- First one below shows my estimated cash flow projections based on:
- Pricing in green
- Hedges
- Operating expense of $17.08/boe as per most recent OEL video
- Cash outlay of $3.4M for new wells in May and $5.9M for GC in 4th quarter of Fy22
- Have not allowed any increase in production for Vick or the two new wells
- We could have net cash of $60M AUD by end of this year
- (Depressing see what this could have been in the absence of the hedges put in by the dinosaurs)
- Second one shows a few shalers I follow. In highlight is the EV to 1P which could easily fetch between $15 to $20 (as opposed to our ratio of $6)
- This tells me our EV could easily be 3x
Ann: H1 FY22 Results and Half Year Report, page-13
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