@nabwire - after checking out some stuff, I think both CAK and SMB are bound to make gains in coming months as @jonna stated.
Something about SMB which holds Block 2A adjacent to Block 1.
Quote:“There are some indicative estimates of resource potential in adjacent blocks that have direct relevance to Simba. In particular, Afren’s management estimates that there could be 751 million barrels of oil equivalent of unrisked gross prospective resources on Block 1,” he said.
http://www.proactiveinve...-says-broker-42476.html
About CAMAC...
Quote:In Kenya, the Deepwater blocks L27 and L28 signed over to CAMAC cover a combined 21,170 sq km just east of deepwater blocks L11A and L11B operated by Anadarko Petroleum Corp. Land Block L1B is in the Lamu basin, and Block L16 is in the Lamu basin transition zone. L16 is bounded on the east by Block L8, operated by Apache Corp., and is just northwest of Block L9, operated by Ophir Energy PLC.
During the initial exploration phase under each contract, CAMAC will be conducting surveys, acquiring and interpreting 2D and 3D seismic, and identifying prospects for future drilling. The execution of the PSCs represents CAMAC Energy’s official entry into Kenya and the East African exploration frontier.
http://www.nigeriavillag...ls-in-gambia-kenya.html
However, when compared to Afol, they are a smaller play and what caught my eye then with Afol was the Tullow partnership. I follow Tullow thus my bias of betting the house on Afol.
Anyway EA is the next great hydrocarbon island game for the century after the great arabic petro-island. Just scout for those mid cap firm with interests in EA (up to Mozambique and the adjacent islands).
Lastly, if you can, subscribe to Christian's tip bytes... Good stuff from that guy
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!