Thinking about potential valuations and comparisons to peers.
Taking a look at Beach Energy (ASX:BTP), in their 2022 AR they state 283MMboe of 2p reserves.
1TCF gas ~ 170MMboe. So they have ~1.65TCF of 2p reserves.
Current BPT market cap is $3.75B AUD. $3.75B MC for IVZ would give a share price of >$3.50.
Obviously a very simplistic valuation, but highlights the potential here when Scotty is throwing around numbers like 20TCF...
Quick reminder for myself on O&G reserve & resource classification:
Thinking about potential valuations and comparisons to...
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Last
7.8¢ |
Change
-0.001(1.27%) |
Mkt cap ! $112.3M | |||
| Open | High | Low | Value | Volume |
| 7.8¢ | 7.9¢ | 7.8¢ | $27.77K | 354.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 433314 | 7.8¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 7.9¢ | 764999 | 3 |
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| Last trade - 15.51pm 30/08/2024 (20 minute delay) ? |
| IVZ (ASX) Chart |