Amerisur Takeover Rumours (AMER)

Amerisur Chart

Amerisur Takeover Price

Amerisur Takeover Forum Posts

I will be topping up if the share price drops below 15p. As I have said previously I believe that the potential here will only be realised by a takeover. Otherwise as a previous poster said Management will continue to take out their large salaries and issue more options to themselves. They dont care about not achieving their targets as long as they are well remunerated. One day this will be taken out. I will wait for that day because one day it has to happen. Patience will be rewarded
as far as I can see it has THE perfect value in its history - low share price, no debt, cash in the bank, producing cash, lots to go after,diversified portfolio, potential takeover (GeoPark), low break even, Rex almost gone, investors getting annoyed with the chief SP Will reverse soon from this moment I can no see imminent down risk. It would take a genious to make a mess
If the company were to start a buy back or dividend programme that would sort out the overhang.I was in bowleven when that started a buy back programme (to avert an aggressive takeover bid, which they failed to do) and the share price rose significantly.
Kerri28 Its hard to know what the current Managements long term strategy is. Hopefully to add shareholder value. At present thats not happening. Whilst some investors here want to see a takeover here at at least £1 Im far more realistic I will be happy with 30p !. In my opinion until we see a takeover here I think it will be a long time before we see real value here and a more realistic share price
On the rumour mill scale of possibility the little bit of BB wishful thinking re a takeover constituted about 2 out of 10. In my view it was the sudden appearance of a large-scale buyer that triggered the general flurry of PI buying. Unfortunately that hasn’t carried through and the remaining constant is RH selling.
As I said previously I believe it was just speculative buying based on takeover rumours. Now that those rumours appear to be just that rumours we are now back to the more normal days trading. Until we can ramp up production significantly I cant see any takeover currently happening.In a few years time I believe a takeout will happen.
The normal mark down by the Market Makers at the end of todays trading session. More of a normal days trading today. Looks like yesterdays large trading volume was just the speculators buying on takeover rumour. Probably no truth in the rumours. Nevertheless I added yesterday as I think there is lots of good news to come over the next few months
The chance of takeover has definately increased now with the following news... Https:// Amerisur made some outstanding acquisitions when the oil price was rock bottom. These have got to be on the radar of some major oil companies now.
What would be a realistic takeover price do you think?
Unless a takeover comes before. Good luck all
Takeover chatter driving this today....and probably for the next few weeks. A takeover is beginning to look like a real option IMO.
IMO takeover is definitely on the cards...sooner rather than later. It will be very interesting to see how the market and SP responds to the takeover chatter. Looks like we have a willing seller and buyers are circling.
Not unrealistic at all. it is the current SP that is unrealistic and we all know why None of the institutions on board have sold shares, some have increased when every one of them knew exactly Rex Harbour's iceberg sell as they would have been called in and if you look back Amerisur mention liaising with larger holders previously. Do not judge a takeover on a false market sp
Https:// His hope is that takeover-hungry majors will set their sights on Amerisur. “Small or medium-sized oil companies tend to end up in large oil companies,â€￾ he muses. 
A takeover is definately a possibility now and chances have risen substantially with the following news Https:// Amerisur made some outstanding acquisitions when the oil price was rock bottom. These have got to be on the radar of some major oil companies now.
Great find post 7148. Takeover coming very soon imo
Obligation to report threshold crossings ``In accordance with the London Stock Exchange (LSE) rules, Panel of Takeover and Mergers board (PTM) rules, an investor who acquires, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% of a UK Company, must, under the Companies Act 1985 Section 198, disclose their interests to the London Stock Exchange and the company, within two days. The company may impose sanctions if disclosure not completed.`` Just reacquainted myself with LSE rules and thought I`d pop it up for those at my level. RH has approx 60m shares left by my calculations. Should he offload up to another 2% of AMER he`d have to inform the market. Sorry no big revelation and sadly quite a slug for the market to absorb in the current climate. He might just leave the rest in the bottom draw.
Surely there comes a point where the investment managers in the larger shareholders (Axa, Fidelity etc) need to really prove to their superiors that Amer is a worthwhile investment. There have been no dividends and the share price is going no-where - would have thought that pressure is building to make Board changes in order to generate a ROCE.I think the Rex situation has much less impact now. When Lloyd’s finally got rid of Govt last year following years of share overhang the share price did not move sharply upwards as expected by many. I know there were new issues - Brexit and PPI to complicate matters.There are many plus points with AMER so why does the share price fall when it is already so low. Maybe one of the main shareholders will increase their stake soon. Don’t want ONGC or another to make a low value takeover - a 50% premium to the share price only takes us to 24p - not good.
Directors have recently bought dyor. They may now be in a closed period regarding farm in or takeover talks or some other market sensitive news. Good luck all
Anecdotal evidence that we're not the only ones, a quote from another thread: "This and HUM are both an enigma to me. Growing resources, cash pouring in and the market just seems be ignoring them. Whilst the story remains the same I'll continue to hold. I think in both cases they suffer from 1. The crap reputation that AIM has and 2. The reserves are yet to be converted to tangible P&L. You'd expect any takeover attempt to be at a premium, so whilst not ideal at least it would put an end to the boredom!!" Sound familiar?
Share incentives invariably mature or are exercisable on any takeover, so they won't be a barrier. The N-Sands anomaly could be the one to make the company.
I wasn't overwhelmed with the GC interview, he didn't give me the idea that the business would welcome a properly priced takeover in the short to medium term. I think there is more in the Ecuador ability to reliably pump the Amerisur capacity into the Ecuador pipeline capacity; Mac didn't pump him hard enough on this. Still obviously got great potential but I don't expect SP much of a price above current levels for a while. I am not to phased about the Dividend, if in the long term it is about generating value in the company. If that money can be used by the people on the ground to precision invest, then why not; it's always cheaper to use your own reserves than borrow - a great strength that Amerisur has and is getting better with POO. All of course IMHO
from Evening Standard Feb 2017 - His hope is that takeover-hungry majors will set their sights on Amerisur. “Small or medium-sized oil companies tend to end up in large oil companies,â€￾ he muses. Amerisur, which has built a pipeline into Ecuador, has been going quietly about its bid to produce 20,000 barrels a day. But it hit the headlines last month when, after investor anger, Clarke agreed to stop taking lucrative share options.
there is a takeover somewhere
Even JW's performance is open to question an whether he and the BoD are best placed to return shareholder value. I'm not referring to a boardroom coup, but it might now be the time for others to take the helm via a takeover. Too many shoddy cement jobs and its not all good as far as JW is concerned. Fenix, Paraguay, and assets once relinquished elsewhere in MM.
Perhaps the bod should pronounce that any future LTIP will only be linked to performance. Awarding themselves the pipeline bonus a year before the lowest projected capacity target was hit tells the city this company is run by greedy idiots in Cardiff while JW slogs his guts out in the jungle, unable to exert any control. It is against this background that any investor enthusiasm for the company's performance will be tempered. Unless the company can convince the market that the board won't take every opportunity to milk the profits for themselves, a takeover is the only prospect of making a good return. The institutional investors are spineless and have a very small stake in Amerisur relative to their portfolio, and It's a dog on the performance tables. It's ironic that only by declaring an intention not to rape the company, the directors might finally make some serious money.
Takeover would be above 40p imo
Takeover will happen before full value realised imo. Good luck
I'm sure R&M and the other institutions have considered that but may consider its more likely that Amerisur will be subject of a takeover with a nice profit in it.
GC companies not doing well broadly: IRON - mired in financing negotiations, seemingly indefinitely. SMA - Suspended, reverse takeover fallen through, only a couple of months left until de-listed. KENV - Same old same old really, but in my view they've hired a narcissist to run the operation. His interviews are obnoxious, yet the detail that matters is still missing.
Nobody cares is my bet. The current structure promises no benefit to pi's short of a takeover which, due to the critical role of JW is not going to happen. So the fat cats pig out and we speculate that there will be jam tomorrow. Sadly, it ain't happening any time soon. Sad to conclude this is a bit of a waste of time right now.
Any chance of a takeover when we hit 10,000?.
Takeover in the offer?
unless me cockles are not workin like they used to ... i fink someone we now knows why the sp bein held where it has for last 6 month gran tierra takeover or merger anyones??? i see connection in canada
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