Actually, STX have already contracted 100 PJ to Wesfarmers at apparently marginal profitability based on the $5M WES paid to option it at the then low prevailing market price -> NPV = $0. So currently only 50 PJ available for 3rd parties. STX is waaaaaaaaaay overvalued. Even at a high $1/GJ NPV (??) -> $50M NPV + risked exploration upside. Haber is a pipe-dream at this point. Geothermal economics are undemonstrated. Around $100M market cap would be more reasonable unless STX want to talk about the economics of the WES deal? I doubt it.
NWE probably have more net gas and better upside based on the LD1 discovery release information to compare market caps and Perth Basin players.
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20.0¢ |
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Mkt cap ! $572.1M |
Open | High | Low | Value | Volume |
20.0¢ | 20.3¢ | 19.5¢ | $1.138M | 5.714M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
37 | 1354940 | 19.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
20.0¢ | 1925583 | 11 |
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No. | Vol. | Price($) |
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37 | 1354940 | 0.195 |
52 | 2313872 | 0.190 |
24 | 1074427 | 0.185 |
25 | 1179467 | 0.180 |
7 | 139258 | 0.175 |
Price($) | Vol. | No. |
---|---|---|
0.200 | 1925583 | 11 |
0.205 | 1086191 | 8 |
0.210 | 3279528 | 12 |
0.215 | 1024883 | 13 |
0.220 | 1286949 | 18 |
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