Significant additional discovery in the Africa Oil Ngamia wellWith this additional discovery and the primary target at 2700 still remaining, does the valuation of the company increase to several billion dollars? Could you please re-visit the company valuation model based upon a much higher confidence level of even larger reserves..
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Posted on November 21, 2015
Posted on July 5, 2015
Hi Myron, I posted the following question a week back and perhaps was overlooked due to many queries for you?? Would really appreciate your take on REE: "Would also like to know your take on your past recommendation of REE? Any updates….it is really di[...]
Posted on June 28, 2015
Hi Myron, would also like to know your take on your past recommendation of REE? Any updates....it is really discounted like most resource stocks and trading below $0.5!! Thanks, PJ[...]
Posted on October 2, 2014
That would be great.....[...]
Posted on October 2, 2014
As I was posting another query for Travis, could not help but comment on the issue of climate change. I believe real science has shown that the climate change that is currently occurring is cyclical in nature and what we are observing today is more to do [...]
Posted on October 2, 2014
Travis, was curious about another security that I hold along with you (as indicated in your portfolio) - AOIFF. There has been a huge carnage in that stock of late, do you have any opinions? Fundamentally, all the catalysts are still in place except that [...]
Posted on September 16, 2014
I added here as well $5.5. Risky but hope there is support at this level![...]
Posted on September 16, 2014
Hi Myron, I noticed that the price action on REE continues to spiral down. Is there any reason for that or you still feel that barring any significant news, this in normal price action for a thinly traded stock and probably a great price to pay at $.85 a [...]
Posted on June 7, 2014
Hello Myron, Could you also update your outlook on rare earth companies that you had recommended in the past. Specifically REE and TRER.Thanks, PJ[...]
Posted on December 1, 2013
Thanks Keith, Myron for the explanation.[...]
Posted on December 1, 2013
Myron, thanks for your response and I understand your take on value created by such situations. I still though would like to understand if there are some structural issues that have caused the costs to go up so dramatically for gold producers like ANV an[...]
Posted on December 1, 2013
Hello Myron: A follow up of question asked by Gerald (Nov 18) about ANV production costs going up substantially - did not get any response. "Hycroft Mine show costs per ounce going from $488 in 2011, up to $638 in 2012, then to $905 thru Q3 2013" Woul[...]
Posted on May 7, 2012
Hi Travis: Thanks much for your response and updated views on Africa Oil, as an investment. Even after disregarding Somalia, I think the value after this additional find is becoming quite compelling. Kenya is probably the most stable East African countr[...]
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Hello Myron, I guess you are back on the board after a long sojourn! I have been trying to get your take on your previous recommendations in the Rare Earth arena....specifically, REE. Please let me know as it is significantly down from where it was rec[...]