Ann: LNGL provides Update, will host Investor Conference Call, page-166

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DELLIOTT9

151 Posts.

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29/05/19

17:57

Post #: 38808379
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Originally posted by MoneyBags1348 ↑

$8.00 SP, cut it out!!!!!!!!

You must be trading LNG DEL

LNG will have to pay of debt, interest, equity holders etc, and comparing our SP to other LNG companies with bigger output and backed by oil and gas majors is uninformed and smacks of someone who trades the company rather than understands the fundamentals.

If you are going to make these kind of bizarre claims, try adding some evidence to back yourself, this is pretty much along the lines of what another poster on these threads (who's recently been exposed) has tried.

Don't assume a US listing will do the job, it might result in a short term bounce, followed by a swift CR and dilution still at a low level. I'm pretty sure at the CC Timbo suggested a US listing only after SPA agreement's were signed. The company might suggest it sooner, hoping it will lift the SP, but cost involved will bring a CR even quicker. Sounds like a typical traders comment, and 'liked' by so many desperate share holders.

All the comments I read by TA's and traders, seems like none have ever actually taken a real interest in the company or industry, shallow and unresearched comments based on trends and trying to make a quick buck!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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Happy to share my calcs and happy to be corrected if wrong

I assume $2.35 is the carrot price GV has been quoted. I will assume $2.80 to be the average over the 8.8mtpa.
50m MMBtu per 1mpta
I assume on $2.80 that $2 will represent costs/repayments/taxes etc leaving $0.80 as NPAT
50m x 8.8 x $0.80 = $352,000,000
PE of 12x doesn't sound outrageous so $352m x 12 = $4.224b market cap
Divided by 580m SOI = $7.28

LNG Price at posting: 31.0¢ Sentiment: Hold Disclosure: Held
3 Upvote

2 Great analysis

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Ann: LNGL provides Update, will host Investor Conference Call, page-166

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