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Permalink Reply by James on May 23, 2012 at 3:34am

Blu,

It seems to be a borken link. 

-James

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Permalink Reply by Bluflame on May 23, 2012 at 4:01am

James,

  Just tried it and it opened up on my computer. I have a Mac, the conversions are sometimes problematic and I'm not sufficiently computer-savvy to fix them. I did get a message "Was I sure I wanted to open the file". I responded affirmative and it opened,

  Anyway, the article is by an investor's blog called Seeking Alpha, who seems to specialize in O&G and other commodities. Distilling a fairly detailed analysis of the worth of CHK's positions in each shale play based on the JV's they had done in each, they came away with an NAV of $70-$90/share. 

  Plenty of room for arguments, but even with a 2/3 discount, it's worth a whole lot more than the current ~$15/share.

BluFlame

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Permalink Reply by Philip Brutz on May 23, 2012 at 4:58am

Is this the article that you are referring to?

http://seekingalpha.com/article/610671-the-media-has-confused-inves...

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Permalink Reply by Bluflame on May 23, 2012 at 6:40am

Thanks Philip,

  That's the one.

BluFlame

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