Could you link to the Thai gov't website to look up production statistics by field? Ideally by month, so relatively real-time?
Also, is there a site that shows royalties paid by field/license to the government? For example, I found this very old (20+ years) breaking out value sold and royalties paid by field, but I can't find the updated version? Any ideas?https://www.dmf.go.th/bid19/annaul/Sale_Value_Royalty_Natural_Gas.html
Great post. I followed jadestone for a while and am long Valeura (wrote the SA post). What's interesting from an anthropological perspective with jadestone is that no online discussion ever mentions FCF , steady state fcf, ... After tax metrics of FCF. The only stuff that is mentioned is EBITDA, BOEs etc. Is it super complex to calculate given Malaysia taxation etc or is management avoiding these metrics for some reason of business quality?
Could you link to the Thai gov't website to look up production statistics by field? Ideally by month, so relatively real-time?
Also, is there a site that shows royalties paid by field/license to the government? For example, I found this very old (20+ years) breaking out value sold and royalties paid by field, but I can't find the updated version? Any ideas?https://www.dmf.go.th/bid19/annaul/Sale_Value_Royalty_Natural_Gas.html
Great post. I followed jadestone for a while and am long Valeura (wrote the SA post). What's interesting from an anthropological perspective with jadestone is that no online discussion ever mentions FCF , steady state fcf, ... After tax metrics of FCF. The only stuff that is mentioned is EBITDA, BOEs etc. Is it super complex to calculate given Malaysia taxation etc or is management avoiding these metrics for some reason of business quality?
Do you have an estimate ?
Thanks again!
It will included in part II to be published this weekend ;)