TEG 0.00% 2.0¢ triangle energy (global) limited

Tamarind NZ enters administration, page-22

  1. 4,784 Posts.
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    What was the replacement value of the Tui platform ?
    Will the Cervantes JV take their oil to Arrowsmith if it is an oil discovery ?
    Replacement cost is a dumb way to value anything if it does not need to be replaced .
    The value of CH and AS rely very much on producing oil from Xanadu or possibly from Xanadu West or doing more drilling at or nearby CH both those things require a lot of capital .

    The Market is giving its verdict not me .
    I have been buying but I see things here that others appear to be willfully blind to .
    I could do an analysis of all RT deals and missed deals but that would help no one here .
    However there is no doubt imo the best deals that he has done and has taken a miss on have been for himself .
 
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