What I am geeting at here, goes along the following lines ...
To invest in this stock wisely requires a GOOD estimate of the per hectare resource (carbon) multiplied by a as GOOD a possible estimate of the present and projected commodity price (perhaps $10/tonne CO2 currently, with projections of whatever ..). That's roughly the way we all do it for mining stocks, give or take.
And the JORC code gives us the confidence re a transparent and robust method for resource estimation. But what of carbon in trees - how is that estimated in a fashion to inspire similar confidence ? I see some claims of around 300 tonnes CO2/hectare for average scrub, and others of up to 900 tonnes CO2/hectare. The impact on company value and share price is obvious.
So, how much tradeable resource (carbon - say CO2) is/will there be on COZ 'ground' ? If we confidently know this, then with reasonable assessments of C price we can all make determinations of the share price we are happy to buy at.
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