Saturday, September 21, 2013

My Seeking Alpha Article on Vaalco Energy

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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