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Gold/Mining/Energy : Canadian Oil & Gas Companies
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To: Kerm Yerman who wrote (1305)11/28/1996 12:45:00 PM
From: SofaSpud   of 24925
 
Kerm / Upitis

I think he did remember you -- there was the sound of recognition at your name.

Back to NAV - what would you say about a company that's trading at a discount
to NAV - say at 60%? And at 4x CF? Could be:

- there's a skeleton in the closet -- management, debt, something else?
- insufficient growth
- inaccurate asset valuation
- underfollowed?
- other??

I'd appreciate anyones input. I don't know whether take the paper loss or
buy more.

To those of you south of the line, enjoy your turkey dinner.
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