re: stu's value? Sorry B2 dont have the models to the same...

re: stu's value? Sorry B2 dont have the models to the same extent on these two as I do with STU.
As to BPT on what was recently disclosed , it looks like the early stages of being a company maker.Their efforts in the Cooper have been moderate and this reflects their ground position to a very large degree. Christies is a ripper but there has not been too much joy prior to that. They were only replacing reserves on an annualised 80% basis-that is a death wish-when you need around 200% to grow the company (STU is running at greater than 700%!!!).
The offshore deal appears extremely attractive and on first blush ,is a superb deal upon which to use their cash position.
I think the story will slowly unfold over the New Year and I am in no rush to get set just yet-will do more 'digging' first.
As to TKR, Mineral Hill has been very reliable, the management is solid, the board has some 'colourful' characters which may preclude a few people, it does not 'market/promote' particularly well , but the Hera deposit is a beauty.
Not overly large at this stage but very rich/commercial(?)-bit of bias here, I have always liked it and went over it in detail at the TKR booth at Diggers!
I don't have any as I can see more 'liquid' opportunities elsewhere.
Cheers,,TAS
(Just buy more STU-the more you buy the more you make!LOL)