It has since been removed.
Come on Devin you can't be serious?
I know you will probably remove this response so I will be sure to post it on my blog anyway.
First there is so much bunk in this article the readers can try to determine truth from fantasy. You seem to know a lot about me and how I analyzed this company. Again more speculation.
Let me respond to your summary of points I am missing in my valuation.
1) Ignoring undeveloped acreage. Please inform me of the value, or should I say please speculate on the value.
2) Petrominerales’ portfolio of highly prospective properties. Again please inform me of the value, or as you said "prospective" properties.
3) Heavy oil assets yet to be booked as reserves. Again, please inform me of the (specutive) value...
4) Shell and Baytex. Here you are half correct, they are partners but PBG owns the THAI technology. That is not what I said. I said Shell and Baytex knows how well the joint wells are performing and decided to sell. Why did they sell, I offered my opinion lets have yours.
As a value investor, you seem to be doing a fair bit of speculating on 1, 2, & 3 above. If you want to call that value investing go ahead, but you need a new definition.
Please note: I did not attack your analysis in my post but simply presented the facts. Stop the childish attacks of my character and stick to the facts.