Member Info for pablo_escobar

Let’s see what’s revealed on the 26th !

What happened with shell and others is irrelevant. Barons PSC is unrestricted subject to environmental factors. It’s not like they have a myriad of options anyway. A FLNG needs at around 5tcf to be feasible. Pipe to Santos would be easiest. Around 100ks @ $1mill per km. If do not believe this then email the board or read the PSC.

News on federated must be soon as well as bridgecomm. Looking for a substantial uplift on both. Last raise in 2019 fed valued at 26p to ALM and BC 8p. Both now revenue producing and market leaders.

I always wondered how they acquired the license as it did not make sense. There is a lot of jiggery pokery going on in that region and assumed we had benefited from that. Sunda had been sniffing around for a long time. Either way we have the license, it is not restricted and hopefully shed loads of gas.

Hfb. Read the PSC. Baron are free to do what they want with the gas. Whether that be a floating lng or pipe to Santos.

Have you read the PSC?
What applies to Woodside might not apply to Boil.
My understanding is Boil are free to do as they wish subject to environmental factors.

I don’t really follow this thread so much. But remember something being mentioned about the Gov not allowing monetisation of the assets

Hfb?

Can you elaborate on why the asset would have a problem being monetised ?

As long as the fruit is shared amongst everyone then it matters not.

Seismic re-evaluation will determine whether the asset is stranded or not. If there is more than 5tcf of gas then a floating lng is feasible, specially at today’s gas prices. Otherwise it’s piped to Santos’s lines roughly 100k’s away. Sub 100m is costed around $1million per km. So $100m to pipe to Santos. This is absolutely feasible if there is 3+tcf in the ground.

ALM’s holding in occuterra is 12.8%. We did not participate in the funding round hence the huge dilution. Harry Rein wrote the company off valuing it at 0 despite his “experience in life sciences “. Subsequently Occuterra raised 35mill and attracted big hitters in the life sciences market.
This is all in the half yearly report.
Feds last fund raise valued at 215 mill largely pre revenue. They now have double digit revenue and looking for high double digit next year. New funding round imminent and will be disappointing to see a new fund raise if less than 500mill based on current and projected near term revs.

The post the board put out failed to mention 4x expected revenue for federated. “ The last year has seen 4 times the company’s expected revenue growth, its customer and partner base expand rapidly into new verticals, and the number of active CBRS devices grow to more than 70,000. https://www.globenewswire.com/news-release/2021/11/05/2328739/0/en/UPDATE-Federated-Wireless-Accelerates-Leadership-in-Shared-Spectrum-Market.html

Because is preliminary results show large volumes of gas then this flies

This board seems quite dead. Advfn’s board has more activity if peeps want to catch up

Are CRS going to take this out ?

Slightly concerned with the constant10 mill seller. Would be well played by Yeo to put some shares in his ISA to get everyone moist whilst crony’s are off loading into the bullish sentiment.
Either way it’s a big 4 weeks for boil if we are going to get preliminary 3D data. GLA

Listen. This is a punt like red or black in the casino. But instead of 1:1, the payout if they have the 3 odd tcf of gas will be 20+:1. That’s it really. Everything else is a poor mans side show. Maybe someone wants to drill Scotland and we get a small % carry but it’s all about Chudditch. There is risk but reward is exponential.

Yes. Was discussed on capital markets day and communicated that was definitely and option they were looking at

Last year tech ipo’s on the Nasdaq averaged 23.9 times their last 12 months’ revenue. That is a fact my friend. So take a conservative 10x and you have your $billion company