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ARPETROL LTD V.RPT

"ArPetrol Ltd is engaged in the exploration for and development and production of oil & natural gas, and also provides natural gas processing services for third parties in Argentina."


TSXV:RPT - Post by User

Comment by TheRock07on Jul 16, 2014 8:16am
106 Views
Post# 22749734

RE:RE:RE:RE:RE:New Gas Processing Plant Cost

RE:RE:RE:RE:RE:New Gas Processing Plant CostTrue.
There are two ways to value the plant....replacement costs..... and operating earnings.

Replacement costs would be in the $1 million per MMcfpd range or about $85 million US.

Re operating earnings ( free cash flows ), I have no comparable proxy as I know of no other junior which operates a gas processing plant in Argentina.

So, I use MNV which is a oil/gas producer in Argentina which trades at 7 times raw cash flows.
But, this is about 50 % encumbered due to the need to explore and replace production removals.

That is, MNV trades at about 14times its free cash flow .

This is a more correct valuation for RPTs gas plant and would value it at about  $75 million US.

Now, both estimates are very  much alike..
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