Bob, I've been accumulating a solid position in TGA over the last few weeks. I feel that I have a pretty good handle on the investment thesis here- but would definitely appreciate having the benefit of your current thoughts on the company. What's your best guess as to where the stock will be trading 1 year from now? Two years from now? Any predictions as to how it will trade over the next 3-4 months?
I could see the company ending 2005 with an exit rate of 10k BOE, and 2006 with an exit rate of maybe around 18k BOE (the Egypt concession is awfully exciting). Do you think those estimates are overly aggressive, or reasonable?
Have you run any EPS projections for next year? Thanks. Meister