OTCPK:TLSMF - Post by User
Comment by
JackDeeValentinon Dec 12, 2014 8:45pm
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Post# 23226552
RE:RE:RE:reposol knows-tlm bleeding cash
RE:RE:RE:reposol knows-tlm bleeding cashRoge -- NPV
Eagle Ford: $1.3b
Colombia: $800m
Canada Edson/Chauvin: $3.8b
North Sea: negative $1b
Marcellus: $1.7b
Asia: $6.2b
Algeria: $400m
Duvernay: $300m
MIdstream: $800m
Kurdistan: $500m
NPV of assets: $14.8b
Debt $4.3b
Decommissioning: $1.8b
NAV: $8.7b
1.033b shares
NAV per share: $8.42
*NPV of asset based on $70 WTI and $3.80 Henry Hub --- but really depends on which set of assets and where they are located
* doesn not include much success from Kurdistan, Colombia, or Duvernay.
**Highly discounted Edson location upside but think the value of this asset is the most overlooked. Second most overlooked are their prospects in Indonesia, Malaysia, Vietnam