Happy to share my calcs and happy to be corrected if wrong I...

First 166 Last

Share
Profile

Follow
DELLIOTT9

151 Posts.

37

29/05/19

17:57

Post #: 38808379
Share

Originally posted by MoneyBags1348 ↑

$8.00 SP, cut it out!!!!!!!!

You must be trading LNG DEL

LNG will have to pay of debt, interest, equity holders etc, and comparing our SP to other LNG companies with bigger output and backed by oil and gas majors is uninformed and smacks of someone who trades the company rather than understands the fundamentals.

If you are going to make these kind of bizarre claims, try adding some evidence to back yourself, this is pretty much along the lines of what another poster on these threads (who's recently been exposed) has tried.

Don't assume a US listing will do the job, it might result in a short term bounce, followed by a swift CR and dilution still at a low level. I'm pretty sure at the CC Timbo suggested a US listing only after SPA agreement's were signed. The company might suggest it sooner, hoping it will lift the SP, but cost involved will bring a CR even quicker. Sounds like a typical traders comment, and 'liked' by so many desperate share holders.

All the comments I read by TA's and traders, seems like none have ever actually taken a real interest in the company or industry, shallow and unresearched comments based on trends and trying to make a quick buck!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Expand

Happy to share my calcs and happy to be corrected if wrong

I assume $2.35 is the carrot price GV has been quoted. I will assume $2.80 to be the average over the 8.8mtpa.
50m MMBtu per 1mpta
I assume on $2.80 that $2 will represent costs/repayments/taxes etc leaving $0.80 as NPAT
50m x 8.8 x $0.80 = $352,000,000
PE of 12x doesn't sound outrageous so $352m x 12 = $4.224b market cap
Divided by 580m SOI = $7.28

LNG Price at posting: 31.0¢ Sentiment: Hold Disclosure: Held
3 Upvote

2 Great analysis

Reply

Top Stories

TBN

Tamboran kicks off Shenandoah South pilot project with SS-2H well spud

CYM

WA Nifty copper project steps closer to restart with Cyprium Metals inking $40M loan from Glencore

HLX

Helix investor makes partial takeover bid, proposing board changes

HVN

Consumers cautious according to Harvey Norman, as profit slumps 35% in FY24

Results wrap: Austal, TPG Telecom and Downer

VYS

Vysarn acquires Waste Water Services Pty Ltd for $7.5M; WWS to become subsidiary as expansion continues

LLC

Lendlease sells off US east coast construction operations in latest global divestment push

Consumer Staples Shine Amid Retail Slump – Key Stocks to Watch

PYC

PYC achieves key designation for drug aiming to treat blinding eye disease ADOA

EBR

EBR reaches review milestone for wireless cardiac pacing device