I suspect that pretty soon some numbers are going to be leaked, or at least be speculated upon. Then things will get crazy as posters argue which numbers are plausible and which are not. How many T's does IOC have at E/A? In total? Will my calculator handle all the zeros? That is a good problem to have.
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Numbers
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09-14-2012, 11:22 PM
09-14-2012, 11:30 PM
Here is a googledoc showing value at various price valuations per mcfe. Enjoy
09-14-2012, 11:41 PM
Love that stuff, thanks Sam
09-15-2012, 12:08 AM
Henry is on record that there is approximately 12T at E/A. Triceratops is expected to be bigger than E/A. If you plug these numbers into Mr. Tibbs spreadsheet, you will be amazed at how under valued IOC is!
09-15-2012, 12:37 AM
OK, so now we have to wait for IOC and the PNG Gov't to get it done. I expect we will all be on tenterhooks until the actual sell down is announced, and then we will be waiting for the close. Kind of like waiting for Christmas when you are a kid!
09-15-2012, 03:11 AM
'sltibbs' pid='9814' datel Wrote: Thanks, Sam. Short, sweet, and very understandable. Most people will be unable to grasp these numbers, which you and I have been chewing on for several years, based on your original spreadsheet -- and it has only gotten better. Any takeover would necessarily have mind-blowing share price numbers. VS |
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