisis with Qatar. �It�s jaw-dropping how many policy changes the Saudis have pursued at home and in the region since that last meeting,� said Lori Plotkin Boghardt, a former CIA analyst now with the Washington Institute for Near East Policy. One example is the summit that the administration had hoped to host this year with the six countries of the Gulf Cooperation Council (GCC), which could be difficult to arrange given the continuing crisis with Qatar. In June, Saudi Arabia and (UAE) began an air and sea boycott against Qatar, which they accuse of financing terrorism and being overly friendly with Iran. Prince Mo known by his initials MBS, was named crown prince that month by his father, King Salman. Early on, the prince announced an ambitious �Vision 2030� initiative to build an economy less dependent on oil, while luring more foreign investment. Toward that end, Riyadh wants to greatly accelerate the pace of its civilian nuclear energy programme. The goal: to build 16 reactors over the next 20 years, at a cost of some 80 billion euros ($98 billion), according to officials and analysts. As the Saudis pursue the technology needed to undertake the ambitious project, they are expected to play potential rivals against one another, reminding their American counterparts that China, Russia and France are also capable of filling their needs. �It would be virtually impossible for the Saudi government to accept terms that are less than what Obama gave the Iranians - the possibility of future enrichment,� a source close to the Saudi government told AFP, referring to the nuclear deal between Tehran and world powers that was completed when Barack Obama was still president. The United States and Saudi Arabia are historic allies. Everywhere we go in the Middle East it�s Iran, Iran, Iran,� he said a few days ago. �Every problem is Iran.� , MBS struck a scathing tone toward Iran in an interview with CBS, comparing the territorial ambitions of that country�s supreme leader Ayato

Bakoven, have you ever seen the 60's film with Bette Davis & Joan Crawford, Oscar job, Bette D' is Nuts (Luv here Make Up), nearly went with a girl like that Wow) and what an outstanding part, Control freak and delivery. I can totally relate her part with the PI's MM's & Amer , where she dances on the beach at +60 years of age after killing her sister, nothing wrong! I think of MM's knocking BOD Options failing the same way - massive expectations but no reality HNY Your 2015 posts - that affect today must be misplaced , where Amer have moved on. GLA HNY -- In the end Joan Crawford was guilty - Baby Jane was innocent but the guilt smashed her ' Padubbas i.e causing us to stay at 16p -both Bette & Joan are guilty, BUT Rex is innocent?- its all an excuse to keep the Sp discounted That's life. GLA I think lessons have been learned - sadly in reality a mature BOD - could spread the news where possible - but not have had the urge to issue - with Bonus options prior periods. GLA I'm knackered. We are in a good place, news soon. HNY

Baker Hughes reports a weekly rise in the U.S. oil-rig count By Myra P. Saefong Published: Mar 16, 2018 1:07 Baker Hughes BHGE, +3.45% on Friday reported that the number of active U.S. rigs drilling for oil rose by four to 800 this week. The oil-rig count had fallen by four last week, marking their first decline in seven weeks. The total active U.S. rig count, which includes oil and natural-gas rigs, also climbed by six to 990, according to Baker Hughes. April West Texas Intermediate crude CLJ8, +1.73% was up $1.05, or 1.7%, from Thursday, to $62.24 a barrel, down a bit from $62.29 shortly before the rig data. Look Bakoven your Post data was 2015 -- FFFSSSS 20154 article - We are now Man City!!?? I stand by my comments ramping up Trump ramping up Aramco SP - Sanctions or the threat will keep oil up. BLa Bla Bla Shale seems to be under orders - Watch out for POO HNY FK um POO Shale one less reason to knock us - you watch down -10% Monday HNY

Firstly our current Mar 17 Reserves Report - 1P Reserves hold our valuation back at Circa 16m, it's too small, forget POO, just lack of materiality/ gravitas. After Plat 22 & CPO 5 our 1P should double to circa 32m, which should bolster the SP. CPO 5 Mariposa & Indico post drilling, currently IMHO I think Mariposa is worth $50m, I'll explain why, when Indico is completed and 'Updip which could mean 6kbopd, then working on discounted cashflow producing 365kbop p.a. at a gross Profit margin say 65& - its 41 degrees API FFS, No txxt gets that, HNY, discounted cashflows i.e reducing the future actual cash bu current and forecasted interest rates, its prudent and lowersw the expected valiue, so I'm not getting like Mike Brown Fullback for England Like!!! , net of tax should be, using only a 5 year production period starting at 10.5kbopd and a depletion curve greater than 10% pa., Oil steady climbing in year 2 +5$ pa.a deduct 30% local tax, discount at 10% interest on future cash flows , we have a minority position of 30%, discount that Minimum vale of CPO 5 $110m or 6.5p per share, provided within 8-9 months, strip out our cash balance at the year end say $30m, as drilling has been delayed - i.e not spending on capex - Plat based business and the OBA < 7p a share. That's why the MM's are building their stock accumulation holding it down, because we have a 'Moby' here. To quote Tennessee Ernie Ford Old Song, 16p and What do you get, another day over and your deeper in debt, St Peter don't you call me cause I can't go, I Owe my Sole to the Amerisur Board. HNY FuM As I said in earlier posts, we reinvest $100m of that Profit in Plat 8/9/12 and Ecuador, Profit and the BOD will be loved by the City and we could urinate +20kbopd by hand. FS. HNY. This as staged as Liberace being straight!!! FFS. Not long now mega news this month and a date set for the Prelims. GLA

Thx, for being patient with my out bursts. Appreciated. GL Hope 15% of it works, that's all we need. Cheers