molopo flying under the radar, page-3

MPO's website has 3 analysts' reports from 11 Aug; not sure these have been posted here

This is what Wilson HTM has to say

"We estimate MPOs total oil potential may reach ~50 mmbbl, which would exceed that of both AWE and BPT, with upside if secondary recovery is applied. Transaction values of $C25/bbl 2P suggest a project value of ~$A230 for Spearfish alone, double that in our valuation. MPOs market cap is$A290m. Buy recommendation and price target of $A2.00."

And this from Baillieu

"Using a discount rate of 10 percent, GLJ estimated that MPOs best
estimate reserves and contingent resources had a net present value of
C$224 million, or A$0.95 per share. The GLJ valuation is very close to
Baillieus mid-point valuation for MPOs Canadian oil assets of A$248
million. where production is expected to expand significantly over the next two years. Price Target $2.25"

And this from Credit Suisse

"We agree with the company commentary that hydrocarbon resource plays are more about the contingent resource estimates; and we have described the Spearfish and Bakken opportunities previously as more like the CSG equivalent of the oil space, where the resource risk is relatively low (but not negligible). Price target $1.65"

When will the market wake up?