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14.5¢ elixir energy limited

OGP, do you mind me asking what finally got you over the line to...

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Sir Von Pushe

2,125 Posts.

132

30/10/20

13:28

Post #: 48527321
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Originally posted by OilGasPlanning ↑

Basic Overview of CSG fundamentals.

As always not investment advice.

IMO this should help to answer some of the questions currently being discussed.

https://www.aseg.org.au/sites/default/files/Microsoft%20PowerPoint%20-%20Module%202%20P%20%26amp%3B%20C%20and%20water.pdf

Teaser on first page of the above document

Through the lens of a nominal 400TJ/day for 30 years (My own best guess) the present exploration results combined with the the sheer size of the tenement has already gone a long way to derricking the project and I was listening very carefully to what NY had to day on de-risking and the present strategic thinking and timing of a transaction based sale.

My own opinion is that the Elixir team really know what they are doing and are more than capable of optimizing the pilot well designs.

Regards

OGP

A snapshot from the current version of my own model which is is of course based on a number of arbitrary assumptions.

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OGP, do you mind me asking what finally got you over the line to become a holder?

Appreciate the analysis as always

cheers

EXR Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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