+- ShareholdersUnite Forums (http://shareholdersunite.com/mybb)
+-- Forum: Companies (http://shareholdersunite.com/mybb/forumdisplay.php?fid=1)
+--- Forum: InterOil Forum (http://shareholdersunite.com/mybb/forumdisplay.php?fid=4)
+--- Thread: ANT #4 elevation (/showthread.php?tid=8023)
RE: ANT #4 elevation - jft310 - 02-19-2015
If Total selects GCA the most conservative extimator then it's in shareholder interest that we address how to get them to agree with GLJ . Thus we drill 2-3 wells and do connectivity tests to prove out what GLJ states . Many believe this extra work would move up the certainty of estimates if GLJ were involved in the certification work . The question of course is who will be selected from the five and will they lean the GLJ way or GCA way??????
It's a very big year for Interoil no matter what the number and with them drilling again in 2015 in the non E/A areas bodes well for future monetizations.
RE: ANT #4 elevation - Palm - 02-19-2015
The good thing in this is that per the SPA Total chooses their "Expert" and IOC chooses their "Expert" to do the evaluation and estimates of 2C Gas And Condensate and then they divide it by two and use that average to determine the PRL 15 2C Resource for payment purposes.
RE: ANT #4 elevation - Putncalls - 02-19-2015
It's been a long wait. The certification information arrives tooooo slooowwwlllyyy. The data seems to be moving in a very favorable direction. If the PPS which reflects the beliefs of others would only confirm what appears to be transpiring. :/
RE: ANT #4 elevation - Putncalls - 02-19-2015
Does that new Antelope map (with the lower west side) that IOC has been using in 2015 really reflect an impartial best guess or does it represent a view that the negotiation arrived at?
RE: ANT #4 elevation - melmel - 02-19-2015
'Putncalls' pid='55209' datel Wrote:Does that new Antelope map (with the lower west side) that IOC has been using in 2015 really reflect an impartial best guess or does it represent a view that the negotiation arrived at?
I have been wondering about this quite a bit since press release on A5 - and comments from petengr. Some of the A5 press has quoted the 'miss' as the difference from the Operator (Total) base case. My guess is that the E/A diagram that Interoil has been using lately is this (Total) base case. Recent A5 results seem to throw this diagram out and move us toward GLJ diagram - or maybe better?
Getting very bullish since A5 release - which is perfect cue for stock action today and further oil crash after hours.