You are redirecting the discussion away from your own valuations...
I just want to see the numbers you specifically stated you offered in oposition to Dhuy's valuations...you siad you offered them, but I have not actually seem them.
Did you post a valuation for CVI...or was it perhaps moderated and I missed it?
The report is conservative...clearly...and includes only a brief reference to the rest of the Copper Province.
By contrast, I have built in various premiums for regional strategic impact for each resource, a collective is worth more than the singular, also added value for a much lower sovereign discount than most are preapred to use...and finally, the value of first mover status in a parochial sense and value this holds for in a wider context.
Man of these would no see the light of day in a typical analytical report sourced from the ivory towers of Sydney...but would be well worn out in the hot sweaty site offices of such resource plays.
One need only look at the recent premiums paid for some of the CBM plays of late...clearly the analysts got that very very wrong. I was rationaising the current moves in CBM over 12 months ago...lol...what did I say about some being a little stuck in their ways?
Same with iron last year...bzzzt...analysts got it wrong again...and the phospates...and indeed, Copper right now!
Fact is, the market is going though the embyonic stage of the next macro shift...it hasn't a clue what is coming.
Just like some on these threads.
Cheers!
CVI Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
