FDM 0.00% 1.1¢ freedom oil and gas ltd

insider trader-stock pick of the week - 06feb, page-48

  1. 257 Posts.
    Nihilism.
    Once again putting words in my mouth, cherry picking a small fraction of my analysis and blatantly putting it out of context with some very interesting ideas of your own.. I didn't say I measure success by increasing production ten times without raising any capital. That is clearly not possible unless the wells have an incredibly short payback. The point I was making was that raising huge amounts of capital to stand still is not a sure fire path to success.
    The share price may be triple what it once was but again I don't see the relevance to where it will go in the future. More flawed analysis from someone who is out of his depth. Remember the dot com boom? You have some very unusual theories on investing: all markets are efficiently priced, NPV is irrelevant, value shouldn't be measured by investors in monetary terms ettc. perhaps you should stick to skinning horses.
    I like plenty of oil stocks but this is a forum about MAD so I'll mention 1 only. SEA. Strong management team focussed on IRR and ROI which has demonstrated an ability to monetize mature assets and redeploy that capital into acquiring assets where it can leverage off its expertise to add more value, rather than sucking up fresh capital like a Hoover and spending it on uneconomic wells.
    As for name calling, give me a break - you told me that I'm clearly not all there and said I don't know what I'm talking about because you suspect with no evidence that I've never started a company or been in a supervisory role based on nothing but the tone of my posts!!!! Hahaha. Very deep insicive analysis there and clearly playing the ball rather than the man!
    But I did like your analogy to tortoises and hares so I'll let those poorly constructed personal criticisms slide. (PS - although i found the tale of the tortoise and the hare very insightful when I was a 4 year old, now that I'm an adult I've realised that time is money so I'll bet on Black Caviar in a race against a turtle any day of the week. You can choose any turtle you like and if it beats my horse you can skin my horse. Perhaps we could set up that race and you and I can have a gentlemanly wager?)
 
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