09-06-2014, 04:00 AM
Based on today's comments all 3 wells have hydrocarbons. What if they all hit commercial amounts of said hydrocarbons.
Bernstein estimates per success yields $10 increase in stock price per well . What to do with the extra gas? Why not sell some
to Exxon and receive some type LNG deal and then focus on PRL 15 and build that Total plant with maybe 3 trains based on the
further Bernstein comments today about a larger Antelope today based on new seismics.
Certainly makes great sense. Will not happen tomorrow understand but could happen. Odds would seem high . If Exxon will
not pay build either a larger LNG plant or a second LNG plant.