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Morgan Stanley Update on InterOil

October 6th, 2009 · 7 Comments

They’re not worried about PNG politics..

ms-ioc-6-10-09

Tags: IOC · Research Reports

7 responses so far ↓

  • 1 kencooksam // Oct 6, 2009 at 7:12 pm

    very conservtive numbers but a good report

  • 2 Bruce // Oct 6, 2009 at 8:36 pm

    I think this answers someones question on the Yahoo Board. Looks like Horizontal Drilling Equipment on site is not a rig. However, it is another indication they know they are close to the big O!

  • 3 bob // Oct 7, 2009 at 3:41 am

    monday’s uptick was probably MS brokers touting the upcoming ( and now released )report instead of the speculation of a news leak from the well head; would have preferred the latter but all is good for those that wait. IOC and CVX /Chevron are the only holdings in the integrated oil category that MS rates as an “overweight” per the last page of the report; good luck to all.

  • 4 bob // Oct 7, 2009 at 3:44 am

    Janine???

  • 5 Roger // Oct 8, 2009 at 10:44 pm

    Janine,

    Have you heard anything?

    I got laughed off the Yahoo board and I’m hoping to get more support here.

    Thank you in advance.

  • 6 John // Oct 11, 2009 at 3:48 am

    On the yahoo message board, there is mention of breakeven LNG prices in $/mmbtu. Does anybody know where these came from? Also, the Morgan Stanley paper mentions an S curve with 14%. Does anybody know what this means in terms of formula pricing? What is LNG base price and at what oil price? then it increases at 14% of oil price increase? I assume 45% slope is for every 10% move on oil price, LNG price moves 10%. So is 14% only 1/3 of increase in % in oil?

  • 7 John // Oct 11, 2009 at 8:06 am

    disregard above, I worked it out. It is simply 0.14 times oil price to give a number in $/mmbtu