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Gold/Mining/Energy : Gran Tierra Energy (GTE) -- Ignore unavailable to you. Want to Upgrade?

To: KaiserSosze who wrote (104)	6/15/2008 12:22:27 PM
From: lazarre	Read Replies (1) \| Respond to of 161

Oh oh "And like that....phew...he was gone! :-)" I may, in the future, refrain from posting to you: " some say he's the devil himself...." That said, I work 3 to 11 pm and it gives me time to check the trend on the weekdays. Dollars to donuts the common slides a bit and then recovers by the pm. I hope i didn't jinx it just now. I'd also be watching option activity which has been growing within it's volatility----gained measurably to the upside this week and I noticed when GTE was faltering mid-day ( thur. or friday. ) the calls were gaining, especially and obviously the 7.50's for the fall time frame which I also have a position in. I think I'm gonna throw a few bucks at Solana if it goes down 5% or more. Both companies seem to have their books wide open, have superb financial and tech management and are shareholder friendly...just my sense of it. Later KS, lazarre

To: KaiserSosze who wrote (104)	6/15/2008 11:09:18 PM
From: architect*	Read Replies (4) \| Respond to of 161

If Solana was acquired by another oil company would this be bearish, neutral, or bullish for Gran Tierra? I've assumed a buy-out of Solana would be short term bullish for Solana (assume 30% premium), but very bullish long term for Gran Tierra. A small cap like Gran Tierra would typically provide better leverage, than a major or mid-cap that might have cash or paper) to buy-out Solana. Clearly, Solana's share price is not anticipating a buy-out as SOR.v share price is a discount to the net asset value of reserves of Costayaco, and a discount to the 14 month forward guidance on production estimates from Costayaco, (ie cash flow valuation at mid 2009).