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CGX Energy Inc V.OYL

Alternate Symbol(s):  CGXEF

CGX Energy Inc. is a Canada-based oil and gas exploration company. It is focused on the exploration of oil in the Guyana-Suriname Basin and the development of a deep-water port in Berbice, Guyana. The Company, through one of its subsidiaries, holds an interest in a Petroleum Prospecting Licence (PPL) and related Petroleum Agreement (PA) on the Corentyne block in the Guyana Basin, offshore Guyana. The Company, through its subsidiary Grand Canal Industrial Estates, is constructing the Berbice Deep Water Port. This facility, located on the eastern bank of the Berbice River, adjacent to and north of Crab Island in Region 6, Guyana, is being constructed on 30 acres with 400 m of river frontage. Its subsidiaries include CGX Resources Inc., GCIE Holdings Limited and CGX Energy Management Corp. It is the operator of the Corentyne block and holds a 27.48% working interest. Its Wei-1 exploration well is located west of the Kawa-1 discovery in the northern region of the Corentyne block.


TSXV:OYL - Post by User

Comment by westcanprideon Aug 03, 2022 3:51pm
264 Views
Post# 34869216

RE:RE:RE:RE:Formal Evaluation

RE:RE:RE:RE:Formal EvaluationYour experience in these matters Miftee are definitely appreciated. 

I mean, however one slices it now, based on the report, current CGX market cap is WAY over bloated given their remaining 32% interest in Corentyne. Is the port actually worth the remaining amount baked into the share price? Is Wei-1 opportunity currently baked in? Wish I knew the answers but I do not. Either way, given the new report, I doubt we ever see $3 CAD ever again unless Wei-1 is an absolute Guyana basin game changer (i.e., over 300ft of oil. Not condensate... and confirmed with fliud samples). 

Lord knows the current valuation from H&P for the entire Corentyne block is WAY off the $1B many people were hoping for. Instead of Frontera wasting ~$50MM USD on pointless dutch share buybacks, they should have been pumping that money into Guyana offshore wells.... like you know, an appraisal well on Kawa-1 to help make Corentyne look more promising. 
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