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Regal Partners Ltd V.RPL


Primary Symbol: VGIPF

Financial Services Asset Management
Regal Partners Limited is an Australia-based company, which operates as specialist alternatives investment manager. The principal activity of the Company is the provision of investment management services, specializing in alternative investments. It is engaged in managing a diverse range of investment strategies covering hedge funds, private markets, real and natural assets, and capital solutions on behalf of institutions, family offices, charitable groups and private investors. The Company has seven alternative investment management businesses: Regal Funds Management, PM Capital, VGI Partners, Taurus Funds Management, Attunga Capital, Kilter Rural, and Merricks Capital. The Company operates offices across Australia, Asia, United Kingdom/Europe, and North America.


OTCPK:VGIPF - Post by User

Regal Partners Ltd
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Post by DayOfReckoningon Feb 27, 2013 11:18am
363 Views
Post# 21048526

Irrational market

Irrational market

Just to paint a little picture for those pitching their shares at this level a little math...

 

EV - Enterprise Value of RPL = $424M+ $244= $668M

The proven market value of the PWT asset purchase is $405M and gives off 3,600 bbl/d gross production

So you are basically paying $263M for the remaining 4,600 bbl/d gross production AND over 1,000 gross drilling targets that have proven success rates in excess of 85% + SlavePoint / Senex. Not to mention trading at 5x EV/DACF and an 11% yield with a P.O.R of ~98%....

 

I guess Canadian Par is going under $70 and NEVER coming back forever! ;) Carry On!

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Dealroom for high-potential pre-IPO opportunities