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Voya Asia Pacific High Dividend Equity Income Fund T.IAE


Primary Symbol: IAE

Voya Asia Pacific High Dividend Equity Income Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is total return through a combination of current income, capital gains and capital appreciation. The Fund seeks to achieve its investment objective by investing primarily in a portfolio of dividend yielding equity securities of Asia Pacific companies. The Fund will seek to achieve its investment objective by investing at least 80% of its managed assets in dividend producing equity securities of, or derivatives having economic characteristics similar to the equity securities of Asia Pacific Companies that are listed and traded principally on Asia Pacific exchanges. The Fund will invest in approximately 60-120 equity securities and will select securities through a bottom-up process that is based upon quantitative screening and fundamental analysis. Voya Investments, LLC is an investment adviser of the Fund.


NYSE:IAE - Post by User

Post by dbeaudeon Apr 03, 2015 6:42pm
272 Views
Post# 23595906

Their 2P NAV is over $1.7 Billion....

Their 2P NAV is over $1.7 Billion....I listened to the 43 minutes of webcast and I felt it was one of the best I have ever heard from the sector. Even with an adjusted lower Brent pricing deck, Ithaca's 2P NAV is over $1.7 billion dollars. The company has 70.5 MMBOE of 2P reserves and they more than replaced their production last year (without the Summit purchase included). They are now below $40 per BOE and my bet is that with a pretty much brand new FPF next June their opex per BOE will be below $30. So if they hold their current production at around the 12,000 mark and with the addition of a whopping 16000 BOEPD, at 28,000 BOEPD at $70 Brent (and $10 gas) they will be generating ~$410,000,000 of operating profit. With very little development capex required they will be generating plenty of free cash flow to rapidly pay down the debt. They will be income tax free for five years after Stella. Amazing Ferret and the other bashers only comes along when Ithaca experiences misfortune pontificate their tales of Ithaca woe. Anyone who has issues with Ithaca only needs to takes a look at Sterling, Iona, Excite Enquest, Afren , Mart, Pan Orient etc. etc. to see that the tide has gone out with the price of crude and has grounded many poor boats on the muck. Bankers is a fantastically run major onshore heavy crude resource in Europe and the share price has gone from $7.47 to 2.75. Would Ferret say that was management's fault? If not they why not give the Ithaca team the same benefit of the doubt.
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