Time Stamps below.
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Led by highly-respected industry professionals with long track records of strong M&A value creation, Tag has taken control of brownfield acreage containing some 550m OIP. Their thesis is that by bringing to their ARF formation in Egypt the same technological advances that has rejuvenated North American basins, Tag can unlock and extract commercial amounts of oil. Third party estimates place their chance of commerciality at some 90%, however, the market seemingly has not yet given them full credit for their potential, trading still at just (roughly) 25% of their risked NPV. CEO Toby Pierce joins me to explain the rare opportunity Tag has been presented with and why 2023 has the potential to be a truly exciting year for his company.

Time Stamps

01:00: Toby’s Elevator Pitch
02:00: History of Tag Oil
03:45: Toby’s Work History
06:00: Abby Badwi and what he brings to Tag
09:10: The rest of Tag’s Team
11:20: Share Structure
18:00 Cash on Hand and 2023 Exploration Plans
25:00 Tag’s Thesis for Success
27:30 ARF’s Petrophysical similarities to Texas’ Eagle Ford
29:45: ARF’s Exploration and Production History
31:10 90% CoC Explanation
33:30: Tag’s Potential for Valuation Rerating
35:30: Tag’s 3 Exploration Phases
37:30: Cost to Drill and Future Funding
40:15: P90 Flowrate Scenario
41:30: Well Design
43:00: Net Cash to Company per Barrel
44:30: Cost-per-Barrel
46:10: Cash Net-per-Barrel
48:00: VAALCO and TransGlobe deal as a benchmark valuation
51:40: Near-Term Confirmation of Long-Term Value
52:00: Environmental Issues and Care
54:50: 12 Month Catalysts
56:40: Ideal Time for a Buyout
59:30: Final Thoughts for Toby


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