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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (41115)3/31/2005 10:45:56 PM
From: Taikun   of 206266
 
Ed,

"take the company's SEC PV 10 value of their reserves per mcfe and divide them by their F&D costs per mcfe. The resulting fraction tells you how much value they created over the past year per $ of cap ex. If the number is less than 1, then they didn't create value they destroyed it"

That's a new one for me. Thanks very much.

By the way, a poster called ENLIM over on Stockhouse uses the following metric for the royalty trusts:

EV/CF/RLI

This tells you how much you're paying for future CF.

This is an interesting way to include a company's reserves in the analysis. EV/DACF, for example, doesn't tell you if the reserves are 3 years or 30, except for what is reflected in the share price.

D
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