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Long Weekend Tweet...., page-203

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    Hi Rolling I think the value placed on an asset is very dependant on the expected impact it is has on the Company and that is also influenced by size. In the case of FAR its tiny and Senegal is everything, for CNE being larger it represents part of their operations and as for COP well it's so large I doubt it has registered any value at all to date.

    What you did highlight is how undervalued CNE is IMO, with production income on the way and now Senegal.

    Cheers Whisky
 
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