Lemming99

 

 Here's the first version of my table plotting GKP revenue receipts Method: Cell K2, Cost pool is J2 - J12 + J32 Annual production is daily x 365 Cell L12 and L20 artificially reduced as cost pool not available Same for M12 and M20 Marcap is TVR x SP Exchange rate fixed at 1.35 Revenue e.g. I37 of $8m for 2020 is prior to additional accounting write downs Note slight variance of I22 ($102m) to official revenue receipts of $101.1m for 2020 {click spreadsheet to enlarge} link to new v0.2   I own shares in GKP, this is not investment advice. Please do your own research, I'm happy to share mine

 One of my key reasons to invest in a company is their ability to create free cash flow. At this time it's more important than ever. I do have some investments in companies that don't produce free cash flow (yet) such as Aminex, Eve Sleep and Independent Oil & Gas. I'm just doing some analysis on the companies I invest in and thought I would share the findings. Two of the companies that I'm particularly interested in are Tullow Oil and Gulf Keystone Petroleum . Those links take you to my blog posts where I'm happy to share my research (with further evidence based links to company data) Each company produces their data in a different way, using different ratios. One of my objectives for this blog post was to present companies side by side with a single % figure for their Free Cash Flow (FCF) divided into their marcap and a single % figure for their dividend divided into their marcap. I've used last year's data for most of the following companies, but for...