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"4 notes: X. Oz should drive '26e Sphere AOI ests to $220m-$300m i.e. $80/sh-$85/sh stock X. Orlando sounds like Sphere X X. Abu Dhabi kickoff + Sphere X ideally gets market to price in Spheres 4/5/6. That's how we get $85/sh X. Assume we see buybacks $60/sh going fwd"
X Link @ParisAnalyst 2025-10-13T14:37Z XXX followers, XXX engagements
"@JamieHeard5 Nice breakout Jamie (Plant/LNG vs. Upstream). Let's use those figures on proforma ( $TOU.TO) EP production & using the Upstream part of the deal as a comp. 850000 boepd x $87500 pfb = $74.38BN. 400M S/O. =$186/sh. TLDR BC Montney producers = Cheap"
X Link @BubleQe 2025-10-03T21:51Z 9239 followers, 2771 engagements
"Let's use the full company pro-forma (NEBC Growth Plan) using MC / not EV (for illustration rough figures): 850k boepd 2030 production. 400M S/O (round up 2030 figures). $40K pfb = $34BN = $85/sh $50K pfb = $42.5BN = $106/sh $60K pfb = $51BN = $128/sh $70K = $149/sh $TOU.TO"
X Link @BubleQe 2025-09-30T23:23Z 9232 followers, 7113 engagements