I3 Energy Ord Shs T.ITE

Fcf yield +60%

[Drjimjones]

https://cdn-ceo-ca.s3.amazonaws.com/1g5co1h-29E96607-FF56-47BE-9C2E-8E54EB26E77F.jpeg
 

https://cdn-ceo-ca.s3.amazonaws.com/1g5cou4-ECDF6744-42DE-4BFD-9C35-78A652DFC374.jpeg

 

Free Cash Flow Yield based on flat production from analyst report and costs = 62% YE 2022 I encourage all to do the math. Now consider that they will increase production from the 200+ in field locations and 30k infrastructure capacity with only 10k used. When fcf from YE 2021 is included it’s more like 80%

[biggerr]

what will be the dividend yield?

[baranja]

I did some math, they are hedging about $60K per day for dividents and that comes to about $21M  per year and that would be more then yearly 20% interest rate back to shareholders. That would be nice divident.. to start with.  I don't mind that.

[Justhalffull]

Ridiculous.  Where do you get the $60 per day for dividends from hedging number?  While they have yet to release their Q1 2021 numbers, most estimates for annual FCF for I3 is about $30 million.  They have stated 30% of FCF will be applied to dividends, which would mean about 9 million per year, or $2.25 million per That equates to a dividend of less than 1/3 of a penny per share

[baranja]

 Currently they hedged oil and propane for about $60,000 per day.  I would assume this hedging was for dividents but maybe in part only. $60K per day will give you bit less then $2M per months for the next 6 months.. I must miscalculated 12 months vs quarter, but I was correct about about quarter.  9 million dollars per year for dividents will give you about 9% interest rate per