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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: CommanderCricket who wrote (127819)1/22/2010 9:11:44 AM
From: zebra4o1  Read Replies (2) | Respond to of 206093
 
WS values WLL as one of many Bakken players at $70, and IOC as the only "Bakken PNG" at $78........To cite another example, AEZ sells at $4 in the Bakken with not a single discovery, while IOC sells at $78

Is this guy trying to make some sophisticated market psychology point by comparing stock prices rather than market cap? Or he doesn't know better? Maybe his approach is correct and market cap is too complicated a concept for analysts?

Market caps:

IOC, $3.4 billion (production = 0 MBOE/d)
WLL, $3.9 billion (production = 55.8 MBOE/d)
AEZ, $228 million (production = 0 MBOE/d)

But hey, details aside, I still like the general idea behind this post.