Renergen (ASX: RLT) creates vaccine storage solution, page-801

  1. 1,077 Posts.
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    only guessing here, but , as far as Cryovacc is concerned:
    1. offtake agreements - i believe they will have partnerships in South Africa initially,,,,,be interesting to see who else has partnered as i dont think they can disclose leads if they havent been converted to actual sales.
    2. orders -----> projections...
    3. validation for longevity
    4. manufacturing capabilities
    5. no idea how to value the SP contribution of Cryovacc... but if global cold chain market is for the purpose of this exercise >USD $200Billion, and RLT achieves 3% market penetration on capital alone, without trailing helium revenue, that would provide another $6Billion market opportunity......potentially $5 per share???

    in relation to Helium drill results:
    1. > 100bcf 1U P90 would be nice...if we consider 1/3 of that could be used to calculate 1C (as per Edisons report), then 1C of approx 33BCF...
    1a. (from Edisons report) if we then take 25% of 33BCF = 8.25BCF
    1b. (from Edisons report)...if 1.98BCF projects an SP target of $5.00, then if RLT can prove 8.25BCF, this would theoretically provide a long term price target of $20.83
    1c. all rough calculations without considering dilution etc...
    1d. i dont know what the impact of target SP would be if Helium concentrations exceed 3.5%...
    2. Helium average >5% would also be nice...but we know we have >3%

    fully risked target without dilution ---$25.83

    anyone`s guess, im rambling...but super excited!

 
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