Q3 Zahlen: TriOil Confirms 2011 Exit Production Guidance
TriOil is on track to meet its exit production guidance of 1,900-2,100 Boe/d
http://www.newswire.ca/en/story/883687/...er-2011-operational-and-fin
Die Landverkäufe in Alberta im November erzielten bis zu 1,1 Mio$ pro Section. TriOil besitzt in der Ecke 57 net sections. Wenn man das hochrechnet, ist allein das Land mit 62,7 Mio $ zu bewerten oder 2 $/share und berücksichtigt dabei nicht einmal die derzeitige Produktion, Reserven und die weiteren Liegenschaften (This is ignoring their other valuable assets: Tableland and PRA are worth $60mm-$90mm, adding another $2.00 - $3.00 per share...This is also ignoring their huge new light oil discovery).
http://www.stockhouse.com/Bullboards/...&r=0&s=TOL&t=LIST
Wenn man die Company von der Ertragsseite her bewerten will, so kann man ca. 85.000 $/boed für eine Übernahmegebot heranziehen. Für die Zahlen Ende 2011 bedeudet dies:
2.100 boed x 85.000$ / 35,4 mio diluted shares* = 5,04 $ je Aktie (Kurs gestern 2,16$)
*As of November 23, 2011, there were approximately 31.3 million shares issued and outstanding (35.4 million fully diluted).
Auszug Q3 2011 Financial Highlights:
- Reduced operating costs to $15.83/boe in Q3 compared $19.09/boe in the second quarter of 2011 and $16.97/boe in the third quarter of 2010.
- Drilled 2 (1.5 net) wells at Lochend with a 100 percent success rate.
- Maintained a strong balance sheet, exiting the third quarter of 2011 with net debt of $3.2 million. This represents 10 percent of available bank lines at September 30, 2011 and 6 percent of current bank lines.
Do your own DD !