12-15-2013, 04:21 AM
'Palm' pid='34364' datel Wrote:Thanks for this Hefi. I'm working on a chart that shows some of the same info but adds so that it really lays out deal from a SPA perspective and includes all of the tiers for the Interim amounts. Shorts only want to use the 5.4TCFE because of Total's PR. That's wrong. It should include at least the 3 tiers from the SPA which go to 7.1 TCFE. I also believe IOC's presentation short changes things. It appears in the top 2 tiers showing the GLJ numbers they accidentally show them at .80 and 1.00. I'm also adding some Bonus Discovery amounts to show possibilities and why Hession is excited about that potential. After all, that's where the gold is.
Thanx for that Ducksui, let me know if you need any help getting the table visual onto SHU.
Getit - you are correct the "First LNG Cargo" column should be 100 million NOT 110 million.
Health & Happiness,
Hemi