07-03-2013, 10:00 AM
Many just don't understand how Wall Street values companies. Its simple once you understand. Look at future cash flows! And discount
them back . BUT!!! With IOC we don't know the inputs for cash flow.Others do like CFO Collin Visagio ,VP Wayne Andrews.They made
their comments at the AGM and since they have the info and we don't well its best to listen to them.
IOC has future revenue from this Dry NG sale and their will be other sales. Value??When??Lots of whens actually? When will the deal
close?, When will the 3rd train start production?How many more T's of NG does PRL 15 contain. When for that extra payment?
IOC has future revenue from condensate sales with its own refinery.Value?When? Whats the start date for production and how many
barrels per day??What price?
IOC has LNG revenue from this deal and will recieve more from others in Gulf. When will IOC receive LNG revenue? What percent of the
3rd train with Exxon will IOC receive??. When for the Gulf LNG and who and whats the cash flow from that production.??
Mr Market is punishing IOC for not telling it how to properly value the company. The Market hates the uncertainty.
Heres the good news persons in a position to know told attendees at the AGM they thought IOC was worth $250 per share and they
have the inputs.
So what happens?? IOC will close a deal with Exxon. The information will be released and then the fun begins.
IOC will get resumed coverage from :
Macquarie, Morgan Stanley and UBS will pick up coverage.
Goldman Sachs will also start IOC coverage
Raymond James and Westlake will update their current coverage.
The IOC future cash flows will then be known and proper discount rates applied and the uncertainty will lift.
The real money is made buying when others are fearful. Example Paulson bought $100's of millions of LNG the stock when it was $2 a
share now $28. Recently Paulson bought IOC shares. I added today and say thanks Mr Market. Why I trust Collin Visagio and Wayne
Andrews cause 90% of their net worth is in IOC and they need this to work for them.
them back . BUT!!! With IOC we don't know the inputs for cash flow.Others do like CFO Collin Visagio ,VP Wayne Andrews.They made
their comments at the AGM and since they have the info and we don't well its best to listen to them.
IOC has future revenue from this Dry NG sale and their will be other sales. Value??When??Lots of whens actually? When will the deal
close?, When will the 3rd train start production?How many more T's of NG does PRL 15 contain. When for that extra payment?
IOC has future revenue from condensate sales with its own refinery.Value?When? Whats the start date for production and how many
barrels per day??What price?
IOC has LNG revenue from this deal and will recieve more from others in Gulf. When will IOC receive LNG revenue? What percent of the
3rd train with Exxon will IOC receive??. When for the Gulf LNG and who and whats the cash flow from that production.??
Mr Market is punishing IOC for not telling it how to properly value the company. The Market hates the uncertainty.
Heres the good news persons in a position to know told attendees at the AGM they thought IOC was worth $250 per share and they
have the inputs.
So what happens?? IOC will close a deal with Exxon. The information will be released and then the fun begins.
IOC will get resumed coverage from :
Macquarie, Morgan Stanley and UBS will pick up coverage.
Goldman Sachs will also start IOC coverage
Raymond James and Westlake will update their current coverage.
The IOC future cash flows will then be known and proper discount rates applied and the uncertainty will lift.
The real money is made buying when others are fearful. Example Paulson bought $100's of millions of LNG the stock when it was $2 a
share now $28. Recently Paulson bought IOC shares. I added today and say thanks Mr Market. Why I trust Collin Visagio and Wayne
Andrews cause 90% of their net worth is in IOC and they need this to work for them.