🔥 IOX mot nye høyder🔥
Oslo, 26 May 2023
Santa Cruz Acquisition
…
Vis børsmeldingen
Interoil Exploration and Production ASA (the “Company” or “IOX”) is pleased to
announce the execution of a Purchase and Sale Agreement (the “PSA”) whereby
Interoil and the Argentine company Selva María Oil S.A. (“SMO”, and with
Interoil each a “Buyer” and together the “Buyers”) have agreed to acquire from
Echo Energy Plc (“Echo”) and its subsidiaries Eco Energy CDL OP Ltd. and Eco
Energy TA OP Ltd. (both such subsidiaries together with Echo, the “Sellers”) (i)
65% of the aggregate interest and assets in and to five exploitation concessions
located in the Province of Santa Cruz, Argentina, namely CA-1 “Campo Bremen”,
CA-4 “Moy Aike”, CA-6 “Chorrillos”, CA-10 “Palermo Aike” and CA-9 “Océano” (the
"Exploitation Concessions’), and the related joint venture (the “UTE”, as well
as (ii) a 95% interest in and to the transport concession (the “Transport
Concession”) owned by Echo on the Océano area (the “Transaction”, and the
interest and assets contemplated thereunder, the “Transferred Interests”).
The execution of the PSA represents a progress for the materialization of the
proposed acquisition of the Transferred Interests announced by the Company on
May 9(th), 2023.
Under the PSA, which follows substantially the Transaction details set out in
the initial Term Sheet executed by the parties and announced by the Company on
May 9, 2023, the Buyers have agreed to pay an aggregate consideration for the
purchase of the Transferred Interests comprising:
A fixed cash consideration of £825,000, payable by means of an upfront
payment of £75,000 upon execution of the PSA (which payment has already been
made), with the balance of £750,000 payable at Closing;
A payment in kind of £400,000 via transfer to Sellers of IOX shares at a
subscription price of 1.15 NOK per share, to be made at Closing;
A first contingent payment of up to £400,000, provided that accrual of such
contingent consideration shall not exceed a threshold of 10% of the net
profits over the production referenced below, after taxes and investments,
obtained by UTE as from the moment when both of the following conditions
occur: (x) production by the UTE must be in excess of 4,000 BOE/p/d during a
term of at least 60 consecutive days; and (y) any and all amounts invested
by Buyers in the Transaction have been repaid to Buyers, and aggregate
losses of the UTE have been balanced with profits; and provided further that
any accrual of contingent consideration (notwithstanding the amount of
contingent consideration accrued and whether any contingent consideration at
all has been accrued or not) shall be fully terminated upon the elapse of 5
years as from Closing;
A second contingent payment of up £100,000, provided that accrual of such
contingent consideration shall not exceed a threshold of 10% of the net
profits over the production referenced below, after taxes and investments,
obtained by the UTE as from the moment when both of the following conditions
occur: (x) production by the UTE must be in excess of 6,000 BOE/p/d during a
term of at least 60 consecutive days; and (y) any and all amounts invested
by Buyers in the Transaction have been repaid to Buyers, and aggregate
losses of the UTE have been balanced with profits; and provided further that
any accrual of contingent consideration (notwithstanding the amount of
contingent consideration accrued and whether any contingent consideration at
all has been accrued or not) shall be fully terminated upon the elapse of 5
years as from Closing;
Furthermore, the Buyers will enter into a Guarantee Assistance Agreement at
Closing to provide a guarantee to cover Echo’s remaining 5% interest in the
joint venture; and
Also, at Closing IOX shall enter into an option agreement with Echo granting
Echo an option to drill an exploratory well at Campo Nuevo (Maná) Colombia
during a term of 5 years as from Closing, and to recover twice the cost
through a 35% stake in the production, remaining after such recovery with
the right to 10% of production (the “Drilling Option”), as well as a
purchase option over Interoil’s Colombian assets exercisable if Echo had
exercised the Drilling Option, and after completion and testing the
exploratory well, at consideration amounting to the valuation made by a
recognized international investment bank appointed by the Buyers.
Additionally, at Closing Buyers (or their assignees) will subscribe Echo shares
for an aggregate amount £ 75,000, at a value of 0.065GBP per Echo share.
For a term of 6 month from Closing, Echo will also retain an option to
repurchase a 5% interest in the joint venture and related assets for a
consideration of £ 100,000.
Upon Closing, the proposed acquisition of the Transferred Interests shall
increase the participation of the Company in the Exploitation Concessions and
the UTE that prior to the Transaction amounts to 8.34%, and in addition shall
provide the Company with an interest in the Transport Concession.
In accordance with the PSA the final determination of the participating interest
to be eventually acquired from the Sellers by each Buyer shall be determined not
later than 3 Business Days prior to Closing. Closing Date is expected to occur
on June 26, 2023 provided that the conditions precedent to Closing are satisfied
or waived, including inter alia the approval of the transaction by an
Extraordinary Meeting of Shareholders of Echo.
In the event that Echo fails to obtained the required approval of its
shareholders, Buyers may terminate the PSA on that basis and the Sellers shall
be required to reimburse to Buyer within 2 business days the upfront payment of
£ 75,000 made together with the execution of the PSA plus an amount of £
60,000. If Sellers fail to make such payment timely, the transfer by Sellers to
Buyers of a 10% participating interest in the Exploitation Concessions, the UTE
and the Transport Concession and related rights shall be deemed completed.
New Gas Sales contract awarded to the Santa Cruz UTE
The UTE Santa Cruz has received Government approval to its filing before the
Argentine National Secretariat of Energy for an application under the Gas Plan
regime (Gas Plan 5.2) promoting gas production. Such approval awards to the UTE
a new gas sales contract for prices substantially above those payable under
current existing agreements.
The new conditional contract under Gas Plan 5.2 (Santa Cruz Sur Basin) shall be
entered into with ENARSA (Energía Argentina Sociedad Anónima) and is for
production volumes outside of those delivered under the existing gas contracts
with industrial clients.
The new contract is applicable across all the Santa Cruz concessions and shall
be in force from May 2023 to December 2028. The contract structure provides for
a base volume and an incremental volume with different prices. Thus, the base
volume of 1.06 MMscf/d (gross 100% JV) attracts a price of US$3.46 per MMBTU. In
turn, any incremental production volume delivered above the aforementioned base
volume, and above the existing gas contracts with industrial clients, would
achieve a gas price of US$9.975 per MMBTU until April 2026, a price of US$ 9.50
per MMBTU from May 2026 to December 2026 which reduces to US$ 5.90 per MMBTU for
the remaining period of the Gas Plan contract through December 2028. These
prices are materially above the existing average sales prices achieved by the
UTE.
Achieving these incremental production volumes requires an activity investment
of around US$ 5.3 million with an operational programme that includes
approximately 13 individual workovers/well interventions.
Please direct any further questions to: ir@interoil.no
Interoil Exploration and Production ASA is a Norwegian based exploration and
production company - listed on the Oslo Stock Exchange - with focus on Latin
America. The Company is operator of several production and exploration assets in
Colombia and Argentina. Interoil currently employs approximately 50 people and
is headquartered in Oslo.
This information is subject to the disclosure requirements pursuant to section
5 -12 of the Norwegian Securities Trading Act
https://newsweb.oslobors.no/message/591780
Santa Cruz Acquisition
…
Vis børsmeldingen
Interoil Exploration and Production ASA (the “Company” or “IOX”) is pleased to
announce the execution of a Purchase and Sale Agreement (the “PSA”) whereby
Interoil and the Argentine company Selva María Oil S.A. (“SMO”, and with
Interoil each a “Buyer” and together the “Buyers”) have agreed to acquire from
Echo Energy Plc (“Echo”) and its subsidiaries Eco Energy CDL OP Ltd. and Eco
Energy TA OP Ltd. (both such subsidiaries together with Echo, the “Sellers”) (i)
65% of the aggregate interest and assets in and to five exploitation concessions
located in the Province of Santa Cruz, Argentina, namely CA-1 “Campo Bremen”,
CA-4 “Moy Aike”, CA-6 “Chorrillos”, CA-10 “Palermo Aike” and CA-9 “Océano” (the
"Exploitation Concessions’), and the related joint venture (the “UTE”, as well
as (ii) a 95% interest in and to the transport concession (the “Transport
Concession”) owned by Echo on the Océano area (the “Transaction”, and the
interest and assets contemplated thereunder, the “Transferred Interests”).
The execution of the PSA represents a progress for the materialization of the
proposed acquisition of the Transferred Interests announced by the Company on
May 9(th), 2023.
Under the PSA, which follows substantially the Transaction details set out in
the initial Term Sheet executed by the parties and announced by the Company on
May 9, 2023, the Buyers have agreed to pay an aggregate consideration for the
purchase of the Transferred Interests comprising:
A fixed cash consideration of £825,000, payable by means of an upfront
payment of £75,000 upon execution of the PSA (which payment has already been
made), with the balance of £750,000 payable at Closing;
A payment in kind of £400,000 via transfer to Sellers of IOX shares at a
subscription price of 1.15 NOK per share, to be made at Closing;
A first contingent payment of up to £400,000, provided that accrual of such
contingent consideration shall not exceed a threshold of 10% of the net
profits over the production referenced below, after taxes and investments,
obtained by UTE as from the moment when both of the following conditions
occur: (x) production by the UTE must be in excess of 4,000 BOE/p/d during a
term of at least 60 consecutive days; and (y) any and all amounts invested
by Buyers in the Transaction have been repaid to Buyers, and aggregate
losses of the UTE have been balanced with profits; and provided further that
any accrual of contingent consideration (notwithstanding the amount of
contingent consideration accrued and whether any contingent consideration at
all has been accrued or not) shall be fully terminated upon the elapse of 5
years as from Closing;
A second contingent payment of up £100,000, provided that accrual of such
contingent consideration shall not exceed a threshold of 10% of the net
profits over the production referenced below, after taxes and investments,
obtained by the UTE as from the moment when both of the following conditions
occur: (x) production by the UTE must be in excess of 6,000 BOE/p/d during a
term of at least 60 consecutive days; and (y) any and all amounts invested
by Buyers in the Transaction have been repaid to Buyers, and aggregate
losses of the UTE have been balanced with profits; and provided further that
any accrual of contingent consideration (notwithstanding the amount of
contingent consideration accrued and whether any contingent consideration at
all has been accrued or not) shall be fully terminated upon the elapse of 5
years as from Closing;
Furthermore, the Buyers will enter into a Guarantee Assistance Agreement at
Closing to provide a guarantee to cover Echo’s remaining 5% interest in the
joint venture; and
Also, at Closing IOX shall enter into an option agreement with Echo granting
Echo an option to drill an exploratory well at Campo Nuevo (Maná) Colombia
during a term of 5 years as from Closing, and to recover twice the cost
through a 35% stake in the production, remaining after such recovery with
the right to 10% of production (the “Drilling Option”), as well as a
purchase option over Interoil’s Colombian assets exercisable if Echo had
exercised the Drilling Option, and after completion and testing the
exploratory well, at consideration amounting to the valuation made by a
recognized international investment bank appointed by the Buyers.
Additionally, at Closing Buyers (or their assignees) will subscribe Echo shares
for an aggregate amount £ 75,000, at a value of 0.065GBP per Echo share.
For a term of 6 month from Closing, Echo will also retain an option to
repurchase a 5% interest in the joint venture and related assets for a
consideration of £ 100,000.
Upon Closing, the proposed acquisition of the Transferred Interests shall
increase the participation of the Company in the Exploitation Concessions and
the UTE that prior to the Transaction amounts to 8.34%, and in addition shall
provide the Company with an interest in the Transport Concession.
In accordance with the PSA the final determination of the participating interest
to be eventually acquired from the Sellers by each Buyer shall be determined not
later than 3 Business Days prior to Closing. Closing Date is expected to occur
on June 26, 2023 provided that the conditions precedent to Closing are satisfied
or waived, including inter alia the approval of the transaction by an
Extraordinary Meeting of Shareholders of Echo.
In the event that Echo fails to obtained the required approval of its
shareholders, Buyers may terminate the PSA on that basis and the Sellers shall
be required to reimburse to Buyer within 2 business days the upfront payment of
£ 75,000 made together with the execution of the PSA plus an amount of £
60,000. If Sellers fail to make such payment timely, the transfer by Sellers to
Buyers of a 10% participating interest in the Exploitation Concessions, the UTE
and the Transport Concession and related rights shall be deemed completed.
New Gas Sales contract awarded to the Santa Cruz UTE
The UTE Santa Cruz has received Government approval to its filing before the
Argentine National Secretariat of Energy for an application under the Gas Plan
regime (Gas Plan 5.2) promoting gas production. Such approval awards to the UTE
a new gas sales contract for prices substantially above those payable under
current existing agreements.
The new conditional contract under Gas Plan 5.2 (Santa Cruz Sur Basin) shall be
entered into with ENARSA (Energía Argentina Sociedad Anónima) and is for
production volumes outside of those delivered under the existing gas contracts
with industrial clients.
The new contract is applicable across all the Santa Cruz concessions and shall
be in force from May 2023 to December 2028. The contract structure provides for
a base volume and an incremental volume with different prices. Thus, the base
volume of 1.06 MMscf/d (gross 100% JV) attracts a price of US$3.46 per MMBTU. In
turn, any incremental production volume delivered above the aforementioned base
volume, and above the existing gas contracts with industrial clients, would
achieve a gas price of US$9.975 per MMBTU until April 2026, a price of US$ 9.50
per MMBTU from May 2026 to December 2026 which reduces to US$ 5.90 per MMBTU for
the remaining period of the Gas Plan contract through December 2028. These
prices are materially above the existing average sales prices achieved by the
UTE.
Achieving these incremental production volumes requires an activity investment
of around US$ 5.3 million with an operational programme that includes
approximately 13 individual workovers/well interventions.
Please direct any further questions to: ir@interoil.no
Interoil Exploration and Production ASA is a Norwegian based exploration and
production company - listed on the Oslo Stock Exchange - with focus on Latin
America. The Company is operator of several production and exploration assets in
Colombia and Argentina. Interoil currently employs approximately 50 people and
is headquartered in Oslo.
This information is subject to the disclosure requirements pursuant to section
5 -12 of the Norwegian Securities Trading Act
https://newsweb.oslobors.no/message/591780
klaesp
18.10.2023 kl 08:59
2592
vikingfan skrev IOX forventer at rally starter snart.
Har du vært i kontakt med selskapet?
qestador
16.10.2023 kl 15:00
3045
Ja nå får vi aksjer til 60 øre og så vbenter vi til vi får se iox i sin nye drakt. Som ntrader aksje er det6 ikke tiden nå til å være sur ,
Vi får først se når den dukker opp . Sure utbrudd er spamm.he he.
Vi får først se når den dukker opp . Sure utbrudd er spamm.he he.
YNWA250505
16.10.2023 kl 13:36
3116
Ja nå er jeg også svært spent. Selskapet evner jo ikke å tjene penger selv med oljepris på $100. Fryktelig å se på hvordan denne ledelsen har klart å rote bort et av Colombias beste oljefelt LLA47. Enten så regner det, veiene er ødelagte, regjeringen er byttet ut, indianerne skalperer oljearbeiderne eller så streiker lokalbefolkningen da de ikke vil ha oljeutvinning i sitt område. Så går borrmaskiner i stykker eller brønner kollapser. I Q2 leverte de et nullresultat som er 16-17 millioner dårligere enn samme periode i fjor. Det til tross for høye oljepriser. Hva de leverer av resultat for Q3 blir sikkert like elendig og de klarer ikke å betjene gjelden sin. De lukter en gigantisk utvanning her og jeg håper også samtidig at ledelsen blir fjernet. Når det skjer først da skal jeg se om jeg tar plass igjen i IOX.
Peter Sellers
16.10.2023 kl 13:08
3159
@vikingfan, hvorfor 50-100% opp? iox er et selskap som ikke evner å betjene gjelden sin så utdyp er du snill på den forventede oppgangen!
vikingfan
16.10.2023 kl 09:26
3266
Nå må folk våkne! IOX vil snart gå 50-100%.
Last opp på dagens lave kurs.
Last opp på dagens lave kurs.
ag-3
15.10.2023 kl 17:31
3513
Den enes død, den andres brød... Argentina ser spennende ut nå, så får vi se hvor lenge Colombia kan se på redusert produksjon og økte priser....
vikingfan
14.10.2023 kl 19:14
3637
10.10.2023
Selskapene Interoil Argentina S.A. og Selva María Oíl S.A. Sammen med provinsfirmaet GyP skal de utføre leting, utvikling og produksjon av området, og forplikte seg til en investering på mer enn 20 og en halv million dollar.
Det provinsielle gass- og petroleumsselskapet Neuquén, signerte med selskapene Interoil Argentina S.A. og Selva María Oíl S.A., kontrakten for leting, utvikling og produksjon av Bajo del Toro Este-området, for tjue millioner fem hundre og tretti-sju tusen fem hundre dollar (USD 20 537 500), med Interoil S.A som firmaet som skal drive område.
I tillegg vil selskapene betale provinsen Neuquén en million to hundre tusen dollar som rett til tilgang til området; og en sum på ti tusen dollar, beregnet på å finansiere opplærings- og/eller inspeksjonsaktiviteter utført av personell ved Undersekretariatet for energi, gruvedrift og hydrokarboner.
Kontrakten, undertegnet 30. august, ble inngått innenfor rammen av den fjortende utlysningen som tilsvarer utlysningen av Neuquén Exploratory Plan. Den vurderer en tidsplan for arbeid og investeringer for den første fireårige leteperioden, og inkluderer anskaffelse og reprosessering av 3D-seismikk og boring av en vertikal letebrønn med påfølgende horisontalisering og ukonvensjonell fullføring.
Bajo del Toro Este-blokken ligger innenfor Vaca Muerta-oljevinduet. I 2018 ble det tildelt selskapet Statoil Argentina – senere Equinor – og returnert til provinsen i 2021.
Provinsfirmaet har 15 års erfaring, og gjennom dekret 436/09 og komplementære områder ble hydrokarbonområder reservert for selskapet slik at det alene eller i samarbeid med tredjeparter kunne fortsette med leting, utvikling og utnyttelse av dem . Selskapet har en utviklingsplan på ulike områder i samarbeid med nasjonale og internasjonale bedrifter
Selskapene Interoil Argentina S.A. og Selva María Oíl S.A. Sammen med provinsfirmaet GyP skal de utføre leting, utvikling og produksjon av området, og forplikte seg til en investering på mer enn 20 og en halv million dollar.
Det provinsielle gass- og petroleumsselskapet Neuquén, signerte med selskapene Interoil Argentina S.A. og Selva María Oíl S.A., kontrakten for leting, utvikling og produksjon av Bajo del Toro Este-området, for tjue millioner fem hundre og tretti-sju tusen fem hundre dollar (USD 20 537 500), med Interoil S.A som firmaet som skal drive område.
I tillegg vil selskapene betale provinsen Neuquén en million to hundre tusen dollar som rett til tilgang til området; og en sum på ti tusen dollar, beregnet på å finansiere opplærings- og/eller inspeksjonsaktiviteter utført av personell ved Undersekretariatet for energi, gruvedrift og hydrokarboner.
Kontrakten, undertegnet 30. august, ble inngått innenfor rammen av den fjortende utlysningen som tilsvarer utlysningen av Neuquén Exploratory Plan. Den vurderer en tidsplan for arbeid og investeringer for den første fireårige leteperioden, og inkluderer anskaffelse og reprosessering av 3D-seismikk og boring av en vertikal letebrønn med påfølgende horisontalisering og ukonvensjonell fullføring.
Bajo del Toro Este-blokken ligger innenfor Vaca Muerta-oljevinduet. I 2018 ble det tildelt selskapet Statoil Argentina – senere Equinor – og returnert til provinsen i 2021.
Provinsfirmaet har 15 års erfaring, og gjennom dekret 436/09 og komplementære områder ble hydrokarbonområder reservert for selskapet slik at det alene eller i samarbeid med tredjeparter kunne fortsette med leting, utvikling og utnyttelse av dem . Selskapet har en utviklingsplan på ulike områder i samarbeid med nasjonale og internasjonale bedrifter
ag-3
14.10.2023 kl 18:08
3667
Et samarbeid som blir gull verdt for iox fremover. Tydelig noen som har gode erfaringer med iox 👍
klaesp
14.10.2023 kl 17:43
3659
Les siste avsnitt i denne artikkelen.
https://www.energianeuquen.gob.ar/la-provincia-aprobo-el-contrato-para-la-exploracion-del-area-bajo-del-toro-este/
https://www.energianeuquen.gob.ar/la-provincia-aprobo-el-contrato-para-la-exploracion-del-area-bajo-del-toro-este/
hauka
14.10.2023 kl 17:06
3656
Dette er en annen auksjon som holdes neste år. Det interoil signerte avtale på nå, er en auksjon av i år. Ca 12 mill kostet denne + forventet forpliktelser på 200 mill.kr. Hvor stor del av dette Interoil skal ta vet vi ikke, og selskapet unnlater å melde ut til markedet....
ag-3
14.10.2023 kl 14:41
3535
Takk for veldig god info!!! Iox har kommet i en fin posisjon i Argentina. Ser ut til at de har gjort mye riktig og blir stolt på av andre aktører.
qestador
14.10.2023 kl 10:03
3618
https://stockcharts.com/freecharts/pnf.php?c=$BRENT,P&listNum=
Ja her er utviklingen lenge før krigen i israel i olje.
Ja her er utviklingen lenge før krigen i israel i olje.
klaesp
14.10.2023 kl 09:26
3518
Interoil og Selma oil skal kun stå for en liten del av kostnadene.
Areas in the province are earmarked for GyP, which can develop them alone or in partnership with third parties. An associated auction is being held, with bids due by March 20, 2024.
Areas in the province are earmarked for GyP, which can develop them alone or in partnership with third parties. An associated auction is being held, with bids due by March 20, 2024.
Mdg1
14.10.2023 kl 09:01
3503
Med 200 mill investering de første fire årene er det ikke så veldig mye man kan håpe på. Med litt flaks blir det kanskje en letebrønn i slutten av 2024 eller første halvår 2025. Interoil trenger 100 mill for sin del av arbeidet.Så blir det sikkert noe forsøk på å gjøre noe på gamle brønner. .Tror uansett Akte skal vente lenge på økningen i produksjon som han maser slik om
klaesp
14.10.2023 kl 07:40
3543
Kommer plutselig.
Litt av en partner
together with state-owned Gas y Petróleo (GyP) from Neuquén, will carry out exploration
https://www.ogj.com/exploration-development/article/14300003/interoil-moves-into-vaca-muerta
Litt av en partner
together with state-owned Gas y Petróleo (GyP) from Neuquén, will carry out exploration
https://www.ogj.com/exploration-development/article/14300003/interoil-moves-into-vaca-muerta
Redigert 14.10.2023 kl 08:44
Du må logge inn for å svare
hauka
14.10.2023 kl 01:10
3576
Skulle det ikke lagt ute en børsmelding om kontrakten på leting i vaca muerta.
vikingfan
13.10.2023 kl 19:00
3633
vikingfan
13.10.2023 kl 12:00
3750
slipp
13.10.2023 kl 11:47
3732
Bruker de ikke å ha oppdateringer av produksjon rundt den 9. eller 12 i hver måned
Ransen
13.10.2023 kl 08:13
3828
Vent å se, bli overrasket.
Redigert 13.10.2023 kl 08:13
Du må logge inn for å svare
Mdg1
13.10.2023 kl 06:58
3887
Kommer det nyheter er det nok bare problemer på brønnene i Argentina eller emisjon.
Akte
13.10.2023 kl 06:50
3897
Fredag = Iox dag 💰💰💰
Tror de smider GODE nyheder inden længe måske allerede idag 💰💰💰💰
Tror de smider GODE nyheder inden længe måske allerede idag 💰💰💰💰
slipp
12.10.2023 kl 07:44
4049
Akte skrev Får vi nyheder idag 💰💰💰💰💰
Tror ikke det. Dette med nyheter kommer skjeldent. Det er mange som tenker på gammle nyheter.
tana
10.10.2023 kl 11:51
4380
Når du sier nye høyder, mener du da 50 Øre ? så reversesplit 10 : 1 og 5 kroner. Jaja, det er en måte å se det på.
Redigert 10.10.2023 kl 11:52
Du må logge inn for å svare
vikingfan
10.10.2023 kl 11:36
1884
5 kr tar nok tid. Men news fra Colombia og produksjon vil sende IOX kraftig opp fra dagens kurs.
Fatter ikke de som ikke utbytter dagens lave kurs.
Fatter ikke de som ikke utbytter dagens lave kurs.
Akte
09.10.2023 kl 12:27
2038
Ingen vil sælge til spotpris idag 💰💰
Ser vi nu starten på opturen 💰💰💰💰💰💰
Ser vi nu starten på opturen 💰💰💰💰💰💰
Mdg1
09.10.2023 kl 08:39
2126
De får godt betalt for det over base volum. Hadde vært spennende å vite hva base volum er satt til. Så lenge ikke selskapet får en del av produksjonen inn i det volumet tror jeg ikke det er mye penger å hente fra Argentina. Skal selskapet prises til 5 kr må de levere overskudd på ei alle fall 3-400 mill i året. Det er de veldig langt unna idag. Så tenker heller dere får håpe på at aksjen stiger til ca 1 kr i løpet av 2024. Tross alt en oppgang på nesten 70% dit. Jeg tror uansett på emisjon, da Iox nå skal dekke 50% av borekostnader og ikke har et øre på bok.
Myndighetene har med prisingen av gassen motivert til at de skal ta store utviklingskostnader med en gang for å få fart på lisensen. Så faller prisen drastisk i 2026. Da bør selskapet gripe muligheten og hente så mye penger de klarer i en emisjon. Hvis ikke blir de avspist med 3,46 $/Mbtu
Myndighetene har med prisingen av gassen motivert til at de skal ta store utviklingskostnader med en gang for å få fart på lisensen. Så faller prisen drastisk i 2026. Da bør selskapet gripe muligheten og hente så mye penger de klarer i en emisjon. Hvis ikke blir de avspist med 3,46 $/Mbtu
Redigert 09.10.2023 kl 08:41
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klaesp
09.10.2023 kl 08:37
2114
Reprising av aksjen klar gjøres, først solid økning av produksjon.
Redigert 09.10.2023 kl 08:37
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