AMZG's EV (US$200m), AMER's (US$430m), IOX's (US$73m)
The Canadian Health care system and the Rehab centers in Canada fail sometimes. As a result of this failure, people like "thedave" are around us. So I have to post this again:
PTA now at C$0.15 has EV at US$78 million, including the negative net nebt of course. To see how absurdly low it is for a producer of 5,500 boepd (98% oil), such a healthy balance sheet and Zero debt, see the latest example from American Eagle Energy (AMZG).
AMZG is also a junior oil producer like PTA.
AMZG currently produces only 1,900 boepd (98% oil).
AMZG produces oil in North Dakota and it receives DISCOUNTED WTI, which is typical for all the Bakken players.
AMZG dropped at US$0.37 last night because of some debt problems.
Despite the slump, AMZG still has 2.5 times higher EV than PTA.
AMZG currently at US$0.37 has EV at US$200 million, including the Positive Net Debt of US$188 million!
" As of December 31, 2014, American Eagle had approximately $25.9 million in cash, $175.0 million total debt outstanding, comprised solely of the bonds that the Company sold in August 2014, and 30.4 million shares of common stock outstanding. The Company ended the fourth quarter of 2014 with approximately $13.6 million of negative working capital."
" The Company estimates that average production for the first quarter ended March 31, 2015, will be approximately 1,900 BOEPD. "
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Amerisur Resources (AMER.L) that trades on London, drills right next to PTA in Putumayo, produces only 4,500 bopd, currently has EV at US$430 million (including the negative net debt).
AMER now trades 13 times its 2015 EBITDA and US$95,000/bopd.
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Heavily indebted InterOil Exploration (IOX.OL) that trades on Oslo, drills in the Llanos Basin, produces only 1,412 boepd (only 65% oil), currently has EV at US$73 million (including the Positive Net Debt of course), based on 647,000,000 million outstanding shares pro forma the placement from Andes Energia (AEN.L).
IOX shares are at 0.31 NOK today on Oslo.
See below to confirm everything:
https://www.interoil.no/?page_id=13&PressReleaseID=1893115
https://hugin.info/137537/R/1897811/673783.pdf
https://www.interoil.no/?page_id=13&PressReleaseID=1888579