SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RJA_ who wrote (97058)2/21/2008 6:58:32 PM
From: Ed Ajootian  Read Replies (2) of 206212
 
RJA, Linn Energy (LINE) -- not sure whether a hyperinflationary environment would be good or bad for somebody like Linn. If T-Bills were paying, say, 21%, then Linn's 12% current yield would not look too attractive of course. But they have only hedged the first 4 years of production for reserves that will last 20+ years, so that means if we had hyperinflation the NPV of the remaining 16+ years of reserves would go dramatically higher, and this entire increase in value would inure to the unitholders.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News