what I don't understand is why the look through valuation for Bauna for Petrobras by the broker in Ya's link above is based on LT POO of 60-80/bbl. Given the current production, it looks as if the field would only have ~3 years left so pricing it above 50/bbl would seem optimistic. I reckon it should be under USD 200m. A simple (or complex given its likely non linear production decline) DCF should give a fair approximation of value.
Ann: Karoon Confirms Negotiations with Petrobras-KAR.AX, page-16
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Last
$1.83 |
Change
0.015(0.83%) |
Mkt cap ! $1.466B | |||
| Open | High | Low | Value | Volume |
| $1.86 | $1.86 | $1.82 | $9.850M | 5.367M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 38837 | $1.83 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.84 | 22163 | 2 |
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