Member Info for darientaylor

So 1 billion boe over 20 year at 10 usd profit pb, is 10 billion, npv with an irr of 12% , revenue evenly spread gives about 3 billion usd. Let's cut that in half so the NPV OF ZEPHYR SHOULD AROUND £1 BILLION THATS 40P PER SHARE AND THATS ON THE VERY LOW SIDE

Zephyr wont exist this time next year. They will taken out by some one with proper money to bring home the bacon.. the whole side of a pig ..

Zephyr is now 'in play' BUY.. millionaire maker

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Trump's only objective is to hammer out any sort of deal make it look like he has brokered peace and get Nobel Prize, thats all he cares about. After that, he has zero interest if the deal is beneficial to either party.

SEA OF BLUE..relentless buying

Moving in the right direction

Gold and silver flying.. how is this not over 700p

So, ONT is now worth £175 million Hinge £58 mill, centessa £17.8 mill and ITX £1.5 million... thats £252 mill . We also know that Cenntessa isnt in IPO's top 10 holdings. only ONT and Hinge are... so the 8 must have value to at least £17.8 million....that £142.4 mill.... but lets use only half this number as an NAV so £72.5

so the top ten plus centessa and ITX are worth £325 mill... add nett cash £209 million that's £535 million ...market cap £525 million... which means the market are valuing the remaining 49 invested companies at MINUS £10 million... and remember we discounted the top ten investments by £72 million .I think its a buy from here...

Now someone was saying something about Jim Cramer.......

Hinge Health up 23% today adding £10 million to IPO's NAV. Hinge Market cap now $4.6 billion worth $77.5 million. or £58 million......

ONT up over 9% today, Centessa up over 7% today, just need some newss on Hyssata and we are off to the races.

making a few 'back of a *** packet' assumptions

average gold price for the year to be $3300... aisc of $1750... production 45,000 oz ... $70 m ( approx) profit before interest expense and contingency costs of $2 m

nett profit $68 m or £50 m that's a p/e of less than 4 on a forward looking basis..... cheap as chips still.... tp 300p

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More word salad to come then....... only want to hear news that production has started. actual BOPD, cash generation, new spuds or a takeover. everything else is just puff

Looks like the market likes the inventory uplift news then

So NAV is 90p and the share price is 56p, and when they sell assets they are sold for 15% MORE than the NAV...is this yhe mist under values stock in the world right now??? Asking for a friend...

More word salad of an RNS

No doubt the storre closures will be the ones were most smash and grabs are done.. High Wycombe fir starters.. over 400 instances of theft this year so far..

A year has passed ans $600,000 invested in the Utah Salt Wash project and not a word about it...CH is turning into Andrew Bell of RRR lots of talk of new horizons and nothing but dilution to show for it.. This is becoming a ponzi scheme to pay directors a life style at the expense of shareholders