Valuation Metrics to consider, page-82

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kalinda

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24/01/19

17:19

Post #: 37215465
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Originally posted by cmonaussie: ↑

Isn't that a double standard? What about all the "nearology", "analogous to xxx", "comparable transactions" etc that have been raised to get to the $3,500 - $5,500 per acre range that management has floated?

Facts are facts. All are public results. And after CE1 well results you have 2 exact well "point in time" (IP24H and IP30) measurements, which become inputs into the EUR for the Type Curve. And EUR = ESTIMATED Ultimate Recovery. Which is a hypothetical is it not?

Seems like everything thing is a waste of time then. Business planning, forecasts, scenario analysis, modeling, .... What about all that mapping that was done infer that this area was "liquids rich" or better yet "liquids richer" than neighbouring acres? Good management utilizes all available data, information and analyses it to make decisions.

I don't know what the result will be but I know which side of the bet I want to be on - OVER - because that makes us more valuable.

Bit like Occam's Razor (cousin to Occum) - "Accept the simplest possible theoretical explanation for existing data" and that being for me is "the greater the Bbls of NGLs/Condensate, and in particular condensate, the more valuable the company's asset becomes".

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Trying to determine valuation metrics based on nearology is of little importance to me at this point of our program. I am not that hard up...

CE1 Price at posting: 4.7¢ Sentiment: Buy Disclosure: Held
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Valuation Metrics to consider, page-82

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Valuation Metrics to consider, page-82

Top Stories

FBR's robotic home construction tech passes first US early-stage structural compliance check

Duratec snags $76.5M in works from Woodside and Defence respectively - including spy network upgrade

Global Lithium latest hit by lithium downturn; shares fall -10% as Manna DFS paused

Steadfast Group sees $600M wiped off on resumed trades after Four Corners feature

Firebird snaffles Environmental Permit for Jinshi plant

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