The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Crazy valuation - under £45m market cap
By eoy if we are at 5000 boed then with netbacks of $45 it would equate to $75m /yr of Fcf give or take
That realistically should be worth $200m market cap surely???
GLA - looking to pick up some more today
Just snapped up another 65k - had to pay 4.6p BUT with these prospects the sky is the limit
Why the hell did I not buy a few more at 1.6p just a few months ago !!
GLA
Lucky enough to have bought in at 1.6p- to my mind once the ti grades are confirmed as commercial then we will really really fly
Bought in for the copper but hell who cares if any copper is secondary
Exciting ride
@Trek
Don’t forget we have a little legacy production also -1200 bopd although we will lose a few 100 bopd when the asset swop goes through
I am hugely excited to see what is in the new acreage next door to Royston and Cascadura. - the oil / gas does not stop in a straight boundary line !!!
GLA
Even though Casc B and C won’t be online till next year they will hopefully add hugely to reserves and share price - especially if we can have a little poke across the border into new acreage. Don’t forget that Casc C could massively surpass A if Star Valley can get into the “deep deep”
Exciting times to come
Morning all
Not heard presentation yet but gleaned 2 huge things
1 Casc is so close now to being totally transformational for TXP and Us
2 Enough said to believe that Royston intermediate is flowing at commercial rates
GLA -exciting times have returned !!
12 months should see us at £2 ish with Casc at full production of 200 mmcf/d plus 5000 bopd - if Royston intermediate is indeed about to flow at 500 bopd and with a 10 well drill development I can see £2.50 plus but who knows . This is TXP after all !!!!
An exciting few weeks to come
GLA