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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Jadestone Energy Plc | LSE:JSE | London | Ordinary Share | GB00BLR71299 | ORD GBP0.001 |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.95 | 3.76% | 26.20 | 26.00 | 27.00 | 27.25 | 24.90 | 25.00 | 2,448,381 | 16:35:07 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Crude Petroleum & Natural Gs | 323.28M | -91.27M | -0.1688 | -1.57 | 136.56M |
Date | Subject | Author | Discuss |
---|---|---|---|
17/1/2024 12:52 | No. The market likes stability, not the sort of stuff that JSE has been putting out for the past year. | taurusthebear | |
17/1/2024 12:35 | Is this being oversold? | neo26 | |
17/1/2024 11:08 | Webinar documents guides Stag at 2,000 - 3,000 boe/d Page 4 of below presentation Page 5 of the same presentation mentions 5 workovers planned for Stag (to maintain /enhance production) I have included guidance were specified in the presentation and were not specified have used last reported quarterly production. This is conservative as for example Montara is currently producing 7,000 boe/d and per CEO PB CWLH is currently producing 30,000 boe/d for full 100% share of which JSE has 33.33% pughman17 Jan '24 - 11:03 - 20706 of 20707 0 0 0 From Monday's RNS and call, Stag is currently producing at circa 2,200boe/d. Barely 12 months since the $60m infills, Stag needs $100 oil+ premium, otherwise it's standing still at best. | ashkv | |
17/1/2024 11:05 | 2024 Gross Profit Estimate at $75 Brent and Production Mid-Guidance Revenue $583 million - Opex $270 million - Carbon Tax/Royalties $30 million - Capex $90 million - Admin Costs $35 million - Other Costs $20 million - Finance costs $20 million - CWLH Decommissioning One Time Payment as term of 2nd CWLH acquisition $77 million - Tax $40 million = Profit US 1 million Top range of guidance and $80 Brent will approximately add US$90 million to the bottom line!!! I expect JSE to handily beat the low ball top range of guidance as they did for revised 2023 production guidance!!! Every $1 increase in Brent above $75 adjusting for hedged barrels and fixed price gas will result in additional $4,148,590 revenue / gross profit addition if Brent averages above $75 | ashkv | |
17/1/2024 11:03 | From Monday's RNS and call, Stag is currently producing at circa 2,200boe/d. Barely 12 months since the $60m infills, Stag needs $100 oil+ premium, otherwise it's standing still at best. | pughman | |
17/1/2024 10:42 | From JSE HY 2023 Results -> As required by the RBL facility, at 30 June 2023, the Group had entered into oil price swap contracts for 4.2 mmbbls, representing approximately 78% of the required hedging volumes, at a weighted average price of US$70.29/bbl. The hedging programme was subsequently completed in July 2023, with 5.5 mmbbls hedged over the Q4 2023 to Q3 2025 period at an overall weighted average price of US$70.57/bbl; THE ABOVE TWO YEAR PERIOD HAS 5.5 million barrels hedge at $70.59 per Barrel Or Daily Hedged Production Volume 7,534 at $70.59 Annual loss if Brent at $75 = 7,534 Boe/d * ($75 - $70.59) = $12,127,500 Therefore estimated revenue for Jadestone at $75 assuming premiums still apply adjusting for 7,534 boe/d crude hedged at $70.59 = $595,267,550 Minus $12,127,500 = $583,140,050 $583,140,050 estimated revenue assuming Thailand gas same rate as Akatara, Brent premiums apply and conservative as to Akatara revenue given no inclusion of higher priced LPG and Condensate production!!! | ashkv | |
17/1/2024 10:34 | Jadestone Energy 2024 Revenue Forecast $75 Brent MONTARA (H1 23 Premium to Brent $1.5) 5,500 Boe/d * $76.50 = $153,573,750 STAG (H1 23 Premium to Brent $16) 2,500 Boe/d * $91.50 = $83,493,750 CWLH (Brent? No mention of adj in H1 23 Results) 4,400 Boe/d * $75.00 = $120,450,000 PENMAL (H1 23 Premium to Brent $3.5) 6,500 Boe/d * $78.50 = $186,241,250 SINPHUHORM (Reported as Dividend for JSE Share) 1,500 Boe/d * ??? using same Boe rate as Akatara US31.36 per Boe = $17,169,600 AKATARA (6,000 Boe/d Gas From H2 2024) 3,000 * US$31.36 per Boe (US$5.6/MMBtu) = $34,339,200 (Akatara conservative estimate as all gas no LPG or Condensates) (1 bbl oil = 140*0.04 mmbtu = 5.6 mmbtu natural gas) Total Revenue Forecast at $75 per boe $595,267,550| Adjust for hedged amounts assuming no changes to premiums below!!! | ashkv | |
17/1/2024 09:20 | see someone is at those 50k block buys again | sea7 | |
17/1/2024 09:18 | By the way that's not my personal reflection on senior management who (Excepting the Montara issues) have performed well at times but overall reasonable. Just a reflection of the large (and growing!) gap between fair intrinsic value and market cap. | nigelpm | |
17/1/2024 09:01 | Certainly there's a growing likelihood of Tyrus moving senior management on and taking it private I would think. | nigelpm | |
17/1/2024 08:48 | Unreal share price - fingers crossed for a bid to come. Even 55-60p will do.... JSE Share Price: 27.00p Brent: $77.00 JSE Current Share Price vs 52 Week low of 21p on 18 Aug 23: 28.57% JSE Current Share Price vs 52 Week High of 93.2p on 8 Mar 23: -71.03% Shares Outstanding: 540,693,017 GBPUSD: 1.2650 Jadestone 2024 Production Mid-Guidance (20,000-23,000 Boe/d): 21,500 Current Production -> Past 4 week average (As per 15 Jan 2024 RNS): 20,000 Jadestone Production Average for 2023 (Including Montara Shut-Down): 13,800 Production Average for 2022: 11,487 Debt (USD) (USD 200 Million Reserves Based Lending (RBL) Draw) as of 31 Dec 2023: $157,000,000 Cash (USD) 31 Dec 2023: $152,000,000 Net Debt (USD) 31 Dec 2023 : -$5,000,000 Available Credit (Remaining USD 200Million RBL Available + USD 35Million Standby Facility): $78,000,000 Market Cap (GBP); £145,987,115 Market Cap (USD): $184,673,700 ENTERPRISE VALUE (Market Cap + Debt - Cash) (USD): $189,673,700 EV/Barrel(USD) 2024 Mid Guidance Production 21,500 Boe/d $8,822 EV/Barrel(USD) -> Current Production -> Past 4 week average (As per 15 Jan 2024 RNS): $9,484 EV/Barrel(USD) Jadestone Production Average for 2023 (Including Montara Shut-Down): $13,744 JSE Decommissioning Expense Liability i.e. Asset Restoration Liability per HY 2023 Results: $574,656,000 EV/Barrel (USD) JSE 2024 23,000 Boe/d Production [Added Decommissioning Expense Per HY 2023 Results to Enterprise Value]: $33,232 EV/Barrel (USD) JSE YEAR END 2024 26,000 Boe/d Production [Added Decommissioning Expense Per HY 2023 Results to Enterprise Value]: $29,397 2P Reserves (Boe) as of 31 December 2022: 64,800,000 EV/2P: $2.93 Bloomberg Analyst Summary -> JSE Target Price (Avg of all 5 Analysts Reviewing JSE per BBG) as of 16 Jan 2024: 71.50p % Upside to 12 Month Analyst Target Price: 164.81% | ashkv | |
17/1/2024 08:40 | The days of 100p seem a long time ago now... | winnet | |
17/1/2024 08:35 | baby out with the bathwater as usual Nigel | sea7 | |
17/1/2024 08:35 | Dunno I agree with you Nigel, I'm not laughing... | winnet | |
17/1/2024 08:28 | It makes no sense. UK inflation has absolutely no bearing on JSE - funny to watch but stupid. | nigelpm | |
17/1/2024 08:23 | Heading for previous lows. Surreal | banksy | |
16/1/2024 21:49 | Ahh, missed the abandonment payment & didn't fancy criss-crossing reports for g&a, tax durastictions etc. So, carbon taxes were assessed, it seems earnings should be negative to the tune of maybe 20M$, plus taxes.I think they should insure & have a fire or something at stag but hey ho.https://www.jades | t_headder | |
16/1/2024 20:57 | If you include the $77m abandonment payment and $30m carbon taxes mentioned in the guidance then you're down to zero.Take into account the $40m+ G&A not mentioned in the guidance and you're negative.That's what's not to like.. | bradvert | |
16/1/2024 19:45 | Or Livermore come to that.. ?https://twitter.com | bradvert | |
16/1/2024 19:38 | Bit of a rough calc, I got around 500m$ revenue forecast for 2024 using 75$ bwent (50% hedged) plus 6 months of akatara. So assuming 100m$ is left after guidance costs, what's not to like? | t_headder | |
16/1/2024 19:12 | I do wonder what Tyrus are thinking...... -- Possibly the same as me!! | winnet | |
16/1/2024 18:07 | Hopefully that they can find a buyer north of 65p for JSE :) Would make sense for Enquest, Serica, Neptune etc yasX16 Jan '24 - 17:46 - 20683 of 20685 0 3 0 I do wonder what Tyrus are thinking...... | ashkv | |
16/1/2024 18:07 | Thanks all. Bit of an emotional outburst earlier due to market frustrations (not just JSE!). I need to take a proper look at the presentation later. I feel this has to be near capitulation price atm.. | king suarez |
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