Value Microcaps Junior Energy

[cartonet]

IAE: Another great alternative to MMT, unlike MMT it has great honest management, a big chest of cash (NOW not one year forward as MMT) and prudent policies like hedging and not a one trick pony as MMT. Easy 2 bagger (much less than the blue sky for MMT) and yes, UK tax regime sucks but IAE has a huge tax loss poll of close to $200M. IAE looks like a great take over target just on the cash position and tax loss poll alone (with rest of assets almost for free). So all in all one to sleep better at nights not thinking the terrorists are blowing up the pipelines or AGIP cutting the export capacity and that I will be the last monkey to know about after all "connected" shareholder do, while still retaining good upside.