STX 2.27% 21.5¢ strike energy limited

In the process of re-creating the Macca risked NAV model and...

  1. 618
    3,187 Posts.
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    In the process of re-creating the Macca risked NAV model and found this flaring error...

    https://hotcopper.com.au/data/attachments/5798/5798536-bb81c2f59a9b63f8f50755ab603aef22.jpg
    $0.95 * 250PJ does NOT equate to $380mn. Either they have used $1.52/GJ or their mid-case valuation for STX is actually 43cps, not 48cps. The report is REALLY poor. Where was the quality control?

    I will try and fix up where I think they have gone wrong and share it later.

    618
    Last edited by 618: 07/12/23
 
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