interesting presentation, page-3

deadknick,
would be interested to know what it was u didnt like about presentation?

Sinbin, I agree. thought presentation clearly outlined Co strategy. One of their better efforts, gave some clarity to business model and the way forward.
goood vibes indeed, we have some high impact drilling in the near future and lots of talk bout a sizeable acquisition.
as i have said in the past , i dont think we will see avd priced correctly until we see a full cycle of the model completed, in the meantime the Co has managed to add serious value( even if that has not been recognised by the market) via workovers and minor acquisitions which is reflected in bank redetermination, with more good news to come from full redetermination and will be very interested to see results of independant research which must include updated data. I understand aegis has agreed to do research report as well as RM, This is a good thing . IMO at current prices this stock is seriously undervalued and am an unashamed believer in the Co story and model, recently put my money where my mouth is and topped up my holding @ 32C. Having said that i am still frustrated with current lack of luv for avd, but remain confident that all good things come to those that wait.

cheers