Red Max theres basically 3 methods available that i like. When i discover a stock to buy aor am making an investment in it i use all 3 and come up with a consensus estimate.
NPV model for each well, and a discounted NPV for future wells.
Balnace sheet model, using acerage or resources, NAV etc
Future cash flow modeling with PE multiples.
Right now im comfortable just using the latter.
I have a spreadsheet with the next 3 years broken down, average well flows, projected wells according to thier updated presentations. Then i can tap in whatever gas or oil price and PE ration i want.
Its far too long for me to explian here , but these will help.
http://en.wikipedia.org/wiki/Discounted_cash_flow
http://en.wikipedia.org/wiki/Capital_asset_pricing_model
http://en.wikipedia.org/wiki/Valuation_using_discounted_cash_flows
http://en.wikipedia.org/wiki/Net_present_value
http://en.wikipedia.org/wiki/Net_asset_value
http://en.wikipedia.org/wiki/Stock_valuation
http://www.investingator.org/pend-a-reliable-stock-investment-valuation-method/
This method is way over complicated and i would use it but it will help your understanding.
http://www.ogfj.com/index/article-display/287487/articles/oil-gas-financial-journal/volume-4/issue-3/features/comparison-of-methods-used-to-calculate-netback-value.html
- Forums
- ASX - By Stock
- FFM
- Ann: Investor Presentation Material
Ann: Investor Presentation Material , page-105
-
-
- 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)
Featured News
Add FFM (ASX) to my watchlist
|
|||||
Last
80.0¢ |
Change
-0.030(3.61%) |
Mkt cap ! $384.5M |
Open | High | Low | Value | Volume |
82.0¢ | 82.5¢ | 80.0¢ | $304.8K | 376.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
10 | 43575 | 79.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
80.0¢ | 22698 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 34266 | 0.795 |
11 | 98886 | 0.790 |
8 | 41829 | 0.785 |
10 | 63581 | 0.780 |
5 | 20203 | 0.775 |
Price($) | Vol. | No. |
---|---|---|
0.800 | 60505 | 8 |
0.805 | 25668 | 7 |
0.810 | 58072 | 8 |
0.815 | 74269 | 9 |
0.820 | 37980 | 6 |
Last trade - 11.00am 15/07/2024 (20 minute delay) ? |
Featured News
FFM (ASX) Chart |