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CVR's @ $1.04 USD
#1

Since all the major parties have access to the data room except the shareholders, it is telling that the CVR's are currently valued at $1.04.  Most likely explanation is that we were lied to, that it will (or has) appraised not as a "Giant", but as a mousey <7tcf gross and that there won't be an A7 well drilled before ceertification.   Or else there is an "understanding" that keeps the price from moving up.  If there is an understanding, someone could make a lot of money busting it.   Show me the OSH / IPI appraisals !

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#2
If IOC reveals the OSH-IPI numbers I will faint. The premise here is to get shareholders to take the CVR's aka sucker bet that will be explained as...but you get all the upside in the resource, TBR when (if) it is drilled and all of the OSH stock appreciation.

This isn't rocket science, it is asking for the answer to a seven year old question. What's in the hole?
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#3
OSH stock price is down almost 30% .With 2 LNG projects and their cash flow we should see a nice bounce in time.
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#4

'jft310' pid='72071' datel Wrote:OSH stock price is down almost 30% .With 2 LNG projects and their cash flow we should see a nice bounce in time.

Down 30% in what time period and for what reasons?

Correction:  1 LNG plant operating and 1 LNG plant on drawing boards that may not be developed.  should see a nice bounce when the united projects have 3, 4, or 5 trains up and producing.  Years from now....if it happpens.

And we do not know what the configuration of ownership will be so we don't know what to expect from OSH shares.

I don't see what there is to pump about, JFT.  Habit?

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