Amedeo Res Share Discussion Threads

[howdlep] 16/5/2018 09:41

yep now only 15k available at full 12.5p. Tick up coming

[howdlep] 16/5/2018 08:56

Good to see Borr Drilling take another five rigs from Keppel. Note, Keppel took over the rig order for our Le Tourneau jack-up rig. So who is their client?

[howdlep] 15/5/2018 14:56

getting better within the spread. Asking 12.36p for 50k now

[knicol46] 15/5/2018 10:27

hxxps://www.eagle.org/safenet/record/record_vesselsearch?Accesstype=PUBLIC&ReferrerApplication=PUBLIC

Name: explorer I

Registered owner: Explorer I Limited (original buyer) - not YZJ group

interesting

results expected 2 weeks today

good luck all

[howdlep] 15/5/2018 09:31

We have a couple of buys at 11.1p. Let's see if others follow

[davethechef] 11/5/2018 12:50

Positive 1QFY 2018 results from our JV partners, posted earlier this May

hxxp://infopub.sgx.com/FileOpen/YZJ%20PressRelease%201Q2018_Final.ashx?App=Announcement&FileID=501580

Statement from above 'We have also been pushing forward the R&D and business in LNG related vessels, as part of our long term growth strategy.'

Our FY 2017 results, 2-3 weeks away I expect

[davethechef] 10/5/2018 16:47

Added to my post of 25th March & highlighted recently by howdlep
an article today suggesting LNG as most viable fuel for Maritime's future
Coming to our Offshore yard?

hxxps://splash247.com/lng-represents-bridge-pragmatism-shippings-road-decarbonisation/

[knicol46] 10/5/2018 09:45

YZJ offshore another drilling rig? Primepoint contract?
IMO number: 9732618
hxxp://maritime-connector.com/ship/yzj-offshore-9732618/

main Explorer I
IMO number: 9680205
hxxps://www.marinetraffic.com/en/ais/details/ships/shipid:3810752/mmsi:374177000/imo:9680205/vessel:EXPLORER_I

[knicol46] 10/5/2018 08:14

Price reached 26p May 2017 just before results - resutls expected less than 3 weeks - good luck all

hxxp://www.heavyliftnews.com/shipping/order-placed-for-ten-containerships-intended-for-yang-ming

[knicol46] 09/5/2018 18:08

should see a rally upwards to the 29 May - final results for period up to 31 Dec 2017 and rig update - will be interesting. Good luck all

[howdlep] 09/5/2018 16:03

We have movement and mm's on the bid

[knicol46] 09/5/2018 14:32

Significant shareholder page recently updated 25 April 2018

66% not in public hands
80% significant shareholders

hxxp://www.amedeoresources.com/en/content/8-investor-information/16-aim-securities

MGR Resources info page looks to be in process of being updated..
hxxp://www.amedeoresources.com/en/content/7-investments/19-mgr-resources

[howdlep] 09/5/2018 11:26

As the need for re fits gathers pace, it is well worth considering whether there will be enough compliant fuel being available at every port:-



So DTC's post of 25 March becomes even more interesting, as we look to fully utilise our JV yard:-

DaveTheChef25 Mar '18 - 19:52 - 795 of 835

I came across this recent article, could be very significant for our offshore yard sometime in the future. Our JV partner YZJ's Chairman Ren Yuanlin & CFO Liu Hua give insight on developing tie-ups & LNG fuel stations (which I believe will involve our offshore yard) It's been mentioned before in previous years by the Chairman, Clean Energy Vessels/LNG will be part of our offshore yard's future but this article, dated earlier this month, gives the greatest detail & would appear to be only a matter of time. From the below link, it states 'We are looking into investing in LNG fuel stations along the shorelines of our shipyards as demand for LNG is becoming more widespread. With the rising importance of environmental protection, there is a huge demand for infrastructure in the resource sector. Our shipbuilding value chain is a huge platform for such opportunistic ventures'. Plus they mention 'We are in talks with foreign players with advanced technology to possibly collaborate in high-end LNG carrier vessels. It will be difficult for the Group to maintain high margins if we build only containerships and bulk carriers'.

[knicol46] 09/5/2018 09:47

hxxps://www.eagle.org/safenet/record/record_vesselsearch?Accesstype=PUBLIC&ReferrerApplication=PUBLIC

Name: Explorer I

or

Class Number: 1620857

interesting lists the original buyer as the Registered Owner. I would assume YZJ have agreed payment or at least a contract for payment. Results expected Tue 29 May 2018 - good luck all!

[timeforchange] 09/5/2018 09:16

Won’t take many more buys to shift this!

[howdlep] 09/5/2018 08:51

Welcome aboard. Full ask of 10.5p now required for even tiny amounts

[moneytree1] 09/5/2018 08:18

im in for a few @10p.did a large move in a couple of days ahead of previous results so hoping for same again.gla

[knicol46] 08/5/2018 15:47

more orders for YZJ..
hxxps://worldmaritimenews.com/archives/252229/order-placed-for-ten-containerships-intended-for-yang-ming/

[knicol46] 08/5/2018 12:16

original buyers Explorer I Limited now Registered Owner, in operation and active - awaiting Rig update expected 3 weeks - good luck all

[davethechef] 08/5/2018 09:48

Positive- market a lot healthier it seems & oil price suitable for further rig building?
hxxps://www.offshoreenergytoday.com/100-offshore-projects-could-be-sanctioned-in-2018-rystad-energy-says/

[knicol46] 08/5/2018 08:57

rig delivered? hxxp://images.rigzone.com/data/offshore_drilling_rigs/1820/Jackup/Explorer_I_Limited/offshore_drilling_rigs/385/Semisub/Transocean_Ltd/Jack_Bates

[knicol46] 07/5/2018 20:33

has the rig been delivered?

[davethechef] 04/5/2018 11:09

30th May last year, so I'm expecting similar or early June as previous years.

[knicol46] 04/5/2018 10:20

Currently below nominal price, well undervalue, results due end of May - rig update will be interesting

good luck all