Member Info for Deepsurvey1

If you want to see an investment strategy that sometimes didn’t make sense but worked very well, it’s back in history. look at David Lenigas and his time at Lonhro, I think from 2003, and his team mate at the time Mr White. It’s also interesting that Lonhro of today has no foothold in Kenya where Camarco port is located.

Does KDNC have any rare earth minerals?

People getting restless and selling. Quite a few weeks to go before any oil comes out of the ground.

Hi DShox, I agree, you have it in a nutshell. Optimist also has it. Plenty of potential but shareholders are not clarevoyants. We need to know how they are going to do.

Camarco Port is part of the Port of Mombasa in Kenya. Kenya’s neighbour is Tanzania to the south. Both counties have started a major expansion of their National Grid(The Electrification of Tanzania and Kenya). Infrastructure development and industrial Expansion is outstripping most major world economies. Mombasa needs to expand. It’s the only international sea port in Kenya and the largest sea port in East Africa. A lot of stuff needs to come through Mombasa as it’s the only port that can take Panamex size vessels(that’s the really big stuff). Camarco are very well placed.

Aaap are successful at what they do but know they are too small to justify a main stream listing. Their stated intention was for growth - so they grew the business they had, and were successful, that’s continuing and on going. Their next foray was for bolt on acquisitions. Their expansion here has been carefully choreographed with a secured loan to Camerco Port which tested the water for main stream investors to back the company. And they did. The Chairman David Lenigas is known for growing companies. Once the Growth mechanisms are in place and have been tested which they have - watch out for Rip Roaring expansion. It could be a heady ride.

Chance of success? That’s the big question. All the ingredients are there. If you’re in the market for investing some money, then why not. Want to know how much you’ll loose on failure. Luckily the downside is already built in. They are drilling wells across a number of proven oil fields so you have lots of chances. Zen have an existing income stream from current production in those same oil fields and in Italy. The upside is a sliding scale- anything from a little bit to an awful lot.

On a serious note- I think drilling will proceed successfully and in a timely fashion. They have the right exploration model. They are doing everything in the right order with the right equipment(as it arrives), with the right crew and the oil is there. What more could you want?

Yes the 7th Prediction was using a normal calendar. For Zen timescale you need to add quite a bit on.

If you were a dishonest company which Zen is definitely not. This is just a hypothetical tale. In fact it’s fiction. If you found, as an oil company you couldn’t cut the mustard, you were just no good at producing oil. You would have already done a deal with Iran to take oil from their pipe line in Neka, across the sea and straight into your jurisdiction, into the oil pipeline through Turkey and international markets, labelled “produced in Azerbaijan”. The first thing you need is an oil company with vast under producing assets about to be redeveloped. Next you get the biggest rig you can find and prospective oil field data to match. Invite investors before drilling to view the impressive site and huge equipment. The visitors report back to the world that sure as eggs are eggs the massive Rig will produce oil if they make a strike. However the timing is not right. The first shipment of Iranian oil has been delayed so the company has to come up with and excuse and delay the drill( oh dear we forgot to order the drilling oil).
The company begin to drill(very successfully as it happens). The Iranian oil tanker docks in Azerbaijan, pipes are connected, palms are greased. The company suddenly announces Oil strike!!!! Thousands of barrels a day flow through the pipeline to Turkey. The company is a success and the share price rockets to a billion market cap. Nobody dreams of questioning such a successful company. The tale ends with all the shareholders becoming multi millionaires as the shipments increase under US oil sanctions over Iran. The market cap reaches 10billion(a miracle).

This company is about influence not assets, (yet). With influence comes enormous wealth.
David Lenigas is known in Africa for growing African companies. Aaap is a very stable platform and trades world wide, nothing Special I hear you say! But is starting to be seen as a company with influence, its perceived foot in some controlling manner over most of the ports in east Africa through its friends in Mombasa. Its the first Port you come to when heading from anywhere in Asia to East Africa (the gateway to Africa), just south of all the pirate infested waters of Somalia. Aaap has the ability to raise money on the London stock exchange. David Lenigas is a facilitator with the network and the knowledge. And on the eve of Brexit, access to an opened up UK market. It’s easy to see AAAP being the go to company if you want help in doing business in that part of the world. I’m sure there are more deals in the pipeline which might seem as mystifying as the last for now. It’s only when you realise they are building influence you see this could be a 100 bagger from its current Market Cap very quickly.

Maybe selling is good idea. After all you don’t want this share investment weighing on your mind during the night? If you’re worried it’s time to sell. Just like all you’re other investments it could go totally wrong. Are you worried about the decisions the company has made in the past. And have your worries been proved right with hindsight. As an investor it’s your money and you know best. It could drop off a cliff edge and be at 2pence before you realise. Hang on today and if the price shows any sign of wavering act fast, sell straight away. You could be left with egg on your face and who wants that. You need to be investing in successful shares. Do what’s right for you!!!

Half way through editing and pressed the wrong button. In essence you’ve got to wait until around the 7th May to know if you’ve got a ten bagger or more.

I wouldn’t get too hung up about the share price at the moment. Some of the UK placing shares will be drip fed into market at the 3p.

Zen’s Track Record or Luck doesn’t come into it. Their exploration model has changed which makes this a completely different beast. Marked by the arrival of the new Rig.

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So I’m told. It’s under construction.

Just Waiting for all the rig to turn up.

But only when the full rig is on site.

Still waiting for the full rig to arrive before thinking about buying in. No traction in the Share Price just yet.