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Traverse Energy Ltd TVETF

Traverse Energy Ltd is a Canada-based company. The Company is engaged in oil and gas exploration, development and production activities. It conducts its operations in the province of Alberta. The Company’s assets are located in the Carbon, Turin and Greater Coyote areas of Alberta as well as in the Duvernay land base located in the Buffalo Lake, Chigwell and Pigeon Lake areas of Alberta. The Greater Coyote area includes properties in the Chain Lakes, Coyote, Hanna, Michichi, and Watts areas of Alberta.


GREY:TVETF - Post by User

Post by stockfyon Apr 10, 2019 5:39am
172 Views
Post# 29605399

NAV/share C$0.14 (1P, Zero for land), Advisor for Duvernay

NAV/share C$0.14 (1P, Zero for land), Advisor for DuvernayReserves are out. 

NPV-10 is C$21 million only for the Proved reserves.

Deduct C$6.7 million working capital deficit and you get C$14.3 million.

Add the value for the undeveloped land, Duvernay and NON-Duvernay of 200,000 net acres. (?????)

But let's assume that TVL's land has zero value just for the sake of an unreal and insanely conservative estimate.

Based on 103 million shares, NAV per share is C$0.14 based only on Proved reserves and with zero value for all the land, Duvernay and non-Duvernay.

So the upside potential is significant based on the unreal and insanely conservative estimate for zero value for the undeveloped land.

Based also on its report, TVL retained an advisor for its Duvernay acreage last month:

"Undeveloped land holdings in Alberta at December 31, 2018 totalled 203,400 gross (202,800 net) acres including 100,000 net acres in the Duvernay shale oil basin. In March 2019 Traverse retained an advisor to pursue alternatives for development or disposition of its Duvernay lands."


 
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