MarginOfSaftety

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Pan Orient Serves Up A Mixed Bag [View article]

So how many exploration targets are still outstanding that have at least 5 mmbbls of potential?

Thanks!
Apr 4 09:11 AM | 0 Likes |Link to Comment
Vietnam Attracting Investment Attention [View instapost]

Thanks for your detailed answer John.
Jan 13 06:37 PM | 0 Likes |Link to Comment
2012 Review And What I Am Doing In 2013 [View instapost]

Hi John,

I am one of your former subscribers. Appreciate the info you keep posting on seeking alpha. Best wishes for 2013!
Jan 12 10:17 AM | 0 Likes |Link to Comment
Vietnam Attracting Investment Attention [View instapost]

John,

I know you like the Vietnam Opportunity Fund for its discount to NAV. This being said, the track record of NAV building 2006-2012 is very modest as listed in http://bit.ly/SqDos5

Would like to hear your comments on their NAV (lack of) growth. Thanks
Jan 12 09:34 AM | 1 Like |Link to Comment
Mongolia Growth Group August Shareholder Letter [View instapost]

The book has mostly increased over time due to higher and higher placements. The stock still sells at 2x book.
Oct 15 03:43 PM | 0 Likes |Link to Comment

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