Thanks @Glish, very kind of you.Looking at a quarterly or two, and reading through the OCI threads, here’s my brief take (with my rookie gas hat on):
So perhaps its Arrow overhang, current QPM team's short time at the wheel, lacklustre TPS figures to date, lack of export options keeping a lid on our SP.
COI
QPM
1 Project stage
Explorer/developer
Producer
2 Reserves 2P (Proved & Probable)
266PJ
Large tenements still to be drilled
331PJ
Fort Cooper Coal Measures + hookups with more met coal miners would add reserves
3 Project structure
Mahalo COI 57%, STO 43%?
Mahalo N, E, Far E COI 100%
100%
4 Pipeline proximity domestic
14KM
5 Pipeline proximity export
80KM
400KM+
6 Resource productivity, flow, water, CO2 > OPEX
??
??
7 Management
Bleak sentiment on HC
Bleak sentiment on HC
COI look like to be benefitting from being on the optimism part of the Lassonde curve.
Resource wise it looks like we stack up very favourably. OPEX is always key, and DW has made good inroads here, beating their early estimates.
Super-intrigued by the Moranbah base & peak power development in recent presos; perhaps QPME's future advantage is in power generation over gas customer supply, noting they may want to keep the TECH's potential requirements uncommitted to contracted sales in the medium term.
Still, (and of course I'd say this), but on balance we look substantially undervalued as a snapshot.
Life / business though is a video, so more frames needed!
Happy Sunday all, enjoy your Eurovision and other favourite pastimes![]()
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