Interesting. For each company it includes an investment summary + presentation given at the conference

Most interesting is the GLNG and AOI ideas

Africa Oil Corp – market cap of ~ USD 1bn, based in Canada, delves into oil and gas exploration and production in several regions, including Guyana, Namibia, Nigeria, South Africa, and the AGC – the Senegal Guinea Bissau Joint Development Zone.

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The major near term catalyst is the market update on its Venus discovery. Venus is rummored to be the top five discovery of this century. AOC owns 6% stake in Venus. Total, the majority owner has a capital markets day at the end of this week, where it is expected to announce details of the Venus discovery. The details could have a material impact on AOC share price.

Africa Oil presentation