COI comet ridge limited

0.00%

14.0¢

Ann: Mahalo Gas Hub Operations Update, page-146

First 146 Last

Share
Profile

Follow
Blade2008

1,312 Posts.

278

15/10/24

11:47

Post #: 76126689
Share

Originally posted by Autosime: ↑

777
I simply think your analysis is narrow. I understand your logic but i view is as simplistic. Time will tell but I have high confidence in my analysis.
Santos staff have been out in the field walking the pipeline route planning Wells, conducting assurance on Jemena proposal . At the same time there is significant pressure from the state government to get this going. I think you’re mistaken about timeline relative to other projects this is much more progressed.and has all approvals. In terms of dragging it out, I think the scope to drag it out further is limited.
I also think the idea of the Comet share price being so low that a high teens TO materialises is extremely unlikely , as they have numerous catalysts for share price appreciation including pre payments for GSAs and or investment at the project level etc
The key part that I think you have ignored is the massive demand from the portfolio gas buyers who are going to be extremely incentivised to move away from high carbon coal power generation to very low CO2 gas from Mahalo. There is a lot of demand here. Energy substitution is a key driver as the cost to continue with High carbon energy sources is significant.

I think the other point to note is the share price has moved marginally lower from 19 to 20 to 16 to 17, on retail selling on relatively light volume , where there hasn’t been one institution that has reduced position but rather they are increasing their positions. If I was a fund manager with a 15% position. I will be having simultaneous conversations around corporate actions. The more Chester increase the position, more likely a corporate radar can move on Comet by winning Chesters share holding .

just out of interest do you know how the Santos approval process works ? I do but I am interested to know if you do. When is the next date for feed sign off ?

Expand

how do you know that santos staff have been out there?

FID was meant to be before Covid.

how do you know how much data room activity there is - data room has been talked about for over year and nothing

government hasn’t approved Mahalo north so where is the push to get project going? Is this just more made up bs?

COI Price at posting: 17.0¢ Sentiment: Sell Disclosure: Not Held
2 Upvote

0 Great analysis

Reply

Top Stories

FTL

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

SGQ

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Most investors will get this earnings season wrong. Will you?

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

ASE

Astute delivers high-grade lithium hits at Red Mountain

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

RNU

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

First 146 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 14.0¢		Change 0.000(0.00%)		Mkt cap ! $167.5M

Open	High	Low	Value	Volume
14.0¢	14.5¢	13.8¢	$323.5K	2.306M

Buyers (Bids)

No.	Vol.	Price($)
5	380355	14.0¢

Sellers (Offers)

Price($)	Vol.	No.
14.5¢	114604	6

View Market Depth

No.	Vol.	Price($)
4	374998	0.140
8	641248	0.135
5	270000	0.130
1	70000	0.125
5	560160	0.120

Price($)	Vol.	No.
0.145	51600	1
0.150	131601	3
0.155	6000	1
0.160	62441	1
0.170	4000	1

Last trade - 16.10pm 25/07/2025 (20 minute delay)

COI (ASX) Chart

Ann: Mahalo Gas Hub Operations Update, page-146

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Most investors will get this earnings season wrong. Will you?

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Astute delivers high-grade lithium hits at Red Mountain

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Mahalo Gas Hub Operations Update, page-146

Top Stories

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Most investors will get this earnings season wrong. Will you?

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Astute delivers high-grade lithium hits at Red Mountain

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News