RE:RE:RE:RE:Malcolm Shaw (Buyside) discusses VLE, TNZ and TAGExactly BER.. Neither does the marker realize/accept that Valeura has been producing around 21,000bpd for the last 5 months or so now. The true scale of transformation and the reality of this deal is still eluding most investors. Focus on Wassana adds to the ongoing masking, but you just found a classic example of what this is worth, and with indurstry insiders predicting a bullish 'near future' for the patch, timing is comparable imo. That's why I said even buying at 5 will be a steal looking out 12 months or so from now.. (all while ignoring Thrace is still out there, another unique and 'free' wildcard).