Malcy joins IGTV’s Jeremy Naylor to look across some of the highlights so far this year. Having seen the oil price gain, some 50% since the start of 2019, small-cap oil stocks have generally been higher, although there are some that have underperformed.
Why dont you be realistic about Amerisurs Management. Hopeless comes to mind
Everyone has a view.
Hi Malcy, surprising there has been little mention of news that Jefferies is out canvassing for a sale of Senegal assets for Cairn and FAR (which are on your bucket list). Early days yet but with FID around the corner we may see something in this space this year perhaps?
Hi Robert
I’ve known that Cairn have been trying to get a very high price for part of their share for some time, they nearly sold it to BP but asked just too much. Dont know what Far might do but they do have the arbitration ongoing so you never know.
Kind regards
Malcy
Hi Malcy ,
What kind of value would you put on Zama ?
What is your view on swopping the Whole Mexican PMO stake for North Sea Investments?