Tomco Energy Share Discussion Threads

[lopodop] 13/9/2021 16:46

RMART
Why don't you and others contact a stockbroker or financial advisor and ask for an opinion about TOM's prospects bearing in mind all the news that has been released in the last week. Then you'll have an independent viewpoint.

[jaynealex] 13/9/2021 16:42

What share price you thinking Rmart ?

[jaynealex] 13/9/2021 16:17

Fag packet ..someone can drop it into a quick NPV model if they want ..

So ...400k a day cash flow say for 300 days a year = 120 m .... for say 10 years ( not sure how long the resources on the lease last ...but later years discounted more ).= 1.2 billion ...discounted to time zero , half it = 600 m ...divide that by what is it 1.7 b shares = 35 cents

About 25 p at today's exchange rate ( just one plant )

[vauch] 13/9/2021 16:10

Where their not some warrants at .9 also

[damac] 13/9/2021 15:39

And just remember rmart, whatever the daily profit figure is, it will now be 100% going onto Tomco's balance sheet which in turn drives a bigger market cap than the previous 50/50 arrangement with Valkor.

More intriguing for me is what the NAV will look like when the plant is up and running and all the exceptional one-off costs associated with plant construction fall out of the equation. Obviously there will still be day to day operational costs and outgoings associated to repayments of the funding, but it will only be then that we start to see a more healthier and more stable NAV figure.


On the subject of warrants and something to consider with regards to the potential small working capital placing in Tomco around year end. The following 2 batches of warrants will expire if not taken up by the end of February 2022......

Turner Pope - 8,538,462 warrants at an exercise price of 0.65p - Potential value to Tomco = £55,500

Whoever took part in placing - 71,153,846 warrants at an exercise price of 1.5p - Potential value to Tomco = £1,067,307

[vauch] 13/9/2021 15:15

Can we start at £300 mill

[rmart] 13/9/2021 14:32

Future market cap anyone ?

With oil at $70 and the sand per barrel at a minimum of $30 and a production cost under $20 a barrel?

$80 per barrel profit (inc sand element) x 5000 = $400,000 per DAY. dont even think about the second and third plants, it gets very silly on the numbers.

Based on this happening anyone care to give an estimate on market cap?

[rmart] 13/9/2021 14:25

and that from one of the most prolific derampers on tom for many years , lol... PATHETIC.

[goulding1215] 13/9/2021 13:56

Dudley squat from the diddlyman

[vauch] 13/9/2021 13:33

Keep posting Rmart you seem to be upsetting the dross on the other thread.

[the diddymen] 13/9/2021 13:10

reichsmart is very active on his thread. Just commenting reichy!

[rmart] 13/9/2021 13:09

Level 2 ticked up, now 2 v 2, nice and steady.

[rmart] 13/9/2021 12:34

only 2 mm's left on .58, all others in the 60s with one already on 0.65.

[fenners66] 13/9/2021 12:09

lopodop

To add to your comment not only any shareholder with concerns , I believe more importantly any Non-shareholder.

The price is a function of supply and demand.
Those that are already shareholders have in many cases already added their firepower to past demand, as such the supply and demand equation needs new blood.

There will always be some with a reason to sell , any share.
They have to divert funds elsewhere etc.

What shareholders who want the price to go up , need is new demand.
Thus spread the word , answer the questions , persuade others there is an investment case.

So when there are real , RNS , fact based questions , do the research , answer them.
That might encourage more demand.....

[vauch] 13/9/2021 11:59

Yep we come over from time to time to deramp the derampers

[lopodop] 13/9/2021 11:57

RMart
Any shareholder with valid concerns is entitled to contribute to the forum - you are not the censor.
Until TOM PUT MEAT on the bones, there will be questions. There are some intelligent people here who need facts not wild speculation.

[the diddymen] 13/9/2021 11:52

Fenners, however they arrived at the land deal, it now seems to be irrevocably linked to the project financing. They either need to acquire the right or make sure that they have a right to a plant and real estate, to have a distant hope of raising the finance.

Looking at it the other way, were they to finance the plant and then start to look for a site, I suspect the would be buying in a sellers market.

This is crunch time for the narrative. The Directors should ensure that they have sufficient cash to give themselves best chance of financing the project.

[rmart] 13/9/2021 11:27

a little blue, not many shares available now, could get moving up from here.

[rmart] 13/9/2021 11:26

spot on wlison2, derampers only wanted here.

[rmart] 13/9/2021 11:25

These leases (being ML 48801, ML 48802, ML 48803, ML 48806, ML 49236, ML 49237 and ML 50151) comprise, in aggregate, 12,569 acres and are estimated to contain over 1.2 billion barrels of potential oil (as measured by the United States Geological Society) based on the projected thickness of the known oil shale zones. These leases are located within the Uintah Basin, in the same Green River formation as the Company's other two leases in Utah and significantly increases the Company's overall acreage. The Company confirms that there will be minimal ongoing costs in respect of these additional leases in the short term.

These leases were originally taken up (at no cost) when tom were focused on turboshale and they will probably give them up imo as they now have one with at least 20 years mining in front of them plus theones valkor will probably assign to greenfield.

[wilson2] 13/9/2021 11:23

What's with all the postings on here for, this is for deramping only

[fenners66] 13/9/2021 11:13

IF that is realistic , how are they going to fund that ?

[fenners66] 13/9/2021 11:13

The 2019 accounts added 12,569 acres of exploration licenses
Also added £643 k to the balance sheet.

Maybe coincidently , the 2020 accounts had the renewal of the 640 acres
and added £29k

which could be £45 an acre. That maths for 2019 would be £51 an acre is this the cost?

So renew by 1st October at £45/ acre might cost £261 k ?

Could that be realistic ?