Arrow Exploration Takeover Rumours (AXL)

AXL management if you read the boards (I'm sure you do) then a share buy back really does need to be initiated. We are wide open to a low ball takeover, which at present would be a travesty and an insult to loyal holders. Alternatively management buying shares in the open market would be a good sign.

Hopefully the 2025 reserves report including Alberta, Mateguafa Attic and Capullo drills will add a significant amount of meat to Arrows bones. Drilling work over the past couple of years at Carrizales Norte has added nearly 6mmboe to the reserves. Couple that with a 2025 exit production target of 6-7k bopd with the 2 rigs and lack of debt should start to make the company begin to look alot more appealing as a takeover target. I'd like to think the share price/valuation over the next couple of years will catch up to where it should be based on recent oil M&A figures.

Co has $20m cash and free cash flow from production.they. Could easily pay 2p dividend which would give over 10 percent yield and keep current holders from selling and also attract new pi and ii investors to keep share price sliding maybe 1 or 2 wells less drilled a year and get better terms on takeover.. if not what price 10p or 15p. The management could take it private if share price goes too low and we would all lose the tax free status on isas and sipps and would have no accountability from the management unlike a listed co ,

Yes I think you were barking up the wrong tree . I was speaking about “research” as in due diligence and you were thinking about research as in academic research / white papers form Eastern European outfits.We do agree I think:AXL is one of the cheapest oil shares listed on AIMThe market will either have to start valuing the company or someone will come and offer a takeover premium (once we reach sufficient scale).

again. most agree that for the forseeable future of the axl high revenue growth phase dividend is not even possible - if one wants to optimize NPV. risk adjusted. meaning no debt taking to finance the growth. when the critical production volume is reached - axl will have a certain market value - from which the takeover premiums will be offered. on average the take over premium is like 30 % over the SP aveage trading over the last few months. i claim, that the market capitalizacion or the SP - from which the TO premium will be offered, will be higher if the company is paying a divi for few quaters compared to the SP without paying the divi. all imho ------------------------------- regarding ptal - where would its price be without paying the divi is what one has to ask himself? equal or lower? or even higher what some seem to think?

oilinvestorAI,For a variety of reasons already discussed, they'll never achieve a fair value for the assets as the markets won't value them, thus allowing a buyer to lowball or take them out through some 'scheme of arrangement' type deal.Once they become a firm Divi payer, that's when you'll get multiples attributed to the company. A takeover is not guaranteed so offering a route for shareholders to realise value, regardless of a takeout, is what will attract the bigger players, interested in the income. Cash

With regard to M&A opportunities - when considering Arrow's current market cap and upside self financing production and P2 reserves development potential, the best M&A opportunity in the Colombian O&G industry must surely be a takeover of Ecopetrol's share of the Tapir Block assets.

KS - I don’t think it’s a set up for a cheap takeover. Like Dave I think a fund or other such larger holder is reducing. The drop from the top is over 35%, more than PTAL and AET. It’s someone with a deadline - Edale?

Is the consensus now that we're all being set up to be screwed with a lowball takeover offer? That would be seriously disappointing given the potential here...

RA, do anyone have access to top 20 shareholders list and track an eventual takeover?

J1m1e agree with the cheap takeover idea, we are in the dark whatever. However if a takeover approach did appear expect it to be rebuffed, also there are others who would have an interest.

What for Kaos? A cheap takeover? Cause it sure is looking that way. The big boys get their cash producing assets for pennies on the dollar - what was it, a $2m drill returns $50m over the life of a well or something? Management get their millions in salary whilst developing said assets and the poor PI gets a small slice at the end with some icing. Win win for all!!

HAT you maybe quoting an article regarding the takeover of AXL shortly if the price here doesn't start following fundamentals.