Timelines that matter

[admin]

["There is fascinating drama right now at Wahoo, Bobcat, and Raptor. And any day the curtain may sweep back so we can see the play....or not."]

Yes, that's true and these are one of the main value creating mechanisms we have:
- Discoveries
- Appraisals
- Monetization
- Price (preferred way: LNG which fetches an order of magnitude more than gas in the ground, let alone 'undiscovered' gas)
- Time

If one of these wells hits in a significant way, it's time for another revaluation.

[Putncalls]

Divide the cost of a barrel of oil by 6 and get the true energy based value of LNG.

[mikesioc]

Mike best to do DD and read the Westlake report. Posted here many times, it's got all the math for the value of an LNG plant of two trains. Or you can continue to pull numbers out of the sky, Why do the analysts get paid millions to write up these reports? Hint and they keep their jobs .Its obvious you don't understand the impact of an LNG plant on anyone's business including Interoil. The difference between us is I have written Wall Street research for what I say . Maybe you should give it a try vs blue sky numbers. There is no one who can read who doesn't believe interoil has enough gas for a two train LNG plant including all the reservoir engineers . As in all. The question is what else can we do , Your failure to understand these basics leads one to ask why are your true intentions.

And there it is, the obligatory accusation of my true intentions.  What a cop out but as expected.  Stop waving your pie in the sky numbers at everyone and brush up on some risk adjusted return and time value of money analysis.  While you are doing that we can all wait for the next time a million dollar analyst covering IOC is correct on a price target, it will be a first.  Let's hope it comes sometime this decade.  In the meantime I'll keep on pushing for a buyout and you do whatever it is you do writing Wall Street research or whatever.

[jft310]

Mike read the AGM proposals for Hession pay. It's quite clear the BODs has a long term plan to develop the assets. Your vision of a buyout does not fit the BOD written proposal. So please stop talking things that will not happen  per the written agenda of the Interoil BOD. Not to say Interoil will not get bought out someday just not before the boxes are checked off if ever.

[Libtardius Maximus]

"So please stop talking things that will not happen per the written agenda of the Interoil BOD."

These jokes practically write themselves.