Member Info for BaysilHope

Leas thx for your insight, you peeps know about trading, given the lack of real SP clarity on OXY and world class Indico - do you think your option of consolidation is happening and as CD said positioning.?? I draw parallels with PMO - artificially held back by Goldman sucjks, they let it up now and if , then push it down on improving fundamentals and debt reduction, PMO Zama discovery is so akin to Indico 1- in more than a singular aspect. Both SP's not allowed to develop. In time the monetary 3rd party value of these assets will = cash and then the value proposition will change dramatically. IMO DYOR I think - if CX is a clean productive well, the SP is filling an Iceberg order and re=positioning of II's maybe some clearing profits form 9.5p. I'm guessing. given the accelerated drilling, medium term constant - just add. Fingers crossed. GLA GN

People forget to divest you need a strong Market Cap and sentiment to raise the funds and execute climate changing investment and not get attacked like BP for 30% gearing FFS . Yes Oil will diminish but we need a solid POO to diversify towards a cleaner planet. Thx J far more pleasing on the eye. Well said. GN GLA

GYE acquired Vetra 20th Feb Quote - 50% WI in and operatorship of the Putumayo-8 Block ("PUT-8"), which is contiguous with Suroriente and Gran Tierra's PUT-31 Block (100% WI). The Transactions related to Suroriente are expected to be closed immediately following the Transactions related to Vetra Southeast, at which time SIC will be an indirect wholly-owned subsidiary of Gran Tierra. The Transactions related to PUT-8 are subject to a right of first refusal. Be interesting to see how Put 8 development plays out. They can drill it from Sur Oriente in the South or drill the Northern targets from Plat. News should be a driver. Last point, I've never heard of any military power being green on fossil fuels in combat, nor planes. China are amassing huge Strategic reserves of Oil to guarantee public order for decades. Climate change is key, however this is not a 10-15 year fix, the world needs to have viable proven alternative options first, the transitional of global investment patterns will change over time. However the +4bn population of the BRIC economies are not yet developed enough to foster that transition quickly, they will when ready but not now. The opposite in fact they need more Oil to consume as Investment collateral which will fuel the energy change - 2035. Then take the $400bn min not invested in E & P, all Oil majors have been collapsing the future supply chain capacity by not investing to rebalance the 5-10 global forecast, except Shale, the Drill without a Brain. The world cannot trade its way out of climate change unless it puts Oil first, use the resource to support investment in other technologies, a solar panel can't walk, it needs transport and manufacturing processes driven by the utilisation of oil, just as coal supported the world economy, took decades to switch use, but the transition happened. Unlike coal Oil is an extremely versatile resource when utilised in the Chemical industries. End GL GLA World demand for Oil will increase next 10 years, IMO DYOR, Key example is KA, will plan to use Oil to become green !!FFS 2035

Understand not bidding in Ecu, CPO5 capex is going to be Urko given the increased activity, scope of drilling in the SE and tighter tender deadline early April, we could be getting more Galens for the buck. If + When CX1 comes in hopefully where we expect - there's going to be a lot of chest beating. This journey has taken so long, I could get a restraining order with a bit of luck. JW's visit has cemented and galvanised opinion, stand out performance if you ask me, a world away from this time last here when we were set up to fall with impossible deadlines and unrealistic expectations plus external deals in progress. . GLA GN

Whats the odds being 31 up and then losing 38-31 - at 80mins then a draw - couple of Moby Dicks out there, Tackling? Wosh. Moby could be 2 x whales, including the South in CPO5 - be patient, when looking at GTE their production is circa 40kbopd with all that fanfare an elaboration, we could be at 50% of that in 12 months and Ex cash we are £150m Mkt Cap, without the $10m Admin circus FFS. I really hope they don't spoil our party. Multi rigs multi targets is the dream I personally have been waiting for. If Amer is allowed to pursue this - the sky is the limit in 2019 and the seller can Feck off or make me rich. HNY

JTD I did call this last night, All Amer needed was a commitment to the CPO 5 evacuation of Oil. Eventually JW has pulled off another masterpiece - the MAN has delivered when the GTE Python was waiting to grab OUR prize. GL GNA .
I really wanted a strong ONGC reply, I posted my guts out on it in the week, more than I hoped for - a very happy man. Sky Bet Man U lost FFS Amer could be in an excellent position soon at £200m Mkt Cap of which +£40m Cash ????/ I'm in.

Please Short Please Sell come on F1game give me your shares FFS. Where are those other locus type numbties At Last - this is the pivot point when forward momentum can't be dissed, by historical comparisons CX1 is OBV a deal, the next 14 WELLS FFS - at last justice, in that this is a Company defining discovery & for Colombia. . GLA GN

Didn't I call it last night FFS my post to JTD FFS - and Grand Slam Wales - Ireland - great side weren't in the game. HNY GL to all the PI's that have stood fast. Fingers Crossed. 25-0 +70 minutes into it never seen that before, never seen 4 rigs in CPO 5 either. Glad I 'm full. GLA

JTD Thx for the insight but anything Re 2nd Rig, you know ONGC better than anyone - how many and when. GLA Any news? Thx

Why isn't it Sir Paul Rodgers of Free FFS, anyway - Wishing well edited, my favourite Free song in the 70's after Mr Big and Andy Frazer early 20's age on bass - world class. US Shale couldn't compete with that lot. Quote

Take off your hat; kick off your shoes.
Amer SP ain't goin' anywhere.
Run 'round the BB, Postin' your blues.
That directional drilling not goin' nowhere.

Amer has been a good friend of mine,
But Plat Production has being sayin' farewell.
And the only time that MM’s are satisfied
Is with PI's feet in the wishing well.

Throw down your Shorts
You might Limit yourself
Or is that what you're tryin' to do?
Put up The Price you believe to be right
And someday the sun will shine through.

CPO5 has got something to hide;
Something you just can't tell.
And the only time that II's will be satisfied
Is if the drill Hits the wishin' well.
Oh! Yeah!

But I know what you're wishin' for:
500MMBoe in the LS3 Play. Yeah!
More rigs on the grid today Yeah

Amer has been a good friend of mine,
But CPO 5 Production has risen as well.
And the only time that PI’s are satisfied
Is when our drill hits the wishing well.

Thanks Paul, others lessor singers get it but My Man you are number 1. The US haven't got guys of your era in your class. See You tube Bad Co and with Slash end.

I'm all in - Native River the horse + Colombia OBA and CX1 more rigs accumulator. The size of the find will dictate the play, hopefully we will grasp and Market with the full potential of it. I think its bigger than Llanos 34 and could be North of 500MM, that's 20p a share at Net 30% less games just for CPO 5 . I always like limited downside, MArco Economic uplift POO OPEC deal Oil going Up, Low cost Producer, No debt Cash in hand, Clear Takeover target from rivals that get achieve synergy benefits and a World Class discovery - adding again tomorrow. WHATS NOT THERE TOO LIKE - OTHER THAN A LOW BALL TAKEOVER AT 32P EVERY WHICH WAY AND WIN FFS SHORT THIS HNY. I need more cash- If they market this with more rigs 40p in 1 month.

I think the series of Video interviews, last witH pro-active investors - JW revelation about market value- says it all. I think the fact they had discovered an historical find in CPO 5 would be enough to win over the City. However they review the past history of guidance failure - and correctly become jaded and disconnected. JW needs to get ONGC backing and make this the project of the decade. ITs fragmented - poorly marketed by ONGC - there are lessor companies making Everest claims out of a sack of Merde FFS. SHOT FOOT AND come to mind. This project is there for the taking, all the hard yards and risks have been taken, monetise it. WWHERE THE FECK IS ALEX SNOW !!! WHAT ARE YOU DOING MY MAN!! SELL THIS TO THE CITY POST CX1 DRILL. Not long last post. HNY

You would think OXY would take a bite of us as insurance first, then next function - if ONGC & AMer throw more rigs at this for the sake of an extra $20m you keep the team JV in tact - immediately bolster the SP and it pays back in say 4-6 months, peanuts, cheap defence of the stock. So there is IMO DYOR - a lack of clarity, here - TOO CAUTIOUS given the time it takes from ONGC for decision (Hence JW visit) - I understand this is ONGC Videsh, which is OFF shore possibly facing THE largest probable 500MMboe ON SHORE find in Colombia in 20 years - at 1 tenth of the cost of off shore an immediate pay back - I just don't get it.
I know JW cried Wolf TOO many times in 2018 with delays and this is biting him in the bum, but he needs a mega immediate result. I find the lack of xco-ordinated planning weak, especially if we are relying on our potential take over partner to issue us with first drill news outside CPO5 'Mentallie' unless we have an agreement yet to be released. No doubt GTE and Amer have an unlicensed understanding witnessed with Vetra/ Ecu/3rd party Oil OBA - could this be grooming? At 17p held there like the Man in the Iron Mask, something has to give after all the re-positioning. GLA GN Maybe ONGC help and are taking longer with CX1 to co-ordinate more rigs, even if the find is modest but just develop the field at pace, we are in the doldrums sitting ducks like Dunkirk.

If this was in the Permian we'd have 30 US rigs on site with Horizontal drilling not directional exploratory versions. GNY JW is in a real corner here and so is the BOD. This is not a disgruntled HWI complaining of the past - this is a python measuring you up when you are sleep ready to feed. We are becoming encircled, we need to take a stand on PUT 8, in exchange for OBA deal for 3rd party Oil. No doubt these guys talk everyday Col is small, but a few mistakes with your pants are down - AND you definitely will get shafted. JW 245 years in Col knows this, we need ONGC to cut pursue strings at let fly and that's why I think this delayed, as well as testing, more rigs RNS double bubble hit one off. HNY Feck em Buckie . Good Night Irene. What other company would frag its feet on this FFS, look at Talos Energy on PMO Zama - After the unitisation deal with Pemex, can't move until that signed then Bang ....To a point the Market is right to treat lack of action by Amer on such a find - if true - this is mirrored by the SP - show CSH conviction FFS. If the Algo track earnings, reboot 2 rigs 6 wells then we fly not One rig FFS. It is disrespectful to the find and the development project. Its like having a large peno and drinking bromine. FFS

Going back to CD's point, JW beauty parade early Feb 19 in the City didn't achieve a great deal other than putting the word out in the media with a supporting presentation and canvass a broader audience. The only way to fend off a low ball GTE type bid is to get a complete re-rate. AN elephant find would deliver that necessary response. GTE 's recent two substantial investments Vetra and ECU 3 blocks showcases their intent , they were the largest bidder in ECU sends out a clear message to the AMer board, especially with a London listing and the synergies / multiple benefits plus the potential of CPO5 that Amer's assets offer - could be snapped up for paper and get a net cash gain from our bank FFS .

What is CPO 5 valued at our market Cap - £20m??? Fortunately we have DC to assist on GTE profiling. So in the light of this recent news, JW would gather as much info as possible evidencing connectivity and the size of the prize. As said on the BB I would rather wait until Monday and get an RNS stating 'for the avoidance of Doubt' a complete profile of what we have or don't have. The functionality of directional well allows the drilling design to capture as much data as possible to prove the case and support enhanced investment in future drills. JW has been pivotal in turning CPO 5 around and it would be in ONGC's best interests to collaborate on the delivery of results. Fingers crossed, I really hope its Monday. I don't think this time they will be so rushed, the next few months could be critical, expect more Directors buying post news, as part of their potential GTE Golden parachute. . GLA

So Rip Van Norge says ditch Oil with large $1Trn, but why NOT allow Oil majors the capability of moving to the GREEN spectrum - so It's Ant Bessie recipe swivelling a tad, it may take a while but surely keep the pressure on global climate and inventive Tax breaks on clean investment, like charging EV's - you pay the Council to park, let the Council provide a charging facility next to the park space, if you can standardise EV Charging requirements GLOBALLY I mean, we need BIG OIL to Work within the Community and then you will get the investment migration, Oil is here for a long time, not to generate power, but the resourcefulness of the chemical compound that is Oil.. FFS - HNY GLA Zama Soon, Sell Mexico blocks gain production cycle plus 2 years - then get Sea Lion

Given GTE full out investment in Ecu, could there be a chance we could get PUT 8 100% and Operatorship and GTE over time get an Clo Ecu pipeline organised themselves - use us in the 2-3 medium term?? . This region is very dynamic indeed and sometimes I wonder - Like PMO they - the MM's are putting an SP collar to restrict a rights issue for growth across the sector. Only a guess. I like being under valued when the fundamentals are good and improving.

Showing my age here - This pre-drill reminds me of the Film in 1970's Marathon Man, Dustin Hoffman and the legendary British Actor Sir Lawrence Olivier - playing an Ex Nazi Dentist etc etc . Pressuring Dustin with Teeth Extraction about a Diamond deal stating, famously stating maybe 10 times, Is it safe? gentle voice and clove oil on the tooth, next scalpel insertion - Is it Safe ?/ (For him to pick up the stolen Ex Nazi Hoard) - then extraction - IS IT SAFE??? That's how I feel here, one day a good day and so on, until this drill is finished, I can't brush my teeth FFS. Is it Safe - I don't Fecking know I'm only a lawn mower, you can tell me by the way I walk. Peter Gabriel Genesis

I might thought a bit of debt for Ecu. I bow to your insight. CD What of this risk comparison . Amer 30th May 17 Mariposa discovery SP 26p POO $47 and Output 4800 BOD - re-calibrate the algos, March 2019, POO $67, Output 5.3kbopd and SP 16.8p Reserves +30% - I can calculate the discount and also NO Rex Harbour but you CD state major II's off loading. Given the incremental cash flows in the next 3-4 months WOW. Only One thing CD, we have to capture the Physical evacuation of Oil thru Ecu, someway somehow - and the route to security not communicated. I think the next 3 months will be those most dynamic time in Amer history on all fronts. Exciting times and I'm very upbeat - I did think we would cement Sahino just under VHR in Ecuador for 2020 drilling. Great business model going forward, very robust, as the downside risk Ex Duster is in the SP - If no rig failure low, no debt unloved. GLA GN Camino De Santiago is a pilgrimage, can be 50 km can be 750km for the devoted. Last 3 years FFS its been the Andes and back. Its like investing in the Spanish Inquisition. Please no quotes. News soon. GLA Hopeful!

Looking at slide 17 Amer Feb 19 Presentation Indico Well 1 - TVD Vertical Depth 9458 ft TMD measured depth 10640, the next depth layer is 9505ft so OWC at least +50ft lower than Last Known Oil. So in terms of risk, if they strive to get that level +Net 50 ft of pay bangs up reserves substantially as a minimum goal. CX1 TMD is 11940ft so TVD prob +1000 ft deeper than Indico as a guess, 10500ft. Two options drill low risk - one rig back to Mariposa infil + new appraisal Pavo win win low risk, no brainer. Why risk that for CX1?? Unless the opportunity is such it can deliver >>> better than a NO DEAL BREXIT = unlike such Ms May - I,e ticks all the boxes for a multiple well prog and adds far more understanding than Pavo Real which seems to be a gimmi, fingers crossed. News soon. GLA I think this is the last leg of a Re Rate. LTH'ers have been through the Mill, what delivers a Re Rate - a short line to exponential earnings growth through incremental production and reserve adds which equals slide 18 Feb 19 if C1 does what it should do. If not its a 2 month set back for a bigger prize. Patience is key. GN

Cheers, coincides with OPEC Report and after a great today. GN Liverpool are on. On their website I thought it said today. Stress blindness. If we can get the Chevron GS collar off there is a lot of ground to be made up lower risk with POO starting to firm. I'll be interested in OPEC report and good to see US shale slowing and rig count on a downward trend. GLA