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Tilbake til: Olje og energi
Innlegg av: Old guy (10.03.18 23:29 ), lest 8467 ganger
Ticker: APCL
Endret: 10.03.18 23:48

APCL - UGE 11 - Snarlig løsning i Gambia?

Indlæggene i den anden tråd kommer ikke mere i kronologisk rækkefølge så tænkte at vi trængte til en ny..

Det var jo en spændende uge vi lige har været igennem, nogen ser den som negativ og andre som positiv.. Kan egentlig godt forstå at man kan argumenterer for dem begge, men tænker lige opsummere de 2 ting som var af betydning i uge 10.

Warom linker til artikel fra AEI https://www.africaintelligence.com/aem/oil/2018/03/06/african-petroleum-blocks-banjul-from-cashing-in-on-sne,108297176-art?CXT=PUB hvor de væsentligste ting som bliver sagt er følgende

-The experienced Gambian minister of justice and former lawyer of the International Criminal Tribunal for Rwanda, Abubacarr Marie Tambadou, took over the file several weeks ago and is said to be pushing for an amicable settlement with AP. According to our sources within the oil ministry, Tambadou's services spoke with several current and former government officials to have a clear view of the on-going arbitration. Their findings seem conclusive: at the end of the costly process, Gambia has tasked Cherie Blair's law firm Omnia Strategy to defend the country's interests (AEI 811), there is absolutely no guarantee that its decision to strip AP of the permits will be validated.

-What the State is actually trying to do is gain time. According to our sources, while the official reason for the delay is due to interest shown in the assets and the need to review oil contracts in the country - in light of the giant SNE discoveries in neighbouring Senegal -, the real reason is a of a legal nature. No major company is willing to make an acquisition while the arbitration launched by AP, partly owned by Australian magnate Frank Timis, is still pending before the International Court for Settlement of Investor Disputes(ICSID).

Vi fik også at vide at ophir valgte at exite ci-513 som så blev fulgt op af en CORPORATE UPDATE af apcl hvori der kom lidt information ud omkring alle licenser

Det som jeg syntes var det helt nye i den rapport var updaten om ROP/Sosp.

- The Company has engaged the services of a Paris based law firm to provide legal advice on the Company's contractual rights under the SOSP and ROP PSCs. In January 2018, formal notices of dispute were lodged with the Senegalese authorities in respect of the SOSP and ROP PSCs and, in accordance with the terms of the PSCs, the parties have three months to resolve the disputes. In the event that the parties are unable to resolve the disputes then there are arbitration provisions within the PSCs that can be utilised by the Company in order to protect its interests.

Altså en aggressiv linje i Senegal, JP gør alvor om sine trusler rundt Rop som førhen har virket som Tom luft. Vi ved ikke hvornår i Januar dette er sat i værk men senest i slutningen af april skal der foreligge en løsning ellers bliver der arbitration her os, så det bliver meget spændende at følge fremover :)

Der blev også nævnt at apcl er i snak med interesserede selskaber rundt deres licenser i SL, her skal der tages en beslutning senest til november så der kan jo godt gå lidt tid endnu før vi hører mere her, men det kan jo gå hen og blive en overraskelse

Sidst men ikke mindst fik vi at vide at vi havde 13.2.mil usd pr. 31.12.2017

Med en aktiekurs på 0.85 så er der altså ikke særlig meget optimisme regnet ind, så selvom dette er en high risk aktie så kan der også ligge en ekstrem lukrativ gevinst hvis AEI's kilde i ministeriet talte sandt.. En ting er dog sikkert, her for man spænding for pengene, og weekender man gerne havde været foruden :)