Discover and read the best of Twitter Threads about #pom

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Good evening,

I’m sharing one of my NAV modeling (cashflow) results.🧵

Company: Permian Resource Corporation
Sector: O&G
Ticker: $PR (NYSE)
Current SP: $9.04
My Estimated NAV: $18.06
Peers: $SM $CPE $CTRA $DVN $FANG $MTDR $PDCE

*Not investment advice*
#WTI #Brent #Permian #POM Image
Production/Decline Assumptions Image
Observed production composition from FY 2021 Image
Read 24 tweets
#FAN - #MarineNationale🇫🇷⚓️
Programme #POM (6)

📸 © SOCARENAM

➡️ Le #POM « Teriieroo a Teriierooiterai » (2023 ?) - mis à l'eau au chantier naval #SOCARENAM de Saint-Malo (5 septembre 2022) - a rejoint le chantier naval SOCARENAM à Boulogne-sur-Mer le 10 ou le 11 septembre. ImageImageImage
➡️ Le #POM « Teriieroo a Teriierooiterai » (2023 - 2063 ?) sera basé en Polynésie française dès 2023 tandis que le « Auguste Bénébig » (2022 - 2062 ?) rejoindra la même la Nouvelle-Calédonie.
➡️ Patrouilleur d'Outre-Mer (#POM)

▪️ 11 octobre 2017 : « différencier ce programme » #BATSIMAR (Amiral Prazuck)

▪️ 13 août 2018 : appel d'offres par la DGA.

▪️ Dernière semaine novembre 2019 : notification contrat à SOCARENAM (223,9 M€ HT).
Read 6 tweets

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