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Osage Expl & Dev (OEDV)

Posted: Tue Nov 19, 2013 9:35 pm
by dan_s
After looking at their actual 3rd quarter results filed with the SEC I made some adjustments to my forecast model. I increased my Q4 production forecast to the 560 boepd they said was their Q3 exit rate.

My adjusted Fair Value Estimate is $2.10/share.

It would be nice if they report a big increase in production for Q4 of around 700 boepd. That would make me feel a lot better about this pick. It is VERY SPECULATIVE at this point.