CE1 0.00% 0.9¢ calima energy limited

yeah, its not that clear to me what % of the lng gas price...

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  1. 1,579 Posts.
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    yeah, its not that clear to me what % of the lng gas price upside will get upstream to suppliers...over the top of basin wide increases
    current gas suppliers to lng have been pretty quiet about that

    i think condy will continue to be a key ~50% valuation part of the ce1 jv project

    but the old qld example is a good one for perceived values...

    here's the EV/GJ 2P from Qld history 2005-2010!!!...and ce1 has 200M 2C *6 to gj = 1.2B GJ 2C

    and then add the prospective and the other leases

    https://hotcopper.com.au/data/attachments/4769/4769118-2a081b998bb75aa1e70eaafb2c7a5faf.jpg

    Last edited by retorn123: 21/10/22
 
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