Midstream Oil Hub Valuation Modeling

This was a state-run oil hub project. They were looking for a co-investor and I am on the sell-side. Assume that I am drafting a CIM, which model should I use to value the company? NAV? DDM? It is so hard since the JV is established just for this oil hub project. The state-run oil hub project wants to form a JV with an oil company and the oil company ended up buying a 45.5% stake of the JV. Does this mean they raised Debt or Equity?

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DCF, if it’s true midstream then cash flows should be contracted so you’d have good visibility. You can either run it until the end of it’s useful life with no residual / terminal value, or if it’s a long-lived asset you can assume an exit multiple in Y7-12 in line with transaction comps.

The fact it’s a JV doesn’t matter for valuation, just multiply by 0.45 at the end. It matters for your business diligence however, particularly how governance rights / CoC provisions are structured.

 

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