Amerisur Resources Share Discussion Threads

[lucyp00p] 12/7/2017 09:41

Well I'm glad they're still around because if they had to dump them this company would be trading in fractions now.

[al101uk] 12/7/2017 09:31

22-06-2017 Barclays downgrades its rating to "equal weight" from "overweight" 20p
21-06-2017 Macquarie reiterates its "neutral" rating but cut its price 20.75p
24-05-2017 Peel Hunt downgrades its rating to "hold" 26.5p

[al101uk] 12/7/2017 09:27

Not sure how this will post, but:


19-04-2017 Michinoko Limited + 33,098,642 134,452,585 11.0824
22-03-2017 Rex Harbour - 7,795,301 83,023,243 6.8433
14-03-2017 River & Mercantile Asset Management + 1,963,114 61,914,538 5.1034
25-01-2017 Hargreave Hale + 11,110 60,569,368 5.0002
18-01-2017 Hargreave Hale - 79,194 60,558,258 4.9993
17-10-2011 AXA Investment Managers + - 59,579,000 6.5100
13-07-2011 Rex Harbour + 9,741,880 83,737,102 9.1540
27-05-2010 Michinoko Limited + 1,000,000 55,150,000 6.0400
01-02-2010 Rex Harbour + 6,295,222 73,995,222 9.0670
09-11-2009 Rex Harbour + 4,400,000 67,700,000 8.1670
08-07-2008 Rex Harbour + - 63,300,000 7.6368
23-05-2007 Nortrust Nominees Limited + - 52,450,000 6.4900
03-04-2007 Cantor Fitzgerald Europe + - 17,750,000 3.2000
05-03-2007 Cantor Fitzgerald Europe - - - 0.0000
30-01-2007 Cantor Fitzgerald Europe + 3,750,000 17,700,000 3.3100
24-03-2006 Fidelity International Limited - 4,188,900 - 0.0000
02-02-2006 Henderson Global Investors + 4,900,000 29,000,000 5.8700
12-08-2005 Goldman Sachs Group + - 13,810,000 3.4000
12-08-2005 Fitel Nominees Limited - 14,445,000 3.5000
12-08-2005 Chase Nominees Limited - 29,615,600 7.3000

[al101uk] 12/7/2017 09:17

harrisun,

I meant I posted links to them trading in other companies, I know where the information came from. In any case the information is obviously not accurate, the company is blatantly currently active, maybe they applied for restoration?

Honestly, it's an irrelevance and I'm not digging through it all again. Neither can I be bothered arguing about it. I merely wanted to point out that there is no revelation in the Michinoko position in Amerisur changing.

19-12-2016, they bought 1,054,394 in Richoux Group (RIC)

They disclosed having bought 33,098,642 Amerisur shares 19/4/2017.

[al101uk] 12/7/2017 08:42

Michinoko have been active in other investments while "struck off", I don't think the information is accurate, they are trading as normal.

I posted links some time ago.

[seball] 12/7/2017 08:16

Just topped up. This is a bargain now and looks like will bounce strongly from these lows. It has been oversold for no reason. Oil fundamentals improving.

[dayway123] 11/7/2017 23:30

Lucyp00p. No one would surely sell so many shares and drive the share price and his own investment lower. "It makes no sense" He obviously has a hidden agenda. Wonder what the bod know.

[bigwavedave] 11/7/2017 23:10

Michinoko bought in April.

[charlieeee] 11/7/2017 21:35

Well he will still be in profit on this, but I wonder about his PANR holding, which could well have caused the highs up to 1.50 and now down to 48p: how to turn 12/18m into 6m.

it is difficult to see how that is to recover, whereas this does have multiple potential drivers, including POO.

[bigwavedave] 11/7/2017 21:30

Thanks charleeee

The update also shows that since March 31:
Michinoko up 28.5m
Fidelity down 2m
Axa no change
Hargreave Hale up 1.7m
River & Mercantile up 3.7m (since March 20. Didn't appear on the March 31 list, oddly)
Legal and General up 1.8m
Invesco up 4.2m


So more buys than RH's sells. Maybe Rex not to blame...??

[juuunx2] 11/7/2017 21:10

Around £3.7 Million I guess

[lucyp00p] 11/7/2017 19:30

Well if RH was angry before he's going to be really pished now. I don't know what 74million 5p's look like but it's probably a few quid.

[charlieeee] 11/7/2017 19:02

Updated major shareholders.

As at 9th June RH declared 74,578,904 so only a minor change from the 77,958,772.

Michinoko's 30m odd in April did not come from RH, it would seem and no other obvious explanation either?

Capital Research not on the new list, but they were still there at the end of May, so not them.

[lucyp00p] 11/7/2017 17:39

Humour me for a minute. Perhaps there are institutional funds out there in which Amerisur is a component of an energy basket. If sentiment is that the oil glut is going to continue and prices drift lower, then any liquidation, regardless of fundamentals and price will take us down in price along with everybody else. This will in turn present a good buying opportunity while giving the appearance of a rush for the exit. I hear that a lot of investors are anticipating the top of the market and switching into treasuries or cash. Drowning man straws perhaps.

[juuunx2] 11/7/2017 17:29

Could be a big tree shake who knows.

[blackdown2] 11/7/2017 17:08

An oiler's share price is not related solely to production.

[rollthedice] 11/7/2017 16:59

Plenty of oilers with little or no debt and comparable production levels have fallen 20% in July so I don't believe AMER is out of step particularly. 25p isn't justified at current production & poo levels imho. If we beat last years lows of <16.7 I'd say we'd capitulated, before that we're just revisiting old territory!

[dayway123] 11/7/2017 16:42

I think GC needs to issue an RNS to reassure the market and its own investors.

[bryet] 11/7/2017 16:36

It would be nice if somebody in the company got off their backside and gave us a comment on the share price fall or is it too much to ask?.

[blackdown2] 11/7/2017 16:32

We have already had capitulation. The oilies that are suffering are those with substantial borrowings. No reason for the share price of Amerisur to be below 25p, even without further news.

[rollthedice] 11/7/2017 16:28

Oilers are falling all over the place with similar percentages to AMER over the last week or so. I think patience is also wearing thin with AMER and its continuing, underwhelming performance. Volumes aren't huge so probably mainly PIs driving this. Waiting for capitulation before considering another top-up as I've got enough for now.