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


To: cyesp who wrote (130139)4/6/2010 5:20:36 PM
From: Ed Ajootian1 Recommendation  Read Replies (1) | Respond to of 206151
 
cy, US Energy (USEG) -- Cooper puts a value of slightly over $2/share for the other non-cash assets in the company, which seems reasonable given the significant environmental risk on them getting their moly mine going. See CK Cooper initiation & update report at finance.groups.yahoo.com (its necessary to join the group to download files; its fast & easy to do so).

Cooper puts a value of slightly under $2/share on the Bakken play, which seems low to me. I have yet to study his calcs all that closely. They also cover Brigham, it would be interesting to compare how these same assets are valued in the Brigham report.

BTW, has anyone tried playing around with Google docs? I tried uploading the reports there, but kept getting "server error". I see the guys on the ATP boards uploading spreadsheets there and it looks like if I could get that to work it would be pretty cool.



To: cyesp who wrote (130139)4/6/2010 5:26:06 PM
From: Ed Ajootian  Respond to of 206151
 
duplicate -- ignore