Aoi (Regs) Share Discussion Threads

[martinfrench] 11/11/2021 09:36

# impact stuff


# afe stuff

[martinfrench] 11/11/2021 09:04

bit of a duff day wasnt it, but i know full well in macroeconomics that there are no gains without subsequent consequences, so it takes time, there are always counter balancing factors

but we will always like the 80-90 under the radar oil price

i think i read somewhere that this week just gone was the last week of the traditional oil building weeks, so maybe if true it takes off from here bit more

high inflation in the US is here to stay, biden is going to have a rough ride, high oil and high inflation are all very anti american

[rayrac] 10/11/2021 22:40

Could have been worse? As said next news should make it interesting.

[martinfrench] 10/11/2021 15:58

we'll get it dont worry, next week are results

[rayrac] 10/11/2021 15:51

Not a clue, and not interested. The only thing she doesn’t like, is the end of year tax return, which she complains bitterly about. 🤬

I think we need news from every quarter, not going far without it?

[martinfrench] 10/11/2021 15:39

good move

think your wife would kill us both if you bought more aoi

is she well versed in all things aoi ? can she recite the portfolio backwards :-)

[rayrac] 10/11/2021 15:17

I went into recon and topped up a few more. That’s it

[martinfrench] 10/11/2021 13:05

rene are just pathetic, i cant wait to offload mine so they can play chemistry sets all day long

the wait has been far far too long they could have managed the timescales far better so we had at least something by now

problem is, i know aoi will add 50%, but if i sold rene for that end, we know rene can do that in a day! but, they need punishment for being so pathetic really...

slp just fine, they are prob as good as aoi but slight edge goes to aoi because of the exploration upside

[rayrac] 10/11/2021 12:53

Might top up more aoi..might

[rayrac] 10/11/2021 12:51

Had a bit of a problem selling rene..didn’t like the feel of it.

[rayrac] 10/11/2021 12:35

I would think that should be a good idea Martin. Far more legs in aoi?

[rayrac] 10/11/2021 12:33

But I dare not go in for anymore, my wife will kill me!😰

[martinfrench] 10/11/2021 12:33

if i get a spike on my recent slp buy then going aoi's way.....

[rayrac] 10/11/2021 12:25

I’m at present, holding quite a lot of aoi. Around £3k to the good so far gains. But like you, it’s early days! About half that in gains at fec. Don’t ask me about cgx, although I’ve recovered at least 60%. Fingers crossed!

[martinfrench] 10/11/2021 11:27

i think back to the last time i rfead something on aoi on obscure website, about nigerian fields being redetermined in our partners favour

nothing happened until official release

i think kenya will be the same.....

dont forget mkt giving 0 value to it

[martinfrench] 10/11/2021 11:24

why would anybody following aoi put any additional money into enquest, they have twice our daily production but extra 1.2 billion debt and not our exploration

it doesnt matter who i compare aoi to, they always come out far worse, either on daily production, exploration, debt or all 3

nothing comes close

starting to think with kenya going ahead i need some additional aoi, if it stays at this level

[rayrac] 10/11/2021 10:49

Although it might be trending against it..the oil price.

[rayrac] 10/11/2021 10:36

Not my cuppa though.

TLW showing some strength. Perhaps due to the Kenya situation? Not all of it though, as TLW moves with the oil price (Brent)😜

[rayrac] 10/11/2021 09:59

Not bad? Nice and close to home?

[martinfrench] 10/11/2021 09:57

not sure you need to, they have ridiculous amount of debt, nice barrels / day but dont make huge huge profits

another oily that maybe in few yrs time if oil stays high......

maybe we can take 20k a day off them though

[rayrac] 10/11/2021 09:39

I’ve got that on watch..I’ll have a look myself.

[martinfrench] 10/11/2021 08:42

think kenya will happen, hopefully some hints next week

[rayrac] 10/11/2021 07:19

Help TLW too..of which I held some 2 months ago.

[rayrac] 09/11/2021 22:31

Yes looking that way. Choir practice tonight and just got back home, so still playing catch-up. Cgx making life more pleasant!

It’ll be great if aoi get a helping hand in Kenya…boost the share price a bit no doubt!

[martinfrench] 09/11/2021 22:11

crude missed by 4 mill barrels

90 maybe soon.....