I can get us half of the way there combining two tables from announcments and some very basic NPV:
If we combine the probability of CoS for each horizon (using the ERCE CoS to be conservative:
With the updated mean gross resource per horizon:
We can get the expected amount of prospective resource per layer:
To convert this into actual value however we need 3 things, $ per Bcf, $ per mmbbl, and to make an assumption around ownership % for IVZ (currently 80% however will be diluted one way or another either by farm in or further cap raise)
Does anyone have any guidance on these 3 assumptions? I can then plug them in to my spreadsheet.
Please note this is just to work out NPV of the first well not the entire company/basin
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