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|glenbradford-wordpressLife & Philosophy|1 min read

more stuff that's probably a month old $$

got an email on ATPG below, anyone know how to value this? ATPG - They have recently completed the installation of the Titan, their new platform to extrect oil and gas from the GOM. They are currently priced at WAY below book value. Furthermore they are within days of announcing first flow from their Telemark field, that will provide a boost to their stock price. When the flow is started, that will clear the way for the monetization (sale) of part of the Titan platform, worth well over $600 mill. Plus they will probably jointly announce sale of the pipeline infrastructure that will acrry the oil and gas to the US. That will boost the price further. This may be a good time to get into the stock. I personally bought in at an avg price of $5.25, it's now at $18.00+. Over the next 2-3 years, it has the potential to go to over $100, imo. http://seekingalpha.com/article/194207-a-closer-look-at-atp-oil-and-gas-corp-s-q4

rgr - probably a doubler (at most) - undervalued (i dont think that based on listening to the conference call that this is as seasonal as what it's priced to be... lean appears to be taking hold) csr - their backlog is understated (i sat through their presentation in NYC and happened to accidently walk into their CFO and got to shoot questions at him for a bit (i dont think he knows me)) djsp - yes dati - really small. probably looking to do a capital raise... chtl - tobin kind of rubs me wrong cpby - out of my price range ctfo - probably a doubler (just looked 2 seconds) CSNH - hmmm... maybe. enhd - yep TOD - what's the shareholder structure? cmdi - really small bfar - sure CMKM - tooo small rhgp - big board in 2 years. NTRI - not interested rcon - cheap but small.. most likely at least a doubler wwin - cheap but not cheap enough. some would say expensive by my criteria

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Disclaimer: This blog post reflects the author's personal opinions at the time of writing and is not financial, investment, or legal advice. Glen Bradford holds positions in securities discussed on this site. Past performance is not indicative of future results. Do your own research and consult qualified professionals before making investment decisions. Some content on this site was generated or edited with AI assistance.