Oil price, Chariot, Infrastrata – And finally…

Mixed news on oil but balance may be on the upside with stocks coming down and political risk rising again. Chariot have an AGM statement which should please those in the audience as it gives a good overview of the importance of the Lixus licence and its discovered gas. Infrastrata have entered into an agreement to potentially buy an offshore gas project at Barrow-in-Furness but have yet to FID Islandmagee.

2019-07-09T09:55:05+01:009 July 2019|Categories: Daily Blog|Tags: , |0 Comments

Oil price, Columbus, AAOG, Infrastrata, Gulfsands – And finally

After the Lord Mayors show, with the Opec+ finally announcing the continuation of production cuts the market has moved on and now worries more about falling growth in manufacturing around the world. I write up Columbus Energy after a new presentation by CEO Leo Koot at last weeks AGM and the autumn looks highly promising. AAOG has raised money again with a few bells and whistles but if it goes ok they will have £8.25m to spend on recovering oil from the Djeno. Finally Infrastrata announce that they still in equity and debt discussions for funding and today is the last day of the auction for Gulfsands shares for another quarter.

Oil price, Amerisur, Far Limited, Infrastrata And finally…

Oil had a down day but is firmly up as I write, trade wars with China was the reason yesterday but fundamentals remain strong. An update from Amerisur is very positive again with approval of the Oxy deal which will push forward drilling on key blocks in the portfolio. Production is good and CPO-5 remains on target. I talk to Far Limited which is in an exciting place with activity in Senegal upcoming and has a busy few months ahead, elsewhere Infrastrata has announced Vitol as its trading partner.

2019-06-11T09:55:11+01:0011 June 2019|Categories: Daily Blog|Tags: , , |0 Comments

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.

Oil price, Amerisur, Reabold, RockRose, Infrastrata And finally…

Thanksgiving Holidays make for thin volume and volatile markets ahead of Dec 6th. Amerisur reveal a significant farm-out to Occidental Andina in Colombia worth $93.25 accelerating their programme and franking value in the portfolio. Elsewhere Reabold announce plans to drill two wells in California and RockRose announce a 95.2% take up of their tender offer. Finally Infrastrata have completed their FEED early and on budget and now need to find the project funder and EPC contractor.

2018-11-23T11:40:36+00:0023 November 2018|Categories: Daily Blog|Tags: , , , |0 Comments

VOX Markets podcast: Malcy on Jersey O&G, Rockhopper, Empyrean Energy, Trinity E&P, Infrastrata, Far & Zenith Energy

Malcy talks about the following stocks: Jersey Oil & Gas (JOG), Rockhopper Exploration (RKH), Empyrean Energy (EME), Trinity Exploration & Production (TRIN), Infrastrata (INFA), Far ltd (FAR.ASX) and Zenith Energy ...

2018-11-12T17:32:36+00:0012 November 2018|Categories: Interviews|Tags: , , , , , , |0 Comments

Oil price, Premier, Eco (Atlantic), Falcon, Infrastrata And finally…

The oil price fell last week but has opened better today, a narrow range is still likely. I discuss further good news from Premier as Tolmount is sanctioned, look at Eco (Atlantic) as Exxon surround them, this time in Namibia. I also look at Falcon Oil & Gas as they announce plans for the Beetaloo shale and detail my thoughts on a meeting with InfraStrata.

2018-08-20T14:34:25+01:0020 August 2018|Categories: Daily Blog|Tags: , , , |2 Comments
Go to Top