Is CVN incredibly undervalued?, page-56

I topped recently up at 27c and again at 24.5c. Stash of shares now up around 20% over the year. I'm a believer in the theory that oilers are pulling in their exploration efforts faster than demand is falling. Result should be price spikes for limited but long periods. They (big guys) also appear to be farming out existing production to realise cash to distribute to shareholders as they wind down their businesses to a much lower scale over the next 20-40 years. Would not be surprised if oilers either do mega special dividends or buybacks as they become awash with cash. There's still a place for CVN to sneak in under the radar for the next 10-20 years to realise quick cash (Buffalo and Dorado) and blue sky in Pavo and Apus and other potentials that can be brought into production quickly. Just have to be patient.

Could be completely wrong but that's my theory.