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Africa Oil Corp. T.AOI

Alternate Symbol(s):  AOIFF

Africa Oil Corp. is a Canadian oil and gas company with producing and development assets in deepwater Nigeria, an interest in the Venus light oil and associated gas discovery, offshore Namibia, and an exploration/appraisal portfolio in west and south of Africa. The Company holds its interests through direct ownership interests in concessions and through its shareholdings in investee companies, including Prime Oil & Gas Cooperatief U.A. (Prime); Impact Oil and Gas Limited (Impact); Africa Energy Corp. (Africa Energy), and Eco (Atlantic) Oil & Gas Limited (Eco). The Company is focused on its Nigerian assets, Namibian Orange Basin opportunity set (Blocks 2913B and 2912), Block 3B/4B in South Africa's Orange Basin, and Equatorial Guinean exploration blocks (EG-18 and EG-31). The Block 3B/4B covers an area of approximately 17,581 square kilometers (km2) within the Orange Basin offshore of the Republic of South Africa. The Company has approximately 17% interest in Block 3B/4B.


TSX:AOI - Post by User

Bullboard Posts
Post by Oregonduckon Nov 19, 2020 2:38pm
971 Views
Post# 31934356

Understand This

Understand This Aoi employed hedges, and swaps with counter parties. To ensure they get price protection for their share of crude entitlement. Also, most likely a demand by the lenders since all their production are collaterized under the RBL line. The hedges at $66 will all “roll off” by year end. Next year they are only hedged one-third at $60. They are exposed since they used $65 as the baseline for 2021 when Brent is trading currently at around $43.

Some oil producers such as Mexico’s Pemex bought massive puts and made over $1 billion when the oil price dropped in early 2020 by spending hundreds of millions for such protection.

That had nothing to do with Aoi preselling  crude to get cash such as common in the mining industry preselling their production.
Bullboard Posts