Replies to post #6137 on Value Microcaps Junior Energy

[stock_peeker]

Good ATPG article was by Keith Schaefer. He has a newsletter called Oil & Gas Investments Bulletin. Does anyone here subscribe to Keith Schaefer's newsletter or hold a strong opinion about him or his recommendations? I'd love to hear about it if you do.

He's done some good articles that show up on his website as well as Seeking Alpha (and other places as well, no doubt). Anyway, it sounds like he has a good background and offers a 60 day money-back guarantee on an annual subscription (gulp; it's $399/yr).

Here's the link to the Seeking Alpha article that was posted on VM Jr. Energy board by Digitech:


http://seekingalpha.com/article/199768-atp-oil-gas-the-oil-patch-s-next-blockbuster-takeover-candidate?source=yahoo

I like his clarity and candor/balance, particularly regarding ATPG's needing to be able to meet their projections (which they are not always famous for). He did some very interesting calculations on NAV and determined that if they meet their goals in 2010 and 2011, ATPG could fetch per share valuation of $54.50, not including the $2billion infrastructure in its 3 big-ass hubs, which are Gomez, Telemark, and Octobuoy (under construction for North Sea).