An interesting comparison - ASX:LNG, page-4

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MONT

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10/11/14

07:08

Post #: 14260745
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Originally posted by Oranje ↑

Hi Rodders78

Good to say another fund manager commenting on EWC.

On previous hc posts I wrote that, in my opinion, EWC EPS are as follows:
315 MW power plant Sengkang: 2.5 cents
Sengkang lng 5 cents per 0.5mtpa
400 MW Power plant Philippines: 3-4cents
LNG hub: unknown

Given that, within the next 9 months, 400 MW power plant Philippines should come online and 0.5mtpa Sengkang lng should be operational, the EPS should be around 11 cents.

With a further 15 cents (ie. 3 x 0.5mtpa lng from Sengkang in 3 to 6 months intervals) and around 2 cents from the additional 200 MW Steam turbine for Philiipines power plant (to bring it up to 600-650MW) EWC’s EPS should be around 28cents within the next 2 years.

Do you think that your reference to Chandler’s EWC share price assumption (ie. $1.50) within 3 years is realistic in these circumstances or is he rather conservative in his estimation.

What do you think EWC’s EPS may be, once these two additional projects (2mtpa Sengkang lng and 650MW Philippines power plant) are operational?

Have you got any idea re: profitability of the lng hub?

Also thanks to Pokermanpat for a solid comparison. Well done.

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Always good to hear your views Oranje and great to gave Rodders on board,

I always believed $1.50 would be a minimum expectation for the Chandler mob.

cheers

Mont

EWC Price at posting: 36.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Last 2.0¢		Change 0.001(5.26%)		Mkt cap ! $29.24M

Open	High	Low	Value	Volume
2.0¢	2.1¢	2.0¢	$25.47K	1.271M

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No.	Vol.	Price($)
1	32567	2.0¢

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Price($)	Vol.	No.
2.4¢	77030	1

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No.	Vol.	Price($)
1	97	0.095
3	311964	0.094
1	300000	0.093
1	25000	0.092
3	54000	0.090

Price($)	Vol.	No.
0.096	20355	1
0.097	3101	1
0.099	60000	1
0.100	71326	2
0.105	220678	4

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An interesting comparison - ASX:LNG, page-4

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