EXR 4.55% 6.3¢ elixir energy limited

EXR Trading 2023, page-566

  1. 3,067 Posts.
    lightbulb Created with Sketch. 702
    I personally am excited for the potential CSG project and from what I can tell, from my experience and research and asking countless questions over years, is that I havent seen anything technical in our approach that tells me that we dont have any gas. Also I havent seen much to suggest we cant get it out.

    If the gas is there, we will get it out and we have a monstrous market which we can supply for probably 40% less than current suppliers. I have no idea about commercial sales from our potential project but I know our profit cut will be significantly better than anyone sending LNG to China.

    The extra projects are cake on the side for me. Additions im happy with so far. I have my own issues with use cases for H2, but industrially there's a huge chance to displace current dirty reformed H2.

    Grandis also has potential to be a couple of TCF and I would say we will sell that to an operator if it drills successfully. Who knows, but I don't know if we would actually operate that. We may just take shares in operations. I'm not a commercial gas professional so I don't know.

    One thing I am absolutely certain of is that the Nomgon Pilot has some of the most experienced people you could find working on it and I have alot of faith in them.

    I am holding. I bought in years ago and have never sold down. I did add at the last CR but mostly just to say I did to support them somewhat. My purchase was modest then.
 
watchlist Created with Sketch. Add EXR (ASX) to my watchlist
(20min delay)
Last
6.3¢
Change
-0.003(4.55%)
Mkt cap ! $75.39M
Open High Low Value Volume
6.6¢ 6.7¢ 6.3¢ $400.6K 6.293M

Buyers (Bids)

No. Vol. Price($)
1 24194 6.3¢
 

Sellers (Offers)

Price($) Vol. No.
6.4¢ 120977 4
View Market Depth
Last trade - 15.59pm 18/10/2024 (20 minute delay) ?
EXR (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.