Tag: Amerisur Resources

Oil price, Amerisur, IGas, Touchstone And finally…

Oil fell sharply yesterday ending two dollars off the peak after the comments from China, probably no time to panic though. Another good statement from Amerisur who have production up, success in Platanillo and have just spudded Sol-1. IGas AGM statement is also very positive and the shares have fallen way too far, wait for Springs Road and further gas demand data. Finally Touchstone has announced good 1Q figures but its all about Ortoire in this quarter.

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Oil price, Chevron/Anadarko/Occidental/Total, Anadarko, Infrastrata, Victoria Oil & Gas And finally…

Oil may end up on the week, this evening in Washington may thankfully be after the close… Chevron walk away from Anadarko bid with a $1bn wallet warmer. InfraStrata are in discussions with off-take partners that might delay phase 1 of the deal but bring forward phase 2. I speak to Ahmet Dik, CEO of VOG about the ENEO payments and receive some comfort and theres a link to an interview commenting on 9 companies.

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Oil price, Sound, Genel, Tower, Amerisur, Getech And finally…

Oil prices fell again after the markets went into risk-off mode worrying about the US/Sino trade talks collapsing. A mixed bag for inventories showed crude building and gasoline drawing, again.
Today Sound have good news from Tendrara as gas flows to the surface without stimulation or artificial lift, next is the rest of the TAGI formation. Genel has a Tawke update with good news from DNO in terms of production and a long drilling campaign. Tower has pushed back the Thali well in Cameroon until July after receiving updated data but that’s not a problem. Finally yesterday saw Amerisur announce approvals for 3rd party transportation through their OBA pipeline which should boost production by 2/- b/d and also results from Getech which show the restructuring going well.

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VOX Markets podcast: Jersey Oil & Gas, Genel Energy, Rose Petroleum, Chariot Oil & Gas, Predator Oil & Gas and Amerisur Resources

Today Malcy talks about Jersey Oil & Gas (JOG), Genel Energy (GENL), Rose Petroleum (ROSE), Chariot Oil & Gas (CHAR), Predator Oil & Gas (PRD) and Amerisur Resources (AMER)

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Oil price, Amerisur, Egdon And finally…

Another good day for oil with supply shortages across the world and stocks tightening, a good time for what might be a $100bn bond issue… A great set of figures from Amerisur this morning with exploration success, production and revenues growing and free cash flow funding an impressive forward drilling programme. Egdon has increased production, the CPR at Resolution looks good and Springs Road is also potentially very exciting, maybe after all these years it is set to deliver…

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VOX Markets podcast: Chariot Oil & Gas, Jersey Oil & Gas, Amerisur Resources, Hurricane Energy, Block Energy, Diversified Gas & Oil, Gulf Keystone Petroleum and Genel Energy

Today Malcy talks about the following stocks: Chariot Oil & Gas (CHAR), Jersey Oil & Gas (JOG), Amerisur Resources (AMER), Hurricane Energy (HUR), Block Energy (BLOE), Diversified Gas & Oil (DGOC), Gulf Keystone Petroleum (GKP) and Genel Energy (GENL).

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VOX Markets podcast: Victoria Oil & Gas, Igas Energy, Egdon Resources, Amerisur Resources, Rockrose Energy, Independent Oil & Gas and Reabold Resources

Malcy talks about the following stocks: Victoria Oil & Gas (VOG), Igas Energy (IGAS), Egdon Resources (EDR), Amerisur Resources (AMER), Rockrose Energy (RRE), Independent Oil & Gas (IOG) and Reabold Resources (RBD)

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Oil price, Amerisur, RockRose/IOG, VOG, Jadestone, Soco, JOG And finally…

Oil is mixed but relatively based, company wise Amerisur have another substantial rise in reserves and should be higher. RockRose have bid for IOG, easier than farming-in I suppose with a 20p offer. All change at VOG as a substantial raise and change of management signals a new, brighter future and Soco admit they also bid for Ophir but their all-paper offer was not good enough. Finally Jadestone Energy have given guidance which sets them off on a substantial voyage of discovery, worth being aboard.

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The bucket list update.

The updated Bucket List, widely differing performances but I remain confident about the picks in the main.

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VOX Markets podcast: Coro Energy, Solo Oil & Gas, Aminex, Genel Energy, SDX Energy, Savannah Petroleum, Amerisur Resources, President Energy and Anglo-African Oil & Gas

Malcy talks about the following stocks: Coro Energy (CORO), Solo Oil & Gas (SOLO), Aminex (AEX), Genel Energy (GENL), SDX Energy (SDX), Savannah Petroleum (SAVP), Amerisur Resources (AMER), President Energy (PPC), Anglo-African Oil & Gas (AAOG)

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