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2.53%

8.1¢ buru energy limited

Cedar FLNG for example, page-2

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godzilla888

97 Posts.

290

13/07/23

02:48

Post #: 68758840
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Originally posted by godzilla888: ↑

Valuation Scenario based on CEDAR FLNG analogue project

Cedar LNG Kitimat FLNG project (https://www.cedarlng.com/about/)

·3 mT or 400 mmcfd ($3bn capex for FLNG facility owners)
·Already has 50% gas supply contract @ 200 mmcfd.
·Gas supplier gets (JKM – liquefaction tolling fee and shipping cost)
·Indigenous majority ownership stake
·Renewable electricity for plant (Net Zero) and ties into nearby pipeline supply
·FID imminent

Scenario:25 y gas supply gas to 2050 @ 400 mmcfd

Need to get to 3 .5 TCF from bigger RAF or adjacent fields. The 3D could have a surprise benefit:

·could be DHI to show G/W or O/W contact
·that would show how deep contact is and also how extensive accumulation is
·means potential for very accurate resource statement and easy to locate appraisal wells

How’s that work? A mix of

·Amplitude anomalies
·Complex seismic trace attribute analysis
·AI 3D interpretation looking for horizontal phenomena
·AVO gas extent analysis
·Key is anomaly that lines up with structural contour (contacts are flat)

Disclaimer: Speculative scenario - Not financial or investment advice - DYOR

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BRU Price at posting: 9.8¢ Sentiment: Buy Disclosure: Held
15 Upvote

5 Great analysis

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