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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Crimson Ghost who wrote (56036)12/4/1999 1:53:00 PM
From: ItsAllCyclical  Read Replies (1) of 95453
 
How does one calculate increase in cfps per $1 increase in oil prices (or .1 gas prices)?

I've tried doing some basic calculations but can't match the Merrill #'s given in their Nov 17th research report.

I had assumed that fixed costs would not be involved in this calculation since it's an incremental increase. Doesn't really seem like any costs should be involved since they are merely receiving a $1 more for the same production/costs etc. Should be solely related to production levels and cost received. But I know I'm missing something basic here.

Also, has anyone tried to calculate OIL's (Triton's) new cash flow per share based on it's Wildcat find? Merrill is saying the find is worth at least $6.50 a share. How did they come up with that number?

Any responses would be appreciated.
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