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21.0¢ talon energy ltd

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Justadabble

8,443 Posts.

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19/09/22

23:46

Post #: 63781964
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Originally posted by barneydigs: ↑

I think you are being to conservative. You discount the PÉ ratio from beaches to 5 due to greater risk from reinvestment. Then discount it again to 4 to account for risk. $22m a year is at the lower end of projections. 5-10 years is reasonable but does not account for resource expansion. The you discount for future dilution, having already discounted for all revenue being used for development. Given we will never develop Mongolia and earnings from waylering will easily pay for condor, i think our dilution days are done.

no comment on the spike on news then sell and buy back, as I don't say trade. As for news, I think updated condor prospective resource, contingent resource for Mongolia and financing for waylering are all a few week to a 1-2 months away.

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Barney you are an Elixir man, do you have a rough feel for what a Gj is worth in Mongolia?

TPD Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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