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

To: Spekulatius who wrote (51538)	5/16/2013 4:16:13 AM
From: henry.spivey	Read Replies (1) \| Respond to of 78673

Hello, I am new to this group and Silicon Investor in general. I am seeking out some more details regarding your recent investment in AAUKY. After briefly looking at them, I noticed that their EV is 39B against a market cap of 29B and that total revenues ending 2012 were ~28B. Based on those 3 metrics alone, do you think that the potential of this stock being undervalued is promising? Since their EV is more than their market cap, they look undervalued, but do you think that the revenue figure has something to do with an undervaluation?

To: Spekulatius who wrote (51538)	5/31/2013 9:31:56 PM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78673

Added to CAM.L at 9825 pence. Motley Fool UK has a pretty good writeup on this unknown company: fool.co.uk As mentioned before, it is an unexciting business, but it is cheap and reasonably well and certainly very conservatively run. No real warts that I can find and it is pretty difficult to find value priced stocks without warts. CAM.L is trading below book and has a decent amount if net cash on their balance sheet. I do not not know for sure, if they own land too, I think most of their land is very long term leased.

To: Spekulatius who wrote (51538)	6/7/2013 12:09:51 AM
From: Spekulatius	Respond to of 78673

SOld out APA @86.2$ - Reducing oil exposure some more. I assume the mini-pop was due to the disclosure that 3 rd Avenue Value Funds own it (they own DVN as well) Still holding quite a bit of DVN . I think DVN MLP formation is an important first step, I think they can monetize them for 5B$ if not more. DVN midtream earnings last year were ~410M$ and that was not even a good year for this operation (they made in excess of 500M$ in 2010 and 2011).