The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Value build-up
Converting the Cane Creek’s 27 mmboe 2C resources into reserves by YE22 takes our Core NAV to £0.13/sh. Derisking 25 mmboe 2U resources in another reservoir by then would add a further £0.10/sh to £0.23/sh. With potentially 4 Paradox wells fully on stream from 3Q23, Zephyr could generate ~US$125 mm aggregate free cash flow (FCF) including the Williston over 2024-2026 (=130% of current market cap). Each additional reservoir (8 in total) has an unrisked value of £0.10/sh, adds 4-5 mboe/d net production and US$30-35 mm/y FCF.
I guess he means too early and grammar. ;)
The word "I've" is used by thebhoys a lot look at his posts. "I've" is also used by the first post by Lifesab. No one else writes this way. Call me Inspector Morse but something fishy I can smell...night all
A peoples person. Oh my lord. How lovely.I reckon 3 different people or aka's . Just Sunday night fun. Don't take it seriously.
Do you and KP think you should get a room? Just saying :)
Aim I lost a lot of money and sold out in mid 30s. I still check in every week. It is a wonderful product with a huge market but for some reason its always next year or the year after or the...
ATB Northern. Many variables in your calculations except yes there are 365 days in a year! Would be great if you are right .
Are you mentally sick David Icke. Are you hearing voices. They are coming for you...
Captain super b..o .ll.ocks. Lowlife
iron minded. Look at the revenue captain super*******s
The best, most upbeat, punchy interview I have heard since I have been invested. Happy to be a part of this.
last two posts before island girls are strange is there something in the water!
Don't like " the Board has elected to recommence production" why was this even a question unless something was/is wrong...mmm
Why did 16-2 stop? Seems heavy mention on crypto and gas not so on oil. Normally impressed but not this time. A little disappointing
Go well -is a bit cheesy man!
That made me laugh Oakey..perhaps he is in his world!
Tbhoys agreed
How strange to come on here and write an essay but say you don't read others posts. We can all learn something. Nuts!
Ethik. wrong board
This is not a football forum lets get back to Zephyr.. The price is nuts!