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+--- Thread: Interoil path to $9 Billion Enterprise Value w/ 50M shares its $180 per share (/showthread.php?tid=9317)
Interoil path to $9 Billion Enterprise Value w/ 50M shares its $180 per share - jft310 - 11-06-2015
This is direct from The Interoil Website . Under Company and then Fact sheet.
See attachment
See what happens with an 11.8 T estimated certification payment $3 Billion . First time Interoil has shown this number. This is from the prior GLJ report before the 2015 drilling.
Look closely see the EV value net to Interoil of $9 Billion divide by 50 million shares outstanding. The target price is $180 per share for 6.9 millon tons of LNG production.
RE: Interoil path to $9 Billion Market Cap - bix - 11-06-2015
'jft310' pid='64336' dateline='<a href="tel:1446772 Wrote:This is direct from The Interoil Website . Under Company and then Fact sheet.See attachment
See what happens with an 11.8 T estimated certification payment $3 Billion . First time Interoil has shown this number. This is from the prior GLJ report before the 2015 drilling.
Look closely see the EV value net to Interoil of $9 Billion divide by 50 million shares outstanding. The target price is $180 per share for 6.9 millon tons of LNG production.
Zowie! A billion here, a billion there.... Pretty soon we'll be talking about real money.
RE: Interoil path to $9 Billion Enterprise Value w/ 59M shares its $180 per share - jft310 - 11-06-2015
This is for you CAC from Interoil to you .
RE: Interoil path to $9 Billion Enterprise Value w/ 59M shares its $180 per share - Palm - 11-06-2015
Same Fact Sheet? Why re-post?
RE: Interoil path to $9 Billion Enterprise Value w/ 59M shares its $180 per share - Relker - 11-06-2015
It is no brainer that IOC will get a handsome license payment. However, it is not sure yet whether Papua LNG will proceed with the project. Total, as main operator, will take its decision based on a NPV calculation and will not look back on the payments made in the past. They will merely include the license payment due at FID and first shipment. The biggest factor in this decision will be the leverage they can get for the project financing and the capex required. PNGLNG could calculate with a leverage of 70% thanks to the backing of XOM. What is positive is that the Japanese government wants to safeguard LNG supply for the future with financial support. Regarding the capex the financial world counts with capex amounting to Usd 2000/ton. This estimate is based on projects completed in the timeframe 2010-2014. Three factors might lead to lower capex per ton: 1. Iron ore prices went down from USD 180 to 50 per ton. 2. Engineering market turned from a sellers market to a buyers market. 2. The size of the project might become much larger than the PNGLNG project.
RE: Interoil path to $9 Billion Enterprise Value w/ 59M shares its $180 per share - jft310 - 11-06-2015
Palm- you posted 20 percent of the fact sheet the other 80 percent has some very relevant numbers . Thanks for finding the fact sheet !! It was hard to copy I had to create a PDF to get it all . I assume you had the same problem posting all of it .
RE: Interoil path to $9 Billion Enterprise Value w/ 59M shares its $180 per share - jft310 - 11-06-2015
Relker Total is financially sound and its projects use leverage at 70 percent . More than 20 projects so far . Financing will not be issue with signed LNG contracts . The 600 pound gorilla in the room is China and their need for clean energy . I would focus on those LNG contracts after the certification payment . To reach FID we need the security of those contracts . The India's not accepting Qatar deliveries will be costly to them in time .
Total looking back gets 100 percent of its gas sold through long term contracts .
Their is literally Billions circling PNG for its low price gas !! See the offers for Oil Search and Santos in the markets .
RE: Interoil path to $9 Billion Enterprise Value w/ 59M shares its $180 per share - Gator - 11-07-2015
'Palm' pid='64339' datel Wrote:Same Fact Sheet? Why re-post?
Caus U didn't splane $180 target price. 