Value Microcaps Junior Energy

[jaybird249]

Back in TIV. Updated DD:
IMO TIV:AMEX ($6.48) IS THE MOST UNDERVALUED OIL PLAY BY EVERY METRIC.

TIV IS ON TRACK FOR 10000 BOE /DAY PRODUCTION AND $2 PER SHARE EARNINGS BY 2009. A SIMILAR COMPANY PRODUCING CALIFORNIA HEAVY OIL, GMXR:NASDAQ IS PRICED AT $70 BASED ON $1 EARNINGS. THIS HIGH PE RATIO REFLECTS THE MASSIVE CALIFORNIA HEAVY OIL RESOURCE AND GROWTH PROSPECTS, SIMILAR TO THE CANADIAN TAR SANDS.

SUMMARY DD:

1) NOW PROFITABLE WITH OVER 2,000 BOE Daily production. TIV shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE/Day which can be reached within a few months.

2) just added to Russell Index, resulting in increased institutional buying.

3) HUGE insider buys.

4) TIV is a LAGGARD in hottest sector, oil and gas. MOMENTUM players have sent up stocks like PDO and MXC from single digits to $20 ++ TIV is next IMO.

5) TIV is selling at a HUGE discount to comparable stocks in terms of Price/Sales and cash flow.

6) TIV is the FASTEST GROWING LOW COST OIL PRODUCER IN NORTH AMERICA.

7) In 2005 during the last sector boom, TIV ran from $4 to $16 when it was Still basically an EXPLORATION company. NOW TIV IS A SENIOR PROUDUCER WITH A CURRENT REVENUE RUN RATE OF $100 MM PER YEAR.

8) Small 20 MM float.

9) Compare TIV market cap to Canadian Heavy oil/Bitumen plays like BQI. BQI has a $1.1 BILLION market cap and has NO production. If TIV had a $1.1 Billion market cap it would be a $40 stock.

SUMMARY OF TIV PRODUCTION RESULTS: PHENOMENAL PRODUCTION GROWTH:
1. 500 BOE/day as of 25 March 2008
2. 1,000 BOE/day as of 8 May 2008
3. 1,500 BOE/day as of 19 May 2008
4. 2048 BOE/day by the end of June 2008
5. Total TIV production capacity now about 3,500 BOE. Difference between barrels shipped and 3,500 is due to choking back production at the Vaca zone. Just the kind of problem we like to see.

TIV IS FORECASTING 10000 BOE PRODUCTION BY YEAR END 2009. If TIV is profitable on 2048 BOE, then 10,000 BOE/day should get their earnings near $2/share!!
APPLYING THE 70 PE RATIO OF GMXR MEANS TIV CAN BE A $150 STOCK!!

Here is another Great DD Post:
http://messages.finance.yahoo.com/Stocks...