Post refinery sale he could say:
Interoil will have close to a Billion dollars in cash, NO debt,
Wild earnings fluctuations reduced with sale of a volatile low margin business.
Last 3 wells successful, planning on 8 new wells, drilling 3 now.
P/E ratio in the low single digits
New Mgt team with extensive LNG develoment experience
Moved IR to S.E. Asia where investors understand LNG investing vs the NYC HFT trading crowd.
Stock price trades at a 65% discount per the largest Australain Bank Macquarie.
Committed Super Major to building an Antelope LNG project.
Further and maybe most important is those possible missing 25 slides. The Wall Street business model is to have two levels of information. If you want the public speak use
Fidelity and pay $7.95 per trade if you pay the Morgans/Merrill's of the world the commission charge is higher. Why they will tell you they have something to sell you that is worth
the higher commissions. Its even legal they sell their research for a price. Did you pay if so you receive. Oh you did not pay then you dont receive. Everyone who pays must get
the same information. Then its ok they say. The information is freely available if you pay. One of the values of this board is we get the research anyway because many have the
research provided them and they generousely post the research here.
What's on the possible slides??One might be the changed nature of Interoil post the refinery sale.