KAR 2.84% $1.88 karoon energy ltd

Macquarie says Karoon worth $5.15 if oil > 100, page-302

  1. 93 Posts.
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    Hey All.

    I have been with KAR over the past 3 years and I am happy with where they are going.

    In a few sentences, (as we should be able to explain our investment ideas in a few sentences) what is the investment thesis for KAR from here? risks and possible return? Im thinking about taking possible profits

    I am having trouble analogising where this stocks is going and its valuation. Are they still ramping up Bauna? have they hedged? what are the current valuation multiples?

    I would love to hear from CEOchair as i have been following your posts for a few years and admire your comments.

    Thank
 
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