CUE 0.00% 10.5¢ cue energy resources limited

voelte sovereign risk, page-22

  1. 13,963 Posts.
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    AJ,

    "...nor the DCF discounting factors used for the valuation..."

    Actually this is precisely where any negative impact occurs. Financiers will do their numbers with a higher discount factor due to the increased fiscal risk in Australia now.

    I really don't want to further emphasise wrt CUE the damage the damage the botched RSPT doing to the resource sector, as CUE is one of the least affected of my stocks. As I said in the last post, a very small impact of perhaps 25% of CUE's valuation.

    Yes PRRT has long been there, and I have no problem with PRRT, it is sensibly designed imho, and a known. RSPT however is an abortion waiting to happen, and reflects poorly on Australia (where CUE has only about 25% of it's current value imho) as an investment destination.

    EL
 
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