GHY market cap A$43m
REY market cap A$37m
BRU market cap A$56m LOL
STK market cap A$1101m
- has 371 2P and 610 2C = total 981 2P+2C
- valuation A$1.12/GJ
- production potential: 55% of 33TJ/D and 50% of 40 TJ/D so potential Net 38 TJ/D
- pre FEED on scale fertilizer plant
Chart below shows industry happy to pay up for Perth basin gas.
Perth Basin gas is easy to monetize because of infrastructure but reserves are small and high cost
So the $1bn question is when does Industry recognize the Canning potential ?
Need to see BRU on the yellow line
Cedar FLNG for example, page-5
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