Wow, very detailed report! Looking forward to getting into the numbers & seeing why their valuation is lower than MS.
Thanks for posting all of these reports, it is such a great resource!
Thanks for posting STP. That was quite a comprehensive report to say the least.
Something I found interesting, and is quite different from Calio’s analysis, was the math that Mitsui was really paying $275M for 2.5% of Elk/Ant. IMO, they fail to account for the other $275M that Mitsui must spend on the CSP and tranfer the ownership to Interoil.
Regardless…a vey good read.
Thanks buddy…for all you do!!
Is there any reason why this type of news doesn’t hit Yahoo/Goggle Finance?
Well, you have to ask Yahoo/Google that. Luckily, it does hit Shareholdersunite though 🙂
Wow, very detailed report! Looking forward to getting into the numbers & seeing why their valuation is lower than MS.
Thanks for posting all of these reports, it is such a great resource!
Thanks for posting STP. That was quite a comprehensive report to say the least.
Something I found interesting, and is quite different from Calio’s analysis, was the math that Mitsui was really paying $275M for 2.5% of Elk/Ant. IMO, they fail to account for the other $275M that Mitsui must spend on the CSP and tranfer the ownership to Interoil.
Regardless…a vey good read.
Thanks buddy…for all you do!!
Is there any reason why this type of news doesn’t hit Yahoo/Goggle Finance?
Well, you have to ask Yahoo/Google that. Luckily, it does hit Shareholdersunite though 🙂