That "Base Case" IRR is magical. Historically LT contracts are around 20% above Spot. So we are, historically speaking, ALREADY at the base case scenario.
Just think, if they layer their contracts in from $70 all the way up to the $150lb mark (which Spot WILL get to within 2yr timeframe).
The IRR will be at insane levels of between 75-150+ %.
THAT's some solid cashflow right there.
That "Base Case" IRR is magical. Historically LT contracts are...
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BOE (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.34 |
Change
0.020(0.60%) |
Mkt cap ! $1.368B | |||
| Open | High | Low | Value | Volume |
| $3.40 | $3.45 | $3.27 | $10.51M | 3.126M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 4906 | $3.34 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.36 | 445 | 1 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| BOE (ASX) Chart |