tve far superior value compared to athI can completely see why Eric N exited ATH. Not that it isn't a great company (management stuck to their plan and executed perfectly), but the metrics just don't provide the value in holding ATH shares versus a company like TVE.
If you look at production volumes, reserves, and cost per barrel efficiency, even taking the debt of TVE into account, any analyst would expect TVE to have a MarketCap 50-80% higher than ATH, in my opinion.
Current Marketcap of TVE is 2.3b, and ATH is 3.1b.
Nothing against ATH, but WAY MORE value to unlock here in TVE. Remember, it's the next 12 months that counts, not the past 12 months!
Cheers