BRU 0.00% 8.7¢ buru energy limited

Cedar FLNG for example

  1. 97 Posts.
    lightbulb Created with Sketch. 290

    Valuation Scenario based on CEDAR FLNG analogue project

    Cedar LNG Kitimat FLNG project (https://www.cedarlng.com/about/)

    • · 3 mT or 400 mmcfd ($3bn capex for FLNG facility owners)
    • · Already has 50% gas supply contract @ 200 mmcfd.
    • · Gas supplier gets (JKM – liquefaction tolling fee and shipping cost)
    • · Indigenous majority ownership stake
    • · Renewable electricity for plant (Net Zero) and ties into nearby pipeline supply
    • · FID imminent

    Scenario: 25 y gas supply gas to 2050 @ 400 mmcfd

    Need to get to 3 .5 TCF from bigger RAF or adjacent fields. The 3D could have a surprise benefit:

    • · could be DHI to show G/W or O/W contact
    • · that would show how deep contact is and also how extensive accumulation is
    • · means potential for very accurate resource statement and easy to locate appraisal wells

    How’s that work? A mix of

    • · Amplitude anomalies
    • · Complex seismic trace attribute analysis
    • · AI 3D interpretation looking for horizontal phenomena
    • · AVO gas extent analysis
    • · Key is anomaly that lines up with structural contour (contacts are flat)


    Disclaimer: Speculative scenario - Not financial or investment advice - DYOR

 
watchlist Created with Sketch. Add BRU (ASX) to my watchlist
(20min delay)
Last
8.7¢
Change
0.000(0.00%)
Mkt cap ! $58.40M
Open High Low Value Volume
8.7¢ 8.7¢ 8.6¢ $38.43K 443.1K

Buyers (Bids)

No. Vol. Price($)
1 169435 8.6¢
 

Sellers (Offers)

Price($) Vol. No.
8.7¢ 430473 3
View Market Depth
Last trade - 16.10pm 21/06/2024 (20 minute delay) ?
BRU (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.