'jft310' pid='66615' datel Wrote:My opinions below
1)Interoil is required to file a 2015 reservoir asset size report by March 31 for year end 2015 . Interoil has had considerable success in 2015 finding more dolomite . Estimates should rise . Historically report is made public mid Feb...
2)How many reservoir engineering firm estimates will be floated in 2016 Calender year for PRL-15. ???. How can GLJ continue to be the official Interoil engineering firm with OSH and PAC using GCA and NSAI?? More estimates creates confusion.
3) Antelope 6 should be at or near TD we should hear about that . Well will be tested with DST we should hear about that . Cores should be taken should hear in 6-8 weeks about those results
4)Further connectivity tests should be close to completion or completed by now . Should further validate reservoir connectivity .
5) Hession has clearly stated they are in discussions about a Total type deal for TBR. Will Hession collect on his BOD payday and sign an LNG deal to confirm TBR with a non Total????
6) Ant 7 to drill or not drill should be revealed post Ant 6 . Either way shareholders should benefit . Based on Total Super Speed drilling of Ant 6 .
7) Interoil has no debt unlike most others in the oil and gas biz . Hession states they can reduce expenditures to the point they can live off current cash without debt until Total payment receipt. If successful would demonstrate superior business management skills . A view of that on the year end report.
8) if others talk to IR or MGT encourage them to do a road show when the new information is received as stated above . The payment has no ties to oil prices and should be robust . If not 10 T's now then certainly 10 T's on the second go round .
Others may see things differently .
Jft - Good am to you. Liked your last entry to #6....."Based on Total super speed drilling of #6" (antelope). Wish you could have also said"and their super speed reporting on flow-testing of #5 and the announcement of TD on Ant 6" . [ ....forgive me,I guess I'm getting "antsy" with this long 3 day week-end coming up] . Have a good one !