Arrow Exploration Takeover Rumours (AXL)

If the mid year doesn't come out until Sept/Oct not sure what the point is, unless for valuation for potential takeover...or acquisition!

What poor quality posts pushing those by MT and others down. The presentation released (on Friday?) in my opinion did contain shed loads of market sensitive information that has wrong footed many and those like albert35911 will end up buying at 30p on FOMO so ignore their posts. albert35911 can I suggest you set up your own blog so those who care about your trading tactics will follow you. As for The Labour Party this is not the place to chat about that either. Many have over £300,000+ worth of shares in an ISA depending on your age. There may even be ISA millionaires amongst us (I can guess who but I wont)... but again who cares. Focus on Arrow, it is possibly the best investment on AIM for the next 2-years or until takeover.

It feels like this is a massive derisking moment. If the market does not rate this fairly then it will become a takeover target sooner than we might like. The cashflow once all the horizontals are in place and the water issues sorted will be phenomenal. $200m annualised revenue is not that far away. Just add in a sprinkling of success (imagining another discovery of similar scale to Ubaque) at Baquiano or Mateguafa Attic and it could be a stunning 2nd half of the year Also remember the HZ production profile chart from the Apr presentation. These wells can still produce at 300BOPD+ after 10 years!

One positive might be that they were always likely to do this if they expect the SP to rise significantly. If the price drops, there will be no point exercising the options. Also in the event of a takeover they get maximum benefit now. Lucky them.

Since AXL started going sideways at circa 17p some 18 months ago, VLE(+147%), AET(+54%) and AXL(+47%) have been my best performing O&G investments.......in a sector, that despite very strong cash flow generation has been surprisingly challenging for investors. Since AXL's London Oct 2021 IPO (2.5 years ago)the comparative performances of the three companies has been: +671% VLE +292% AXL +175% AET My average investment holding period for these three investments is 1.73 years with an average return of +108% (AXL holding has generated the most £capital gain) The other O&G investments have largely gone sideways with the exception of JSE which is -62%, down to 34% below the average buy price, ADV a circa 70% crystallised loss, and SAVE which is +227% but currently suspended pending Government approval for a reverse takeover. AIMHO/DYOR