Amerisur Resources Share Discussion Threads

[davwal] 03/10/2019 10:38

Hands up, Lauders, I got it wrong today. I’m struggling to see what the problem is, but as you say this is Amer. I took a few more anyway. News next week...

[bryet] 03/10/2019 10:34

As the saying goes....just get the deal done!.

[rollthedice] 03/10/2019 10:21

Quick juice up the defibrillator....

[lauders] 03/10/2019 10:15

The share price should show a bit more life today after what looks a significant signal from JW.

We are talking about AMER here. "Bit more life".... Your having a laugh aren't you? Wishful thinking is a positive trait.

[foiledagain] 03/10/2019 08:52

Quid 23965

Thinking about your comments they would not really stack up.
If vesting conditions not yet met and there was a takeover, whether or not JW transferred them would make no difference.

"if entity ceases to exist before the vesting, what point is in theme to Tracarta?" Exactly.

The only point is money.

I believe this illustrates that there is no way the LTIP will not be vested in the money, and this is why the transfer is taking place as a tax vehicle, which lets face it most BVI companies are.

Hypothetically if a bid was made less than any amount to enable LTIP awards to be taken up, then it won't get BOD support for sure, and in any negotiations that's likely to be an unstated part of any agreement.

Otherwise JW would need do nothing, as if Amerisur was to continue, he'd still have the same LTIP awards without the need to transfer.

To transfer to an offshore company suggests financial gain in doing it, suggests the LTIP will be in the money, as otherwise no point in doing it.

[fsawatcher] 03/10/2019 08:47

gronda gronda

like speekin to my plant ere innit

[fsawatcher] 03/10/2019 08:43

twix outta frige better dan twix outta pocket

you nooos i rite

[fsawatcher] 03/10/2019 08:41

everyfink goin to oxy coz dat dealio done in 2018

500m nuffink to oxy

they buy gte after as wells i fink

coz shareholda so bard over there that they eating twix bars

[mortgage freeman] 03/10/2019 08:30

For the first 30 mins it will do very little, perhaps even drop a tad

[acv74] 03/10/2019 07:55

Agreed davwal

[davwal] 03/10/2019 07:54

The share price should show a bit more life today after what looks a significant signal from JW.

[retailronnie] 03/10/2019 07:32

Agree, although the OBA will go to OXY too i think

[lucyp00p] 02/10/2019 23:42

If I was about to monetise a shed load of options, and I could move them to a tax haven sharpish I would. The reason this wasn't done before was that the deal wasn't imminent.My guess is that JW has already been given the numbers from our suitors which demonstrate the successful break up is inevitable and for 38p or more. They can fight over the details but there's no way ONGC don't buy us out of CP05 at any price, no way OXY don't follow through with their outstanding 50% and no way GT will let anybody else take the OBA. After that, Shell will ride in and take them all out for 35% more than the tabled offer.

[westmoreland lad] 02/10/2019 21:14

Quid -- you and I have both been involved in take overs. If a party or two wants
to buy AMER as a whole, no way would they go ahead without retaining some senior
management / cash cows. When we sold out to a American major three of us out of seven directors had to stay for two chuffing years or no deal.

[aceuk] 02/10/2019 21:14

Yeah right, Mr Wardle has some insider knowledge a deal is in the offing so he's having to make an out-of-hours announcement in a hurry …. BEHAVE!

[moneylender] 02/10/2019 21:01

Quiddy I concur with acv, there is going to be some capital gain so let's get them registered in BVI.

£1.50 by Xmas

[acv74] 02/10/2019 20:58

Quidnunc not sure I follow your logic. If an imminent capital gain is to be made surely the place to make it is offshore.

[acv74] 02/10/2019 20:56

Why has this news been disclosed out of trading hours? I will be logging on at 7am to see if we have an RNS.

[quidnunc] 02/10/2019 20:56

If the vesting conditions are not yet met then this might signal that JW is staying onboard whether or not there is a takeover but it also I think signals that Amer is going forwards as an entity since if it ceases to exist before the vesting, what point is in the move to tracarta ? No point in accumulating tax losses there but lots of point in tax planning but in a future where Amer is ongoing. I guess no deal is outcomeQ

[3roach] 02/10/2019 20:48

Are we closer to the £1 though?!?

[lucyp00p] 02/10/2019 20:47

TRACARTA LIMITED is a company located in Virgin Islands (British), 3174 ROAD TOWN at PALM CHAMBERS,. TRACARTA LIMITED has an ACTIVE entity status and an ISSUED LEI code. The Legal Entity Identifier code of TRACARTA LIMITED is 213800BL14JW34M5B514. The legal form of this company is 9999.Taxes, only poor people pay taxes.

[moneylender] 02/10/2019 20:44

Ltip awards not in the money YET.

Tracarta registered in BVI, a tax haven.

These are definite signals that we are getting close.

[quidnunc] 02/10/2019 20:18

If Tracarta is an investment vehicle for JW, could this transfer be related to a call for Iron or tax management for some impending Amer move ? Q

[acv74] 02/10/2019 20:13

Or maybe I'm reading too much into it

[acv74] 02/10/2019 20:12

I almost wonder if this "signal" from an insider has been held back to the evening before a big RNS in order that it cannot affect the share price.