Exactly Daz.
Current shares on issue are 177.116 mil on 30/11/09.
Tusker's model (i.e Ivor Ries frm EC Baillieu) has factored in 220m, 250m (mid case) & 500m(best case). He's talking 'Final Issued Shares' & has quoted $9.3/sh for the mid-case scenario for Browse. What the!!
Frankly, if one was to use his $2400m for 2.8tcf (i.e. 40% of 7tcf, net to KAR), then for 177.116m shares on issue, the derisked value/sh for Browse is $13.55/sh, not $9.3/sh.
Applying 32% CoS to this $13.55, one gets $9.21/sh, but this prospect is already derisked, so 32% risk doesn't matter, IMHO.
Wonder what the other Insto's are talking?
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$1.48 |
Change
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Mkt cap ! $1.172B |
Open | High | Low | Value | Volume |
$1.48 | $1.49 | $1.46 | $4.698M | 3.195M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7026 | $1.47 |
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Price($) | Vol. | No. |
---|---|---|
$1.49 | 24874 | 3 |
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No. | Vol. | Price($) |
---|---|---|
1 | 7026 | 1.470 |
4 | 51672 | 1.465 |
2 | 85603 | 1.460 |
2 | 26001 | 1.455 |
11 | 143722 | 1.450 |
Price($) | Vol. | No. |
---|---|---|
1.485 | 24874 | 3 |
1.490 | 54915 | 4 |
1.495 | 186824 | 4 |
1.500 | 41515 | 4 |
1.505 | 17742 | 3 |
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