RE:Great presentation from the conference goldwatch69 wrote: https://www.youtube.com/live/Z2rqN3RJ0aI Key takeaways:
Focus on longevity and expansion to build up and increase cash flow.
Zero debt in a few weeks.
Fields are not short life assets and will continue to produce.
Nong Yao and Wassana will add more production next two quarters, looks like another 5000 bpd.
Special dividend or share buyback mid next year.
Next years milestone, double production on Wassana and acquire another asset.
Target by 2026, become a 100,000 bpd company.
Still well below peers in market cap based on cash flow.
Lots more upside here mates! Wouldn't be surprised to see 10 bucks next year.
Special divi or buyback....maybe...if no acquisition....target for 2024.: acquisition = divi/buyback -> no target.
100k bpd in 2 years ? Please wait with that until I quit, please....