Point is we have a date that we will have new reservoir estimates.Those estimates will capture the significant drilling results from 2015 including testing results. Further any drilling in 2016 will be captured in July by GCA and NSAI for the Oil Search payment to Civelli. Interoil investors have a when and the how much will be revealed in year end reports and on the GCA and NSAI reports for OIl Search.Both those reveals should be of help to the price per share. Will require analyst changes to their estimates.

Getit . The fourth quarter report is required by February 2016 . Both Oil Search and Interoil historically have filed their year end reservoir reports in February . After all the fourth quarter dates include the year end . Could change but history not . Check it out .

'jft310' pid='65269' dateline='<a href="tel:1449753 Wrote:

Point is we have a date that we will have new reservoir estimates.Those estimates will capture the significant drilling results from 2015 including testing results. Further any drilling in 2016 will be captured in July by GCA and NSAI for the Oil Search payment to Civelli. Interoil investors have a when and the how much will be revealed in year end reports and on the GCA and NSAI reports for OIl Search.Both those reveals should be of help to the price per share. Will require analyst changes to their estimates.

Getit . The fourth quarter report is required by February 2016 . Both Oil Search and Interoil historically have filed their year end reservoir reports in February . After all the fourth quarter dates include the year end . Could change but history not . Check it out .

JFT, maybe we do meet these timelines.  However, history has shown IOC over promises and under delivers on timelines.

'Gator' pid='65186' datel Wrote:

DataRoom AM: Oil Search counterattack

ocument">

Takeover target Oil Search could be on the hunt for a poison pill that kills two birds with one stone.

Elsewhere, South32 may make a quick departure from the UK, a rival bid is tipped to emerge in the sudden battle for Investa Office Fund and NAB confirms its UK exit plans.

Oil Search continues to assess ways to fend off suitor Woodside Petroleum, with The Australian Financial Review reporting the firm could make a play for InterOil that both complicates Woodside’s strategy and solves its succession-planning conundrum.

The report suggests informal discussions have been held between the two parties on a deal that would undoubtedly include a premium on InterOil’s current $2.4 billion value. Separately, Oil Search is believed to have run a boardroom audit on NY-listed InterOil’s boss Michael Hession. The thought is Hession could be a logical successor to Oil Search chief executive Peter Botten.

It remains to be seen if all informal contacts between IOC and Osh relate to a share deal. IOC and OSH form the majority in the JV which controls  the E/A field. IOC needs an ally to proceed with A7. However, Osh does not want a decision on A7 before they have paid out Civelli. On the other hand, Osh will be interested to receive gas for PNG LNG coming from the E/A field. This would take away the pressure to develop the P'Nyang field. The other parties will be inclined to help Osh if they find > 15 TCF in the E/A field. The alternative would be building 3 trains which is a bit too much in the present circumstances.

'Relker' pid='65297' dateline='<a href="tel:1449839 Wrote:

[quote='Gator' pid='65186' dateline='1449581769']

DataRoom AM: Oil Search counterattack

ocument">

Takeover target Oil Search could be on the hunt for a poison pill that kills two birds with one stone.

Elsewhere, South32 may make a quick departure from the UK, a rival bid is tipped to emerge in the sudden battle for Investa Office Fund and NAB confirms its UK exit plans.

Oil Search continues to assess ways to fend off suitor Woodside Petroleum, with The Australian Financial Review reporting the firm could make a play for InterOil that both complicates Woodside’s strategy and solves its succession-planning conundrum.

The report suggests informal discussions have been held between the two parties on a deal that would undoubtedly include a premium on InterOil’s current $2.4 billion value. Separately, Oil Search is believed to have run a boardroom audit on NY-listed InterOil’s boss Michael Hession. The thought is Hession could be a logical successor to Oil Search chief executive Peter Botten.

It remains to be seen if all informal contacts between IOC and Osh relate to a share deal. IOC and OSH form the majority in the JV which controls  the E/A field. IOC needs an ally to proceed with A7. However, Osh does not want a decision on A7 before they have paid out Civelli. On the other hand, Osh will be interested to receive gas for PNG LNG coming from the E/A field. This would take away the pressure to develop the P'Nyang field. The other parties will be inclined to help Osh if they find > 15 TCF in the E/A field. The alternative would be building 3 trains which is a bit too much in the present circumstances

Relker - Interesting comments above . Are these your thoughts?? An analyst ?? Or IR?? Not looking for a source name just the type ??

'Relker' pid='65297' datel Wrote:

'Gator' pid='65186' datel Wrote:

DataRoom AM: Oil Search counterattack

ocument">

Takeover target Oil Search could be on the hunt for a poison pill that kills two birds with one stone.

Elsewhere, South32 may make a quick departure from the UK, a rival bid is tipped to emerge in the sudden battle for Investa Office Fund and NAB confirms its UK exit plans.

Oil Search continues to assess ways to fend off suitor Woodside Petroleum, with The Australian Financial Review reporting the firm could make a play for InterOil that both complicates Woodside’s strategy and solves its succession-planning conundrum.

The report suggests informal discussions have been held between the two parties on a deal that would undoubtedly include a premium on InterOil’s current $2.4 billion value. Separately, Oil Search is believed to have run a boardroom audit on NY-listed InterOil’s boss Michael Hession. The thought is Hession could be a logical successor to Oil Search chief executive Peter Botten.

It remains to be seen if all informal contacts between IOC and Osh relate to a share deal. IOC and OSH form the majority in the JV which controls  the E/A field. IOC needs an ally to proceed with A7. However, Osh does not want a decision on A7 before they have paid out Civelli. On the other hand, Osh will be interested to receive gas for PNG LNG coming from the E/A field. This would take away the pressure to develop the P'Nyang field. The other parties will be inclined to help Osh if they find > 15 TCF in the E/A field. The alternative would be building 3 trains which is a bit too much in the present circumstances.

Do not agree with ANY of that.

'Getitrt2' pid='65315' datel Wrote:

'Relker' pid='65297' datel Wrote:

'Gator' pid='65186' datel Wrote:

DataRoom AM: Oil Search counterattack

ocument">

Takeover target Oil Search could be on the hunt for a poison pill that kills two birds with one stone.

Elsewhere, South32 may make a quick departure from the UK, a rival bid is tipped to emerge in the sudden battle for Investa Office Fund and NAB confirms its UK exit plans.

Oil Search continues to assess ways to fend off suitor Woodside Petroleum, with The Australian Financial Review reporting the firm could make a play for InterOil that both complicates Woodside’s strategy and solves its succession-planning conundrum.

The report suggests informal discussions have been held between the two parties on a deal that would undoubtedly include a premium on InterOil’s current $2.4 billion value. Separately, Oil Search is believed to have run a boardroom audit on NY-listed InterOil’s boss Michael Hession. The thought is Hession could be a logical successor to Oil Search chief executive Peter Botten.

It remains to be seen if all informal contacts between IOC and Osh relate to a share deal. IOC and OSH form the majority in the JV which controls  the E/A field. IOC needs an ally to proceed with A7. However, Osh does not want a decision on A7 before they have paid out Civelli. On the other hand, Osh will be interested to receive gas for PNG LNG coming from the E/A field. This would take away the pressure to develop the P'Nyang field. The other parties will be inclined to help Osh if they find > 15 TCF in the E/A field. The alternative would be building 3 trains which is a bit too much in the present circumstances.

Do not agree with ANY of that.

Let us wait and see in the present doldrums.

'ebster123' pid='65288' dateline='<a href="tel:1449804 Wrote:

[quote='jft310' pid='65269' dateline='1449753817']

Point is we have a date that we will have new reservoir estimates.Those estimates will capture the significant drilling results from 2015 including testing results. Further any drilling in 2016 will be captured in July by GCA and NSAI for the Oil Search payment to Civelli. Interoil investors have a when and the how much will be revealed in year end reports and on the GCA and NSAI reports for OIl Search.Both those reveals should be of help to the price per share. Will require analyst changes to their estimates.

Getit . The fourth quarter report is required by February 2016 . Both Oil Search and Interoil historically have filed their year end reservoir reports in February . After all the fourth quarter dates include the year end . Could change but history not . Check it out .

JFT, maybe we do meet these timelines.  However, history has shown IOC over promises and under delivers on timelines.

Ebster for the record the filing of asset size are required by the regulators not an option every year .

The Oil Search reservoir estimates in July is from their slides presentations . It's between Oil Search and PACLNG and Interoil is impacted by the results but not directly involved .