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$1.85 karoon energy ltd

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marcrae19

227 Posts.

55

06/12/23

15:05

Post #: 71305219
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Originally posted by binwood: ↑

800m SOI @ 1.93 here = $1,544m.

Net debt by end of Q should be around $A225m (US$150m).

Allow some rounding and call EV A$1.8bn

If they hit 13mbbl next year and upper end costs and $70 oil they should still make around A$800m EBITDA.

Trading at 2.25x here.

Now multi asset play and security of longer LOM across the book.

Can't really work out the selling. On a medium term view looks good and plenty of potential for capital returns from H2 next year.

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what is happening here? structured shakedown to try and trip any margin positions?

KAR Price at posting: $1.93 Sentiment: Buy Disclosure: Held
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0 Great analysis

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(20min delay)
Last $1.85		Change -0.050(2.64%)		Mkt cap ! $1.478B

Open	High	Low	Value	Volume
$1.90	$1.91	$1.84	$7.832M	4.204M

Buyers (Bids)

No.	Vol.	Price($)
46	141189	$1.84

Sellers (Offers)

Price($)	Vol.	No.
$1.85	84768	59

View Market Depth

No.	Vol.	Price($)
32	30665	1.845
33	166004	1.840
23	110042	1.835
29	159309	1.830
14	120456	1.825

Price($)	Vol.	No.
1.850	46632	36
1.855	91019	28
1.860	79402	13
1.865	101891	13
1.870	115940	11

Last trade - 15.39pm 22/05/2024 (20 minute delay)


Last $1.84			Change -0.050 ( 3.22 %)
Open	High		Low	Volume
$1.91	$1.91		$1.84	1160955
Last updated 15.59pm 22/05/2024 ?

KAR (ASX) Chart

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