Replies to post #87717 on Savvy Trades and Investments

[BTuna]

Re CSPI

You know I agree on the value play here 2tomorrow, that's exactly why I've held so long. The potential PPS if Aria gains even a little traction is huge. . .so I'll keep holding. But the long term frustration of shareholders is what keeps the share price low and this trading for what I believe is fair value between $10-$12.

I'll keep dreaming with you though, the risk is almost nothing with their core businesses humming along.

[littlejohn]

EGY $3...how about $24/bbl cash flow on

$65 Brent estimate for projected

7,600 BOPD for 2nd half 2021,

NRI, barrels of oil per day...


https://d1io3yog0oux5.cloudfront.net/_c41ae793ee8f8cb982dc17fdf83a3c25/vaalco/db/776/7564/pdf/Q1+Earnings+IR+Deck+May+2021+Final.pdf


EGY is almost or more than

doubling production in 2021...


EGY drilling forecasts in the

pdf presentation are targeting

possibly nearly doubling that

again in 2022...


EGY being almost debt free can

do the programs without needing

any Lender Approvals to grow...


EGY planned lifting platform

investments are also estimated

to increase profits on efforts...


Yep, that free cash flow estimate

on an annual basis seems to come

to Well over a third of the current

price per share...


Can't forget where this post

started...


So we watch...LJ

[2morrowsGains]

CSPI...Trading @ 2x cash again today. $44M market cap. Feel fortunate to have been able to grab more shares below and a notch over $10.