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Bullboard Post History

by papaloapan


T.VET

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:5% Production Increase based on share buybacks (YTD 2024)

The problem with historical comments is you get to pick your own comparison...

5 days ago

T.VET

FCF

The investment case here is reasonably compelling, but it has been for...

6 days ago

T.AOI

RE:$1.25

Might be true if there were massive dilution, but not when the transction is...

October 6, 2024

T.AOI

RE:RE:RE:RE:RE:RE:RE:Initiated a position in AOI

Agree.  54% is an incidental but irrelevant number. If today 470mm...

September 17, 2024

T.AOI

RE:RE:RE:RE:RE:Initiated a position in AOI

Their math is a little puzzing. The new shareholding breakdown will by 65...

September 12, 2024

T.AOI

RE:Month End Markup v Increased Probability of Galp Deal

What deal ?

August 31, 2024

V.AFE

RE:Could prove huge for afe

It could well be  case of lemons to lemonade.  The gas is there...

July 3, 2024

T.AOI

BTG consolidation

Interesting agreement over the weekend with BTG.  If I read it correctly...

June 24, 2024

T.AOI

RE:SEE YA AOI AND HELLO CNQ

Been here for just as long.  E&P, especially the wild cat frontier...

June 21, 2024

V.AFE

RE:Market for AFE, only 5 sell orders, any thoughts?

Just one, the dollar amounts involved are so small that the entire list could...

June 12, 2024

V.AFE

RE:RE:Steady progress in south africa

Good source of news, but what is the point of posting links to sites behind...

June 2, 2024

T.AOI

RE:RE:RE:I Looked At Lundin Group Of Companies

Not sure I see it the same way. The historic opportuity to grab assets in...

May 17, 2024

T.AOI

RE:I Looked At Lundin Group Of Companies

AOI has no affiliation with Lundin.  Don't remeber when, bu want to...

May 17, 2024

T.AOI

RE:AOI looking cheap and buying back its shares

shill

May 15, 2024

T.VRN

RE:Don't think "Simply Wall Street's" report is helping today

Simply Wall Street is written by semi-AI.  Spam is more useful. 

May 14, 2024

T.AOI

RE:RE:RE:Graph for presentation

Why would AOI want to divorce from ECO.  Eco has a significan stake in...

May 8, 2024

T.SDE

RE:RE:RE:Analysts

Rinse and Repeat.  The underlying thesis here is to invest in management...

May 8, 2024

V.EOG

RE:Africa energy - afe.v

That is both very good news and a very constructive post. I recall they...

May 5, 2024

T.AOI

RE:RE:RE:RE:Town Hall

The pdf was presented in  very logical way, but I was surprised there...

April 18, 2024

T.AOI

RE:article

Pretty much right on, but I find it interesting that S&P Global decided...

March 26, 2024

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