06-14-2015, 01:09 PM
GCA in the most conservative in the industry . GCA stated in their report with 2 more drilled wells they would be close to GLJ.
Henry Aldorf as CEO of Marathon hired Netherland Sewell to evaluate Elk/Antelope . They came back with a pre drill report of 15 T's . The report was read to me by a certain analyst.
If Stavros is correct Total wants a low number which makes sense hire the low baller .
If Interoil hires Netherland Sewell they get a robust number .
My opinion we have at least 10 T's connected plus A/S . PET is at 10 T's with his work . More Antelope wells to be drilled . The numbers should go up from here.
Yes it matters what number one talks about connected or not .
Stavros I assume you mean 12 T's connected ?..one needs to define the question sir !!
And more important we have multiple questions to answer with more drilling .
What's East , what's the Ant 4 sidetrack worth? Will we drill 7 and will it push us further West ??? Or It's to early to talk best guess of the final number . One can only guess today .
But we can estimate what we know today . PET says 10 T's connected . That's a nice number ,
Hession talked about the numbers all being moved mid case has become the low case etc.
in aggregate we should be 13-14 T area connected and unconnected before more wells results .
Henry Aldorf as CEO of Marathon hired Netherland Sewell to evaluate Elk/Antelope . They came back with a pre drill report of 15 T's . The report was read to me by a certain analyst.
If Stavros is correct Total wants a low number which makes sense hire the low baller .
If Interoil hires Netherland Sewell they get a robust number .
My opinion we have at least 10 T's connected plus A/S . PET is at 10 T's with his work . More Antelope wells to be drilled . The numbers should go up from here.
Yes it matters what number one talks about connected or not .
Stavros I assume you mean 12 T's connected ?..one needs to define the question sir !!
And more important we have multiple questions to answer with more drilling .
What's East , what's the Ant 4 sidetrack worth? Will we drill 7 and will it push us further West ??? Or It's to early to talk best guess of the final number . One can only guess today .
But we can estimate what we know today . PET says 10 T's connected . That's a nice number ,
Hession talked about the numbers all being moved mid case has become the low case etc.
in aggregate we should be 13-14 T area connected and unconnected before more wells results .