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+--- Thread: Few quick notes from call (/showthread.php?tid=7338)
Few quick notes from call - jft310 - 09-02-2014
Hession increasing confident for 2 train development. Ant Deep could be another Ant if so could be 3 trains,.Ant 4 and 5 going down talking about Ant 6.
RE: Few quick notes from call - jft310 - 09-02-2014
Total talking about multi train,an LNG province. Oil Search buy in at 7 T's gives them more confidence.Singapore study shows they should get excellent recovery of gas,Fluid test?Every field different. More tests depends on results.
RE: Few quick notes from call - jft310 - 09-02-2014
Ant can't be alone, Ant Deep on seismics same size as Ant,
Don't need more gas for development but think they will find more,
A/E alone has room for upside
RE: Few quick notes from call - CAC - 09-02-2014
'jft310' pid='49065' datel Wrote:Hession increasing confident for 2 train development. Ant Deep could be another Ant if so could be 3 trains,.Ant 4 and 5 going down talking about Ant 6.
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Hessian estimates plant built by 2021.
RE: Few quick notes from call - jft310 - 09-02-2014
Hession thinks from FID will be less than 50 months for first molecule, states 2020-21 production, states Bernstein conservative with 2022,
Hession calls it one big field
RE: Few quick notes from call - jft310 - 09-02-2014
IOC will estimate cost $2000 a ton PNGLNG was $2400. Low cost facility, US has massive transportation costs.
RE: Few quick notes from call - my2cows - 09-02-2014
any word about WRB?
RE: Few quick notes from call - johnwgrant - 09-02-2014
(09-02-2014, 11:35 PM)my2cows Wrote: any word about WRB?
Also, why is he "promising" well results by the end of September -- hasn't he been consistently wrong in his well timing estimates to this point !?!?
RE: Few quick notes from call - jft310 - 09-02-2014
Set up competition for bidding,Total sees an LNG hub in PNG. Lots of Total teams working on PNG right now.Very pleased with Total. PNGLNG has done a great job.
RE: Few quick notes from call - jft310 - 09-02-2014
Hession absolutely confidant of Arbitration position. Win for all 3 Total, OIl Search and Interoil.