Real Name: Bob Masters
Occupation: Private Investor
Interests: Emerging Markets, Oil, Stocks
Location: Planet Earth
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…
I'll go GKP for the plus 20%. For the down 20% I will take MOIL for complications with their heavy oil project leading to uncertainty and an ever falling share price.
Up - TRAP Trapoil's Scotney prospect should be around TD circa 18th April - so result will happen in later April - worth 29 pence per share on its unrisked P50 if its good, thats double the current share price so a good chance of a big rise IF IF IF the 30% CoS well comes in good. Other potentials are BLVN and GKP but…
TRAP for the +20%. Sellers appear to be clear. Company actively doing some PR. 2 drills in progress (Scotney and Magnolia). Real revenue of over 2m pounds a month coming in from Athena. Company is presently only valued at cash + Athena projected cash. All exploration (carried to first oil in most cases so zero cost) is in for free. Scotney and Magnolia are both…
Where has flyingbull gone ? No posts since around 4th of Feb and not starting the March comp. Hope all is ok.
UP : BLVN DOWN : TPET