Member Info for Guly

Gold heading to $4000

Plenty of funds remaining especially with cash coming in from recent exercise of warrants. Can see a premium raising later this year with institutional investors at 35p+ on further results.

EME research

On 16 July 2025, Conrad and PLN EPI signed a binding GSA for all the gas produced from the Mako gas field to be supplied domestically. The GSA provides for a total contact quantity of 392 one thousand billion British thermal units ("TBtu").

1. PSC Framework (Indonesia – Duyung PSC is conventional)

Typical Indonesian gas PSC terms (simplified):

First: Contractors recover costs (“cost recovery”).

Then: Remaining “profit gas” is split between Government and Contractors.

Contractor share: Often around 35–45% of profit gas (varies by contract, but 35% is a conservative assumption).

Tax: Corporate income tax ~30%.

For this estimate, I’ll assume:

Contractor take of profit gas: 35%

Income tax: 30%

Cost recovery: assumed already covered by capex spent, so focus on profit sharing.

2. Gross Contract Value

From earlier:

Low case ($7.5/MMBtu): $2.94 billion

Mid case ($8.5/MMBtu): $3.33 billion

High case ($9.0/MMBtu): $3.53 billion

3. Contractor Take (before tax)

Low case: 35% × $2.94b = $1.03b

Mid case: 35% × $3.33b = $1.17b

High case: 35% × $3.53b = $1.24b

4. After Tax

Low case: $1.03b × (1 – 0.30) = $720m

Mid case: $1.17b × (1 – 0.30) = $820m

High case: $1.24b × (1 – 0.30) = $870m

5. Empyrean’s 8.5% Interest

Low case: $720m × 8.5% = $61m

Mid case: $820m × 8.5% = $70m

High case: $870m × 8.5% = $74m

✅ Net Value to EME

On a realistic PSC/tax-adjusted basis, Empyrean could expect around USD 60–75 million in net revenues over the life of the GSA (2025–2037).

That equates to roughly $5–6 million per year of steady cash flow to EME (assuming smooth production and sales).

EME current mcap £3m 🔥📈

Further updates next week - exciting times 👍

Wow he has something big up his sleeve....

100% agree ID78 👍

Should see a blue day today - onwards and upwards

Wake me up when we're over 50p 🔥

Once we go into production we're looking at minimum £1 Billion valuation thumb 👍

100% agree - it's all about the grades 👌

GGP 2 Billion pounds valuation

Will probably finish green 💚

Back up she goes - topped up

Holding onto this very tightly

We have a monster high grade resource. Initial results of atleast 1m ounces would set us up nicely 👌

£500m mcap in the making - just hold people

Canadian market opening soon 🔥

Follow the money

50p+ later this week and 100p by December is my prediction

Easily 30-35p later today 🔥

No brainer !!