Aoi (Regs) Share Discussion Threads

[rayrac] 29/10/2021 10:45

Just looked at the nr. Very encouraging!

[rayrac] 29/10/2021 10:40

Very true! I’m in ths and aoi…luckily and with help from you.😜

Daughter just told us she’s positive COVID-19, so we’ve been for a test and a 2 day wait ensues! We’ve had the booster jab so should be okay..but it’s put a stop to our lunch out with friends!

[martinfrench] 29/10/2021 09:11

who else wouldnt want a producing oil company geared to the oil price with almost all positive announcements to come regarding projects + exploration ?

[martinfrench] 29/10/2021 08:44

oh, btw, slp and ths are very similar to aoi, great assets, great mkt to be in

------> news releases almost always positive

[martinfrench] 29/10/2021 08:43

cornwall.....sigh.....

anyway, news out, not sure what to really say as there are no details but this is what i love about aoi.....whenever you see an rns from aoi, you are 95% its good news, and when you have great management and great assets, it just comes out that way

up 3.5% in sweden

i assume on the news of longer refinancing at lower cost, night follows day, debt will be paid down more and cash released for aoi and prime owners

the cash build this quarter and next with oil at this price is going to really shock people, they are going to have a lot of firepower soon

[rayrac] 28/10/2021 21:59

Just home from singing.

Yes, a wet part of England, and we are in probably the driest! But if wasn’t for the fact I’ve lived here all my life…I’d rather be in Devon….or Cornwall where we have friends In Truro.

[martinfrench] 28/10/2021 19:35

the downside to devon......get absolutely soaked at least once a week, and wet 3 or 4 other days

things looking steady here, oil in nice area again

bovey is ok, foot of haytor, the most popular / easy tourist style moors walk

[rayrac] 28/10/2021 18:14

Oh well, off out singing again, I’m sure I shan’t miss much..need a few nr’s from somewhere.

[martinfrench] 28/10/2021 15:30

well,

you dont see that very often, US gdp inflation adjusted q on q 2%, expected 2.7

that missed by a mile, down the dollar goes.....but not necessarily great for oil, as it implies (apart from the inflation part) that demand might be affected

good for the weaker dollar though

[martinfrench] 28/10/2021 15:04

devon, absolutely yes. was on dartmoor yesterday, picking up a ladder in bovey tracey

think dartmoor the only place i have seen that doesnt have loads of new builds

has combination of beaches, big hills and moorland, so is great place to live

wcp getting back into a better range, would still rather pay nearer $7 so i will wait

[rayrac] 28/10/2021 14:58

Yes, I get your point Martin. They are a bit big.

Just been out for a sharp walk, the scenery is a bit dull, little of interest. Better in Devon I bet.

[martinfrench] 28/10/2021 13:37

they are a bit big for aim ray.....

think they just add new wells to existing fields, hence the 130 mill cap cost

dont think they are exploring in guyana, africa etc

so quite an easy play on the oil price, pay monthly dividends and are committed to giving money back to shareholders

[rayrac] 28/10/2021 13:33

Surely they must look for oil Martin? Keeping their portfolio topped up?

Or gas, should I say!

[rayrac] 28/10/2021 13:31

Wcp looks interesting, just read their April quarterly, wish we had some in AIM that decent!

[rayrac] 28/10/2021 13:19

Still holding rene for my pains. But I noticed there’s a trade of 117, which is higher than the offer. I’m intrigued by that, but probably means little.

[rayrac] 28/10/2021 13:13

Ah, there you are! I’ve been digging up leeks, not leaks.🥵

I’m not up with wcp, I’ll have a look myself, but I noticed ths had moved higher!

[martinfrench] 28/10/2021 12:49

whitecap (one of my favourites and top pick in eric nuttal's portfolio) great 3rd quarter results today, cash flows are just huge, but i still dont own yet, need to sort that out

my point is, at $81 dollars for wcp, just how much money oilies are making at that price, just enormous

[martinfrench] 28/10/2021 11:07

i think the impala takeover of another big plat miner (royal something or other) has perked up ths and slp a bit

[martinfrench] 28/10/2021 11:06

i'll leave the expertise on guyana to you ray, i dont look too deeply into it for now....

not sure what ff is on about, he was the main reason i stopped posting on advfn slp

[rayrac] 28/10/2021 08:38

Of some interest with regard to Guyana?

[rayrac] 28/10/2021 08:09

There are hefty profits running in aoi and fec, but not in cgx. Well, not for me anyway..But high hopes reign!

[rayrac] 28/10/2021 07:49

Not sure where you are coming from ff?

[freddie ferret] 27/10/2021 22:08

AOI:APH ??????