Tuesday, July 07, 2020 12:41:59 AM
Another sleepless night for me, as I wait to awaken to our wildest dreams.
I'd like to encourage everyone to hold tight until breaking ground PR's and forecasted revenues are published. However, if a buyout is on/soon to be on the table, projected revenues may not be made public.. Just my gut feeling. And on the flip side, if more PR'S are released with revenues not disclosed, it's telling that a buyout is coming. Please, correct me if I'm wrong.
I encourage all present to hold tight because I believe this story is larger than we can fathom. Example, that contract with Puebla? Brings in roughly $228,000,000 per year from off the San Fernando line. The San Fernando has the capacity to transport up to 4 bcf per day (8x the amount of Puebla). If they transport the gas at the same rate of $1.25 per one thousandth, that's just over $1.8B in annual revenue. Once you add in intake fees on this gas coming into the storage facility, the time spent on it being stored, millions on millions of barells of oil transported through the Isthmus project; we have SEVERAL billions of dollars in revenue on our hands. The Isthmus alone will put the San Fernando revenues to shame. It is obvious to me, that the $1.4B net profit someone on this board suggested, is dealing with Mirage's take home money.. That is our 25%!! Has to be. This puts our worst case scenario at $21 PPS. Worst case scenario..
When do we see a PPS even remotely close to this price target? IMO there are several catalysts, but what will job jaws that this is real, will be the announcing of the projecta by US & MX government officials and PR's of breaking ground dates & forecasted revenue projections. That alone I would think gets us half way there. Then, as revenues start coming in and the largest of projects progress, we see our worst case scenario.
So, that's my take. We're going to blast off, but the rocket won't stop for the moon. It's going for Mars.
Back to dreaming. Goodnight.
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