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Henrik Profile picture
Henrik
@Henrik115
Private Investor in Resource sector. Tweet about Energy transition and investments.
2 subscribers
Oct 19 • 7 tweets • 3 min read
$CERT.v is ramping up to 5-6k oz per month. What does this mean going into 2026? AISC expected 1500-1800$/oz. Assume they sell gold at 4000$ or 3500$ in case a gold price correction. It still means we can expect roughly 2000$/oz margin. At 60k oz that is 120m$ operational CF 1/x $CERT.v recently expanded their drilling program at MDN aggressively. One of the reasons to do this is that they got low utilized capacity at their CIL plant. The heap leach operations will deliver 40-50k oz per annum in the next years but the CIL plant could also do 50k oz. 2/x
Jun 14, 2022 • 6 tweets • 1 min read
Kör en tråd om fastighetsaktier. Vad många småsparare verkar missa är betydelsen av kapitalstruktur, soliditet och finansieringskostnad. The basics är att ett fastighetsbolag äger fastigheter som ger en yield som finansieras med en kombination av eget kapital och lån. 1(6) Fastigheterna värderas sedan på balansräkningar enligt gängse värderingsprinciper (avkastningskrav etc.) När räntan (avkastningskravet) sjunkit har fastigheterna värderats upp och när räntan nu vänder upp väntas troligtvis nedskrivningar. Det är inget fixt värde. 2(6)
May 7, 2022 • 7 tweets • 4 min read
PetroTal is currently preparing to drill well 11H in early May with a late June or early July completion. Next to 8H well that had initial flow of 8500bopd. At 60-65$ netback 10H can have pay-back time of ~30days. #PTAL $TAL.V Minem reaches agreements on station 5 with indigenous organizations in Loreto. Important step to get ONP back online, that can enable Petrotal to produce 20-25k bopd and receive the true-up payments. #PTAL $TAL.V andina.pe/agencia/notici…
May 2, 2022 • 9 tweets • 5 min read
Valeura Energy $VEl #VLU is a deep value case that is likely to re-rate. Before the recent acquisition $VLE had cash on hand 40m$ which is equivalent of 0.58CAD/share and a huge deep tight gas asset in Turkey. In this thread I will explain why I am buying $VLE shares. Image Here is an overview of the transaction. $VLE acquire Thai oil asset from bankrupt KrisEnergy for $3.1m initial payment. The Wassana oilfield is expected to produce 3000 bopd after reactivation, field was shut-in during 2020 oil-crash. After reactivation 9m$ quarterly CF expected. Image
Feb 2, 2022 • 4 tweets • 2 min read
I have been buying some MaHa Energy lately. After TIE-4 it looks likely MaHa will reach plateau production on TIE 5k bopd for many years. TIE field got high netbacks (>50$ atm), that gives >90m$ operational CF. Add some production from US and Tartaruga and it gets better. (1/4) The stronger production from TIE and high oil price will in my view get MaHa 2022 results to outperform previous years results by 200-300% and trade EV/EBITDA<2. Oman field will also enable future growth and MaHa could reach 10k bopd in 2023/2024. (2/4)