RE:Potential WorthChickendinner - I tried to start a similar discussion using the NOT valuation as a starting point. The bashers came out big time - arguing KWG was worth $10B and then $4/share.
Your assumption is a reasonable starting point - there needs to be a discussion of plus/minus considerations. What is the value of the patent? Does the potential rail line add incremental value? Are the resource bases in the ground similar for KWG versus NOT? That may be the biggest consideration. Does a potential road happen quicker adding incremental value to NOT over KWG?
Funding ( which is billions), FN and environmental considerations also need to be considered. Potentially similar for both companies?
Hopefully there is an offer to buy KWG and we can discussion the valuation.