Member Info for BaysilHope

ColonelDrake - You wax on & wax off like a good un. If you are in debt, BuBBA you just can't go Avengers Assembly - covenants - look at PMO last 3 years. That s what I said GTE are moribund in share buys backs and debt covenants to launch a big one - not to say enlist in a co=op deal , so are Geopark . That's why I think the fast track Private equity is THE THREAT CD - GTE produce 35kbopd FFS even with Amer that's Feck all. ONGC have hit us when all other ops are down Except Mich that's why he come out. Smell the coffee or are you double dealing FFS. HNY GLA. GN

Abusive behaviour has many forms, I should know - so it is with business, is what we see most everyday. The hardest to spot are benign - where there are no visible contours of abuse but the conjecture, continual degrading and re-enforcement of failure . EG - robbing a child of parental rights on a Sunday to cause massive damage to a family, is exactly what ONGC did with M1 & I1 build up expectation, silence - that's key silence controls - ignore the past data and wait - and wait to crush the willing development partner. I've seen Coersive control, and it sets up to destroy the respect of the TARGETTED PARTY - in this case Amer BOD - no doubt we have been played. The Big Minch gets this and time to set the record clear, IMO DYOR - GNY GLA . Tender delays - bo= they don't have the cash - my first thoughts they would hide as a cash strapped subsidiary - feign and get Group resources for a smash and grap of CPO 5 . Now I think they want out- Too much for just AMer and they smash and grab of the Sp . Stop there . tired GN

If we take 71 Rupees to the US Dollar - - EXCLUDING GROUP support - ONGV FIDESH - Charlie Uniform November - are same size as PMO $1.4bn Income $115m Profit & +100% debt geared. So What does that mean in the bidding process?? With a bit of ropy Accounting treatment tucked in with subsids - Always look at the Cash flow son . The game is - ONGC HAs Bid powers - with or without group support - that can be negated by AMer PE with or without support -or ONGC looking to GET OUT!!! All in - the short term POO is Fecking a side show its the 5-7 year long is key is a discounted cashflow model when looking at Capital Values for Acquisition or disposal FFS. HNY Swansea immense. Last post late working. GLA Rememb!!! - Hold out baits to entice the enemy. Feign disorder, and crush him. If he is taking his ease, give him no rest. Attack him where he is unprepared, appear where you are not expected - with greater rssourcesssss. CPO5 is the ground whether we sell 30 % or co-join a consort for 100% The PI's run us now - what lines their pockets and is easiest to manipulate the SP JW & GC were Crxp meant well, ONGC played that out, Alex Snow light weight though 6ft 8inch English forward - says it all really - joke I like the man have mass respect - ONGC can exert Co- Ersive control due to our lazy approach , we had CPO 5 world is your ish FFS so the SP was doomed by any volatile ONGC sling shot - when no drilling occurred and everything waited on ONGC as they had the star asset - like now, its ALL ABOUT ONGC yet our money is in Amerisur FFS what kind of monkey would let that happen - A Slinky GC and JW set aside by a perfidious ONGC. LIzzars GNY HNY ONGC Accounts - Jesus................

This process is because we lost control - End , the BOD, after RH and so on. ONGC filled the void with negative speils RH Left and smashing the SP AMER BOD did with deliberate operational failures - End Game - Easy Win for ONGC - who Know their game plan. CPO5 + 50m reserves 8kbopd with $50m Capex , Within 2 years 1bn Reserves 50kbopd plus 10 times the value to get rid of when ONGC have NO CASH HNY End, BOD need a cool head, but IMO this is getting played by Coller thank God. HNY It will end well IMO the Threat of a Private Equity bid - will cover a void - a Col Back stop.

ONGC IMO have got caught wrong footed, off shore, never realised CPO 5 Value - until JW, problem probably an 19 mth Capex Re-direction run, re- think buy time FExk Amer - Time undo boys HNY - This whole Bid process is about getting free of ONGC End Game !!! Private Equity options - give this the steel it needs HNY GLA

Thank God the BOD did execute the Bid process . What this process has done - is re-evaluate the strategic Value of Amer assets gloves off - a naked review. If you do that kind of exposure you have to have plan B, C & D +, your Balls are under water otherwise. Back Step, Amer have survived a hammering, ONGC need to cut a deal, - early in the process of a Mega Field - the pressure is on ONGC. How do you keep a lid on a Land mark discovery!! ONGC are scum and tomb robbers IMO DYOR - an honest E & P would have 5 rigs on the case NOW front up share the profit and so on - Monkees - as they have had 2 years to get the infra in place = delays & lack of info - they want our 30% Real Cheap HNY gLA GN Amer Sp will fly get rid of ONGC HNY GLA

JW Gets the Presentation Ready for the AGM, the majority of our output is controlled by ONGC, they verbally agree 18 rigs, global seismic investment, huge infra structure & we hold the cash back and drilling elsewhere - and they then go back on their word. In one way CPO5 is a PR disaster for Amer ONGC know it part of our making !!. So no point forecasting, Coersive Control. This will be broken this year + then Amer will either be taken over, broken up - CPO5 sold or bought and we are free. Cause ladies we are not there at the moment, JW is NOT in control and the MM know it and hence we are discounted SIMPLES . How can JW address the City with a plan that's fundamentally thwarted to deliberate manipulation against the business to buy CPO5 on the cheap FFS - done for ONGC to buy time and get a HQ decision on the block. . That's why we are here Searg? - them feckin Indians. Not for too long IMO DYOR. Saving grace the II's who have held & Mickinko and the BOD buying in. I 'm glad - at last we are doing something about this, look at M1 FFS closed after 199ft Net pay +5kbiopd we are getting well and truly played. End it -To be, or not to be? That is the question—Whether 'tis nobler in the mind to suffer The slings and arrows of outrageous fortune, Or to take arms against a sea of troubles- yes NO more suffering the slings and arrows of outrageous Indians, Or to take arms against a sea of troubles, And, by opposing, end them, only if the
II's and other voting rights buy in.All to gain - little to lose as Amer has lost the respect of the City - Directly because of ONGC bombing a world class discovery and we our BOD we too lazy to counter the Decetacons with multiple options and a twet FD FFS HNY. I want pay back. Last post feckin work tmz, because I'm that type of girl- graft. Which GC can't spell.

That's the impasse, which I believe is being addressed - a solution to CPO 5 as a PE team can't market a NEW AMEr with ONGC negative tactics - back to square one FFS , long live Kasmir Balmy Army.

Could be the case ONGC - which is OFF SHore based - maybe NOT the best to develop CPO5 - so for the right price - so on so forth with a New MAer where GTE Geopary others but in with shares to ease cashflow. GN Head spinning. GLA Bottom line oNGC created this 1, to acquire us cheap 2. Get CPO 5 bought out right price, anything else is Brexit No deal. HNY

There endest. Fuel a bear market, discredit II's Pi's & get CPO 5 on the cheap !! Except for Michinko, would have happened GLA

MM's expectation 8 drills 2019 , as they will to justify 37p and growth and SP recommendation, ONGC understand Contrasts reality 3 dusters no additional drill , no deadline, no operational; control, After Rex Harbour 2 year BEAR Market and Coersive Control abuse FFS what a gate opener - Jesus Xmas in a Muslim Country - actually celebrated - this is Ed Gein Country FFS Texas Chainsaw job - IDEAL time to Sell the Company - ISN'T IT !!!!!!! - HNY FFS Bring these fechers on, I'm off next Board meeting. Nurse Ratchett Medication time.

Girls, Amer need ed an overhaul top to nottom, too many shares in issues and radical change at the top - Coller could reverse this into a better capitalised company of greater scale with the support of the II's and HE Won't let the PI's down part share for share basis. Head spinning , breathing not Normal, Spreadsheet- Spreadsheet. GN - This could be one hell of a ride. HNY

Very brief, ONGC done their Homework, See GTE Geopark - evaluate their financial strike capabilities , mega limited next 18 months NOT IN " YEARS TIME NOTE !!!! see Amer dead in the water. Except for Private equity & II's voting power, which they thought to use against Amer weaken the BOD last 6 RNS missed deadlines - i.e 2 duster no 3 drills - which is mental on a 300ft Reservoir FFS, Two things ONGC will note, 1. Amer has Private equity backing to hold a MO INTEREST position , 2 in 18 months Geopaprk GTE will have Funds ready to move into CPO5 + parts of Amer- the Q is how to bridge time, as there is a lot of money on offer here for a PE firm. GN

Mathurin - IMO DYOR M & P knowing II's control Amer's voting 17p with part paper getting our $50m cash thrown in -- it sets the initial bait to focus minds ---ONGC--- and a meaningful exercise to engage in discourse. Otherwise a damp quim. Which is not such a bad thing. They may come again, sorry!! as a pro-vocator Round 2. Only a guess. At least their SP has had a tickle. GN Last post. One positive GTE Geopark Ecop will have our data room access - so whatever deals can be done in the future, will be helped . Initial bid with paper??? Low Ball Low risk nothing to lose - Tiny Tears throwaway - hence MM's contain the SP. Unless M& P have upstairs backing of course!!! GLA Patience is what is required as with ONGC - GN

HNY - BB posts all Liza MInelli's Clue BP sub £5 quid and falling - there's the clue to the hopeless. Ridick . Perfidious to say the least. Glad I#m off market waiting. End Mega Another shorting game after China data GLA - get the right side

GLA, so glad ONGC are Not hosting this Bid process or Data room , we'd still be at tender stage in 3 years time, maybe a good time to take them out HNY GLA. Good night Irene.

Repeat, Ignore Rinse FFS - and the Day Guys keep shut FFS. last post GN

They need cash, Clazy idea - clone Mexico where 4 Companies muck in and Take on CPO5 Geopark GTE Amer Ecop et cetc - Only an Idea - ONGC need the cash - One option. Will shut up now - & in the mexico split Private Equity plays a big part in funding. Its there for the brave. Am luzzin it. Any option is possible as long as we win.

Look at the cashflow forecast for CPO5 all 14 wells next 3 years huge , with multiple rigs +50kbopd plus put a value on reserves and that is what CPO5 will be in 3 years irrespective of ONGC delay tactics, the Col Govt will need it. So the last thing ONGC want, if Amer can't own it is someone who can wait, has the cashflow and get 4 times the 30% value. That's NOT what ONGC want, they want us gone NOW as cheap as possible, hence delay every drill, make the Amer BOD crumble under relentless II pressure to deliver on the Sp , so NOW use the Cheap Amer SP against them - it has BACK FIRED Amer cheap pick up plus CPO 5 AT huge discount !!!!!!!!!!!!!!!!!!!!!!!!!!!!! to an Amer friend !! Larry - This is The II response, exactly what ONGC can't AFFORD a stand off from an ever increasing asset value , every year they delay CPO 5 gets more valuable - Seismic drilling etc etc FFS.

Has this moved, +197m shares ?? !! and who owns it - news soon. HNY This is a lottery, genuinely very fine to call.

GLA Last post.