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Pieridae Energy Ltd T.PEA

Alternate Symbol(s):  PTOAF

Pieridae Energy Limited is a Canadian energy company. The Company is an upstream producer and midstream custom processor of natural gas, natural gas liquids, condensate, and sulphur from the Canadian Foothills and adjacent areas in Alberta and in northeast British Columbia (BC). It owns and operates three sour gas processing complexes at Waterton, Caroline and Jumping Pound. Its footprint covers over a million gross acres (807,000 net acres) in the Foothills and makes up conventional gas reservoirs in North America. Across Alberta and British Columbia, its footprint stretches over one million gross acres of land, with ownership of three deep cut gas plants and more than 3,800 kilometers of pipelines. Its foothills include the southern foothills, central foothills and northern foothills. Its southern foothills have three main fields: Waterton, Carbondale, and Burmis. The Company also has a production facility in the Northern Foothills of Alberta and in Northern BC.


TSX:PEA - Post by User

Comment by ofirmeon Mar 29, 2022 6:38pm
173 Views
Post# 34557101

RE:RE:Pieridae = Journey Energy

RE:RE:Pieridae = Journey EnergyLet me throw some numbers around of a ship of flng type, being a conversion of older carrier:
$100M for the older ship (being a 15 years old) or $175M for a newer type with lower boil off 
 amounts.
$1.8B for the liquification of 0.3bcf/day.

assume: $2B costs.
length of time from order to construction end: 3.5-4 years.

once its up:
sourced gas: assume $4.0US.
transportation by pipe: $0.85US (I assume most will come from the u.s).
liquification: $0.60US (mostly for 10% of gas used for energy for liquification).
cost of equipment: $2B/12 years return/(0.3bcf/day*360 days) = $1.54/mcf
interest on equipment: assume 6% interest and 12 years duration: $2B/2 (debt paid in straight line
 over 12 years) x 0.06 x 12 years / (0.3bcf/day x 12 years x 360 days) = $0.56/mcf
lng transport cost: $0.85US

Cost: 4 + 0.85 + 0.60 + 1.54 + 0.56 + 0.85 = $8.40/mcf
That is before profits. to make it profitable, one would assume $9.40. 
At energy equivalency of 1:6, equal to oil cost of $56.4 per barrel.
When I ran some numbers for Russian piped gas, I came up with the same number. that is also 
 the number for 70% of oil price of ~$80. 

Assuming ownership of flng and 20 years life, after year 12 costs go down by > $1.0 which becomes
 operating profit.

assuming 50% ownership of flng:
 year 1 - 12 npv10: $54M x ((1-0.1)^1+...+(1-0.1)^12 = ) 6.46 = $348M 
 year 13 - 20 npv10: $108M x ((1-0.1)^13+..+(1-0.1)^20 = ) 1.44 = $155M
assuming 5 years to start: (1-0.1)^5 x ($348M + $155M) = $267M npv10.

Hope that helps. what is needed is a guaranteed buyer, not government assistance.


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