||EPS - Basic
||Market Cap (m)
|Oil & Gas Producers
Hague Ldn Share Discussion Threads
Showing 2901 to 2922 of 2925 messages
|What are your thoughts on the proposed deal keya?|
|Been away while the fun happened.
|What I don't get, is, why pay 2x the EV and possibly 4x more than current EV on contingent payments between 2019 and 2021? Is that a "value" purchase?|
|Way way more x5 minimum.|
|Hard to see a scenario where our shares won't be worth significantly more post re-listing.|
|The CPR opinion will be key, as well as how this deal will be financed.|
|This type of E & P structure reminds me of SQZ. Self-financing CAPEX from non-operated, secure production assets...pity it's all gas
'The proposed acquisition comprises TEPN's interests in 12 licences in the Northern Area and a suite of interests in the JDA in the western part of the DCS. The acreage spreads over 2,878 sq km across 12 licences which generated total net production of 2,900 boepd in 2016. An independent CPR which will externally assess and describe the proved & probable reserves and contingent & prospective resources within the Licences is underway and will be published as part of the Admission Document.
Tullow Oil Group reported total revenues of $31.5 million from its Dutch assets in 2016.
There is significant planned and sanctioned capital expenditures ("Capex") for the Acquisition assets, which is in excess of total consideration in both 2017 and 2018. Capex would likely be funded by the operating cashflow generated out of production from the Licences within the current business plans.
The operating expenditures ("Opex") in 2016 averaged to be approximately EUR25/boe in 2016 with respect to the Licences and these are anticipated to be ca. EUR21/boe in 2017. There are currently no pending abandonment expenditures ("Abex") associated with the assets, however Abex obligations and potential financial guaranties are expected to be incurred in the future within the normal course, and ongoing of operations of the Assets. '|
|'collectively generated total net production of 2,900 boepd in 2016'...
That's interesting, very interesting. It will be more interesting to see how this is financed and what the market cap will be once the 'new entity' is released from its suspension
|Dosent matter when it comes once it does this will be one of the msrkets little beauties that coukd grow into a nice sized profitable oiler.|
|How about Monday morning?
P.S. I didn't say which Monday.|
|I wouldn't count on it.|
|Hopefully we get some news over the weekend.|
|Most are wrong and only few are right|
|"petty speculator" - Aren't we all?!|
|Nosnibord petty speculator
Divmad, it sounds good.|
This time you have lived up to your name. Should change it to "Imasmartass".|
|yourwrong, you were just the first to publicly mention it my fiend. Some of us have been following this for a long time behind the scenes. Well done for being able to talk about the most obvious candidate though!
The issue with VDE, as Divmad says, is that it doesn't necessarily have production / near term production assets. The MOU clearly stated targeting such. This is why it isn't necessarily the target. It is also not potentially "meaty" enough for Engie to be interested.|
The herd of philosophers arrives,..... Always after someone else|
|A tie up with VDE would offer synergies between the two groups, but would not necessarily propel the F5 license application any faster through the Dutch energy dept. I'm hoping that after a deal is struck here, it will definitely show some near term production potential rather than yet another wait to get active.|
|Oranje is pretty big. Not sure how feasible that would be at this stage. Though they focus on the Netherlands, UK and West Africa. Some synergies there!
Another contender is Tulip. Also going for blocks in offshore Holland.
VDE seems like the most obvious contender to me due to size and age of company/management. They also have a lot of experience in Holland (already producing?) and are competing for the same F5 block, which presumably would unblock the log jam in government approval if they became HNL.
Perhaps though, it's something completely out of the blue!|
|Or these even.