And the CPC carry is certainly considered as part of CVN’s valuation in internal data room / asset sale discussions, however, as Mike suggests there should be a consideration ascribed to the time value of money effect of the US $90m carry component, this can’t be neglected. Nonetheless, given the company finds itself so close to FID, the US$90m (A$140m) CPC carry in my view adds as protection to the downside for CVN and should be included as part of the balance sheet. As many of us have mentioned, it’s a terrific opportunity to participate in the enormous upside to be realised from any merger and acquisition decisions or from progress to first oil at Dorado. Just don’t think STO are that keen on Dorado so I expect some sort of decision made in the next 2-3 months for us CVN holders. I sold a couple at 21.5c to fund a long awaited Europe trip however I will be buying back on any weakness in the SP sub 20c. All the best everyone !
- Forums
- ASX - By Stock
- Positive SP Action
And the CPC carry is certainly considered as part of CVN’s...
-
-
- There are more pages in this discussion • 38 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add CVN (ASX) to my watchlist
|
|||||
Last
15.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $277.3M |
Open | High | Low | Value | Volume |
15.0¢ | 15.5¢ | 15.0¢ | $99.67K | 646.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 256723 | 15.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
15.5¢ | 1330643 | 12 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 256723 | 0.150 |
13 | 781195 | 0.145 |
8 | 592228 | 0.140 |
2 | 437000 | 0.135 |
4 | 506730 | 0.130 |
Price($) | Vol. | No. |
---|---|---|
0.155 | 1027802 | 11 |
0.160 | 944930 | 12 |
0.165 | 369060 | 8 |
0.170 | 1218942 | 16 |
0.175 | 983893 | 9 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
CVN (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online