KAR 1.44% $1.76 karoon energy ltd

mqg researh:pessimism priced in, brazil is not, page-4

  1. 1,325 Posts.
    Lessa ,

    Excuse me if i am wrong ,the minimum for a stand alone lng would be 4 tcf ...i would expect the p90 to rise to 7 tcf and p50 around the 9 - 10 tcf mark with the new figures BASED ON THE MASSIVE FLOWS so far from the monster p1.

    The wholesale price in australia for lng ,i think was around 3 billion dollars ,so even 5 tcf would be worth 15 billion min, less the normal discounts for cap expense and such .

    say 5 billion that gives $56 per share .more then 10 x its current value .

    even 40 % of that is still $22.00 .

    not including the condesate.



 
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