Voltalia Ord Shs VLTAF

Voltalia SA is a France-based holding company engaged in the renewable utilities sector. It designs, develops and operates electric power stations in numerous countries, such as France, French Guyana, Brazil, Greece and Morocco. The Company generates electricity using a variety of renewable energy sources. These include wind, water, biomass and solar power. In addition, Voltalia SA specializes in carbon credit trading activities. The Company operates several subsidiaries, including Anelia and Bio-Bar in France, Voltalia Guyane, SIG Kourou, SIG Mana and SIG Cacao in French Guyana, Voltalia Energia do Brasil in Brazil, Thegero in Greece and Alterrya Maroc in Morocco, among others. The Company is owned by Voltalia Investissement SA.

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Voltalia Ord Shs > POG up $5 VTR down 4,5%

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Comment by VentureTrader1on Sep 29, 2011 11:09am

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Post# 19098528

RE: POG up $5 VTR down 4,5%

With the markets the way they are, the trend is likely going to continue for a while. At this point, given that I've held on past the point where, from a 'trading perspective' I should have sold out and taken my losses, I'm going to switch to a value-based approach on VTR.
- Everything I know about the company is positive
- It has good quality institutional support
- Positive coverage by respectable analysts

- Well funded
- Proven reserves
- Potential for more discoveries
- Progressing to feasibility study

So basically, based on what I know, it's significantly undervalued at this point, mainly due to lack of interest, weakness in the sector, and weakness in the overall markets, and maybe some intentional downward manipulation of the price.

About 4 years ago I owned shares of a company called Brett Resources. I bought in at around 1.20 in 2007, and by the bottom of the selloff in 2008 they were trading at around .40, for the same reasons- weak market, lack of interest. But it was a similar situation, they had proven reserves, cash in the bank, there was no doubt in my mind that they were worth around 5.00. And inevitably, the company did recover, and ultimately got bought out (pretty sure it was Kinross) for 5.00. When Brett was trading at .40 the smartest thing I could have done given what I knew would have been to just relentlessly accumulate, and at that point, cheaper would be better.

That's where I'm at today with VTR - if the market wants to keep marking it down, then great. Maybe I can buy some at .75, maybe I can buy some at .50, I don't know. But I'm pretty sure gold's going to keep go up until the world credit situation improves, and as long as the gold price keeps going up, the value of companies that find and produce it will also go up, so at some point somebody will pay up for Volta, the same way they eventually did for Brett. I know longer have any idea when that will be, but barring a major catastrophe in Burkina Faso, I expect it will be eventually. In the meantime, bring on the firesale pricing.