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+--- Thread: Conference Call Info. (/showthread.php?tid=7223)
Conference Call Info. - jft310 - 08-13-2014
RE: Conference Call Info. - Nolan - 08-13-2014
Pavel is getting restless. This management team "gets it." They know how to respond to questions without saying anything. Sticking to their strategy. No promises. This is respectable, but will the PPS understand? Analysts are not happy.
RE: Conference Call Info. - jft310 - 08-13-2014
Your opinion. Macquarie has NAV at $171.Pavels target no more finds is $100. Morgans target $85
That's their written estimate vs your opinion. Let's stick with the written word huh!
RE: Conference Call Info. - ebster123 - 08-13-2014
'jft310' pid='48436' dateline='<a href="tel:1407935 Wrote:Your opinion. Macquarie has NAV at $171.Pavels target no more finds is $100. Morgans target $85 That's their written estimate vs your opinion. Let's stick with the written word huh!
For the record, you are one of the last people to give advice about sticking to the written word vs. opinion. You often seem to gravitate to whatever benefits your stance at a given time. I don't disagree with the written numbers or your sentiment but don't start belittling people again, please.
RE: Conference Call Info. - Nolan - 08-13-2014
Wait for today's written response. Hopefully positive. As happens after every quarterly con call, we open lower.
RE: Conference Call Info. - TomCrooz - 08-13-2014
Missed the call. Did they say ANYTHING about the other wells? Saw they mentioned Wahoo on the release but no others.
RE: Conference Call Info. - jft310 - 08-13-2014
Best to stick with what's written on file with the SEC. VS opinions.
My opinions are mine what I hear from sources is their statement which means the sources names can't be revealed. Has Interoil changed direction more than once ?
Today things seem much more stable . We can all see the under promise and over delivery style of Hession. Contrast that with Mulacek who GOD bless him found this geology.
RE: Conference Call Info. - Palm - 08-13-2014
'TomCrooz' pid='48442' datel Wrote:Missed the call. Did they say ANYTHING about the other wells? Saw they mentioned Wahoo on the release but no others.
Didn't listen either Croozer but in the presentation they mention that they are expecting completion of the wells in this 3rd Qtr as they are nearing TD on Bobcat and drilling slowly through the formation at Raptor due to using managed drilling due to high pressure (or something like that). Presentation has some interesting stuff.
RE: Conference Call Info. - jft310 - 08-13-2014
If it's taking 3 times as long as Antelope is the orubadi thicker here ?or is the formation 3 times thicker? Or are pressures just that much higher?
RE: Conference Call Info. - sageo - 08-13-2014
'jft310' pid='48450' datel Wrote:If it's taking 3 times as long as Antelope is the orubadi thicker here ?or is the formation 3 times thicker? Or are pressures just that much higher?
Jft- One of two things 1) the shale is many times thicker or 2) the phrase "drilling slowly" has a new meaning.