Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com

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2 years 5 months ago #122589 by 31Floors
31Floors replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Just posted on SH. Sorry boys still new and not in the habit of using the lounge. Yet.

stockhouse.com/companies/bullboard?symbol=v.grb&postid=29611795
The following user(s) said Thank You: Gambler

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2 years 6 months ago #122419 by 31Floors
31Floors replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Yeah, I’m pretty sure GRB has great value right here and now and at double and triple the current price. It’s got a market cap of $21m and fully diluted $25 m. Enerprise value is around $25 million.

There are literally hundreds and hundreds of ‘nothing’ trading at much higher valuations in the markets. But GRB comes by its valuation honestly. It is ‘full value’ for its lousy valuation meaning I think it’s explainable!

A lot of the shareholder base is from W Wind and some of these guys (those who didn’t dump it along the journey, as I would have - you better believe I would have!) are so sick of the delays and broken promises they are some of the ones selling and they are selling at the exact wrong time.

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2 years 6 months ago #122409 by alexgreat
alexgreat replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
My take on why GRB so undervalued.

The solar project is in Puerto Rico, where the power authority PREPA is or was corrupt.

The market has discounted the project believing it will not get built, so solid proof is needed other wise.

With Realbloc, the crypto currency and block chain market has collapsed, was just a pump and dump. Although block chain has merit, the market wants prove there of success as well

Real Estate does not get much investor speculation, although the spin with cannabis might change that.

Patient investors will be rewarded very well, IMHO

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2 years 6 months ago #122399 by Hoss
Hoss replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Good to see some activity here on this one. I pasted in the latest daily cloud chart. Positive that the stock is still above the cloud, but other indicators signal it might weaken a bit further before a good buy. Near support is $1.06

Attachments:

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2 years 6 months ago #122395 by DearJohn
DearJohn replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Welcome 31floors and great input. Anyone here anything from PREPA meeting? I found these were attendees

Todd Filsinger (FILSINGER ENERGY PARTNERS) -- Has been active in the energy sector for over 25 years and is recognized globally as a leader and turn-around specialist in the energy sector. As an interim executive leader, Mr. Filsinger has guided several utilities through restructuring processes, developed complex strategies for utilities and renewable energy companies, and been involved with the restructuring of a majority of oil and gas entities and merchant power companies. He has also led and managed some of the largest energy trading operations in the United States. Additionally, Mr. Filsinger has assisted commodity-based businesses and helped both regulated and merchant utilities across the United States in the areas of strategy, regulatory compliance and filings, asset divestiture, and capital allocation techniques. Notably, Mr. Filsinger served as Interim Chief Executive Officer and Interim Chief Financial Officer for Hawkeye Growth. He also served as Chief Operating Officer, Chief Commercial Officer and Energy Restructuring Advisor for Calpine Corporation, and he was the leader of PA Consulting Group’s Global Energy Practice from 2002 through 2010.


Matt Lee (FILSINGER ENERGY PARTNERS) -- a mechanical engineer with extensive business and environmental expertise. He has managed the development, design, permitting, and financing of power, petrochemical, and infrastructure projects. He has provided consulting services for private debt and equity placements, project financings, public offerings, purchasers and sellers of energy assets, and municipalities. His experience includes traditional and renewable forms of generation, gas and electric distribution, plant performance testing, economic modeling, market and commodity forecasting, operational reviews, technical due diligence, and valuations. Mr. Lee began his career with the EPA’s National Enforcement Investigations Center reviewing major petrochemical plants throughout the United States. He is regarded as an air expert, having led the permitting of over 4,000 MW of fossil fuel-fired electrical generating capacity. He has also performed technical due diligence and feasibility assessments for projects throughout the world including the Middle East, Africa, South America, and Asia. Additionally, Mr. Lee served as the Chief Operating Officer of Refined Energy Holdings, a gasification and alternative energy company. REH’s flagship project, the Power County Advanced Energy Center, was a fully permitted coal gasification-to-nitrogen fertilizer complex, one of the few successfully permitted coal-based projects that has received the endorsement of the Sierra Club and the Idaho Conservation League. Mr. Lee assisted with the sale of the project’s development rights in 2013 to a New York-based private equity group. (FILSINGER ENERGY PARTNERS)


Allison Horn (FILSINGER ENERGY PARTNERS) -- is experienced in financial modeling for the power industry. As an engineer with TD Industries, Ms. Horn provided financial modeling in the areas of construction management, materials procurement, cost tracking and specifications analysis. At Luminant Power, Ms. Horn created and managed a database of heavy equipment assets and developed advanced Microsoft Excel VBA training for the engineering design team. She earned a Bachelor of Science degree in mechanical engineering and mathematics from Southern Methodist University. (FILSINGER ENERGY PARTNERS)


Stuart Zisman (KING & SPALDING) -- counsels clients on energy projects and transactions in the midstream and downstream energy sectors, including electric power. He is familiar with energy projects of all types and at all stages of ownership and operation, from early development through operating life cycles, including acquisition, development, construction, completion, optimization and divestiture. Stuart frequently provides clients with legal support for electric generation projects (both conventional and renewable), as well as storage, processing and fractionation facilities, gas and liquids pipelines, and refineries and terminals. In addition, Stuart handles all types of commercial agreements, including structured commodity transactions/offtake agreements (including lien structures and related inter-creditor agreements), joint venture agreements, gathering, processing and storage/terminaling agreements, energy trading marketing and financing, development agreements, and purchase and sales agreements for assets or equity. Stuart has more than two decades of energy experience (including more than 10 years working for banks and energy companies both as internal counsel and on the business side). Prior to joining the firm, he: (i) was the co-head of Bracewell’s power, trading and renewables practice; (ii) led Macquarie Energy LLC's energy asset strategy, (iii) managed the commercial services function for Fortis Energy/Cinergy Marketing & Trading in connection with its physical and financial North American energy commodity platform; (iv) led the Acquisition and Development group for Duke Energy North America; and (v) worked at Enron North America acting initially as primary counsel in support of ENA’s eastern power origination group and, subsequently, as a senior member of its corporate development group.


Francisco Santos (PREPA) – In house counsel.


Fernando Padilla (PREPA) – Administrator for Restructuring and Fiscal Affairs.

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2 years 6 months ago #122366 by 31Floors
31Floors replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Then it is to Ron’s credit that he did it not recommend it sooner especially since I think he made money with Western Wind? I only got in in July 2018. I read a Ron piece on the co that called it one of the most undervalued companies on the venture.

Since then theundervaluation has gotten a lot greater as they progress significantly on all fronts while the stock price has fallen (from the time I happened to read the article -$1.45) and the share count has only increased by a million and a half to what, 21m thereabouts.

As to RB, the only problem I know for sure is the high guidance they provided, lol!. If the market believed it, GRB would be $10 by now! Instead, assuming you believed in Montalva and Sage Ranch, RB is trading at nil or I’d say a negative valuation lol!

I like each of these 3 main projects a lot and have done a log of DD. it will simply take time to build up the RB business and this is more than reflected in the SP. The RB opp. looks real to me. They actually went live only one mo. ago!

I have not gone back to read Ron’s prior issues on this co. So this has probably been brought up but just in case, GRB owns 10.6 m . If PWR trades over $1 for 10 consecutive days those shares will be divvy out to shareholders prorata. Today this would mean 1 share of PWR for every 2 GRB U own.

Anyway I was the only shareholder at the AGM so I had a chance to ask a bunch of questions.

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2 years 6 months ago #122361 by GoldnBoy
GoldnBoy replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Welcome 31floors

Gambler, I like the idea of the spin out too. I added to my position down around $1.00

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2 years 6 months ago #122355 by Gambler
Gambler replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
I have been with Ron a long time and we made good $$ with Western Wind. He did not suggest buying GRB until last year. Mostly I think because the situation in Puerto Rico meant Montalva would get built.

I very good move to do the spin out, the company has a lot of assets. The solar company should start to trade on cash flow and earnings once it is completed.

Be very curious to see if they can hit their realbloc targets

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2 years 6 months ago #122354 by 31Floors
31Floors replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Thank you. I’m VERY impressed by Ron’s reports and I like what I see here at the website, so I’m glad to be onboard.

Jeff is extremely upbeat on the Mexican licenses. He thinks they are in the bag. But he was extremely upbeat on Gauzy glass and Montalva too and look what happened!

I own both. I have much more money in GRB than PWR. GRB has way more value and diversification (my largest position). Until PWR actually gets those licenses and better explains the deal, I’m not suggesting to buy it here. I mean it could be a week and a halt away from .50, but I sold some yesterday and Friday to cover part of my cost base. Because who knows.

GRB reminds me of the boy who cried “Wolf!” but it’s an adaption. Jeff will never be accused of underpromising let’s put it that way. Six years post the GRB qualifying transaction they have posted a big fat zero in revenues.

He’s been riding the Western Wind coattails for an awfully long time. He not only uses a “Western Wind” email address but the Dec 6 Real Block webcast flashes “Western Wind” prior to it starting up. Like seriously?!

Anyway, the results have been so disappointing and he’s not delivered on promises for so long, that the market isn’t paying any attention to what he actually has now in GRB. This provides the great value proposition that we see today. He’s on the cusp of big breakthroughs on multiple fronts and has such a low share count, from never collecting a paycheque from GRB.

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2 years 6 months ago #122352 by Gambler
Gambler replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
31Floors welcome and thanks for the heads up PWR, will have a closer look

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2 years 6 months ago #122351 by 31Floors
31Floors replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
I’ve been a big time cynic to Jeff’s RB targets and asking about progress hasnt exactly endeared me to him, LOL!!

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2 years 6 months ago #122350 by 31Floors
31Floors replied the topic: Greenbriar Capital TSXV:GRB, www.greenbriarcapital.com
Captiva Land C.PWR, which I call GRB’s cousin is now within half a million of GRB’s market cap. C.PWR is responsible for financing and developing the Sage Ranch subdivision in Tehachapi, Ca. GRB will retain 50% of the profit from the development (and presumably 50% of any losses).

PWR has gone up 150% over the past 5 weeks so there must be something cooking with the Mexican cannabis licenses it’s after. Or not, and it’s good promotion! Meanwhile, it’s the old waiting game down at the ol’ “mother ship”.

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