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Are you afraid of the dark?
#13
I think I might be able to show a picture that connects the DEC disconnects and shows why IOC's A/E LNG makes share holders "whole' by DEC and Happy with 30% yearly returns even with no drilling news. This graph starts on 1/1/14 using the CGA numbers and ends in 1/6/21 with a functioning 7.1 MTPA A/E LNG facility worth (a stab) 250$/share. The equation is PPS=cash(25 to 0) + BWRA+T(15) + the path to A/E LNGs FCF(0-250$). The E/A NG value changes from 0 cents to 40 cents today then onto 5 bucks per MCF over those 7.5 years. This graph fits 1/1 thru today and Mcguire's predictions also.

if interested I'll CALC/XLS it. NOTE: Shareholders hurt now but happy later:

https://www.dropbox.com/s/6mphg49l41woxm...0Model.png
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Messages In This Thread
Are you afraid of the dark? - by efi426hemi - 10-15-2013, 11:42 AM
RE: Are you afraid of the dark? - by jft310 - 10-15-2013, 11:45 AM
RE: Are you afraid of the dark? - by johnwgrant - 10-15-2013, 12:05 PM
RE: Are you afraid of the dark? - by kkozkkoz - 10-15-2013, 12:25 PM
RE: Are you afraid of the dark? - by SamAdams - 10-15-2013, 01:22 PM
RE: Are you afraid of the dark? - by ArtM72 - 10-15-2013, 02:00 PM
RE: Are you afraid of the dark? - by efi426hemi - 07-05-2014, 09:26 AM
RE: Are you afraid of the dark? - by jft310 - 07-05-2014, 10:51 AM
RE: Are you afraid of the dark? - by j4j - 07-05-2014, 07:08 PM
RE: Are you afraid of the dark? - by Stavros - 07-05-2014, 07:22 PM
RE: Are you afraid of the dark? - by trans - 07-06-2014, 11:55 AM
RE: Are you afraid of the dark? - by SamAdams - 07-07-2014, 01:43 PM
RE: Are you afraid of the dark? - by Putncalls - 07-07-2014, 05:45 PM
RE: Are you afraid of the dark? - by jft310 - 07-07-2014, 08:53 PM
RE: Are you afraid of the dark? - by Getitrt2 - 07-08-2014, 01:09 AM

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