Ann: Waylering Update, page-63

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Justadabble

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26/05/23

21:23

Post #: 67989826
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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.

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1. Santos taking ONLY 60% of available gas at $5.50 locked in

Got a link or source for this gas price figure? Appears to be on the low side relative the market conditions at the time of signing.

Last edited by Justadabble: 26/05/23

TPD Price at posting: 16.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Ann: Waylering Update, page-63

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