perdikaoilgas wrote:
I post my previous post again because the Morons (theDave aliases) woke up and posted their nonsense again this morning.
Firstly, I am so sorry for "Mouserman" alias a.k.a. the smart A$$ of this board who has been posting a ton of misleading info about PTA for months now while also waiting to buy PTA AFTER the reverse split. "Mouserman" who introduces himself as "the Stock God" at Hotstockmarket.com has been claiming again and again that PTA's price would drop AFTER the reverse split. Being a smart a$$ is not working for you when you ignore the facts. I do feel for you, "Mouserman".
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Secondly, this piece is for PTA's shareholders. As you know, the deal PRE-ALFA did not come through. Their deal failed just a few days ago because one of PRE's major shareholders wanted a higher acquisition price.
However, the key thing is that the Mexican conglomerate ALFA is still keen on the energy sector in Colombia, according to WSJ, see below:
https://www.wsj.com/articles/mexicos-alfa-still-keen-on-energy-sector-1438279128?mod=yahoo_hs
Keep also in mind that PTA has now access and 20%WI thanks to the PETRONOVA deal to 2 Producing Blocks right next to the Rubiales field (CPO-7, CPO-13). Tecpetrol from Argentina owns the rest, but Tecpetrol is too big to be acquired. Tecpetrol is a billion dollar company with midstream assets too.
Keep also in mind that PTA remains the most undervalued producer in Colombia now at C$1.20 (C$0.12 before rs) because PTA has Enterprise Value at US$79 million and trades:
- US$19,000/bbls of production
- US$5.4/bbl of 2P Reserves (For reference, the deals in Colombia in 2014 took place at US$25-35/bbls of 2P Reserves. See deal PAREX -VERANO, PTA- Suroco)
- 1.5 times adjusted EBITDA with Brent at US$55/bbl
- DEBT-FREE
- US$20 Million Cash pro forma the PNA deal, while numerous other energy companies are starving to find cash and serve their debts!
PTA's current Enterprise Value is peanuts for ALFA. So if ALFA acquires PTA, will enter COLOMBIA and will acquire 3 Operatorships in 3 different Blocks (Tinigua, PUT-2, PUT-7), 4000 bopd production, 14.5 MMbbls 2P Reserves, RLI at 8 years (!), a DEBT-FREE balance sheet while gaining access to more than 1 Million Net Acres in Colombia. For reference, Parex (PXT) has RLI at 7.1 years!
Again, pro forma the deals with Suroco and Petronova, PTA is a completely different company from early 2014 when PTA had ONLY NON-operated interests and ONLY in Llanos Basin with NO Operatorships, small RLI and ZERO Production coming from other Basins. Do not look backwards but see the new PTA.
Pro forma the deal with Suroco and Petronova (PNA), Petroamerica (PTA) is looking GeoPark (GPRK), GTE, PXT, PRE, AMERISUR RESOURCES (AMER.L) straight in the eyes and PTA's valuation must come in line with its Colombian peers NOW.
See below the details about the proximity to the Rubiales field and the discoveries there:
https://www.petroamericaoilcorp.com/main/includes/media/pdf/2015-06-15%20PetroNova%20Acquisition%20-%20Finala.pdf
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Third, "Value Digger" from SA wrote in his latest PTA article that pro forma the Suroco deal, PTA was higher than C$3 (or C$0.30 before rs) based on the recent valuations/deals for PLATINO Energy (PZE.V) and InterOil (IOX.OL), two financially distressed companies in Colombia.
He also commented that pro forma the PNA deal, PTA's fair value should be higher than C$4 (or C$0.40 before rs). He also said that he would write a PTA article upon completion of the PNA deal. I am looking forward to reading his updated analysis.
See his latest PTA article on Seeking Alpha:
https://seekingalpha.com/article/3248665-petroamerica-oil-is-a-steal-no-matter-how-you-slice-it