Member Info for Dicko80

So all the costs are plugged in against discounted cash flow to arrive at the NPV10

I use 10% of the NPV as mktcap guide before related into project commercialisation

Soon that basis should be c$75m / £60m

Then on farm out and commercialisation re rate to narrow the gap against NPV

So £15m needs to close towards the £60m before farm out

Sure

so NPV stands for Net present value, usually discounted by 7 - 10%

f you look at the presentation from December 22

page 7, 8 & then page 18

page 18

Staged plan with an initial 10 wells drilled from the C-77H drilling pad
• This facilitates drilling rig logistics, production tie-in and ease of workover
• The 10 wells recover 34 Bcf to 2032 representing a portion of the greater resource
• NPV for initial production rate of 4 mmcfd and 40% decline $725 mm pre tax & financing
• Drilling planning completed for initial 2 wells C-78H and C-79H
• Located within proven areas, close to highest test rates (C-05)
• Horizontal sections of ~1,000 m, multi-stage fracture stimulated (15-20 zones)
• CGR of 40 bbls/mmcf adds significant value
• Artificial lift planned using PCP to maximise gas rates
• Water disposal through injection wells
• Well cost est US$10 million drilled, fracked and completed
• Expanded gas processing facilities and compression to 35 MMcfd
• Compression allows sale to high pressure pipelines and LNG replacement pricing.

https://www.synergiaenergy.com/sites/synergia-energy-ltd/files/documents/documents-downloads/20221213%20Shareholder%20Presentation%20ASX.pdf

as it stands there is 1tcf which is the equivalent of 178mmboe,

potential for multi TCF as stated in the presentation

its hughley undervalued

Mkt cap is only £15m

Cambay PSC NPv $725m

Plus CCS India & UK

12th Jan

Roland Wessel is due to travel to India early February to meet potential farmee companies and key CCS stakeholders.

Several blue chip companies are interested in farming into the Cambay PSC.

22nd Feb

Roland Wessel has just returned from India and a full RNS will be released early next week to summarise the successful visit with key India stakeholders and potential farmees.

The loan announced this morning is for general working capital requirements pending the finalisation of a Cambay farm out

https://twitter.com/Synergiaenergy

PENDING finalisation

it looks like they have a number of parties interested, "pending finalisation" the mkt cap should re rate accordingly and close the gap on NPV

The CCS are big big projects if finance is sorted for these as well , huge re rate

Hence why you can't buy any decent amount of stock at the minute

Nt to buy @ 0.18p

Anyone have any valuations for CCS UK & India ?

yes couldnt buy a sausage at the end again

NT @ 0.18p

bodes well for tomorrow

there you go back to NT

UNBELIEVABLE jeff

bit of a shake...

difficult to buy any stock today, wouldn't want to try and trade this

buy n hold

back to NT to buy

struggling the MM's

Progression...

farm in...

a partner to finance field development

there's such a huge disconnect between mkt cap & NPV

real fireworks will be sign off of farm in

yes proving difficult to buy

NT @ 0.16p

trying the stalling tactic, to draw the impatient out to sell

yes i've read it thanks, further wells will be funded via surplus cash from ops

so i take it the parties will be farming in on the basis of financing 10 well programme

which ever way you look at it mkt cap and NPV is miles a part and gap should be closer on finalisation of farm out to progress the project to full development

12th Jan

Roland Wessel is due to travel to India early February to meet potential farmee companies and key CCS stakeholders.

Several blue chip companies are interested in farming into the Cambay PSC.

22nd Feb

Roland Wessel has just returned from India and a full RNS will be released early next week to summarise the successful visit with key India stakeholders and potential farmees.

The loan announced this morning is for general working capital requirements pending the finalisation of a Cambay farm out

https://twitter.com/Synergiaenergy

NPV $725m

mkt cap £13m

it looks like they have a number of parties interested, so pending finalisation the mkt cap should re rate accordingly and close the gap on NPV

SOME GAP eh

ye the 2m @ .149, paying over when offer was 0.145p

bit of buying shows how quickly she'll move

from a TA view, breakout from ascending triangle above 0.145p, indicates initial price target to 0.23p

just need to build a stake now

the issue is not whether the gas is there but the costs to get this project..

capex is requirement offshore.... have a look at this

is it always this difficult to buy stock ?

cant buy a sausage online @ 0.145p

so "pending" farm in for full development with NPY $725

AH OK ,,, I SEE THE EXCITEMENT

mkt cap £12m

is this correct ?

thanks for the message Ed, but it'll go in the same pot

i've had numerous lengthy conversations with the company to try and understand the plan and the impression is always well we'll have wait for instruction orr thoughts on the uk listing

if they tell us to jump

we'll be jumping

at its finest...

life is short get over it and move on

more important things in life than hanging round a BB you don't hold shares or lost money on

lithium asset for just £200k , i very much doubt this will be of any material size as we all know lithium is sexy and prices are high

IMO they are trying to acquire a portfolio of battery metal assets to give substance to the listing in Singapore