Hi all As some of you realised I was a little dissapponted with...

Hi all
As some of you realised I was a little dissapponted with the prod rate for 2013 which come in at appox a 1000 barrels per day lower than what I thought so I sold down a fair bit. I recently bought back in after trying hard to find another stock that presents equal value and upside .
Roc has 90m in cash and in investments
It has 15 in producing reserves with low OPEX ( that should be valued at. 450m )
It has a big revenue generator in Malaysia which is going perfectly
A free carry on a big target
And another year of massive cashflow
Given the price has dropped 23% from my average exit I decided to buy back a fair chunk of what I sold - it really is hard to find a cleaner under valued oil stock