IVZ

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keshla1295

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12/11/23

13:22

Post #: 70853681
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Originally posted by VOGC: ↑

Hi All,

For those interested, just posting my current Mukuyu Structure Resource Assessment & Modelled A$/S Value. I was going to wait until we had the samples to surface (but these "seem" imminent) & some more definitive reservoir parameters but thought I'd Post my current analyses with reservoir net numbers I've recently derived and then update as more data comes in.

Part of the reason for my earlier than expected Post is that I've been very surprised of how low some Posters are expecting the share price to be re-rated to based on a discovery being announced & with the information SM has been providing in the drilling updates. Obviously, difficult to predict the timing as Investors, Brokers, Institutions, Hedge Funds, etc. will have to run their numbers - could certainly take a few weeks.

But none the less, I'm wondering if some Posters might be considering a fairly low gas resource based on the currently defined gas markets i.e. markets available severely constraining development volumes? With the very high condensate gas ratios (CGR) that have been quoted from Mukuyu-1/ST1, I'm expecting a condensate stripping project with surplus gas to current market requirements being re-injected as a most likely go forward project. At the bottom of Slide 1, I've run some quick numbers on what one well flowing at 30,000mmcfpd with a CGR of 82.5bc/mmcf might give cashflow wise in a year.

Key Slides 1 to 8.

GLTAH
Cheers
VOGC

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You are worth your weight in gold. Thank you.

IVZ Price at posting: 22.5¢ Sentiment: Buy Disclosure: Held
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You are worth your weight in gold. Thank you.

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