only thing with forward view on ebit or Eps is guessing where oil price is in 1-2 years time. My spreasheet uses 80us and 0.7FX, which is an utter guess... using that gives exactly same profit as FY19 - though it had lower oil price at time (about 70Us and 0.7fx). Benefit of BPT's sales gas is the price has been grinding higher over the years. Worth 10.5-11/gj now vs the 6.8/gj in FY19 is great value with Otway finally ramping up. With their 4cps per avs life nnum, i see back at net cash position start of 2026 - about 1.5 years after capex finally drops back to sustaining levels (~500Mpa). Wf/CB may have more oil to give, but theyre capital intensive
only thing with forward view on ebit or Eps is guessing where...
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$1.27 |
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