stock analysis Oct 1st issue 26, vol 5He values Bullseye at 64c...

stock analysis Oct 1st issue 26, vol 5

He values Bullseye at 64c for GGP and 5c for NEO
He also values Cib Haz with 35% chance as 80c to GGP and 7c to NEO (fully risked values)...hence the value to NEO of 12c+ current assets,

so in this market divide the bullseye in half = 2.5c and take 1/4 of the cib haz upside ives you a value 4.25c for NEO plus current assets, so lets say 4-5c is fair discount value given current market conditions in my eye.

"...basket case NEO ..... while NEO has a marginally higher leverage to success..."...

he likes GGP better because of diversity of assets and strong technical team.

However now GGP has announced a trading halt for capital raising....I expect 30c given last weeks big dump on market of "in the know" holders,
that means NEO offers the better investment opportunity for short term leverage and reduced investor placement overhang(since NEO's 2.5c placement was a while ago)