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04/05/2023 00:00 04/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.3400 ***ABOVE AVERAGE***
04/05/2023 00:00 04/05/2023 System Entry Energy, Saltfleetby, D+1 1,818,889.0000
04/05/2023 00:00 04/05/2023 System Entry Volume, Saltfleetby, D+1 0.1589 ***WEEKLY MAINENENCE***
Daily Output (Therms) = 62,063
Month To Date (Therms) = 258,906
Average Per Day (Therms) = 64,726
F/C Monthly Hedge 1+2 Completion = 23/05/2023 06:03
F/C Monthly Therms = 2,891,907
Average Monthly Price Per Therm = £0.8355
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £523,035
F/C Net Monthly Saltfleetby Gas Rev = £2,100,010
F/C Net Rev Less Disbursements = £2,068,510
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 2,891,907 £2,100,010.49 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,667,871 £5,741,967.62 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 2,891,907 £2,100,010.49 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,076,563 £10,656,669.07 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £1,001,213.98
12 Mth Rev-Debt = £28,300,928.72
F/Cast Share Price (p) = 4.4143
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3357
Dec-23 2.8148
Jan-24 3.2249
Feb-24 3.6677
Mar-24 4.0614
Apr-24 4.4143
May-24 4.4918
Jun-24 4.5383
Date *** mmscm/d *** mmscf/d*** ThermsT*** ThermsA*** Therms Var
01.05.2023 *** 0.1582 *** 5.5868 *** 61,987 *** 61,987 *** -
02.05.2023 *** 0.1635 *** 5.7739 *** 64,033 *** 67,485 *** 3,451 POSITIVE
03.05.2023 *** 0.1688 *** 5.9611 *** 66,109 *** 67,371 *** 1,262 POSITIVE
04.05.2023 *** 0.1741 *** 6.1483 *** 68,184 *** 62,063 *** (6,121) DEFICIT
Regards,
singhie/ nice to see the daily you have posted at the bottom, it will help punter decide to buy or not to buy.lol
OUTPUT DATA FOR 05.05.2023
05/05/2023 00:00 05/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.2900 ***ABOVE AVERAGE***
05/05/2023 00:00 05/05/2023 System Entry Energy, Saltfleetby, D+1 2,001,111.0000
05/05/2023 00:00 05/05/2023 System Entry Volume, Saltfleetby, D+1 0.1746 ***IMPROVING***
Daily Output (Therms) = 68,281
Month To Date (Therms) = 327,186
Average Per Day (Therms) = 65,437
F/C Monthly Hedge 1+2 Completion = 23/05/2023 00:30
F/C Monthly Therms = 2,922,338
Average Monthly Price Per Therm = £0.8301
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £519,947
F/C Net Monthly Saltfleetby Gas Rev = £2,096,923
F/C Net Rev Less Disbursements = £2,065,469
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 2,922,338 £2,096,922.71 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,698,302 £5,738,879.84 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 2,922,338 £2,096,922.71 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,106,994 £10,653,581.29 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £990,159.33
12 Mth Rev-Debt = £28,334,240.04
F/Cast Share Price (p) = 4.4175
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3404
Dec-23 2.8195
Jan-24 3.2296
Feb-24 3.6725
Mar-24 4.0662
Apr-24 4.4175
May-24 4.4920
Jun-24 4.5384
Date *** mmscm/d *** mmscf/d *** ThermsT *** ThermsA *** Therms Var
01.05.2023 *** 0.1582 *** 5.5868 *** 61,987 *** 61,987 *** -
02.05.2023 *** 0.1635 *** 5.7739 *** 64,033 *** 67,485 *** 3,451
03.05.2023 *** 0.1688 *** 5.9611 *** 66,109 *** 67,371 *** 1,262
04.05.2023 *** 0.1741 *** 6.1483 *** 68,184 *** 62,063 *** (6,121)
05.05.2023 *** 0.1794 *** 6.3355 *** 70,260 *** 68,281 *** (1,979)
Regards,
Look forward to a 7 daily any time soon, if it keeps the way it is going we will see over 2p sooner than we thought
Lse has been having server problems today. It also seems to have rolled out a chat update.
Now the recent posts in any thread seem to appear at the top of the thread, with the oldest at the bottom (the reverse of how it used to be). There's also a new default view on any thread which only shows the last few posts in it, with a click now being required to show all posts in that thread.
It takes some getting used to...
OUTPUT DATA 07.05.2023
06/05/2023 00:00 06/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.3000 ***ABOVE AVERAGE***
06/05/2023 00:00 06/05/2023 System Entry Energy, Saltfleetby, D+1 2,002,222.0000
06/05/2023 00:00 06/05/2023 System Entry Volume, Saltfleetby, D+1 0.1748 ***SCOPE FOR IMPROVEMENT***
Daily Output (Therms) = 68,319
Month To Date (Therms) = 395,505
Average Per Day (Therms) = 65,918
F/C Monthly Hedge 1+2 Completion = 22/05/2023 20:53
F/C Monthly Therms = 2,942,452
Average Monthly Price Per Therm = £0.8284
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £519,214
F/C Net Monthly Saltfleetby Gas Rev = £2,096,190
F/C Net Rev Less Disbursements = £2,064,747
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 2,942,452 £2,096,190.29 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,718,416 £5,738,147.42 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 2,942,452 £2,096,190.29 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,127,108 £10,652,848.87 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £982,063.50
12 Mth Rev-Debt = £28,358,635.48
F/Cast Share Price (p) = 4.4198
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3438
Dec-23 2.8229
Jan-24 3.2331
Feb-24 3.6759
Mar-24 4.0697
Apr-24 4.4198
May-24 4.4922
Jun-24 4.5386
Date *** mmscm/d *** mmscf/d *** ThermsT *** ThermsA *** Therms Var
01.05.2023 *** 0.1582 *** 5.5868 *** 61,987 *** 61,987 *** -
02.05.2023 *** 0.1635 *** 5.7739 *** 64,033 *** 67,485 *** 3,451 ***SURPLUS MID RANGE
03.05.2023 *** 0.1688 *** 5.9611 *** 66,109 *** 67,371 *** 1,262 ***SURPLUS SMALL RANGE
04.05.2023 *** 0.1741 *** 6.1483 *** 68,184 *** 62,063 *** (6,121) ***DEFICIT MID RANGE
05.05.2023 *** 0.1794 *** 6.3355 *** 70,260 *** 68,281 *** (1,979) *** DEFICIT SMALL RANGE
06.05.2023 *** 0.1847 *** 6.5226 *** 72,336 *** 68,319 *** (4,017) ***DEFICIT MID RANGE
Though overall steady progress being mad
Nice to see the hedge completion date/time retreating daily. Keep this up and there should be a tidy profit at month end...then bring on all 3 wells at full pelt..nice.
OUTPUT DATA 07.05.2023:
Good improving metrics look at the trend the step up in Therms is being clustered in intervals Two Improving Days a Tweek Then Two Improving Days a Tweek and Then Two Improving Days, Tomorrow & Wednesdays Metrics Should Show Output Approaching 0.1770mmscm/d or 6.2500mmscf/d from the two wells with one compressor so surpassing 10.2500mmscf/d from the three producing wells with both compressors running in parallel is a very strong possibility,
Daily Output (Therms) = 64,679
Month To Date (Therms) = 460,184
Average Per Day (Therms) = 65,741
F/C Monthly Hedge 1+2 Completion = 22/05/2023 22:25
F/C Monthly Therms = 2,933,855
Average Monthly Price Per Therm = £0.8272
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £518,595
F/C Net Monthly Saltfleetby Gas Rev = £2,095,571
F/C Net Rev Less Disbursements = £2,064,137
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 2,933,855 £2,095,570.76 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,709,819 £5,737,527.89 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 2,933,855 £2,095,570.76 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,118,511 £10,652,229.34 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £986,413.08
12 Mth Rev-Debt = £28,345,528.75
F/Cast Share Price (p) = 4.4185
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3419
Dec-23 2.8210
Jan-24 3.2312
Feb-24 3.6741
Mar-24 4.0678
Apr-24 4.4185
May-24 4.4921
Jun-24 4.5385
Regards,
The Output Data Trend:
Down then UP UP, Down then UP UP, Down then UP UP:
The next interesting Metric to be observed is the Trend between the Peaks and the Troughs,
Regards,
01/05/2023 00:00 01/05/2023 System Entry Volume, Saltfleetby, D+1 0.1582 02/05/2023 12:01
02/05/2023 00:00 02/05/2023 System Entry Volume, Saltfleetby, D+1 0.1728 03/05/2023 12:01
03/05/2023 00:00 03/05/2023 System Entry Volume, Saltfleetby, D+1 0.1725 04/05/2023 12:01
04/05/2023 00:00 04/05/2023 System Entry Volume, Saltfleetby, D+1 0.1589 05/05/2023 12:01
05/05/2023 00:00 05/05/2023 System Entry Volume, Saltfleetby, D+1 0.1746 06/05/2023 12:01
06/05/2023 00:00 06/05/2023 System Entry Volume, Saltfleetby, D+1 0.1748 07/05/2023 12:01
07/05/2023 00:00 07/05/2023 System Entry Volume, Saltfleetby, D+1 0.1654 08/05/2023 12:01
@Singhie, you must have a very good crystal ball, as you posted the figures for the 7th at 11.21 while the data said they were released at 12.01...blooming clever stuff that! Joking aside, looking good.
British Summer Time seems to have been provisionally replaced by GMT.
Tried twice to post a link to the Drill or Drop article re Balcombe but the link doesn't function.
Excellent mean average flow rates over the last 7 day clean up = 1681
OUPTPU DATA 08.05.2023
08/05/2023 00:00 08/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.2700 **IMPRESSIVE***
08/05/2023 00:00 08/05/2023 System Entry Energy, Saltfleetby, D+1 1,526,667.0000
08/05/2023 00:00 08/05/2023 System Entry Volume, Saltfleetby, D+1 0.1333 **SITE COMISSIONING & INTEGRATING OF BOTH COMPORESSORS WITH THE INTENTION OF BRINGING ALL THREE WELL FLOWING INTO THE GRID THIS WEEK!!!
Daily Output (Therms) = 52,092
Month To Date (Therms) = 512,276
Average Per Day (Therms) = 64,035
F/C Monthly Hedge 1+2 Completion = 23/05/2023 12:11
F/C Monthly Therms = 2,859,108
Average Monthly Price Per Therm = £0.8270
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £518,145
F/C Net Monthly Saltfleetby Gas Rev = £2,095,121
F/C Net Rev Less Disbursements = £2,063,695
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 2,859,108 £2,095,121.41 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,635,072 £5,737,078.54 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 2,859,108 £2,095,121.41 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,043,764 £10,651,779.99 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £1,019,308.09
12 Mth Rev-Debt = £28,246,405.13
F/Cast Share Price (p) = 4.4090
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3281
Dec-23 2.8071
Jan-24 3.2172
Feb-24 3.6599
Mar-24 4.0536
Apr-24 4.4090
May-24 4.4915
Jun-24 4.5380
Regards,
Singhie - you posted:
"08/05/2023 00:00 08/05/2023 System Entry Volume, Saltfleetby, D+1 0.1333 **SITE COMISSIONING & INTEGRATING OF BOTH COMPORESSORS WITH THE INTENTION OF BRINGING ALL THREE WELL FLOWING INTO THE GRID THIS WEEK!!! "
Exciting news, is this just your honest opinion or is it factual???
Factual based on the last RNS which said the 3 wells and 2 compressors will be brought online 10th or shorly thereafter.
There is clearly work going on, given the output figures. GLA
I strongly believe the significant outflow of Gas to the Grid shall confirm this as Factual,
The other very exciting metric is that there is a very strong probability that output of Greater than 10.0000mmscf/day shall be seen during the coming week and that shall contribute to a natural increase in Share Price,
The Other Positive Metric appears to be the bottoming out of the seasonal transition between Winter & Summer regarding Gas Price per Therm,
The Summer equilibrium price per therm appears to be GB£0.80 and there also appears to be a natural bottoming out of the price for Sweet Brent Crude at GB£75.00 per barrel,
All looks good for a recovery in the Share price of Angus Energy which has been dragged down by the transition between Winter & Summer regarding the Energy Price Point!!!!!!
OUTPUT DATA 09.05.2023:
09/05/2023 00:00 09/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.2000 ***BELOW AVERAGE***
09/05/2023 00:00 09/05/2023 System Entry Energy, Saltfleetby, D+1 1,928,889.0000
09/05/2023 00:00 09/05/2023 System Entry Volume, Saltfleetby, D+1 0.1684 ***SCOPE FOR UPLIFT***
***There has been a downward trend in the calorific value since it peaked at 41.44 on 29.04 so there is clearly some engineering / configuration going on behind the scenes there is the possibility that all three wells have now been connected are the compressor pressure is gradually being increased to being the flows up to where the Board of Directors were expecting as per the RNS form earlier in the Month***
Daily Output (Therms) = 65,816
Month To Date (Therms) = 578,093
Average Per Day (Therms) = 64,233
F/C Monthly Hedge 1+2 Completion = 23/05/2023 10:41
F/C Monthly Therms = 2,867,080
Average Monthly Price Per Therm = £0.8260
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £517,760
F/C Net Monthly Saltfleetby Gas Rev = £2,094,736
F/C Net Rev Less Disbursements = £2,063,315
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 2,867,080 £2,094,735.89 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,643,045 £5,736,693.02 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 2,867,080 £2,094,735.89 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,051,736 £10,651,394.47 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £1,016,205.85
12 Mth Rev-Debt = £28,255,753.20
F/Cast Share Price (p) = 4.4099
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3294
Dec-23 2.8084
Jan-24 3.2185
Feb-24 3.6613
Mar-24 4.0550
Apr-24 4.4099
May-24 4.4915
Jun-24 4.5380
Regards,
OUTPUT DATA 10.05.2023:
Awaiting Formal Update From The National Grid Website,
Regards,
Is it possible that Angus are able to ask the gas authority to embargo the release of production figures at times when otherwise the release of those figures would preempt an RNS announcement?
There is No Grid Data at D+1 level for any location not just Saltfleetby,
Regards,
OUTPUT DATA 10.05.2023 & 11.05.2023
11/05/2023 00:00 11/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.2200
11/05/2023 00:00 11/05/2023 System Entry Energy, Saltfleetby, D+1 3,073,333.0000
11/05/2023 00:00 11/05/2023 System Entry Volume, Saltfleetby, D+1 0.2683
10/05/2023 00:00 10/05/2023 System Entry Calorific Value, Saltfleetby, D+1 41.3000 ***Very Good***
10/05/2023 00:00 10/05/2023 System Entry Energy, Saltfleetby, D+1 2,334,444.0000
10/05/2023 00:00 10/05/2023 System Entry Volume, Saltfleetby, D+1 0.2041 ***Impressive***
Daily Output (Therms) = 104,866
Month To Date (Therms) = 762,614
Average Per Day (Therms) = 69,329
F/C Monthly Hedge 1+2 Completion = 21/05/2023 17:12
F/C Monthly Therms = 3,106,269
Average Monthly Price Per Therm = £0.8219
F/C Hedge 1 + 2 Revenue = £1,576,976
F/C Market Revenue = £534,056
F/C Net Monthly Saltfleetby Gas Rev = £2,111,031
F/C Net Rev Less Disbursements = £2,079,366
***Now Update The Investors With The Anticipated Costs For Developing The Two Additional Costs & The Expected Timeframe & Funding Proposals***
Links To Source data Files =
https://tradingeconomics.com/commodity/uk-natural-gas
https://mip-prd-web.azurewebsites.net/DataItemExplorer
https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5351152
Assumption That The Hedge Requirement Is A Daily Pro Rata*
Daily Average Output Of 57,693 Therms To Complete The Monthly Hedge*
1) 3 Month Hedge Requirement Of 5,250,000 Therms / 91 Days: 01.04.2022 - 30.06.2023
2) 3 Month Hedge Requirement Of Additional 843,750 Therms / 91 Days: 01.04.2023 - 30.06.2023
2023 Q2 Forecast Therms Revenue
Apr-23 1,751,187 £1,264,570.11
May-23 3,106,269 £2,111,031.48 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
Q2 2023 7,882,233 £5,752,988.61 Forecast
Month Therms Revenue
Jan-23 1,909,995 £1,759,930.52
Feb-23 1,665,428 £1,481,677.39
Mar-23 1,833,268 £1,673,093.54
Apr-23 1,751,187 £1,264,570.11
May-23 3,106,269 £2,111,031.48 Forecast
Jun-23 3,024,777 £2,377,387.02 Forecast
H1 2023 13,290,925 £10,667,690.06 Forecast
12 Month Share Price Forecast: 10.0mmscf/d
PE Factor = 5.00
Ord Shares = 3,590,393,701
FC Avg Therms / Day = 100,825.91
Debt Outstanding = £913,593.22
12 Mth Rev-Debt = £28,564,959.27
F/Cast Share Price (p) = 4.4396
Based Upon Current Market Data and Responsible Debt Repayment Plan
Share Price Forecast Tracker (p)
Nov-23 2.3726
Dec-23 2.8519
Jan-24 3.2623
Feb-24 3.7054
Mar-24 4.0993
Apr-24 4.4396
May-24 4.4935
Jun-24 4.5397
Regards,
Output Tracker:
Date *** mmscm/d *** mmscf/d *** ThermsT *** ThermsA *** Therms Var *** % VARIANCE
01.05.2023 *** 0.1582 *** 5.5868 *** 61,987 *** 61,987 *** - *** 0.00%
02.05.2023 *** 0.1635 *** 5.7739 *** 64,033 *** 67,485 *** 3,451 *** 5.11%
03.05.2023 *** 0.1688 *** 5.9611 *** 66,109 *** 67,371 *** 1,262 *** 1.87%
04.05.2023 *** 0.1741 *** 6.1483 *** 68,184 *** 62,063 *** (6,121) *** -9.86%
05.05.2023 *** 0.1794 *** 6.3355 *** 70,260 *** 68,281 *** (1,979) *** -2.90%
06.05.2023 *** 0.1847 *** 6.5226 *** 72,336 *** 68,319 *** (4,017) *** -5.88%
07.05.2023 *** 0.1900 *** 6.7098 *** 74,412 *** 64,679 *** (9,732) *** -15.05%
08.05.2023 *** 0.1953 *** 6.8970 *** 76,487 *** 52,092 *** (24,395) *** -46.83%
09.05.2023 *** 0.2006 *** 7.0841 *** 78,563 *** 65,816 *** (12,746) *** -19.37%
10.05.2023 *** 0.2059 *** 7.2713 *** 80,639 *** 79,655 *** (984) *** -1.24%***ON TARGET***
11.05.2023 *** 0.2112 *** 7.4585 *** 82,714 *** 104,866 *** 22,152 *** 21.12%***IMPRESSIVE***
Regards,
Apologies Singhie for undoubted being an absolute plank but can you explain the difference in your 2 output data messages.
On the tracker on you have .2059 for the 10th and 0.2112 for the 11th on the Data one 0.2041 for the 10th and 0.2683 for the 11th why are these different?
09/05/2023 System Entry Volume, Saltfleetby, D+1 0.1684 10/05/2023 12:01:01
11/05/2023 System Entry Volume, Saltfleetby, D+1 0.2683 12/05/2023 12:01:01
I think it is safe to say we can the all see there has been an increase!
Bring on the RNS for fireworks.