"Although there is significant uncertainty surrounding the valuation of these assets, I believe that the risks are somewhat mitigated by the company's goal of monetizing them at an early stage and passing off the development costs to a working partner. So despite the highly speculative nature of this investment, I have taken a small position in Linc Energy because if all goes according to plan, the potential upside to this deal may be worth several times the market cap of the company."
LNC Price at posting:
$2.39 Sentiment: LT Buy Disclosure: Held
