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21.0¢ talon energy ltd

TPD Upside Potential & Catalyst, page-21

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wot

10,628 Posts.

1507

12/01/23

11:42

Post #: 65654507
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Originally posted by Justadabble: ↑

For what it is worth, here is my IGV for Walyering

NOTE - this does not include the value of Condensate.

I agree with @Lethal70, with production licence granted, a valuation on revenue is the most appropriate method.

And @Goldfinger99, you can value Walyering on that discounted cashflow basis, but you need to consider future cashflows from Gurvantes, Condor, to get a complete picture of TPD. Alternatively, add IGV's for Gurvantes and Condor based on 2C & 2U to your Walyering cashflow valuation, and you will get a more accurate position of today's value. MST report is useful in that regard.

JMO. DYOR.

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Nice calc but Colby has repeatedly said 28- 30m freecash pa for min 5 yrs. No tax when its redirected and expended on other projects.

Last edited by wot: 12/01/23

TPD Price at posting: 19.0¢ Sentiment: Buy Disclosure: Held
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