Cassandra Oil (CSSOF)

[Nax]

Been here a few times for some research and noticed your discussion about Cassandra oil. Here is some new information from a financial hering at Stockholms råvarudag. Take a look. Anders do the presentation in swedish but the presentation is in english. Everything is about to take off. I am prepared!

http://www.financialhearings.nu/130828/cassandraoil/

Someone wanted an estimation of the profit from a reacor. Here is a post from a dedicated writer in a swedish forum which can give a direction.

Have a fun read!

Nax
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This old post of migr more topical than ever now.

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Miss Happy 130522 17:13
How far Caso can go,'re given depends on changes in its revenue based on the number of reactors and their capabilities.
This was written when the oil price was about 120 d / f, and we at the forum were / are 'överens'om that figures Stamer.

"The P / E 10 should it then be that each wholly owned
CASO 600 should raise the price by 24:53 kronor per share.
CASO 1500 should raise the price by 61:32 kronor per share. "
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From a recent report ...
"These installations designed to increase process plant capacity significantly. Installation work is expected to be completed in September, when the test run operation will be resumed."

If we guess that the 'essential' only +50% and we THIS CALENDAR YEAR exhibiting 4 pieces CASO 600 and (only) one piece CASO-1500 makes it fun.
I expect the example to 3 of CASO 600 goes in JV (= 50%) and the rest own, giving 100%.

1.5 * ((3 * 24:53 / 2) +24:53 +61:32) = 122:64
So the P / E 10 and only based on the value of these reactors, we have a course at 122:64
Note that these calculations are for future operating around the clock, which should be early next year or so. In the early day, to little by little increase to 24/7/365.
No other such future increased number of reactors etc are included.
However, all the expenses of operation and production included.
Moreover, it is true enough not to need such as 50% more staff just to drive increased 50%, but then that bit of spending is negligible it does not affect the model significantly.
We are located 90 Kr on the course after forecasts from last report.
Tuesday's and Wednesday's rise is a piss in Mississippi.