Analyst Research Report Snapshot

Title:

OXFORD CATALYSTS - GAME CHANGER

Price:

$10.00

Provider:

Edison Investment Research

Date:

17 Oct 2012

Pages:

12

Type:

AcrobatPDF

Companies referenced:

OCG.L BP.L CLMT.OQ DOW.N PETR4.SA PFC.L PTPA4.SA RDSa.L RNF.N RTK.A SHEL.KA SHEL.OM SOLJ.J SYNM.OQ XOM.N

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Summary:

Secular growth opportunities from the exploitation of North American shale gas reserves is attracting capital from industry and the financial community across the value chain. Through its small-scale gas-to-liquid (GTL) technology, Oxford Catalysts (OCG) has a proposition that sits at the heart of this trend. Third-party assessments show the technology to be best in class. A broad patent portfolio makes the potential returns protected and attractive. With record levels of interest, OCG is now starting to move from development to technology commercialisation. Success in execution would create a valuable first-mover advantage, derisk the proposition to future customers and allow OCG to capture a greater share of the value chain. The current EV fails to fairly reflect the risk-reward balance. Despite strong technical endorsement, the market is effectively pricing in a 0.4% chance that OCG can capture a 10% share of the market opportunity being presented to it.

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