http://www.brrmedia.com/event/116008/john-murray-lonsec-peter-esho-chief-market-analyst-invast-gaurav-sodhi-analyst-intelligent-investor
From about 5:30, there's some brief commentary on TAP Oil from Gaurav Sodhi (Intellligent investor):
On manora: "worth about 50 cents a share" and "the company already trades at around 50 cents a share". Manora is a "low risk development" fully funded in addition, TAP has "a couple of assets it's looking to sell" - he suggests TAP could get 50 cents per share for these.
Total of $1 a share in hard asset value.
http://www.brrmedia.com/event/116008/john-murray-lonsec-peter-esh...
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