'jft310' pid='63439' datel Wrote:Per the analyst reports the problem with Interoil's stock price is lack of certainty . They go on to say the question Is how many T's and when for the check arrival . If Oil Search has it right and they are a partner in Papua LNG thus should have it right what happens to the stock price with payment received 2nd quarter 2016.
If 10 T's plus is the best estimate of PET and Hession then that's $2 Billion for us or $40 cash per Interoil share . Where would the stock trade with an additional $40 per share in cash and certainty of enough gas for a 2 train LNG plant . ???????
Curious to know what others think and why . Then I will provide my guess.
Jft - It will be interesting to see your guess . If the PEs and geologist on Total's staff are only half as smart as I believe them to be, it is difficult for me to imagine that Total (with a payout of 2 billion next year) would not strongly consider a buy-out of IOC . My thinking may be flawed, but at this point in the game that juust seems logical .......(unless Total wants another SM to do the buying and thus become their partner ?? ). Hmm.