RE: New Progressive Research Report Out2 Mar 2023 12:52
HiMan- given your experience, I would value a furher comment on what you see being the improvements to:-
( as you say - "..I think they summarise the opportunity well but more thought needs to go on oil price, USD/GBP, DCF at 10% versus a properly risk adjusted WACC and, importantly, the probability analysis of the various potential components to their RENAV. It is however a very good base to learn from....")