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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (41709)	3/12/2011 2:08:02 PM
From: ValueGuy	Read Replies (3) \| Respond to of 78748

I am stuck on how to come up with a company's intrinsic value. The formula from the 'Intelligent Investor' seems to be too simplistic. I read Seth Klarman's 'Margin of Safety', and he suggested that NPV calculation was one of the best ways in trying to come up with a value for the business. However, since NPV requires a lot of data, I am struggling to tick all the right boxes. Is there a simpler way of trying to come up with intrinsic value? Or should I just stop complaining and get on with the NPV calculations? I just feel that since I am clueless about how to come up with a decent intrinsic value for any given company, it is difficult to plan entry/exit points. Help!

To: Madharry who wrote (41709)	3/12/2011 4:13:53 PM
From: E_K_S	Read Replies (2) \| Respond to of 78748

Hi Madharry - Re: Samson Oil & Gas Limited (SSN) Excellent trading on SSN this past week. You will notice that options are now available for trading on SSN. They started listing them early last week. I plan to use options to hedge my gains rather than out right sells. I really like SSN long term especially their 3.8% royalty give back from Chesapeake Energy Corporation (CHK) from their recent Niobrara land sale to them. On Pg-22- of the SAMSON OIL & GAS Presentation at the ENERCOM San Francisco Conference held February 22, 2011 valued just their Hawk Springs holdings at a potential $8.20/share (36.1 million bbls net to SSN). samsonoilandgas.com.au That doesn't even include their other properties described here: samsonoilandgas.com.au Therefore, I see a lot of potential value in SSN's land assets and continue to hold my shares. EKS