VEN 0.00% 0.8¢ vintage energy ltd

VEN Intrinsic Value, page-57

  1. 34 Posts.
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    No, however there are many previous predictions from posters that are soundly based in reasonable assumptions and projections. I would recommend having a look there.

    My thesis is far simpler; While everything is in short supply and in high demand by most, energy is in short supply and high demand by everyone.

    So why VEN and not say, Beach? Well i made a judgement that VEN was going to outperform the market as they transition from explorer to producer. Beach has had an excellent run so maybe I'm wrong, but I still conclude we will be multiples of where we are now when management sells the rest of our capacity at record high prices.

    Side note:
    I went through my portfolio a few months ago and asked each "what can you do for me recently?"
    Not many stocks survived that question and so were sold. Obviously I missed the top, but it proved better than holding up to now.
    All of this is to say, I cannot give you a price or a pretty chart to reinforce my thesis, but I would wager if you looked critically at your portfolio you would find the surviving stocks would be in the energy sector.
 
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