Seeking Alpha: Analysis About ANTARES ENERGY and other Juniors With US-based operations, page-8

To answer your other questions, I do not have any interest direct or indirect in that hedge fund (Lone Star Value Investors).

I only own some shares of the company Lonestar Resources (LNR.AX, LNREF), because it trades at an irrationally low valuation compared to the peers (other juniors) in the US.

LNR trades 4 times its EBITDA for 2014 (Total Enterprise Value/EBITDA) , while AZZ trades 16 times its 2014 EBITDA.

LNR will make $115 million EBITDA for 2014, according to the official corporate announcements. Given also the high oil price because of Iraq, LNR will most likely hit the upper end of its guidance which is $125 million.

LNR has also very low debt ratio compared to its EBITDA, while AZZ has a very high debt ratio compared to its EBITDA.