A lot of their valuation is also the tribal knowledge, infrastructure, relationships, brand, and good will. If LENR really takes off quickly, much of that will quickly go to zero.
It's also not hard to imagine Saudia Arabia and others panic dumping onto the market in order to get out while the getting is good, thus driving the price of oil down quickly. On Sun, Feb 9, 2014 at 12:05 PM, James Bowery <[email protected]> wrote: > How much of their valuation is in the ground reserves? > > > On Sun, Feb 9, 2014 at 1:29 PM, Blaze Spinnaker > <[email protected]>wrote: > >> Also, anyone notice that XOM/Chevron are down 10% YTD? >> >> >> On Sun, Feb 9, 2014 at 11:25 AM, Blaze Spinnaker < >> [email protected]> wrote: >> >>> Increasing the probability to 47% on the basis on Nanor / MIT videos. >>> >>> >>> >>> On Fri, Jan 24, 2014 at 3:42 PM, Blaze Spinnaker < >>> [email protected]> wrote: >>> >>>> Put that back to 43%: >>>> >>>> Mr. Darden earned an MRP in environmental planning from the University >>>> of North Carolina at Chapel Hill,* a JD from Yale Law School* and a BA >>>> from the University of North Carolina at Chapel Hill, where he was a >>>> Morehead Scholar. >>>> >>>> >>>> On Fri, Jan 24, 2014 at 3:22 PM, Blaze Spinnaker < >>>> [email protected]> wrote: >>>> >>>>> Correction, make that 41%. It's not Cherokee but rather Tom Darden >>>>> (investor, co founder of Cherokee) and Mr. Vaughn (senior analyst at >>>>> Cherokee, BA Economics) who are the players here. >>>>> >>>>> It'd be good to find out who those other investors are. >>>>> >>>>> >>>>> >>>>> On Fri, Jan 24, 2014 at 2:35 PM, Blaze Spinnaker < >>>>> [email protected]> wrote: >>>>> >>>>>> Increasing the probability to 44% on the basis of Cherokee PR >>>>>> release. >>>>>> >>>>>> Big big BIG news. Now this is no longer about Rossi, but about >>>>>> Cherokee. >>>>>> >>>>>> I know you guys think I'm a git for my doubt, but hey, my model is >>>>>> waaaay ahead of the curve than the vast majority of the investing >>>>>> universe. >>>>>> XOM is still trading near historical highs, for example. >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> On Thu, Jan 16, 2014 at 12:39 PM, Blaze Spinnaker < >>>>>> [email protected]> wrote: >>>>>> >>>>>>> Increasing the probability back to 35% based on the latest news >>>>>>> coming out of BLP and McKubre. >>>>>>> >>>>>>> Hopefully we'll see some more encouraging things soon. The next >>>>>>> indie report on the ecat should be an interesting inflection report. >>>>>>> >>>>>>> >>>>>>> On Mon, Jan 6, 2014 at 7:52 AM, Blaze Spinnaker < >>>>>>> [email protected]> wrote: >>>>>>> >>>>>>>> Fulvio , the tech Director & R.D. at Leonardo Corporation MIAMI - >>>>>>>> FL - USA previous job was: >>>>>>>> >>>>>>>> " Frelance >>>>>>>> Consultant<http://www.linkedin.com/search?search=&title=Frelance+Consultant&sortCriteria=R&keepFacets=true¤tTitle=CP&trk=prof-exp-title> >>>>>>>> European >>>>>>>> Gaming and Gambling Tech >>>>>>>> Market<http://www.linkedin.com/search?search=&company=European+Gaming+and+Gambling+Tech+Market&sortCriteria=R&keepFacets=true&trk=prof-exp-company-name> >>>>>>>> " >>>>>>>> >>>>>>>> -4% >>>>>>>> >>>>>>>> Now back to 31%. >>>>>>>> >>>>>>>> >>>>>>>> On Mon, Jan 6, 2014 at 6:21 AM, Blaze Spinnaker < >>>>>>>> [email protected]> wrote: >>>>>>>> >>>>>>>>> This is based on >>>>>>>>> >>>>>>>>> - STMicro patent (Increased about 4.5%) >>>>>>>>> - Cherokee Investments (Increased about 2.5%) >>>>>>>>> - Rossi stating third party reports in March (increased 2%) >>>>>>>>> - Lack of news from Defkalion (-1%) >>>>>>>>> >>>>>>>>> News seems to be coming in fairly rapidly at this point. Could >>>>>>>>> be updating this probability more frequently. >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>> >>>>>> >>>>> >>>> >>> >> >
