Australia's largest stock trading and investment forum Australia's #1 stock forum

TPD

0.00%

21.0¢ talon energy ltd

Ann: Waylering Update, page-57

First 57 Last

Share
Profile

Follow
wot

10,071 Posts.

1417

26/05/23

18:43

Post #: 67987996
Share

Originally posted by interested1977: ↑

Is this fully priced?? I’m starting to think this thing is fully priced at $0.175/$0.165. I’ve said this before but have been shot down each time. Meanwhile the share prices had gone backwards. If people still think that with less than 40,60,80 days to production that this isn’t priced in then I think you are kidding yourselves.

1. Santos taking ONLY 60% of available gas at $5.50 locked in. So TPD don’t get the uplift of the ne I’m w gas price to the full extent that people on here are saying, yes there will be contractually agreed raises.
2. no further sales of remaining amount yet??? Seems strange.
3. So the $30m FCF that people go on about is total rubbish, firstly only $13-15m from santos, then $5 from condensate. Besides that, it’s not even FCF, it’s all earmarked for future exploration. It’s revenue, it’s NOT FCF!
4. So many shares to get through from the last raise that will cap this share price if it does start to rise. We all know it hit $0.185 last month, everyone was telling me it was away and I was wrong, not so far, I hope I am.
5. I think we can all see that a further delay is about to be announced, be honest with yourself we can all feel it.
6. It makes no sense for STX to buy us, they have tried to do it and TPD said no way, they won’t try again.

Expand

Screenshot this for when the offer arrives.

TPD Price at posting: 16.0¢ Sentiment: Sell Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

LVH

Livehire sees share rocket 91% on takeover bid by Humanforce

IR1

IRIS Metals sniffs 75 metres of lithium in South Dakota, pushing share price up 9.99%

Emerald & Azure score Digger & Dealer awards

Bitcoin: Current State of Play & Where to Next | Swyftx

ORP

Orpheus delays drilling at South Australian play Frome, on traditional owner advice