KAR 0.82% $1.82 karoon energy ltd

morgan stanley says base case valuation a$12.2

  1. 2,041 Posts.
    With due respect.

    Been a HC member for many years, manage a PF that moves more than the net worth of many of the thread dwellers, but finally feel compelled to comment.

    This SI holds high 6figures worth of KAR from pre-KT's investment date.

    Not interested in discussion. Just sharing facts.

    http://www.scribd.com/doc/20544808/Asia-pacific-Investment-Perspectives

    With Morgan Stanley indicating an upside of $24, without the South American acreage and confirming additional upside with LNG, and a base-case of $5.62 assuming bad news from P2.

    Can some of the mathmetician on this thread do the Risk Reward math for this ol-fells?

    Back to the shadows until my 2013 post.
 
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