Real Name: Bob Masters
Occupation: Private Investor
Interests: Emerging Markets, Oil, Stocks
Location: Planet Earth
Fantasy Fund: Proselenes's Fund
Enjoy investing and following interesting companies, pure and simple. I tread on peoples toes all the time but you cannot please everybody all of the time.
Be prepared to make mistakes, for unless you make mistakes you will never be able to learn from them, and those who claim to have never made mistakes are liars. I've made mistakes, I have learnt and now you could call my investment strategy perhaps "learned".
General discussion thread. Bayfield Energy is an independent oil and gas exploration and production company with a balanced international portfolio of interests providing current production, near-term development, appraisal and exploration opportunities. The business was established in 2008 by former executives of Burren Energy plc who had left that company following its acquisition by Eni. I took a holding here yesterday, seems an interesting company and…
Company Web Site : http://www.argosresources.com Argos is an oil and gas exploration company based in the Falkland Islands. The principal asset of the Company is a 100 per cent. interest in Production Licence PL001, covering approximately 1,126km2 in the North Falkland Basin (the "Licence Area"). Based on the 2D seismic survey conducted in 1996, seven prospects and five leads have been identified by Argos in…
As RKH is my choice for the 2011 competition over at TMF I have done a very long write up, the link to it is here.http://boards.fool.co.uk/nfsc-2011-rockhopper-write-up-rkh-12137962.aspxIn the meantime a shortened version will be put here for a new dedicated RKH thread to post on.Rockhopper ExplorationWeb Site: http://www.rockhopperexploration.co.uk/Epic: RKHISIN: GB00B0FVQX23Shares in Issue: 258,039,606Market Cap: £948.2mClosing price on 31st Dec 2010 : 367.5 pence (£3.675)Cash in the…
Up : Exillion - EXI - Sinclare have to pay Gazprom by the end of March and at current prices have lost tens of millions of dollars by buying at over 350p. Down : Tower - TRP
Monthly up : EXI Monthly down : NOP Annual up : GKP Annual down : AEX
Up EXI - on a potential bidding war for the company Down XEL - Financing issues to be sorted.
LON:EXI for the up. Exillion is getting near offers coming in. Arip sold last time at 400p and so one could expect that to be a final price for any offer. LON:TPET for the down. Been pumped up in October, so a deflation could well happen in November
Up - Exillion - EXI - takeover in progress. Should be 450p plus if fair value, but I would be happy with anything 300p +, Down - SER - got to be more fund raising and dilution coming and they are a bag of ..............