02-12-2014, 11:36 PM
Interesting dialogue. Not to burst the bubble but it seems that at this point, per the current valuation of IOC, there is ZERO value ascribed to any of the future drilling. We are at a low case just for the deal itself and do not even have an LNG participation priced in. As I see it, drilling provides only upside with any finds.
Interested to hear if PET has anything to add here.
Interested to hear if PET has anything to add here.

