Some good information and comparisons in here.
So Ghana has 675 2P + 75 2P ( Jubilee+ G. Jubilee)+ 240 2P (Ten) across the different acreage in the JV. From what i remember Komsos has different working interest in the TEN and jubilee fields could you clarify this and maybe clarify the net proceeds to Kosmos?
Does this Kosmos 2P differ much to what was estimated throughout the appraisal/development process? Did it keep increasing as things progressed or did the 1c/2c/3c estimate carry forward to similar 1P/2P/3P figures when all was said and done?
As you have shown in your post we are getting very close to the figures you quoted for Jubilee and when the RISC analysis comes out for BEL-1 you would have to think for the good results we had there we would be on par with these figures or better and then taking that one step further with success at SNE-4 should be getting us to take bites out of those other fields greater Jubilee and TEN. Will the last well and this current well we are drilling the JV should have a large step up in resources estimates considering it is really taking a big footprint of the field into account and by all accounts the results were as good as the results from SNE-2 and SNE-3, so would this statement make sense from your point of view?
I'm sure you can see the picture I am trying to paint, building a comparison of sorts and would be interested in your thoughts on it? Sick of all the doom and gloom and trying to think more about the fundamentals of what we have.
Cheers.
FAR Price at posting:
8.9¢ Sentiment: Hold Disclosure: Held
(20min delay)
