I3 Energy Share Discussion Threads

[gusto01] 11/1/2022 19:25

This is not going to be 15-16p in a fortnight. All these predictions are a load of codswallop.Beware rampers who are quietly selling in the background...

[basem1] 11/1/2022 19:04

Quite a bit of selling but we are a lot more resilient than before Christmas No worries whatsoever here 15-16p in a fortnights time

[basem1] 11/1/2022 19:03

Glass half empty is back lol

[fandagle] 11/1/2022 16:30

Tiiiiiiiiiimbeeeeeeerrrrr

[goodday1] 11/1/2022 16:05

4923 pounds my buyGl all

[pretax2] 11/1/2022 15:22

I think OPEC will keep the price around where it is.
Any higher and you’ll see demand destruction as people seek oil alternatives, or avoid using it. In addition, OPEC wouldn’t want US shale, sands and frackers getting busy with exploration.

Still; no boom, no bust. 🥳

[goodday1] 11/1/2022 14:24

ArK87 on LSE post 12:39 today & PoO.I was thinking 100 Dollars achievable but not according to this threadSerious request:??????I still believe that there are no fundamental bases for $100 oil in 2022. Go ahead and hit me with all the data-based reasons that make you believe Brent will reach $100 or higher in 2022. Thank you#Oil #OPEC #OOTT #BrenthTTps://twitter.com/anasalhajji/status/1480452564395171840?s=21Gl all

[goodday1] 11/1/2022 09:50

It is one penny written all over it, mate!The deluded looking for 9p entry.LolGl all

[1choip] 11/1/2022 09:30

Thanks for reply and now revised to 3p

[goodday1] 11/1/2022 09:18

See your five and lower you one.LolGl all

[1choip] 11/1/2022 08:59

I wait for 5p

[loafingchard] 10/1/2022 19:46

Still waiting for 9p yeah ?

[fandagle] 10/1/2022 17:21

50p by year end, jeez, I nearly choked on my G & T.....LOL

[moonshot3] 10/1/2022 11:14

Thanks Tony. Sounds like 40% is the best figure we can use for now.

[tonynorstrom1] 10/1/2022 11:03

The price of NGL’s are quite volatile
And the price depends on composition which varies from well to well. Some of the “heavier”; NGL’s actually sell at a premium to WTI. 40% is an aggregate figure based
on I3E’s overall sales from a year or so ago - the number needs checking. Hopefully the upcoming full year report will provide additional data.

[moonshot3] 10/1/2022 10:56

Thank you. I am not sure whether there is a forward curve (2022) for NGLs like there is for WTI and natural gas. WH Ireland refer to forward curves for WTI and natural gas in their last note (post 2022 CAPEX advisory guidance) but do not refer to NGL prices. Is 40% of WTI the accepted short hand way of calculating NGL prices for I3E?

[moonshot3] 10/1/2022 10:26

Gr8 workings, Tony. Can I double check how you derived your prices for NGLs?This is showing as $30.80 for case 2 and $31.20 for case 1.

[officerdigby] 09/1/2022 18:31

So basically 30% share price add on through new website?

How much if they make the results/progress/presentation more amenable? another 30%?

Can the CEO do it?

[sporazene2] 09/1/2022 18:20

Thanks Tony. Eric Nuttall has the average Canadian E+P EV at 4.4 x FCF. We are materially below this.

[muddyfox0151] 09/1/2022 17:46

Excellent research Tony , North Sea success a bonus. 50p late 2022 ....

[highly geared] 09/1/2022 12:36

Tony, thanks for sharing your calculations. Reiterates how cheap this stock is and there’s zero in the price for Serenity.

[divmad] 09/1/2022 12:13

Excellent SS, Tonyn.So, even with gas representing some 50% by volume of production, at a discount to WTI, and with swaps, i3e is trading on a 2.7 times multiple to EV. Pretty cheap. I agree with your numbers for EV rather than Nuttalls. Not sure where he gets his from.

[moonshot3] 09/1/2022 11:52

Thank you for forwarding this - much appreciated. I will take a look.

[marvelman] 09/1/2022 10:23

Excellent work Tony...thank you