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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

Comment by DAGUYon Mar 01, 2022 8:34am
207 Views
Post# 34470397

RE:RE:RE:Actually, i might be the moron

RE:RE:RE:Actually, i might be the moronJust to note i am long AOI. I too am a little disappointed but you don't give away all your money in dividends if you are hoping to buy more production (noting that it will take a lot to get something with oil at these prices). 

You have to remember the guidance i believe was based on $73 oil, so should be better than the guidance. I also think that being a junior oil producer you won't get 100% of the oil price as you are not a big shot in the market. I am hoping they average closer to 85 by the end of the year (remember first 4 months are around 69.00 hedged). 

I wouldn't mind seeing 1/2 the money in Prime going to pay down the debt. And if they can get another production great. 

With Venus if we have 6.2% as it states, over 3B boe, that is over 184Mboe for AOI. Even if you take $5.00 in the ground that is over 900M stake.. That is almost $2.00 a share! And thinking that this oil should get to production way quicker than anything on land in Africa with how slow things move like Kenya.. 

Hoping for a good presentation and great answers to questiosn on the conference call and people re-think all their selling... Hey, a lot of people have made a great profit from the lows... I still believe they are worth closer to $5.00 than $2.00

JMO

Good luck to everyone. 
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