Riverfort Global Opportu... Share Discussion Threads

[ltinvestor] 29/1/2011 11:14

Apple have just announced "wave and pay" technology will be incorporated in their new phone.This application will revolutionise the way payments for goods are made and will certainly boost mobile couponing and redemption.Velti's successful ipo on Nasdaq shows US investors appetite for mobile technology companies and surely it is only a matter of time until the mkt cap gap between the two companies is substantially reduced.It is still my belief that the rgo technology is superior to that of Velti so perhaps the directors should consider a similar listing thereby realising a truer valuation for the company.

[cambium] 28/1/2011 15:30

nope lets get VEL away in the US first

[ltinvestor] 28/1/2011 15:23

>Cambium.Have you heard any rumours?

[cambium] 28/1/2011 15:12

or a takeover

[ltinvestor] 28/1/2011 10:28

Well, as Velti IPO on Nasdaq at a mkt cap in excess of £250m, either rgo is very undervalued at a mkt cap circa £35m or Velti grossly overvalued.Looking at Velti's figures more closely the adjusted ebitda makes interesting reading when compared to rgo's broker forecast for 2011 and surely if Velti is well received in the US we must see a rerating of RGO over the coming months.

[roily] 28/1/2011 01:25

Boy I am really feeling lonely here. Oh well I will consider it practice for when some real action starts later in the year.

Anyways I think I just had a duh moment. In looking at RGO over the past week it certainly appears that someone knew what was about to come out of HOIL and MW-2. On Jan 7 it was trading @ .13C and on the 21st it was @ .175C, however, on the 24th it fell to .12C and on the 27th it is @ .11C. I am not in HOIL so I really do not have any idea what was being anticipated, but it sure looks like someone holding RGO was anticipating some positive HOIL news and thus the run up to .175C. However, over the weekend did someone find out that MW-2 contained gas and they started dumping on Monday in anticipation of the HOIL news on the 26th. Inasmuch as Khalakan is very close to MW-2 and Chemchemal, is the market now looking at it as on trend with neighboring gas finds??

I could go into my currently developing AWB-Tigris Petroleum-Khalakan conspiracy theory but I think I will save that for later after I have done a tad more research.

Thoughts anyone????

[roily] 27/1/2011 12:14

Seismic still on track for Feb release. Move to TSX delayed.

I read an older post on iii questioning what happens to CNSX shares when Co moves to TSX. The answer is nothing, it is a simple 1:1 transfer.

[ltinvestor] 23/1/2011 12:40

It looks to me that the company website has been completely revised.Perhaps they are going to raise their profile now and hopefully , Outsider, release news on a more regular basis.

[outsider] 23/1/2011 01:14

intereting it, exciting times, I hope rgo give us more informatio where they can on such things in future news releases.

[stegrego] 22/1/2011 12:26

Well I bought in at 55p so it's just doubled, which is nice.

Hoping for a fair bit more yet though.

[ltinvestor] 22/1/2011 11:01

>Outsider.Going back to the 1950's television provided a new media for companies to advertise their products through buying TV airtime.This revolutionised the way products were marketed and audiences targeted.Nothing much changed for decades until the internet and online buying.All relatively easy to do from a technological point of view.However, the Smartphone provides marketeers an opportunity to target a specific audience and it is my belief that mobile couponing, which at present is in its infancy,is about to revolutionise, as tv did in the 1950's,the way products are marketed.
The problem is delivery and redemption of the coupon.I have researched and am struggling to find companies that can achieve this on a worldwide basis.My belief is that RGO have the geographical spread and the technology to become a world leader in this field. Now what valuation would you put on such a company?

[ltinvestor] 20/1/2011 09:29

>outsider.Your investment is doing quite well but in my opinion this has much further to go.

[roily] 19/1/2011 13:00

Rhu I suspect you are at where I want to be in 2012/13(:

From Claris:

Range Energy Resources Inc. (RGO-L, Not Rated). Provides exposure to one
of the last great exploration frontiers (Kurdistan) where junior companies can
participate. A billion barrel discovery (or greater) could propel its share price to multiples of the current value. RGO may appeal to investors looking for home-run potential to add to their portfolio.

___________________________________________

Not sure where they got the RGO-L from???

[rhubarbe] 19/1/2011 12:49

If Qara Dagh and GKP come in for me I am going on care and maintenance..

[roily] 19/1/2011 12:12

Kurdistan is in my personally managed portfolio and it falls into the high risk high reward retirement punt portfolio as well. I am looking at RGO as the next possible Kurdistan play and I will get serious with it as we move through 2011 and as they move forward with development. Here is my news timeline:

Seismic release - Feb
Move to TSX - Feb
Announce well target- Q1 2011
Spud well- Q3 2011
Reach TD(currently unknown) - Q1 2012

I have a very small post R/S holding in SEY and I am, hate to say it "hoping", for something good to happen there so I can move money over here.

[rhubarbe] 18/1/2011 16:00

I think most of mine fall into that category....

[jonno1] 18/1/2011 16:00

Yes, it certainly does, however as I mentioned before, I'm happy with the level and if VST hit big then I think we will have people sniffing around here.
I have written these off as a pure gamble, along with RRL.
It is in my high risk nice retirement punt portfolio!!!

[rhubarbe] 18/1/2011 15:52

Makes it hard to exit in a hurry, though, if one has to, don't you think?

[jonno1] 18/1/2011 15:45

Rhubarbe TDW do trade on CNSX, you have to phone up and talk to their international team who will phone your order through, I dealt with them last Friday, bought 25k @15 cents.

[rhubarbe] 17/1/2011 01:15

I tried but TDW don't deal on CNSX. If they move to TSX we might have a go at some..

TBH though, if VST hit oil I'll likely take six months off. :D

[casholaa] 15/1/2011 18:45

Thx Jonno, I'll give them a call in a couple of weeks when I'm ready again.

[jonno1] 15/1/2011 18:19

They do as I bought mine through them on Friday, you have to phone in, depends who you get whether they are aware, but they need to phone through to get an indication price, NOT a dealing price , then it is up to you whether you wish to place an order. I was quoted 13 -15 indication, no firm price, placed an order at 15 and got filled 2 hours later...
Bear in mind if I now want to sell there is no liquidity, no bids...so I am holding these for the foreseeable future, don't use money you may need back in a hurry!

[casholaa] 15/1/2011 17:29

tdw uk dont deal on the csx (i'm in london, uk)