Seeking Alpha: Analysis About ANTARES ENERGY and other Juniors With US-based operations, page-9

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tilleydog

1,160 Posts.

29/06/14

00:01

Post #: 13584936
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Originally posted by sirkiteman ↑

To answer your other questions, I do not have any interest direct or indirect in that hedge fund (Lone Star Value Investors).
Sirk
i cant help but think that your posts are downramping for the purpose of having existing azz shareholders give in to the lone star position
i have held azz for grevater than 8 years and have never seen you on the azz threads before
as pauline hanson would say " please expain"

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.

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AZZ Price at posting: 54.0¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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Seeking Alpha: Analysis About ANTARES ENERGY and other Juniors With US-based operations, page-9

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