"There are many other companies with similar CAPEX/OPEX/IRR in other sectors of the resources sector that are valued at over a billion dollars; NKP should be one of them but it isn't. And the main reason is that they do not stick to any time frames and have poor communication. No one likes to invest in companies where this occurs. Hence the low MCAP."
The major difference I have with your above comment is the last part. For me it is "Hence the opportunity to make a great profit when the final deal goes through and the shares are rerated or NKP bought out".
My investment style is to try and find undervalued companies that have good rerating prospects. The low valuation can come from multiple factors, with poor communication/management of market expectations being one of them.
Despite your issues with NKP you still hold so I take it that you also still clearly see the opportunity.
BR Max
NKP Price at posting:
62.0¢ Sentiment: Buy Disclosure: Held
