Member Info for BaysilHope

Velo - Your output Quote the Man -( easy when dealing with Shorters for gain) Warren B - Fear and market corrections create opportunities for more patient, long-term investors. The two quotes below expand upon this. �So smile when you read a headline that says �Investors lose as market falls.� Edit it in your mind to �Disinvestors lose as market falls�but investors gain.� Though writers often forget this truism, there is a buyer for every seller and what hurts one necessarily helps the other.� & �The most common cause of low prices is pessimism�some times pervasive, some times specific to a company or industry. We want to do business in such an environment, not because we like pessimism but because we like the prices it produces. It�s optimism that is the enemy of the rational buyer.� Paying too high a price is an investing risk that can be avoided (for the most part) by staying disciplined. FFS Grow up and deliver a new move Velo One dimensional working for the firm Txxxt HNY I'm buying & my friends we are small but cheers.

Sorry the last post missed (Cut Off) the most important line - hence the relinquishment of the Heavy Oil line by OCP or Andes as Amer calls it (Opens Up Ecuador lifts a huge barrier totrade - a potential milestone.) - we are wide open to tap into + 170k capacity - Quote hence relinquish - this the Game Changer that makes ECU DISRUPTIVE Cost & Profit OPPORTUNITIES & GTE 3 YEARS BEHIND US IMHO HNY - POINT _ QUOTE But OCP's shareholders continue to operate under a ship-or-pay contract that obligates them to make payments regardless of how much if any oil is HNY FFS Bril - killing them the redundant capacity - actually transported through the line. If you don't understand Why and by how much - don't invest in Oil & AMer - As BOB said the Times are a changing - & tmz when we see dilberate short calls about the BOD being this & That then who's the TxxxT next 3 weeks. FFS Point is the upside has been created by hard work and why I and others invest - the transient abnormal Down side of the SP by lies and travesty, the business will deliver sooner than later Girls. GLA.

Company making $2m net Cash per week, no debt a gusher of CPO5 valued at plus $40m phase 1 - you are talking pure Shititie Muse and you know I could argue why are all you guys so negative - not banding together to short squeeze and then re-enter as a team effort - Duh, sad thing is the business fundamentals get missed and will cost you guys if mot careful. At sub 16p, and you are not happy with your profits or are you going top push it to the limit, greed is a sad disease. HNY, you giving me another oppo and others thx.

Andes Heavy Oil Pipeline Reverts to the State - Key limiting factor removed - need for Investment & Colombian Oil, I've been holding this baby Back FFS Ecuador heavy oil pipeline could revert to state 22 Dec 2017 21:22 GMT r Quito, 22 December (Argus) � The shareholders of Ecuador's 450,000 b/d heavy crude pipeline (OCP) are seeking to relinquish the underutilized asset to the state before the company's operating contract expires in 2023, deputy oil minister Patricio Larrea told Argus. In 2003, Ecuador granted OCP a 20-year operating contract under which the company agreed to return the $1.5bn pipeline to the state at the end of the concession. But the OCP partners are now seeking an early return as a way to resolve a $400mn dispute with Ecuador's tax authority (SRI). "We are working along with Ecuador's state attorney general office, SRI and the finance ministry to assess if the proposal benefits the state. The tax issue is very complex and we must consider SRI's point of view first," Larrea said. An OCP official confirmed to Argus that there are ongoing talks between the oil ministry and OCP's shareholders, including China's state-owned Andes Petroleum, Spain's Repsol, US independent Occidental, France's Perenco and Ecuador�s TLC, to hand over the 485km (301mi) pipeline and associated storage and export facilities at the Pacific port of Balao. Oil minister Carlos Perez has publicly said that Quito would benefit from an anticipated handover of OCP to accommodate state-owned PetroAmazonas� rising production of heavy crude from the Ishpingo-Tambococha-Tiputini (ITT) complex. The firm is on track to increase overall production by at least 20,000 b/d in 2018 from 430,000 b/d in 2017. Tiputini currently produces 50,000 b/d and PetroAmazonas is launching drilling activities at Tambococha, which could add some 60,000 b/d by the end of 2018. In 2019 it plans to drill at Ishpingo. ITT is key to Ecuador's plans to increase national production to 700,000 b/d by 2021 from around 530,000 b/d in 2017. If OCP were transferred to Ecuador's state-owned downstream firm PetroEcuador, the country will be able to "better handle the transportation of its light and heavy grades without having to blend them," Perez said. PetroEcuador owns the 360,000 b/d SOTE pipeline, which transports 24�-28� API Oriente grade. OCP was built to transport heavier 18�API Napo. SOTE currently operates at capacity, while OCP�s throughput is only around 170,000 b/d. OCP was built to accommodate plans for rising output by foreign producers in the Amazon oil district for transport to Balao. But most of these plans never materialized, and some of OCP's shareholders are no longer operating in Ecuador. Occidental left in 2006 after the government revoked its contract for block 15. In 2009 Ecuador seized Perenco's blocks 7 and 21, while Petrobras opted to leave the country in November 2010 after it faile

Sorry, I forgot about our own asset sales to fund Ecu I did say this last month, after Indico drill works sell CPO5 for say $70m Profit, use to fund Ecu expansion and pay a dividend. Simple? - but plausible & possible, this would be a dream 10 months ago, it is becomes reality �1/share, just keep buying. HNY Finished. If managed correctly there should be a seem less increase in production as the CPO sale (lost output) is replenished co-incides with Ecu in country gains for possible acquisition blocks, but output going thriu our shared facilities and the Capex build for Oil has a huge business potential fairway to play out with express interest from the competition. GN

Agreed J jamorrow, however listen to the interview above 10:34 into it, GC talks about meeting the President of Ecuador to conclude some business, then 8 days Pumping station deal $4m buck, to small to the the Governor (No not Lenny McC) . He then states about helping Ecuador improving the speed of flow for the Whole pipeline to the Pacific and states ' it is not a place where we just utilise the pipeline !! - The govt & PetroA very supportive and Opening up the industry - for opportunities and oil blocks including - New' As this was conjecture at the interview date - the interview rightly focused on the immediate issues at hand. IMO the PI's don't appreciate that these opportunities are far greater than current market opinion. On the Interim Pres Page 7 shows the 3 stages of development of the pipeline supply metrics for Amer, they can't mention potential Ecu blocks as we were in bidding process in Nov 17. Why is Chiriitza so deep into Ecu and close to the OCP or Andes line ? - with a suspect RODA in between. We are not going to do PetroAm repairs unless we are in territory. Point being - I can see Amer signing a +$100m +5 year deal to advance Ecu pipeline )Construction) in exchange for Oil producing blocks & New territory , this could be funded in part by Bank debt, hence Alex Snow, Dana doing the 'go to roll in Countries - it will need feet as JW producing and exploring - in the interview GC said no to raising cash - but aimed at Col drilling - not major acquisitions. The Campos brochure details the blocks that failed and their current 'OUTPUT Bkpd - this is there for the taking and for GC to get one back to the disgrunted. IMO DYOR, couple this with CPO Indico news on new drilling, the MM's are squeezing before a return to upward revision, got friends in today and a modest top up. As far as opportunities - one of the best Oilers and no debt as a barrier to growth- we could gear to 25% of Net Assets and raise $50 in a blink, leaving Col drilling untouched, try and forecast on the end of 2018 in terms of Business value - +60p then take Oil $70 enough said for a short term gain FFS, the company is being given away or stolen away??!! HNY Time to keep adding when funds allow - as good news is not far away, in the train of developments. Last post. No more to add. GN

Superb in economical info and to the point, answered mot few of my concerns, Sir you are surely a master of Oil knowledge, appreciate your quick insight - thanks I'm off to bed. Its the land bank marriage value FFS spanning 2 countries not $200m landbank Durh I can't shake off the excitement - IF & IF it happens, it could change the cost structure for the region and after due investment and process lead to a flood of Oil thru all pipelines and blended. . I totally agree GTE is too big too ignore & have valid comparisons with AMER, RH factor will diminish, I think Dana, will de a driver here in country and with fluid deals abound, he is like Roy Franklin for PMO we haven't seen his prowess yet same Dana, in adjacent countries he will be Go To Man for grunt & determination and drive for deal making, and let Giles Sign the contracts, and JW produce the oil and explore. These two - Dana and Alex potential contributions are NOT factored in the SP, these are a brilliant recruitment successes on a demotion side looking toi get relegated but acquired at the right time, in a recovering market and free cash - no equity or debt raise required. J I'm with you - great post cheers baz. IMO AMER are superb dela makers but poor at MM management that will change I'm sure. I'm more upbeat after the opportunity insights outlined before GLA Cheers J

IMO DYOR could be totally wrong but AMER seem to acquire territory in the Spring after long standing negotiations - look at last 2 years, with POO highs in the last 3 months $65, could this have been the catalyst to be more aggressive on Block territory position in Ecuador and the Pump station the first news. Could we have committed an extra $20m to get a stake in Distressed Fields with the skill, resources and cash to improve the operating efficiency of a VHR spur making cash for all concerned. I could not guess the recent bid results but all the blocks adjacent to AMER are free to bid on FFS This could be the Bingo deal - Only a guess but what a deal. & We are well placed with PetroAm - so was drilling delayed a Tad to allow more cash for opportunistic acquisitions - A drill can wait a few months, territory blocks take years and marriage value acquisitions in land positioning - a F'ing LIFETIME they sometimes Never happen - if we pull this off we jump up a league and become a target. . GN Had to get it out. HNY

Just found the maps -The above 2 are small blocks but directly south - directly under/South of Put 12, TTT Tapi close to Put 8 & Parahugacu larger block in P3 close to Chiritiza area - we all have guessed - why/where the location of the pumping station but timing appears to be working for us. Fingers crossed - the potential synergies huge. with a very long productive runway, balance the risk in Colombian disruption over time. News will out. GN

Thank you for your help, saves me time, a bit of light for the faithful LTH's . Cheers, saves me a real head work when I'm bushed. I'm signing off for a quiet read. Appreciated Baz - a bloke + not what Velo called me. Ta

Quote ' The adjudicated areas have a daily production of between 2 894 barrels of crude and 10 702. A table of the blocks is available to view - IHS Markit 2017. Type in Ronda Campos etc etc see prev posts. The poor auction results plays directly into our bargaining position and draw tighter links with PetroA. GLA Last post. GN. Definite news soon IMO DYOR .I now understand why Amer have been slow to act but heavily criticised - simply Observing the 'Ambush Predator's skills and virtues of 'Positioning followed by huge controlled Patience - when to strike!!'. This could be good - the potential is there & so is Giles. HNY

News on the bidding round - short quotes from today's Ecu news - Investors were interested only in 4 of 15 minor fields - President Lenin Moreno (second left) in the signing of contracts for four oil areas. Photo: Flickr Presidency The search for private investment for 15 smaller state oil fields was partially completed. The Government signed this Monday, February 19, 2018, the contracts only for four areas: Drago, Guanta-Dureno, Parahuacu and Paka Norte, located in Orellana and Sucumb�os. In this act, President Lenin Moreno, the Minister of Hydrocarbons, Carlos P�rez, participated; the general manager of Petroamazonas, �lex Gal�rraga; and representatives of the three winning oil companies. After the negotiations, at the end of 2017, Petroamazonas signed the negotiation minutes with the representatives of four companies to exploit seven fields: Blanca, Vinita, Pata, Paka Norte, Parahuacu, Guanta-Dureno and Drago, but this Monday, February 19 they formalized the contracts only for the last four oil fields, about a third of the fields offered at the beginning. After signing the contracts, the winning companies will be able to start activities immediately in the smaller fields, said the Minister of Hydrocarbons. For Luis Calero, oil specialist, the results of this round of minor fields shows that the process was a "failure". In his opinion, awarding four of 15 fields reflects the discomfort of the firms facing a bidding phase where there were no "clear rules". "It was said that it was going to be awarded to the first three, but one of the winning companies was in sixth place," he said. Amer well placed to pick up the pieces here with a proven track record, low entrance price - a bargain basement for Capital 7 expertise to unlock the 'Flow' from the relevant license Blocks. We've had +12months to review this since the Pump station was first muted, as I said amidst the Shortening cloud of drivel, this will be a catalyst for growth and Allows PetroA to endorse our involvement over locals and show case our expertise and Cash availability. Some news this week. HNY

Quote, as mentioned before - Ecuador crude output hits 4-year low By David Casallas Tuesday, February 20, 2018 This week's signing of contracts in Ecuador's Ronda Campos Menores 2017 licensing round for small fields in production comes amid the ...........I am no longer subscribed to BNA, but this news does seem to fit Giles timing in Ecuador (Next month Interview from 16th Jan Core Fin) - news soon? A possibility hopefully. He's not going there for tea and cricket - I say!!! We are due dynamic news soon and a fundamental catalyst for growth/opportunities - such as potential producing blocks in Ecu makes sense and reduces overall risk. Note - Older news cash strapped PetroAmz - PetroAmazon Schlumberger - Ecuadorean state-owned oil firm Petroamazonas will sign an agreement this month to settle $300 million in unpaid bills from oil services company Schlumberger, an arrangement that includes a five-year financing deal, the Oil Ministry said on Wednesday. The smallest member of OPEC earlier this year reported a debt of $850 million with Schlumberger that it had promised to pay down in separate disbursements. Petroamazonas said it had paid down $550 million since July, and that the deal to be signed in late November would clear its debt with Schlumberger. GLA - Fingers crossed - with oil improving and looking at Shell buying Shale which needs high oil - furthermore confirms the urgency of PetroA & Ecu to move quickly after output declines and lack of investment - IMO the risk is missing the upside, downside to a point is limited - there will be takers for the shares, R & M is proof, RH is an excuse for the MM's to short and cover their positions FFS. HNY We are down relative to oil and are at bargain basement - one point of radical news will set the trap off. DYOR GLA.

My gender - best explained via a film - Quote from Tootsie 1982 Class acting � starring Dustin Hoffman (as Mike Dorsey) and dressed as a woman, with Jessica Lang, Dabney Coleman & Bill Murray � Key scene when Hoffman confesses as being a man whilst fulfilling theacting role of a woman Emily Kimberly on TV series � � It was this brother who, on the day of her death, swore to the good Lord above that he would follow in her footsteps, and, and, and, and, and, and, and, and, and, and, and, just, just, just, just, just, just, just, just, just, just owe it all up to her. But on her terms. As a woman. And just as proud to be a woman as she ever was. For I am not Emily Kimberly, the daughter of Dwayne and Alma Kimberly. No, I'm not. I'm Edward Kimberly, the recluse brother of my sister Anthea. Edward Kimberly, who has finally vindicated his sister's good name. I am Edward Kimberly. Edward Kimberly. And I'm not mentally ill, but proud, and lucky, and strong enough to be the woman that was the best part of my manhood. The best part of myself. & Bill Murray line � Mike ( His room mate Dustin Hoffman dressing for work as Emily ) , I really appreciate you're doing this, but... it is just for the money, isn't it? It's not just so you can wear these little outfits? The point being Bays is NOT a woman, he is a grumpy old man, I did say �when I was a girl� , it is a localism, when one young man does not have enough experience � we locally take the Pxxx and smack him as a girl as in �blouse� Sorry for the sexism blame 100 years of employer exploitation in the mining industry. . HNY GLA

HNY - Happy New Year because since 2014 and the POO crash - I haven't had one. This is very genuine- An Appeal to the Shorters give it Please + One/two more weeks - as I have realised some funds and want to buy sub 15.75p for me and a few of the lads, or go mental and 15.25p, I will load up. GL GNA. HNY.Cheers last post. I could throw out a load of lies - but no let the BB decide. x

Cheers, yes we will be 12 p in CASH soon and making $2m net per week before next RNS . At 12 p I'd buy far more. Thx GN Look can I really appreciate your valued insight for a long standing investor - Look please post as much info as you can great in depth insight - you are a true Amer LTH Thanks, GN GLA. Sorry just read NVQ in diversion of attention . .

Sorry JTD sound like a SP hunt, just re-read Geopark Accounts Q4 , why did I miss this , I'm going to sell my house and invest here on your expert advice, Key investment points, Yes Sales up +100% to $82m Qtr, losses up to $20m after $27m finance loss, Debt up to $411m form $300m ish and Accum losses up to minus $277m so no divi for 10 years - I like this Shorting crap - bril yes their reserves are up but less than the debt increase and they could be taken out at a discount. Unless you have an insight I'll wait - keep me informed for the nexty jealousy context where AMER is 2nd . Can't beat cash solid generation- you gain when SP's in debt flounder. HNY Last post and you mock Amer !!! FFS This company Geopark - chases output blindly, with no respect to PI#s - only to service debt and you recommend it FFS HNY. If they hit a big one OK but they have and its not enough, one mistake on delivery and we short you sweet pea. .

Quote from the New Testament 'For what shall it profit a man, Shorting & Liza Minelling to the BB (Lying slang) , if he gains the whole world, and suffer the loss of his soul? And Proverbs 13:5 The righteous hate what is false, but the wicked make themselves a stench and bring shame on themselves. I'm not making it up the MM's hate it. GLA - 2 weeks away and we are a new valuation, we can see the games, ask yourself - do the MM's want to give away these shares at sub 15p!!!!!!! when all the fundamentals say opposite, suck up a few from the weak and hold. HNY GL GNA HNY If I speak in the tongues[a] of men or of angels, For now we see only a reflection as in a mirror; then we shall see face to face. Now I know in part; then I shall know fully, even as I am fully known. And now these three remain: faith, hope and love. But the greatest of these is Trust!!!

Glad I'm long, weak Dollar - OK volatility Index, we're making Net of tax $7m/ month and when oil recovers we are down - that's the MM's OK, Our current SP does not factor in a new Llanos on stream or even CPO5 putting in + would not sleep with big short position open tonight, but thanks you guys have added on the relentless stubbornness of drivel scare mongering. HNY We all have in future to monitor volatility which is a good thing, creates profit opportunities - no issues but withhold the lies, opinions never a problem backed up by sensible argument or conjecture - that's always fair . That's business, not falsehoods for profit on the BB - that should be a ban, ignoring the last 27 of my outbursts, Sorry LSE. HNY Going forward, at this SP I'm meeting my mates for a build, No debt POO stable, the risk decline becomes a no brainer, hence the n3eed for deceptacon behaviour. GLA Maybe the last we see of 16/15 with +12 drills to come and a mega deal with Ecu, why Giles video and a maybe proposed dividend for 2018 after a $75m sale of LLanos x 3 wells GN Shorters Inferno.

Quick point, AMER have held back output in low oil they don't have 3bn Oil reserves so for circa +20m, every little helps. So with Oil shooting to $ 70 I don't accept your argument of losing revenue ( you are talking opportunity cost theory stuff not CASH) , at 7kbopd they are above $45 investment decision level and generating Super profits, whilst making game changing medium term investment plans. When you short heavy you have to marginalise the economic SP argument no doubt, narrow down the truth. Ignoring the OBA strategic investment for a quick short margin deals but TBA what a game changer Ecuador will be to be announced I'm so glad you are not FD, we'd have no reserves no investment and fail FFS . Time and deals will unfold, sooner than your short position, it is better go long soon more profit less risk with a company with no debt and cash building at $2m/week , Reserves Report +100% at $60 not $45 out soon, CPO second well bigger than first - line of sight - N Sands Plat 8/9/12. Down side limited now compared to Upside of the SP at 16.2p High risk to keep shorting pressure up - with POO going up plus $64, RH getting his holding down and the last thing you want is another II increasing % holding RNS. GLA