Random thoughts., page-102

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Nitrox

1,479 Posts.

24/03/17

11:37

Post #: 23598954
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Originally posted by PovertyBoy ↑

I did the sums again. I don't have time to lay them out in their usual layout so I'll just give it to you.

Current NTA including all % holdings in currently listed subs, +5 mill for all unlisted, +15 mill for AJQ notes - 3 mill loan +.5 mill cash = 203.25 mill (aus)

V's current market cap of 85.42 mill (aus)

Do you remember at the start of the year when I did this calc? Well we were trading @ 44% of NTA. We now trade @42% of NTA.

Well yeah we had a good run in Solg/IRR so u could argue a bit more risk priced in. But you could also argue ANW (update coming next week-dont forget the cobalt plus both tin projects will have progressed) and AJQ -East Coast gas price narrative has grown/ growing, very close to a major turning point there, and perhaps getting to the point where this project will pay our directors fees post note payback. In short our 15 mill looks better all the time and you would have to suggest not priced in.

Don't know how to add positive spin, 17 days into my swing. Actually enjoying the self sabotage of being friendly with Caesium. It scratches something deeply masochistic inside.

I heard DGR about to fall off a cliff as the directors are using the convertible notes to snort cocaine off hookers. .......

They took out a loan for the hookers.......20% off the hookers though.

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Gees man take it easy, don't go playing INXS over the weekend.
Looks like it's about time to issue more shares in ANW imo.

DGR Price at posting: 14.5¢ Sentiment: None Disclosure: Held
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Last 1.0¢		Change 0.000(0.00%)		Mkt cap ! $10.43M

Open	High	Low	Value	Volume
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1	100000	0.009
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Random thoughts., page-102

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Random thoughts., page-102

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