OTCPK:SPVEF - Post by User
Comment by
goldpoeton Jul 30, 2018 11:05am
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Post# 28385140
RE:RE:RE:When you look at balance sheet , Atlantic's
RE:RE:RE:When you look at balance sheet , Atlantic'sHi, what's your interpretation of p. 26 of the new presentation, the bubble valuation page? I find it hard to interpret other than AGB is clearly undervalued from a take-over perspective. For example, based on these historical prices, what might be the average take-over valuation for AGB? I'll give IR a call, but would be interested in your take, as well as other aspects of the latest presentation you find note worthy.
OT: Their Presentation always refers to OGC and BTO as role models, and OCG is currently looking like a relatively conservative good investment. It has less foreign mining risk than BTO and is cheaper than KL...anyway, I have a little KL and OGC but I think as solid as they are, they have a lot less upside potential than AGB which is where I'm most heavily invested.
Best,
Poet