IVZ 1.49% 6.8¢ invictus energy ltd

I can get us half of the way there combining two tables from...

  1. 281 Posts.
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    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:

    https://hotcopper.com.au/data/attachments/4492/4492539-bdec14ba5a7ac8f502ffb831fb783686.jpg

    With the updated mean gross resource per horizon:

    https://hotcopper.com.au/data/attachments/4492/4492542-3317d902f6b65bc5c9bf932a20b51ab2.jpg

    We can get the expected amount of prospective resource per layer:

    https://hotcopper.com.au/data/attachments/4492/4492537-6242516fd5d94f5e3e829158f19f961e.jpg

    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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