MPO 0.00% 14.0¢ molopo energy limited

Hi Folks,I am pretty amazed at the reaction to my post.Wrt Utica...

  1. 13,988 Posts.
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    Hi Folks,

    I am pretty amazed at the reaction to my post.

    Wrt Utica gas price has everything to do with valuation imho. No amount of "promotion" by management is going to rectify investor perception there.

    I don't see a lot of value in the Qld assets myself (which I say as a long term holder of other csg companies), so yes it was Gloucester I was referring to.

    As to the depth of my research, I agree it's pretty shallow, and it will stay that way until I see a compelling investment case to confirm by more diligent research.

    Seems to me that the research of my critics may not have been sufficient to save them from what they now find a frustrating investment, so perhaps I will just stick to my type of research - focussing first on things such as management firstly. Yes it may be "management" that is the companies weakness, but surely your research revealed this before most of you got in?

    I am pretty thick skinned, but best to leave you folk to it.

    EL
 
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