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Re: cartonet post# 6109

Saturday, 04/17/2010 8:13:33 PM

Saturday, April 17, 2010 8:13:33 PM

Post# of 17749
MMT risk factor

If I recall MMT is in Nigeria. I would not qualify that country as a low risk country. You have to assign some kind of a risk and it will always be reflected in the SP.

ATPG will be producing $4.7M of oil a day in December. It does not take long to get the $1.3B off the books. I'll give you the hurricanes but the oil does not go away with the wind. It goes away with a nationalisation.

By the way I have a much higher $ value in my MMT holding than for ATPG :)



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