Comet Ridge（COI）株式概要コメット・リッジ社（Comet Ridge Limited）は、オーストラリアで石油・ガスの探鉱、鑑定、開発活動を行っている。 詳細COI ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績0/6財務の健全性1/6配当金0/6報酬収益は年間135.26%増加すると予測されています リスク分析キャッシュランウェイが1年未満である 収益が 100 万ドル未満 ( A$-2M )Australian市場と比較した過去 3 か月間の株価の変動現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るCOI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.14該当なし内在価値ディスカウントEst. Revenue$PastFuture-19m3m2016201920222025202620282031Revenue AU$72.1Earnings AU$11.1AdvancedSet Fair ValueView all narrativesComet Ridge Limited 競合他社Elixir EnergySymbol: ASX:EXRMarket cap: AU$224.3mJade Gas HoldingsSymbol: ASX:JGHMarket cap: AU$135.7mCarnarvon EnergySymbol: ASX:CVNMarket cap: AU$250.7mHorizon OilSymbol: ASX:HZNMarket cap: AU$366.5m価格と性能株価の高値、安値、推移の概要Comet Ridge過去の株価現在の株価AU$0.1452週高値AU$0.1752週安値AU$0.099ベータ0.481ヶ月の変化-15.63%3ヶ月変化0%1年変化-3.57%3年間の変化-10.00%5年間の変化110.94%IPOからの変化-56.45%最新ニュースNew Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change).New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$125.6m (US$89.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Market cap is less than US$100m (AU$125.6m market cap, or US$89.9m).New Risk • Mar 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$12m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years).Breakeven Date Change • Dec 18No longer forecast to breakevenThe 3 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$102.4m in 2028. New consensus forecast suggests the company will make a loss of AU$13.2m in 2028.お知らせ • Dec 18Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million.Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million on December 17, 2025. The total consideration consists of a Cash deposit of AUD 2 million payable to Santos within ten business days of the date of agreement, a Cash consideration of AUD 38 million payable to Santos at completion of the Acquisition, which is scheduled to be the earlier of the Final Investment Decision or June 30, 2026 and Up to two AUD 10 million contingent payments, with the first tranche payable after 10 PJ sales gas and the second tranche after 20 PJ sales gas from the Mahalo Gas Project. Following the completion, Comet Ridge Limited holds 100% stake in Mahalo Gas Project. In separate transaction, Eni Australia Limited acquired 42.71% Interest in the Petrel Fields and 100% in the Tern Fields in the Bonaparte Basin offshore Northern Australia from Santos Limited. The transaction is subject to Comet Ridge arranging funding for the Acquisition, any Comet Ridge shareholder approval required and other customary assignments and approvals. Taylor Collison Limited acted as financial and Corrs Chambers Westgarth acted as legal advisor for Comet Ridge.分析記事 • Sep 28Health Check: How Prudently Does Comet Ridge (ASX:COI) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...最新情報をもっと見るRecent updatesNew Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change).New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$125.6m (US$89.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Market cap is less than US$100m (AU$125.6m market cap, or US$89.9m).New Risk • Mar 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$12m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years).Breakeven Date Change • Dec 18No longer forecast to breakevenThe 3 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$102.4m in 2028. New consensus forecast suggests the company will make a loss of AU$13.2m in 2028.お知らせ • Dec 18Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million.Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million on December 17, 2025. The total consideration consists of a Cash deposit of AUD 2 million payable to Santos within ten business days of the date of agreement, a Cash consideration of AUD 38 million payable to Santos at completion of the Acquisition, which is scheduled to be the earlier of the Final Investment Decision or June 30, 2026 and Up to two AUD 10 million contingent payments, with the first tranche payable after 10 PJ sales gas and the second tranche after 20 PJ sales gas from the Mahalo Gas Project. Following the completion, Comet Ridge Limited holds 100% stake in Mahalo Gas Project. In separate transaction, Eni Australia Limited acquired 42.71% Interest in the Petrel Fields and 100% in the Tern Fields in the Bonaparte Basin offshore Northern Australia from Santos Limited. The transaction is subject to Comet Ridge arranging funding for the Acquisition, any Comet Ridge shareholder approval required and other customary assignments and approvals. Taylor Collison Limited acted as financial and Corrs Chambers Westgarth acted as legal advisor for Comet Ridge.分析記事 • Sep 28Health Check: How Prudently Does Comet Ridge (ASX:COI) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Sep 25Comet Ridge Limited, Annual General Meeting, Nov 14, 2025Comet Ridge Limited, Annual General Meeting, Nov 14, 2025.Buy Or Sell Opportunity • Sep 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to AU$0.11. The fair value is estimated to be AU$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 162% over the last 3 years. Earnings per share has grown by 24%.New Risk • Aug 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$155.5m (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$155.5m market cap, or US$99.9m).Price Target Changed • Aug 11Price target decreased by 7.6% to AU$0.21Down from AU$0.23, the current price target is an average from 4 analysts. New target price is 52% above last closing price of AU$0.14. Stock is down 20% over the past year. The company is forecast to post a net loss per share of AU$0.004 next year compared to a net loss per share of AU$0.0068 last year.Breakeven Date Change • Jun 30Forecast to breakeven in 2028The 3 analysts covering Comet Ridge expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$75.4m in 2028. Average annual earnings growth of 35% is required to achieve expected profit on schedule.分析記事 • May 15Is Comet Ridge (ASX:COI) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Mar 25Price target decreased by 11% to AU$0.23Down from AU$0.25, the current price target is an average from 4 analysts. New target price is 67% above last closing price of AU$0.14. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.005 next year compared to a net loss per share of AU$0.0068 last year.New Risk • Mar 14New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$17m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Revenue is less than US$1m (AU$15k revenue, or US$9.4k). Minor Risk Market cap is less than US$100m (AU$143.6m market cap, or US$90.2m).New Risk • Feb 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$14m net loss in 3 years). Shareholders have been diluted in the past year (18% increase in shares outstanding).New Risk • Dec 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$155.5m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$14m net loss in 3 years). Shareholders have been diluted in the past year (9.4% increase in shares outstanding). Market cap is less than US$100m (AU$155.5m market cap, or US$99.5m).お知らせ • Dec 12Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 12.028 million.Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 12.028 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 85,914,286 Price\Range: AUD 0.14 Discount Per Security: AUD 0.007 Transaction Features: Subsequent Direct ListingNew Risk • Oct 14New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: AU$7.2m Forecast net loss in 3 years: AU$178k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$7.8m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$178k net loss in 3 years). Shareholders have been diluted in the past year (9.6% increase in shares outstanding).Breakeven Date Change • Oct 14No longer forecast to breakevenThe 2 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$24.9m in 2027. New consensus forecast suggests the company will make a loss of AU$178.0k in 2027.お知らせ • Oct 03Comet Ridge Limited, Annual General Meeting, Nov 25, 2024Comet Ridge Limited, Annual General Meeting, Nov 25, 2024.Breakeven Date Change • Sep 27No longer forecast to breakevenThe 3 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$24.9m in 2027. New consensus forecast suggests the company will make a loss of AU$5.50m in 2027.Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 2 analysts covering Comet Ridge expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$24.9m in 2027. Average annual earnings growth of 51% is required to achieve expected profit on schedule.お知らせ • Feb 14Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 15.045 million.Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 15.045 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 88,500,000 Price\Range: AUD 0.17 Discount Per Security: AUD 0.0085 Transaction Features: Subsequent Direct ListingPrice Target Changed • Dec 21Price target increased by 12% to AU$0.25Up from AU$0.22, the current price target is an average from 3 analysts. New target price is 32% above last closing price of AU$0.19. Stock is up 15% over the past year. The company is forecast to post a net loss per share of AU$0.004 next year compared to a net loss per share of AU$0.0067 last year.Breakeven Date Change • Dec 15Forecast to breakeven in 2026The 2 analysts covering Comet Ridge expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$1.80m in 2026. Average annual earnings growth of 62% is required to achieve expected profit on schedule.Recent Insider Transactions Derivative • Nov 27MD & Director exercised options to buy AU$126k worth of stock.On the 24th of November, Tor McCaul exercised options to buy 721k shares at a strike price of around AU$0.17, costing a total of AU$119k. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. Since December 2022, Tor's direct individual holding has increased from 9.01m shares to 9.38m. Company insiders have collectively bought AU$169k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Nov 23Is Comet Ridge (ASX:COI) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$151.6m (US$98.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$9.2m free cash flow). Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$9.9m net loss in 2 years). Market cap is less than US$100m (AU$151.6m market cap, or US$98.0m).お知らせ • Oct 05Comet Ridge Limited, Annual General Meeting, Nov 22, 2023Comet Ridge Limited, Annual General Meeting, Nov 22, 2023, at 15:00 E. Australia Standard Time.New Risk • Jul 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$11m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$11m free cash flow). Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Revenue is less than US$1m (AU$6.0k revenue, or US$4.0k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.4m net loss in 2 years). Shareholders have been diluted in the past year (17% increase in shares outstanding).分析記事 • Mar 16Is Comet Ridge (ASX:COI) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Recent Insider Transactions • Mar 01MD & Director recently bought AU$50k worth of stockOn the 23rd of February, Tor McCaul bought around 371k shares on-market at roughly AU$0.14 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Tor's only on-market trade for the last 12 months.お知らせ • Jan 31Comet Ridge Limited Announces Mahalo North Dev Plan UpdateComet Ridge Limited advised that it has progressed discussions with Denison Gas Limited (Denison) for Comet Ridge to transport gas from Mahalo North via the nearby Denison compression and dehydration plant and pipeline infrastructure (Infrastructure). The parties have appointed Verbrec Infrastructure Services Pty Ltd. (Verbrec) to undertake a Front-End Engineering Design (FEED) study which is being jointly funded by Comet Ridge and Denison. The intent of the FEED study is to undertake process design, equipment selection, develop plant layout, project scope, schedule and budget for the Denison Infrastructure upgrade to accommodate the supply of 10 Terajoules/day (TJ/d) of gas production from the Mahalo North Early Production Scheme (EPS) within ATP 2048. Once the results of the FEED study are finalised, Comet Ridge and Denison will finalise the commercial arrangements under which Denison will compress, dehydrate and transport Mahalo North gas production, enabling Comet Ridge to move the project very quickly from recent appraisal and reserves certification activities, through development, and onto gas sales.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. No independent directors (6 non-independent directors). Non-Executive Director Shaun Scott was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 05Comet Ridge Limited, Annual General Meeting, Nov 25, 2022Comet Ridge Limited, Annual General Meeting, Nov 25, 2022, at 11:00 E. Australia Standard Time.お知らせ • Oct 02Comet Ridge Limited Auditor Raises 'Going Concern' DoubtComet Ridge Limited filed its Annual on Sep 30, 2022 for the period ending Jun 30, 2022. In this report its auditor, PricewaterhouseCoopers LLP, gave an unqualified opinion expressing doubt that the company can continue as a going concern.お知らせ • Sep 15Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 24 million.Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 24 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 137,142,858 Price\Range: AUD 0.175 Discount Per Security: AUD 0.00875 Transaction Features: Subsequent Direct Listingお知らせ • Aug 31Comet Ridge Limited Confirms Very High Productivity from the Evaluated AreaComet Ridge Limited announced that the Mahalo North 1 pilot test will be scaled down now that the Company has confirmed very high productivity from the evaluated area. The pilot well test has provided valuable technical information and, along with two earlier very successful pilot wells at Mira 6 and Mahalo 7, has again demonstrated the productive capacity of the Mahalo Gas Hub over a wide area, this time inside Comet Ridge's 100% held Mahalo North block. The Company's focus for Mahalo North will now turn to finalising the necessary work to support a Petroleum Lease application, including gas reserves and resource certification and the completion of environmental field work.お知らせ • Aug 26Comet Ridge Limited Provides Update from Mahalo North 1 Pilot WellComet Ridge Limited announced that the gas flow from the Mahalo North 1 pilot well has now exceeded 1.7 MMcfd. This represents the higher recorded gas flow rate from a pilot well in the Mahalo Gas Hub area. The Mahalo North 1 pilot well is located in ATP 2048 where Comet Ridge holds 100% equity. Production data obtained from Mahalo North 1 continues to be incorporated into the Company's extensive geological model for this area. Environmental field work has also been progressing in parallel with appraisal activities that will support the finalisation of a Petroleum Lease application for Mahalo North by year end. The performance of the Mahalo North pilot well has confirmed the adjoining Mahalo Gas Project high productivity fairway (where material gas reserves have been certified) extends into Mahalo North. Production data suggests the well is draining a much larger area than originally modelled, indicating that future development wells in this area could be spaced further apart, improving project economics. Mahalo North is more than 15km from another successful pilot well, Mira 6, which is located in the Mahalo Gas Project, so the company have established a very large, sweet spot along the high productivity fairway, which also contains a third successful pilot well at Mahalo 7.お知らせ • Aug 15Comet Ridge Limited Advises That the Mahalo North 1 Pilot Well Continues to Record Increases in Gas Production and Is Currently Flowing At More Than 1.25 MmcfdComet Ridge Limited advised that the Mahalo North 1 pilot well continues to record increases in gas production and is currently flowing at more than 1.25 MMcfd. This represents a 65% improvement in flow rate over the past three weeks. The well's bottom hole pressure also continues to gradually decline each day whilst still being materially above the targeted level (which will replicate how the well would operate during long term production). This is a positive indicator for production wells in this area. Produced water is being maintained at approximately 1180 barrels of water per day or less. The data collected is providing firm technical information, enabling fine tuning and upgrading of development plans.Price Target Changed • Jul 29Price target increased to AU$0.24Up from AU$0.22, the current price target is an average from 2 analysts. New target price is 30% above last closing price of AU$0.18. Stock is up 106% over the past year. The company is forecast to post a net loss per share of AU$0.0067 next year compared to a net loss per share of AU$0.0088 last year.お知らせ • Jul 26Comet Ridge Limited Provides Production UpdateComet Ridge Limited advised that the Mahalo North 1 well continues to increase gas production, currently flowing at over 760 Mcfd. This corresponds with the water production rate declining from a peak of approximately 1,560 bwpd (barrels of water per day) down to its current level of around 1,000 bwpd. Comet Ridge will continue to provide regular market updates as the production test continues.お知らせ • Jul 05Comet Ridge Limited Continues to Increase Gas ProductionComet Ridge Limited advise that the Mahalo North 1 well continues to increase gas production, currently producing over 530 Mcfd. Gas production has increased by 71% over the two weeks since Comet Ridge lastreported gas production passing 310 Mcfd on 21 June 2022.お知らせ • Jun 30Comet Ridge Limited (ASX:COI) completed the additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd.Comet Ridge Limited (ASX:COI) entered into a binding agreement to acquire additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. for AUD 20 million on August 3, 2021. As per the terms, upfront consideration of AUD 12 million funded via Santos loan and deferred consideration of AUD 8 million will be payable in tranches and a deposit of AUD 1 million on execution of agreement (to be deducted from the upfront consideration). As of March 30, 2022. the transaction has obtained the required regulatory and governmental approvals. The condition precedent relating to joint venture documentation is in progress. As of June 14, 2022, All the conditions mentioned in agreement have finally met and deal is now unconditional. The completion of the remaining AUD 11 million of the total AUD 12 million upfront consideration will occur by June 28, 2022. Payment of the remaining AUD 11 million of the total AUD 12 million upfront consideration to APLNG occurred on June 28, 2022. Comet Ridge Limited (ASX:COI) completed the additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. on June 28, 2022.お知らせ • Jun 21Comet Ridge Limited Announces Mahalo North 1 Gas Production Continues to IncreaseComet Ridge Limited advised that the Mahalo North 1 well continues to increase gas production on a daily basis, currently producing over 310 Mcfd, an almost fourfold increase since the recommencement of the production test on 26 May 2022. Comet Ridge previously reported a gas production rate of 85 Mcfd when the production test was paused in mid-May to install the larger pump. Dewatering of the coal continues with the well maintaining a consistent water production rate of approximately 1,560 barrels of water per day (bwpd) compared to the original pump's capacity of up to 800 bwpd. Comet Ridge will continue to provide regular market updates as the production test continues.Price Target Changed • Apr 27Price target increased to AU$0.21Up from AU$0.19, the current price target is an average from 3 analysts. New target price is 17% above last closing price of AU$0.18. Stock is up 186% over the past year. The company is forecast to post a net loss per share of AU$0.0073 next year compared to a net loss per share of AU$0.0088 last year.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Non-Executive Director Shaun Scott was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 11Comet Ridge Provides Drilling UpdateComet Ridge Limited advised that the production test at the Mahalo North pilot scheme has now moved into the gas production phase with the Mahalo North 1 well recently seeing a significant increase in gas pressure inside the casing annulus. That gas pressure was bled off through the surface production facilities and used to commission the flare system which is now fully operational. A steady and gradually increasing flow of gas from the well is expected to be observed as testing continues. The arrival of desorbed gas into the well, in conjunction with the significant water rates achieved, is verification of the quality of the reservoir and bodes well for the future production capability of these coals.Price Target Changed • Mar 31Price target increased to AU$0.19Up from AU$0.17, the current price target is an average from 2 analysts. New target price is 5.6% above last closing price of AU$0.18. Stock is up 165% over the past year. The company is forecast to post a net loss per share of AU$0.008 next year compared to a net loss per share of AU$0.0088 last year.お知らせ • Mar 02Comet Ridge Limited Provides Mahalo North Production Testing UpdateComet Ridge Limited provided an update on its Mahalo North pilot production test, where Comet Ridge holds 100% equity and is the Operator. The production testing operations are focused on the high-productivity fairway in the southern part of ATP 2048, approximately 3.7km to the north of the existing Mahalo Pilot Scheme. Since the commencement of production testing at Mahalo North 2/1 1 on 14 January 2022, the down hole pump has performed as designed with Comet Ridge initiating a consistent series of pump speed increases to facilitate the dewatering process. At the end of February, the well was producing approximately 508 barrels of water per day. The pumping rate will continue to be steadily increased by Comet Ridge over the coming weeks. The graph on the following page shows the de-watering history of Mahalo North 2/1 compared to Mira 6/2. Mira 6/2 was a much shorter lateral well in the high productivity fairway of the Mahalo Gas Hub area. It recorded the Mahalo Hub's highest gas flow rate to date of 1.4 million cubic feet of gas per day. Material gas production at Mahalo North 2/1 is expected to take a number of months to develop, as the coal reservoir pressure is progressively reduced by increasing the pump speed to remove water from the coal. In anticipation of higher water and gas rates during the production testing phase, Comet Ridge has now completed the installation of the third and largest water storage tank. This will provide Comet Ridge with significant water handling facilities for the production testing phase.分析記事 • Feb 02We're Not Very Worried About Comet Ridge's (ASX:COI) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although...お知らせ • Jan 18Comet Ridge Limited Provides an Update on Its Mahalo North Work ProgramComet Ridge Limited provided an update on its Mahalo North work program, where Comet Ridge holds 100% equity and is the Operator. The drilling and production testing operations are targeting the high- quality fairway in the southern part of ATP 2048, approximately 3.7km to the north of the existing Mahalo Pilot Scheme. Figure 1 on the following page shows the position of the two lateral wellbores which were drilled almost 1900m through coal from Mahalo North 2, whilst Figure 2 shows the production test facilities that have been installed. Before the Christmas holiday break, a workover rig was mobilised to site on 18 December for installation of downhole completion equipment in the Mahalo North 1 vertical well, including production tubing, downhole pump and pressure gauge. This work was completed on 20 December and the workover rig released. Concurrent with the Mahalo North 1 completion activities, two fully lined 1.4 ML storage tanks have been installed, ready for commencement of dewatering operations. Field crews returned to site on 10 January to finalise the installation of electrical power, fuel tank, gas-water separator, flowlines and flare stack. Testing and commissioning of this equipment was undertaken with the production test commencing on Friday 14 January. The downhole pump was started at a low speed with water successfully being produced to the on-site water storage tanks. Over the weekend, the pump has performed as designed at a steady water rate of approximately 110 barrels of water per day. A measurable gas rate is not expected for a number of weeks whilst dewatering operations are progressed. Comet Ridge expects that based on the excellent permeability already observed in Mahalo North 1 and the high fluid losses experienced whilst drilling both lateral sections of Mahalo North 2, that higher water and gas rates should be expected. In anticipation of these higher water and gas rates Comet Ridge has secured a larger water storage tank which is now expected to be installed late in the first quarter of 2022.お知らせ • Dec 23Comet Ridge Limited Provides an Update on Its Mahalo North Work ProgramComet Ridge Limited provided an update on its Mahalo North work program, where Comet Ridge holds 100% equity and is the Operator. The drilling and production testing operations are targeting the high- quality fairway in the southern part of ATP 2048, approximately 3.7km to the north of the existing Mahalo Pilot Scheme. In the last two weeks, operations have focused on the production testing preparation phase at Mahalo North. Weather conditions have improved considerably, allowing a workover rig to be mobilised to site on 18 December for installation of completion equipment in the Mahalo North 1 vertical well, including production tubing, downhole pump and pressure gauge. This work was completed on 20 December and the workover rig has been released. Concurrent with the Mahalo North 1 completion activities, two fully lined 1.4 ML water storage tanks have been installed, ready for the start of dewatering operations. Figure 1 on the following page shows an aerial shot of the installed tanks with the Mahalo North 1 wellhead in the centre of the area, between the tanks. In anticipation of higher water and gas rates during the production testing phase, due to the excellent permeability observed in Mahalo North 1 and high fluid losses whilst drilling both lateral sections of Mahalo North 2, Comet Ridge has purchased a larger water storage tank which is expected to be installed early in the second quarter of 2022. This will provide Comet Ridge with ample water handling facilities for the duration of the production testing phase. The final surface production equipment, including metering skid, separator and production flare will be installed early in January 2022 and the production testing operations will commence immediately thereafter.分析記事 • Sep 29We're Hopeful That Comet Ridge (ASX:COI) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...お知らせ • Sep 27Comet Ridge Limited Announces Corporate and Operations UpdateComet Ridge Limited provided the following corporate update in relation to recent funding, commercial and operations activities. The Company is significantly advanced in preparations for the Fourth Quarter 2021 drilling and well testing program in the 100% Mahalo North (ATP 2048) block. The key items for this program are the drilling and testing of the first long development style dual lateral well in the Mahalo Gas Hub area, at Mahalo North 2. Components of the Mahalo North field program are: Drill a vertical core hole (Mahalo North 1) to confirm key coal reservoir data from lab analysis; Drill a long development style dual lateral well (Mahalo North 2), which will intersect Mahalo North 1 through the coal reservoir; Install a downhole pump in Mahalo North 1 and produce water and gas from both long lateral well bores, via the vertical well; and Following the interpretation of a large volume of newly acquired open file well data, determine if a third well location is likely to add value to the program and, if so, select the appropriate location for this step out vertical core hole. Silver City Drilling has been selected as the drilling contractor for the Mahalo North program, based on its accumulated experience in lateral well drilling with Comet Ridge and other southern Bowen Basin operators. The drilling contract for Silver City's Rig 23 was executed last week with a target spud date for Mahalo North 1 around middle of October. Preparation of the drilling pad and access tracks at the Mahalo North 1 location has also commenced and the balance of the service agreements will be executed over the coming days.お知らせ • Aug 05Comet Ridge Limited (ASX:COI) entered into a binding agreement to acquire additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. for AUD 20 million.Comet Ridge Limited (ASX:COI) entered into a binding agreement to acquire additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. for AUD 20 million on August 3, 2021. As per the terms, upfront consideration of AUD 12 million funded via Santos loan and deferred consideration of AUD 8 million will be payable in tranches and a deposit of AUD 1 million on execution of agreement (to be deducted from the upfront consideration).分析記事 • Dec 31How Much Is Comet Ridge's (ASX:COI) CEO Getting Paid?Tor McCaul has been the CEO of Comet Ridge Limited ( ASX:COI ) since 2009, and this article will examine the...お知らせ • Oct 06Comet Ridge Limited Provides Mahalo Gas Hub Area Activities UpdateComet Ridge Limited provided an update on recent activities in the Mahalo Gas Hub area. Key points: Petroleum Survey Licence (PSL) 2048 has been issued to Comet Ridge for a period of two years; Memorandum of Understanding signed with Mine Energy Solutions and IntelliGas Group to assess the feasibility of using Mahalo North pilot gas as high density compressed natural gas to displace diesel fuel and for transport of gas from wellhead to market via virtual pipeline technology; Planning for appraisal activities at Mahalo North and the recently awarded Mahalo East blocks continues. Petroleum Survey Licence (PSL) 2048 has been issued to Comet Ridge over a wide area of 1962 km for a period of two years. This area covers a large part of the Mahalo Gas Hub area, importantly including the export route to the south where there are two existing large diameter pipelines running into Gladstone (Jemena Queensland Gas Pipeline for domestic gas and Santos GLNG pipeline for export gas). Comet Ridge Managing Director, Tor McCaul said that although he believes the logical way to develop the Mahalo Gas Hub area is with tolled third-party common facilities, it is still important for Comet Ridge to have access to this entire area, to form its own views on pipeline routes and plant and gathering station locations. Comet Ridge has built a material position in the area, and subsequently infrastructure in place would need to support efficient development of all blocks where Comet Ridge has an equity interest. Comet Ridge has signed a Memorandum of Understanding with Mine Energy Solutions Pty Ltd. (MES) and IntelliGas Group Limited (IntelliGas) to assess the feasibility of the supply of Mahalo North pilot gas to displace diesel and/or for the generation of behind the fence power in nearby coal mines. Such an option could provide flexibility for initial gas production and provide an early revenue stream and environmental benefits for gas that would otherwise be flared. Comet Ridge would see a significantly reduced facility capex requirement for this early gas opportunity. MES is a world leader in the manufacture of CNG (Compressed Natural Gas) into HDCNG® (High Density Compressed Natural Gas) as a fuel to displace diesel in a dual fuel mix for mobile mining equipment using patented specialist gas technologies in these applications. MES is seeking guaranteed long-term supply availability of high-quality geographically available methane to offer to its prospective customers in the southern Bowen Basin as an integral part of its contracts for service and materials. IntelliGas specialises in gas technology including HDCNG® storage and refuelling, dual fuel engine systems, gas compression systems, gas transportation and an ultra-low pressure well gas lift system with numerous patents applicable across the range of technologies. The gas transportation technology is used as a Virtual Pipeline (VP) to transport gas from the wellhead to market (either delivered to customers directly or to a pipeline entry point for further transport to market). The IntelliGas ultra-low pressure gas lift (iLift) technology is designed to significantly enhance well production, deliverability and availability, reduces well workovers, increases hydrocarbon recovery and ultimately enhance recoverable reserves. Following the award of ATP 2061 for the Mahalo East block announced on 28 September 2020, Comet Ridge is progressing its internal planning activities for a combined Mahalo North and Mahalo East appraisal program. Comet Ridge is also finalising an internal contingent resource assessment for these two blocks based on the significant drilling and seismic data that exists principally from historical coal exploration. The objective of the appraisal program will be to prove commercial gas flows from pilot wells (with the opportunity to monetise this pilot gas via the HDCNG® feasibility) and lead to independent certification of Reserves and Resources to add to Comet Ridge's gas portfolio. Funding of the appraisal program is currently being discussed with interested parties and may comprise project equity, farm-in or gas prepayment.お知らせ • Oct 05Queensland Government Selects Comet Ridge Limited as Preferred Tenderer for Two Additional Gas BlocksComet Ridge Limited announced that the company's selection by the Queensland Government as preferred tenderer for two additional gas blocks, the first of these blocks has formally been granted Authority to Prospect (ATP) Status. The scale generated by Comet Ridge's expanded interests in the blocks will also boost the project funding process that the Company is progressing with a number of interested parties. Comet Ridge was also selected as the preferred tenderer (last week) over a larger block further to the east. This 338 km2 block was numbered PLR2020-1-2 and will be called Mahalo Far East. This area is interpreted to encompass the north-eastern extent of the Mahalo Gas Project high-quality fairway and also extends into a new geologic domain which has a very large gas in place volume, providing significant potential upside to the Mahalo Gas Hub. Award of the ATP for this block will take a number of months to complete, given more detailed native title and environmental requirements across this area. Both of the new blocks contain conventional (sandstone) gas potential underneath the coals, which Comet Ridge will also hold at 100% equity. During appraisal and development of coal seam gas resources, activities will also be designed to assess the potential in the deeper gas targets.お知らせ • Oct 04Comet Ridge Limited Announces Narrabri Gas Project Approval Positive for Comet RidgeComet Ridge Limited announced the approval decision from the NSW Independent Planning Commission (IPC) for Santos' Narrabri Gas Project and to provide an operational update in relation to Comet Ridge's substantial acreage position to the north and west of this project. Comet Ridge is not a participant in the recently approved Narrabri Gas Project, however the company holds an acreage position across the area to the north and west of this project. Santos and Comet Ridge are joint venture participants in these permits - PEL 6, PEL 427 and PEL 428. The equity ownership structure of these permits is stratified, with different interest levels and different Operators for conventional (sandstone) gas and coal seam gas (CSG) targets. Comet Ridge holds almost all the conventional gas equity and is the Operator. Santos is the Operator for CSG. There has been very limited exploration activity on these blocks for a number of years with the last well drilled in 2010. However, there is recent emphasis from Federal and State governments to input more natural gas into the east coast gas market for the benefit of manufacturers and the economy more broadly. Santos, on behalf of the joint venture participants, has submitted renewal applications for these three permits (including the required relinquishment of the least prospective areas). Renewals of these exploration permits will allow exploration and appraisal in this northern central part of NSW to re-commence.お知らせ • Sep 26Comet Ridge Limited Auditor Raises 'Going Concern' DoubtComet Ridge Limited filed its Annual on Sep 24, 2020 for the period ending Jun 30, 2020. In this report its auditor, PricewaterhouseCoopers LLP, gave an unqualified opinion expressing doubt that the company can continue as a going concern.お知らせ • Sep 23Queensland Government Selects Comet Ridge Limited as Preferred Tenderer for Two Additional Gas BlocksComet Ridge Limited announced that the company has been selected by the Queensland Government as preferred tenderer for two additional gas blocks, in the highly sought after and emerging Mahalo Gas Hub, west of Gladstone in central Queensland. Key points: Comet Ridge builds significantly on the Mahalo North block win from October 2019, with two further blocks immediately to the east of Mahalo North and also adjoining the Mahalo Gas Project. Comet Ridge will be Operator of both blocks on a 100% equity basis, allowing the Company to control the style and speed of appraisal and development. These new blocks in conjunction with Mahalo North (ATP 2048) provide a substantial area for gas development, as an extension of the main gas fairway at the advanced Mahalo Gas Project. Timing of award coincides with the Federal Government push to fast track gas development, with the Mahalo Gas Hub emerging as a prime candidate to deliver gas for supply to the domestic market. Details of the new blocks awarded to Comet Ridge in the recent tender process are: PLR2020-1-1 (which will be called Mahalo East) covers an area of 97 km2 and is located immediately east of Mahalo North (and north of the Mahalo Gas Project) in the same high-quality gas fairway. Similar to Comet Ridge's 100% owned Mahalo North project, Mahalo East is considered an immediate extension of the Mahalo Gas Project. PLR2020-1-2 (which will be called Mahalo Far East) covers an area of 338 km2 and is located slightly further east again. This block is interpreted to contain the north-eastern extent of the high-quality gas fairway and to have a very large gas in place volume, providing significant potential upside within the Mahalo Gas Hub. These blocks also contain conventional (sandstone) gas potential underneath the coals, which Comet Ridge will also hold at 100% equity. Appraisal and development of gas from these blocks will consider the entire gas volume available (coal seam gas and conventional gas). Comet Ridge Managing Director, Tor McCaul said the Comet Ridge board and his team were very excited to be awarded preferred tenderer status on both of these well positioned blocks, significantly increasing the Company's 100% footprint in the Mahalo Gas Hub. He said these new blocks, along with Mahalo North, provide Comet Ridge with a very large area to appraise and develop. The Company plans to leverage its strong geological, operational and local knowledge, gained over many years, advancing the Mahalo Gas Project to its development ready status. Additionally, the Comet Ridge team also have conventional gas experience from this area dating back to the 1980s and 1990s when several sandstone gas fields nearby were developed for the domestic market. When combined with the Mahalo Gas Project, all three of these 100% awarded blocks provide Comet Ridge with significant additional equity gas and added scale to improve economic outcomes for the Company. The Company will now seek environmental and native title approvals (over the next few months) for an Authority to Prospect (ATP) to be awarded for each block, in similar fashion to Mahalo North. After winning preferred tenderer status in late 2019, Mahalo North was formally awarded as ATP 2048 in April this year.お知らせ • Jun 22Comet Ridge Limited(ASX:COI) dropped from S&P/ASX All Ordinaries IndexComet Ridge Limited(ASX:COI) dropped from S&P/ASX All Ordinaries Index株主還元COIAU Oil and GasAU 市場7D0%3.4%-0.4%1Y-3.6%36.7%2.9%株主還元を見る業界別リターン: COI過去 1 年間で36.7 % の収益を上げたAustralian Oil and Gas業界を下回りました。リターン対市場: COIは、過去 1 年間で2.9 % のリターンを上げたAustralian市場を下回りました。価格変動Is COI's price volatile compared to industry and market?COI volatilityCOI Average Weekly Movement13.6%Oil and Gas Industry Average Movement11.6%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.4%安定した株価: COIの株価は、 Australian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: COIの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてAustralianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2003n/aTor McCaulwww.cometridge.com.auコメット・リッジ社（Comet Ridge Limited）は、オーストラリアで石油・ガスの探鉱・鑑定・開発事業に従事している。同社の主力鉱区はマハロ・ガスハブで、ボーエン盆地南部に位置し、676ペタジュールに及ぶ2つの埋蔵量と2つの偶発資源から成る。コメット・リッジ社は2003年に設立され、本社はオーストラリアのブリスベン。もっと見るComet Ridge Limited 基礎のまとめComet Ridge の収益と売上を時価総額と比較するとどうか。COI 基礎統計学時価総額AU$155.54m収益（TTM）-AU$4.53m売上高(TTM)n/a-72.0xP/Sレシオ-35.6xPER（株価収益率COI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計COI 損益計算書（TTM）収益-AU$2.24m売上原価AU$0売上総利益-AU$2.24mその他の費用AU$2.29m収益-AU$4.53m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.0038グロス・マージン100.00%純利益率202.01%有利子負債／自己資本比率9.1%COI の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:50終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Comet Ridge Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Stuart HoweBell PotterJohn YoungCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.Adrian PrendergastMorgans Financial Limited4 その他のアナリストを表示
New Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change).
New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$125.6m (US$89.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Market cap is less than US$100m (AU$125.6m market cap, or US$89.9m).
New Risk • Mar 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$12m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years).
Breakeven Date Change • Dec 18No longer forecast to breakevenThe 3 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$102.4m in 2028. New consensus forecast suggests the company will make a loss of AU$13.2m in 2028.
お知らせ • Dec 18Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million.Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million on December 17, 2025. The total consideration consists of a Cash deposit of AUD 2 million payable to Santos within ten business days of the date of agreement, a Cash consideration of AUD 38 million payable to Santos at completion of the Acquisition, which is scheduled to be the earlier of the Final Investment Decision or June 30, 2026 and Up to two AUD 10 million contingent payments, with the first tranche payable after 10 PJ sales gas and the second tranche after 20 PJ sales gas from the Mahalo Gas Project. Following the completion, Comet Ridge Limited holds 100% stake in Mahalo Gas Project. In separate transaction, Eni Australia Limited acquired 42.71% Interest in the Petrel Fields and 100% in the Tern Fields in the Bonaparte Basin offshore Northern Australia from Santos Limited. The transaction is subject to Comet Ridge arranging funding for the Acquisition, any Comet Ridge shareholder approval required and other customary assignments and approvals. Taylor Collison Limited acted as financial and Corrs Chambers Westgarth acted as legal advisor for Comet Ridge.
分析記事 • Sep 28Health Check: How Prudently Does Comet Ridge (ASX:COI) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Share price has been volatile over the past 3 months (14% average weekly change).
New Risk • May 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$125.6m (US$89.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years). Market cap is less than US$100m (AU$125.6m market cap, or US$89.9m).
New Risk • Mar 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$12m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.3m net loss in 2 years).
Breakeven Date Change • Dec 18No longer forecast to breakevenThe 3 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$102.4m in 2028. New consensus forecast suggests the company will make a loss of AU$13.2m in 2028.
お知らせ • Dec 18Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million.Comet Ridge Limited (ASX:COI) entered into a conditional sale and purchase agreement to acquire 42.86% stake in Mahalo Gas Project from Santos QNT Pty. Ltd. for AUD 60 million on December 17, 2025. The total consideration consists of a Cash deposit of AUD 2 million payable to Santos within ten business days of the date of agreement, a Cash consideration of AUD 38 million payable to Santos at completion of the Acquisition, which is scheduled to be the earlier of the Final Investment Decision or June 30, 2026 and Up to two AUD 10 million contingent payments, with the first tranche payable after 10 PJ sales gas and the second tranche after 20 PJ sales gas from the Mahalo Gas Project. Following the completion, Comet Ridge Limited holds 100% stake in Mahalo Gas Project. In separate transaction, Eni Australia Limited acquired 42.71% Interest in the Petrel Fields and 100% in the Tern Fields in the Bonaparte Basin offshore Northern Australia from Santos Limited. The transaction is subject to Comet Ridge arranging funding for the Acquisition, any Comet Ridge shareholder approval required and other customary assignments and approvals. Taylor Collison Limited acted as financial and Corrs Chambers Westgarth acted as legal advisor for Comet Ridge.
分析記事 • Sep 28Health Check: How Prudently Does Comet Ridge (ASX:COI) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Sep 25Comet Ridge Limited, Annual General Meeting, Nov 14, 2025Comet Ridge Limited, Annual General Meeting, Nov 14, 2025.
Buy Or Sell Opportunity • Sep 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to AU$0.11. The fair value is estimated to be AU$0.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 162% over the last 3 years. Earnings per share has grown by 24%.
New Risk • Aug 21New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$155.5m (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (AU$155.5m market cap, or US$99.9m).
Price Target Changed • Aug 11Price target decreased by 7.6% to AU$0.21Down from AU$0.23, the current price target is an average from 4 analysts. New target price is 52% above last closing price of AU$0.14. Stock is down 20% over the past year. The company is forecast to post a net loss per share of AU$0.004 next year compared to a net loss per share of AU$0.0068 last year.
Breakeven Date Change • Jun 30Forecast to breakeven in 2028The 3 analysts covering Comet Ridge expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$75.4m in 2028. Average annual earnings growth of 35% is required to achieve expected profit on schedule.
分析記事 • May 15Is Comet Ridge (ASX:COI) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Mar 25Price target decreased by 11% to AU$0.23Down from AU$0.25, the current price target is an average from 4 analysts. New target price is 67% above last closing price of AU$0.14. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.005 next year compared to a net loss per share of AU$0.0068 last year.
New Risk • Mar 14New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$17m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$17m free cash flow). Revenue is less than US$1m (AU$15k revenue, or US$9.4k). Minor Risk Market cap is less than US$100m (AU$143.6m market cap, or US$90.2m).
New Risk • Feb 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$14m net loss in 3 years). Shareholders have been diluted in the past year (18% increase in shares outstanding).
New Risk • Dec 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$155.5m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$14m net loss in 3 years). Shareholders have been diluted in the past year (9.4% increase in shares outstanding). Market cap is less than US$100m (AU$155.5m market cap, or US$99.5m).
お知らせ • Dec 12Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 12.028 million.Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 12.028 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 85,914,286 Price\Range: AUD 0.14 Discount Per Security: AUD 0.007 Transaction Features: Subsequent Direct Listing
New Risk • Oct 14New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: AU$7.2m Forecast net loss in 3 years: AU$178k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$7.8m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (AU$178k net loss in 3 years). Shareholders have been diluted in the past year (9.6% increase in shares outstanding).
Breakeven Date Change • Oct 14No longer forecast to breakevenThe 2 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$24.9m in 2027. New consensus forecast suggests the company will make a loss of AU$178.0k in 2027.
お知らせ • Oct 03Comet Ridge Limited, Annual General Meeting, Nov 25, 2024Comet Ridge Limited, Annual General Meeting, Nov 25, 2024.
Breakeven Date Change • Sep 27No longer forecast to breakevenThe 3 analysts covering Comet Ridge no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$24.9m in 2027. New consensus forecast suggests the company will make a loss of AU$5.50m in 2027.
Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 2 analysts covering Comet Ridge expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$24.9m in 2027. Average annual earnings growth of 51% is required to achieve expected profit on schedule.
お知らせ • Feb 14Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 15.045 million.Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 15.045 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 88,500,000 Price\Range: AUD 0.17 Discount Per Security: AUD 0.0085 Transaction Features: Subsequent Direct Listing
Price Target Changed • Dec 21Price target increased by 12% to AU$0.25Up from AU$0.22, the current price target is an average from 3 analysts. New target price is 32% above last closing price of AU$0.19. Stock is up 15% over the past year. The company is forecast to post a net loss per share of AU$0.004 next year compared to a net loss per share of AU$0.0067 last year.
Breakeven Date Change • Dec 15Forecast to breakeven in 2026The 2 analysts covering Comet Ridge expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$1.80m in 2026. Average annual earnings growth of 62% is required to achieve expected profit on schedule.
Recent Insider Transactions Derivative • Nov 27MD & Director exercised options to buy AU$126k worth of stock.On the 24th of November, Tor McCaul exercised options to buy 721k shares at a strike price of around AU$0.17, costing a total of AU$119k. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. Since December 2022, Tor's direct individual holding has increased from 9.01m shares to 9.38m. Company insiders have collectively bought AU$169k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Nov 23Is Comet Ridge (ASX:COI) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Nov 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$151.6m (US$98.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$9.2m free cash flow). Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$9.9m net loss in 2 years). Market cap is less than US$100m (AU$151.6m market cap, or US$98.0m).
お知らせ • Oct 05Comet Ridge Limited, Annual General Meeting, Nov 22, 2023Comet Ridge Limited, Annual General Meeting, Nov 22, 2023, at 15:00 E. Australia Standard Time.
New Risk • Jul 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$11m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$11m free cash flow). Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Revenue is less than US$1m (AU$6.0k revenue, or US$4.0k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.4m net loss in 2 years). Shareholders have been diluted in the past year (17% increase in shares outstanding).
分析記事 • Mar 16Is Comet Ridge (ASX:COI) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Recent Insider Transactions • Mar 01MD & Director recently bought AU$50k worth of stockOn the 23rd of February, Tor McCaul bought around 371k shares on-market at roughly AU$0.14 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Tor's only on-market trade for the last 12 months.
お知らせ • Jan 31Comet Ridge Limited Announces Mahalo North Dev Plan UpdateComet Ridge Limited advised that it has progressed discussions with Denison Gas Limited (Denison) for Comet Ridge to transport gas from Mahalo North via the nearby Denison compression and dehydration plant and pipeline infrastructure (Infrastructure). The parties have appointed Verbrec Infrastructure Services Pty Ltd. (Verbrec) to undertake a Front-End Engineering Design (FEED) study which is being jointly funded by Comet Ridge and Denison. The intent of the FEED study is to undertake process design, equipment selection, develop plant layout, project scope, schedule and budget for the Denison Infrastructure upgrade to accommodate the supply of 10 Terajoules/day (TJ/d) of gas production from the Mahalo North Early Production Scheme (EPS) within ATP 2048. Once the results of the FEED study are finalised, Comet Ridge and Denison will finalise the commercial arrangements under which Denison will compress, dehydrate and transport Mahalo North gas production, enabling Comet Ridge to move the project very quickly from recent appraisal and reserves certification activities, through development, and onto gas sales.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. No independent directors (6 non-independent directors). Non-Executive Director Shaun Scott was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 05Comet Ridge Limited, Annual General Meeting, Nov 25, 2022Comet Ridge Limited, Annual General Meeting, Nov 25, 2022, at 11:00 E. Australia Standard Time.
お知らせ • Oct 02Comet Ridge Limited Auditor Raises 'Going Concern' DoubtComet Ridge Limited filed its Annual on Sep 30, 2022 for the period ending Jun 30, 2022. In this report its auditor, PricewaterhouseCoopers LLP, gave an unqualified opinion expressing doubt that the company can continue as a going concern.
お知らせ • Sep 15Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 24 million.Comet Ridge Limited has completed a Follow-on Equity Offering in the amount of AUD 24 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 137,142,858 Price\Range: AUD 0.175 Discount Per Security: AUD 0.00875 Transaction Features: Subsequent Direct Listing
お知らせ • Aug 31Comet Ridge Limited Confirms Very High Productivity from the Evaluated AreaComet Ridge Limited announced that the Mahalo North 1 pilot test will be scaled down now that the Company has confirmed very high productivity from the evaluated area. The pilot well test has provided valuable technical information and, along with two earlier very successful pilot wells at Mira 6 and Mahalo 7, has again demonstrated the productive capacity of the Mahalo Gas Hub over a wide area, this time inside Comet Ridge's 100% held Mahalo North block. The Company's focus for Mahalo North will now turn to finalising the necessary work to support a Petroleum Lease application, including gas reserves and resource certification and the completion of environmental field work.
お知らせ • Aug 26Comet Ridge Limited Provides Update from Mahalo North 1 Pilot WellComet Ridge Limited announced that the gas flow from the Mahalo North 1 pilot well has now exceeded 1.7 MMcfd. This represents the higher recorded gas flow rate from a pilot well in the Mahalo Gas Hub area. The Mahalo North 1 pilot well is located in ATP 2048 where Comet Ridge holds 100% equity. Production data obtained from Mahalo North 1 continues to be incorporated into the Company's extensive geological model for this area. Environmental field work has also been progressing in parallel with appraisal activities that will support the finalisation of a Petroleum Lease application for Mahalo North by year end. The performance of the Mahalo North pilot well has confirmed the adjoining Mahalo Gas Project high productivity fairway (where material gas reserves have been certified) extends into Mahalo North. Production data suggests the well is draining a much larger area than originally modelled, indicating that future development wells in this area could be spaced further apart, improving project economics. Mahalo North is more than 15km from another successful pilot well, Mira 6, which is located in the Mahalo Gas Project, so the company have established a very large, sweet spot along the high productivity fairway, which also contains a third successful pilot well at Mahalo 7.
お知らせ • Aug 15Comet Ridge Limited Advises That the Mahalo North 1 Pilot Well Continues to Record Increases in Gas Production and Is Currently Flowing At More Than 1.25 MmcfdComet Ridge Limited advised that the Mahalo North 1 pilot well continues to record increases in gas production and is currently flowing at more than 1.25 MMcfd. This represents a 65% improvement in flow rate over the past three weeks. The well's bottom hole pressure also continues to gradually decline each day whilst still being materially above the targeted level (which will replicate how the well would operate during long term production). This is a positive indicator for production wells in this area. Produced water is being maintained at approximately 1180 barrels of water per day or less. The data collected is providing firm technical information, enabling fine tuning and upgrading of development plans.
Price Target Changed • Jul 29Price target increased to AU$0.24Up from AU$0.22, the current price target is an average from 2 analysts. New target price is 30% above last closing price of AU$0.18. Stock is up 106% over the past year. The company is forecast to post a net loss per share of AU$0.0067 next year compared to a net loss per share of AU$0.0088 last year.
お知らせ • Jul 26Comet Ridge Limited Provides Production UpdateComet Ridge Limited advised that the Mahalo North 1 well continues to increase gas production, currently flowing at over 760 Mcfd. This corresponds with the water production rate declining from a peak of approximately 1,560 bwpd (barrels of water per day) down to its current level of around 1,000 bwpd. Comet Ridge will continue to provide regular market updates as the production test continues.
お知らせ • Jul 05Comet Ridge Limited Continues to Increase Gas ProductionComet Ridge Limited advise that the Mahalo North 1 well continues to increase gas production, currently producing over 530 Mcfd. Gas production has increased by 71% over the two weeks since Comet Ridge lastreported gas production passing 310 Mcfd on 21 June 2022.
お知らせ • Jun 30Comet Ridge Limited (ASX:COI) completed the additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd.Comet Ridge Limited (ASX:COI) entered into a binding agreement to acquire additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. for AUD 20 million on August 3, 2021. As per the terms, upfront consideration of AUD 12 million funded via Santos loan and deferred consideration of AUD 8 million will be payable in tranches and a deposit of AUD 1 million on execution of agreement (to be deducted from the upfront consideration). As of March 30, 2022. the transaction has obtained the required regulatory and governmental approvals. The condition precedent relating to joint venture documentation is in progress. As of June 14, 2022, All the conditions mentioned in agreement have finally met and deal is now unconditional. The completion of the remaining AUD 11 million of the total AUD 12 million upfront consideration will occur by June 28, 2022. Payment of the remaining AUD 11 million of the total AUD 12 million upfront consideration to APLNG occurred on June 28, 2022. Comet Ridge Limited (ASX:COI) completed the additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. on June 28, 2022.
お知らせ • Jun 21Comet Ridge Limited Announces Mahalo North 1 Gas Production Continues to IncreaseComet Ridge Limited advised that the Mahalo North 1 well continues to increase gas production on a daily basis, currently producing over 310 Mcfd, an almost fourfold increase since the recommencement of the production test on 26 May 2022. Comet Ridge previously reported a gas production rate of 85 Mcfd when the production test was paused in mid-May to install the larger pump. Dewatering of the coal continues with the well maintaining a consistent water production rate of approximately 1,560 barrels of water per day (bwpd) compared to the original pump's capacity of up to 800 bwpd. Comet Ridge will continue to provide regular market updates as the production test continues.
Price Target Changed • Apr 27Price target increased to AU$0.21Up from AU$0.19, the current price target is an average from 3 analysts. New target price is 17% above last closing price of AU$0.18. Stock is up 186% over the past year. The company is forecast to post a net loss per share of AU$0.0073 next year compared to a net loss per share of AU$0.0088 last year.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Non-Executive Director Shaun Scott was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 11Comet Ridge Provides Drilling UpdateComet Ridge Limited advised that the production test at the Mahalo North pilot scheme has now moved into the gas production phase with the Mahalo North 1 well recently seeing a significant increase in gas pressure inside the casing annulus. That gas pressure was bled off through the surface production facilities and used to commission the flare system which is now fully operational. A steady and gradually increasing flow of gas from the well is expected to be observed as testing continues. The arrival of desorbed gas into the well, in conjunction with the significant water rates achieved, is verification of the quality of the reservoir and bodes well for the future production capability of these coals.
Price Target Changed • Mar 31Price target increased to AU$0.19Up from AU$0.17, the current price target is an average from 2 analysts. New target price is 5.6% above last closing price of AU$0.18. Stock is up 165% over the past year. The company is forecast to post a net loss per share of AU$0.008 next year compared to a net loss per share of AU$0.0088 last year.
お知らせ • Mar 02Comet Ridge Limited Provides Mahalo North Production Testing UpdateComet Ridge Limited provided an update on its Mahalo North pilot production test, where Comet Ridge holds 100% equity and is the Operator. The production testing operations are focused on the high-productivity fairway in the southern part of ATP 2048, approximately 3.7km to the north of the existing Mahalo Pilot Scheme. Since the commencement of production testing at Mahalo North 2/1 1 on 14 January 2022, the down hole pump has performed as designed with Comet Ridge initiating a consistent series of pump speed increases to facilitate the dewatering process. At the end of February, the well was producing approximately 508 barrels of water per day. The pumping rate will continue to be steadily increased by Comet Ridge over the coming weeks. The graph on the following page shows the de-watering history of Mahalo North 2/1 compared to Mira 6/2. Mira 6/2 was a much shorter lateral well in the high productivity fairway of the Mahalo Gas Hub area. It recorded the Mahalo Hub's highest gas flow rate to date of 1.4 million cubic feet of gas per day. Material gas production at Mahalo North 2/1 is expected to take a number of months to develop, as the coal reservoir pressure is progressively reduced by increasing the pump speed to remove water from the coal. In anticipation of higher water and gas rates during the production testing phase, Comet Ridge has now completed the installation of the third and largest water storage tank. This will provide Comet Ridge with significant water handling facilities for the production testing phase.
分析記事 • Feb 02We're Not Very Worried About Comet Ridge's (ASX:COI) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although...
お知らせ • Jan 18Comet Ridge Limited Provides an Update on Its Mahalo North Work ProgramComet Ridge Limited provided an update on its Mahalo North work program, where Comet Ridge holds 100% equity and is the Operator. The drilling and production testing operations are targeting the high- quality fairway in the southern part of ATP 2048, approximately 3.7km to the north of the existing Mahalo Pilot Scheme. Figure 1 on the following page shows the position of the two lateral wellbores which were drilled almost 1900m through coal from Mahalo North 2, whilst Figure 2 shows the production test facilities that have been installed. Before the Christmas holiday break, a workover rig was mobilised to site on 18 December for installation of downhole completion equipment in the Mahalo North 1 vertical well, including production tubing, downhole pump and pressure gauge. This work was completed on 20 December and the workover rig released. Concurrent with the Mahalo North 1 completion activities, two fully lined 1.4 ML storage tanks have been installed, ready for commencement of dewatering operations. Field crews returned to site on 10 January to finalise the installation of electrical power, fuel tank, gas-water separator, flowlines and flare stack. Testing and commissioning of this equipment was undertaken with the production test commencing on Friday 14 January. The downhole pump was started at a low speed with water successfully being produced to the on-site water storage tanks. Over the weekend, the pump has performed as designed at a steady water rate of approximately 110 barrels of water per day. A measurable gas rate is not expected for a number of weeks whilst dewatering operations are progressed. Comet Ridge expects that based on the excellent permeability already observed in Mahalo North 1 and the high fluid losses experienced whilst drilling both lateral sections of Mahalo North 2, that higher water and gas rates should be expected. In anticipation of these higher water and gas rates Comet Ridge has secured a larger water storage tank which is now expected to be installed late in the first quarter of 2022.
お知らせ • Dec 23Comet Ridge Limited Provides an Update on Its Mahalo North Work ProgramComet Ridge Limited provided an update on its Mahalo North work program, where Comet Ridge holds 100% equity and is the Operator. The drilling and production testing operations are targeting the high- quality fairway in the southern part of ATP 2048, approximately 3.7km to the north of the existing Mahalo Pilot Scheme. In the last two weeks, operations have focused on the production testing preparation phase at Mahalo North. Weather conditions have improved considerably, allowing a workover rig to be mobilised to site on 18 December for installation of completion equipment in the Mahalo North 1 vertical well, including production tubing, downhole pump and pressure gauge. This work was completed on 20 December and the workover rig has been released. Concurrent with the Mahalo North 1 completion activities, two fully lined 1.4 ML water storage tanks have been installed, ready for the start of dewatering operations. Figure 1 on the following page shows an aerial shot of the installed tanks with the Mahalo North 1 wellhead in the centre of the area, between the tanks. In anticipation of higher water and gas rates during the production testing phase, due to the excellent permeability observed in Mahalo North 1 and high fluid losses whilst drilling both lateral sections of Mahalo North 2, Comet Ridge has purchased a larger water storage tank which is expected to be installed early in the second quarter of 2022. This will provide Comet Ridge with ample water handling facilities for the duration of the production testing phase. The final surface production equipment, including metering skid, separator and production flare will be installed early in January 2022 and the production testing operations will commence immediately thereafter.
分析記事 • Sep 29We're Hopeful That Comet Ridge (ASX:COI) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
お知らせ • Sep 27Comet Ridge Limited Announces Corporate and Operations UpdateComet Ridge Limited provided the following corporate update in relation to recent funding, commercial and operations activities. The Company is significantly advanced in preparations for the Fourth Quarter 2021 drilling and well testing program in the 100% Mahalo North (ATP 2048) block. The key items for this program are the drilling and testing of the first long development style dual lateral well in the Mahalo Gas Hub area, at Mahalo North 2. Components of the Mahalo North field program are: Drill a vertical core hole (Mahalo North 1) to confirm key coal reservoir data from lab analysis; Drill a long development style dual lateral well (Mahalo North 2), which will intersect Mahalo North 1 through the coal reservoir; Install a downhole pump in Mahalo North 1 and produce water and gas from both long lateral well bores, via the vertical well; and Following the interpretation of a large volume of newly acquired open file well data, determine if a third well location is likely to add value to the program and, if so, select the appropriate location for this step out vertical core hole. Silver City Drilling has been selected as the drilling contractor for the Mahalo North program, based on its accumulated experience in lateral well drilling with Comet Ridge and other southern Bowen Basin operators. The drilling contract for Silver City's Rig 23 was executed last week with a target spud date for Mahalo North 1 around middle of October. Preparation of the drilling pad and access tracks at the Mahalo North 1 location has also commenced and the balance of the service agreements will be executed over the coming days.
お知らせ • Aug 05Comet Ridge Limited (ASX:COI) entered into a binding agreement to acquire additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. for AUD 20 million.Comet Ridge Limited (ASX:COI) entered into a binding agreement to acquire additional 30% interest in ATP 337P Mahalo Coal Steam Gas Asset from Australia Pacific LNG Pty Ltd. for AUD 20 million on August 3, 2021. As per the terms, upfront consideration of AUD 12 million funded via Santos loan and deferred consideration of AUD 8 million will be payable in tranches and a deposit of AUD 1 million on execution of agreement (to be deducted from the upfront consideration).
分析記事 • Dec 31How Much Is Comet Ridge's (ASX:COI) CEO Getting Paid?Tor McCaul has been the CEO of Comet Ridge Limited ( ASX:COI ) since 2009, and this article will examine the...
お知らせ • Oct 06Comet Ridge Limited Provides Mahalo Gas Hub Area Activities UpdateComet Ridge Limited provided an update on recent activities in the Mahalo Gas Hub area. Key points: Petroleum Survey Licence (PSL) 2048 has been issued to Comet Ridge for a period of two years; Memorandum of Understanding signed with Mine Energy Solutions and IntelliGas Group to assess the feasibility of using Mahalo North pilot gas as high density compressed natural gas to displace diesel fuel and for transport of gas from wellhead to market via virtual pipeline technology; Planning for appraisal activities at Mahalo North and the recently awarded Mahalo East blocks continues. Petroleum Survey Licence (PSL) 2048 has been issued to Comet Ridge over a wide area of 1962 km for a period of two years. This area covers a large part of the Mahalo Gas Hub area, importantly including the export route to the south where there are two existing large diameter pipelines running into Gladstone (Jemena Queensland Gas Pipeline for domestic gas and Santos GLNG pipeline for export gas). Comet Ridge Managing Director, Tor McCaul said that although he believes the logical way to develop the Mahalo Gas Hub area is with tolled third-party common facilities, it is still important for Comet Ridge to have access to this entire area, to form its own views on pipeline routes and plant and gathering station locations. Comet Ridge has built a material position in the area, and subsequently infrastructure in place would need to support efficient development of all blocks where Comet Ridge has an equity interest. Comet Ridge has signed a Memorandum of Understanding with Mine Energy Solutions Pty Ltd. (MES) and IntelliGas Group Limited (IntelliGas) to assess the feasibility of the supply of Mahalo North pilot gas to displace diesel and/or for the generation of behind the fence power in nearby coal mines. Such an option could provide flexibility for initial gas production and provide an early revenue stream and environmental benefits for gas that would otherwise be flared. Comet Ridge would see a significantly reduced facility capex requirement for this early gas opportunity. MES is a world leader in the manufacture of CNG (Compressed Natural Gas) into HDCNG® (High Density Compressed Natural Gas) as a fuel to displace diesel in a dual fuel mix for mobile mining equipment using patented specialist gas technologies in these applications. MES is seeking guaranteed long-term supply availability of high-quality geographically available methane to offer to its prospective customers in the southern Bowen Basin as an integral part of its contracts for service and materials. IntelliGas specialises in gas technology including HDCNG® storage and refuelling, dual fuel engine systems, gas compression systems, gas transportation and an ultra-low pressure well gas lift system with numerous patents applicable across the range of technologies. The gas transportation technology is used as a Virtual Pipeline (VP) to transport gas from the wellhead to market (either delivered to customers directly or to a pipeline entry point for further transport to market). The IntelliGas ultra-low pressure gas lift (iLift) technology is designed to significantly enhance well production, deliverability and availability, reduces well workovers, increases hydrocarbon recovery and ultimately enhance recoverable reserves. Following the award of ATP 2061 for the Mahalo East block announced on 28 September 2020, Comet Ridge is progressing its internal planning activities for a combined Mahalo North and Mahalo East appraisal program. Comet Ridge is also finalising an internal contingent resource assessment for these two blocks based on the significant drilling and seismic data that exists principally from historical coal exploration. The objective of the appraisal program will be to prove commercial gas flows from pilot wells (with the opportunity to monetise this pilot gas via the HDCNG® feasibility) and lead to independent certification of Reserves and Resources to add to Comet Ridge's gas portfolio. Funding of the appraisal program is currently being discussed with interested parties and may comprise project equity, farm-in or gas prepayment.
お知らせ • Oct 05Queensland Government Selects Comet Ridge Limited as Preferred Tenderer for Two Additional Gas BlocksComet Ridge Limited announced that the company's selection by the Queensland Government as preferred tenderer for two additional gas blocks, the first of these blocks has formally been granted Authority to Prospect (ATP) Status. The scale generated by Comet Ridge's expanded interests in the blocks will also boost the project funding process that the Company is progressing with a number of interested parties. Comet Ridge was also selected as the preferred tenderer (last week) over a larger block further to the east. This 338 km2 block was numbered PLR2020-1-2 and will be called Mahalo Far East. This area is interpreted to encompass the north-eastern extent of the Mahalo Gas Project high-quality fairway and also extends into a new geologic domain which has a very large gas in place volume, providing significant potential upside to the Mahalo Gas Hub. Award of the ATP for this block will take a number of months to complete, given more detailed native title and environmental requirements across this area. Both of the new blocks contain conventional (sandstone) gas potential underneath the coals, which Comet Ridge will also hold at 100% equity. During appraisal and development of coal seam gas resources, activities will also be designed to assess the potential in the deeper gas targets.
お知らせ • Oct 04Comet Ridge Limited Announces Narrabri Gas Project Approval Positive for Comet RidgeComet Ridge Limited announced the approval decision from the NSW Independent Planning Commission (IPC) for Santos' Narrabri Gas Project and to provide an operational update in relation to Comet Ridge's substantial acreage position to the north and west of this project. Comet Ridge is not a participant in the recently approved Narrabri Gas Project, however the company holds an acreage position across the area to the north and west of this project. Santos and Comet Ridge are joint venture participants in these permits - PEL 6, PEL 427 and PEL 428. The equity ownership structure of these permits is stratified, with different interest levels and different Operators for conventional (sandstone) gas and coal seam gas (CSG) targets. Comet Ridge holds almost all the conventional gas equity and is the Operator. Santos is the Operator for CSG. There has been very limited exploration activity on these blocks for a number of years with the last well drilled in 2010. However, there is recent emphasis from Federal and State governments to input more natural gas into the east coast gas market for the benefit of manufacturers and the economy more broadly. Santos, on behalf of the joint venture participants, has submitted renewal applications for these three permits (including the required relinquishment of the least prospective areas). Renewals of these exploration permits will allow exploration and appraisal in this northern central part of NSW to re-commence.
お知らせ • Sep 26Comet Ridge Limited Auditor Raises 'Going Concern' DoubtComet Ridge Limited filed its Annual on Sep 24, 2020 for the period ending Jun 30, 2020. In this report its auditor, PricewaterhouseCoopers LLP, gave an unqualified opinion expressing doubt that the company can continue as a going concern.
お知らせ • Sep 23Queensland Government Selects Comet Ridge Limited as Preferred Tenderer for Two Additional Gas BlocksComet Ridge Limited announced that the company has been selected by the Queensland Government as preferred tenderer for two additional gas blocks, in the highly sought after and emerging Mahalo Gas Hub, west of Gladstone in central Queensland. Key points: Comet Ridge builds significantly on the Mahalo North block win from October 2019, with two further blocks immediately to the east of Mahalo North and also adjoining the Mahalo Gas Project. Comet Ridge will be Operator of both blocks on a 100% equity basis, allowing the Company to control the style and speed of appraisal and development. These new blocks in conjunction with Mahalo North (ATP 2048) provide a substantial area for gas development, as an extension of the main gas fairway at the advanced Mahalo Gas Project. Timing of award coincides with the Federal Government push to fast track gas development, with the Mahalo Gas Hub emerging as a prime candidate to deliver gas for supply to the domestic market. Details of the new blocks awarded to Comet Ridge in the recent tender process are: PLR2020-1-1 (which will be called Mahalo East) covers an area of 97 km2 and is located immediately east of Mahalo North (and north of the Mahalo Gas Project) in the same high-quality gas fairway. Similar to Comet Ridge's 100% owned Mahalo North project, Mahalo East is considered an immediate extension of the Mahalo Gas Project. PLR2020-1-2 (which will be called Mahalo Far East) covers an area of 338 km2 and is located slightly further east again. This block is interpreted to contain the north-eastern extent of the high-quality gas fairway and to have a very large gas in place volume, providing significant potential upside within the Mahalo Gas Hub. These blocks also contain conventional (sandstone) gas potential underneath the coals, which Comet Ridge will also hold at 100% equity. Appraisal and development of gas from these blocks will consider the entire gas volume available (coal seam gas and conventional gas). Comet Ridge Managing Director, Tor McCaul said the Comet Ridge board and his team were very excited to be awarded preferred tenderer status on both of these well positioned blocks, significantly increasing the Company's 100% footprint in the Mahalo Gas Hub. He said these new blocks, along with Mahalo North, provide Comet Ridge with a very large area to appraise and develop. The Company plans to leverage its strong geological, operational and local knowledge, gained over many years, advancing the Mahalo Gas Project to its development ready status. Additionally, the Comet Ridge team also have conventional gas experience from this area dating back to the 1980s and 1990s when several sandstone gas fields nearby were developed for the domestic market. When combined with the Mahalo Gas Project, all three of these 100% awarded blocks provide Comet Ridge with significant additional equity gas and added scale to improve economic outcomes for the Company. The Company will now seek environmental and native title approvals (over the next few months) for an Authority to Prospect (ATP) to be awarded for each block, in similar fashion to Mahalo North. After winning preferred tenderer status in late 2019, Mahalo North was formally awarded as ATP 2048 in April this year.
お知らせ • Jun 22Comet Ridge Limited(ASX:COI) dropped from S&P/ASX All Ordinaries IndexComet Ridge Limited(ASX:COI) dropped from S&P/ASX All Ordinaries Index
