STX 2.50% 20.5¢ strike energy limited

Ann: 1HFY24 Results and Operational Update, page-24

  1. wot
    9,955 Posts.
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    1.2bn to 600m in 10 days. So 600m lost on Se2/3 which still might flow. You telling me you havent seen a work around in your 30 odd years o&g experience? Anyway write that off.. Waylering can double reserves then double that again with a govt policy revision. So the way I see it 200m on top of 600m. 800m by may possible. Also note all analysts failed to inc tax loss offset in any Waylering production npv. New info today - expect that in their revised forecasts and they are all coming in at 30c lowest already
    Last edited by wot: 28/02/24
 
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