Have done a review of the presentation, and must say in my opinion it’s the slickest and most professional presentation CTP have done to date. There is continuous improvement!
Couple of points the forum may like to discuss;
1. Slide 6 - The Q318 target of 75% local staff is to be applauded, and hopefully will offset some of the greenie push-back
2. Slide 7 – Not sure this sells the story of why investors should take a stake in the Company, and is my only disappointing slide. The story for why people should invest in my opinion should be: Company is currently self-sustaining, and revenue/production is increasing; reserves have been proven and more on the way, with a target of 1,000PJ+; NGP coming on line in 2018 which will be a step change in revenue /EBITDA and future sales
3. Slide 9 – Look at that forecast FY16 revenue go, more than double last year! Believe this will be the first FY ever that we have a positive EBITDAX as well.
4. Slide 10 – Is the blue dashed forecast line expected revenue growth before NGP comes on line? If not, I assume the curve will not be linear, it will be more a dramatic step when gas starts flowing thru the NGP.
5. Slide 17 – looking forward to more information on how/when Ooraminna can become 2P
6. Slide 18 – Great slide! My only question here is what is Yeti? First I think I’ve heard of this field… does anyone know any more about it as it’s not mentioned again in the Exploration program slides 21-26, or more importantly in Slide 27 or 34
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