Providence Resources - Re: PVR Stream Log - This must be the statement...

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06:45 01/03/2015

This must be the statement of the year. If it is true, we should buy like madmen. Either way it really is some statement. At a fully diluted market cap of just £40m (as at 27 Feb 15) and with over 1bn (2C) boe in place at Barryroe alone, of which on the assumption that they farm down to say a net 40%, they will have a retained exposure to 400m boe, and with the company realistically targeting 5bn boe from within their entire portfolio then, by any stretch of the imagination, we believe this is one of the most extreme assymetric risk/reward profiles of any Oil E&P, indeed outright stock play, globally

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