RE: Perfect28 Feb 2022 08:54
Liquid 1 - With flow rates increasing pipelines now in place and the cost of Gas up I expect we will be will above this prediction that was from January 2020.
In addition this could be huge -- Whilst we have not included Mosman’s two interests in the prolific Amadeus
Basin in our target valuation due to the early stage nature of these permits, we
do recognise the considerable hydrocarbon, hydrogen, and helium potential.
Our indicative valuation infers that on a conservatively risked basis, and based
on third party verified data, EP 145 alone could be worth in excess of 3x
Mosman’s current market capitalisation. We also highlight that on an unrisked
basis (US£172m), the permit could yield transformational upside for the
Company when matured.