With thanks to @tui, Talon have now published the Bridge Street Capital Partners Update Report on their website.
You can find it here - https://www.talonenergy.com.au/investors/research/
Highlights for me:-
Overall current valuation of 47c/share
Full year gross revenue for TPD's share of Walyering forecast at $43M
minimal OPEX at Walyering
Stunning net cash figures -> no forecast debt or equity raises
Upside Impact of increasing WA gas spot price is covered
Upside of value of Condor and TEG farmin
Mongolia assessed as 75% derisked (ignore the TMK lookthrough methodology IMO)
Strategic review outcome expected after completion of Pilot Well program
If you can only do one thing today, make sure it is to read this report.
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