http://seekingalpha.com/article/1537432-vaalco-energy-offers-an-asymmetric-risk-reward-opportunity
Investment thesis while standing on one leg:
Possibility of making multiples on your money with Block 5 in the Kwanza Basin in Angola. Offshore Gabon assets probably provide downside protection. Significant upside potential onshore Gabon and offshore Equatorial Guinea too.
Heads, I win big. Tails, I probably don't lose much.
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