A re-hash

[sageo]

Good afternoon,guys. At times, I cogitate strongly and ask myself what are we doing in the 30s ?? Yes, I know, crude and ng are way,way down. But my puzzlement increases when I think about the 900 million OSH paid for the 22+ % of prl 15. I don't believe PB is a fool , so my mind wanders again to the"going -ons" behind the scenes. Just too many "what -ifs" for this tired old brain ! I know we have a lot of very smart folks on our board, so any more"color" on our pps ? TIA for your thoughts. hagd !

[Thylacine-2]

The color on the fundamentals of IOC are much clearer and more vivid than the colors of the pps. But I can't help but notice that the relative strength of IOC hasn't been all that bad lately. Like today. And when big holders get margin calls they have to sell something.

[jft310]

Stock PPS is recovering from our margined called former execs and largest shareholder.
Read Goldman they spell out the stock catalyst quite clearly .
Minor mover-The arbitration decision . They like Exxon as winner lower costs and quicker they say .
Major mover- the size of the payment all analyst agree 2 trains and 7.1 T's . If one just looks at Dec 3rd slide 11 of IOC they would understand the seismics they all have been using and the more robust new seismics should be used . Even Bonk says Ant 4 increases the GCA estimate from 7.1 .
See the timeline and you should see when we get major news.
Shovel,some snow !,

[sageo]

Thanks guys for your comments .

[Palm]

Could you cogitate for us and tell us where pps should be today and why in your opinion?

[sageo]

Could you cogitate for us and tell us where pps should be today and why in your opinion?

Palm - Good day . Hope all is well with you and yours ! For fun....as Gator says !   As my "cogitation" was occuring,I thought about the newer seismics as shown for E/A on the recent presentation and that we now (should be) are nearer to the 9 tcf range. Also, in my humble opinion,with no factor in the pps at present for our latest "discoveries", my math skills (or lack thereof) put me @ a pps of 49.27 . [ That is why ," while my wonderful spouse was yelling at me, I recently bought "way too much more" @ 33.51]  Yes,as you will probably say" I do have rocks in my head". Great to hear from you !

[Getitrt2]

sageo, I would say you did very well for yourself. We shall see, but so far, so good.

[sageo]

sageo, I would say you did very well for yourself. We shall see, but so far, so good.

Getit - Glad you qualified that with "so far" !  I just got back from takin' my ("yelling) wife to PF Chang's for lunch to calm her down. No, she wasn't really yelling.....I'm exaggerating a bit. She does like their food. Have a pleasant evening.

[Palm]

Sounds like someone might be over-allocated in this high-risk exploration company; especially at your stage of life. Mebbee she has a point.

[sageo]

Sounds like someone might be over-allocated in this high-risk exploration company; especially at your stage of life. Mebbee she has a point.

"Palmster"- Regretfully, (in a way, you are probably right) . I will surely try to prevail, but at times I know it will be difficult.Thanks again for all your quality input on our board.