KKO 2.44% 8.4¢ kinetiko energy ltd

Ann: Update - Proposed issue of securities - KKO, page-19

  1. 761 Posts.
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    Hey onthepunt,
    My insight is that I worked in the KKO prospect area as a young engineer on coal projects, so I know how close it is to electrical, gas and engineering infrastructure.
    Once developed, that gas field can be monetised at a very low cost - with multiple options.
    It is already in the middle of a mining and industrial complex, so approvals should not be a problem - especially given urgency of south africa's electrical crisis.
    At my first glance at KKO's financial situation, the share price seems way undervalued and it also continues to underperform.
    I am trying to understand why, and looking to other valuations and insights.
    Got it?

 
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