Frontier gas plays are always assigned a low COS in accordance with industry standards. Luckily we have a range of strong indicators here, that don’t make their way on to standardised tables.
STX’s West Erregulla was given a low COS by RISC Advisory, the standard table below was used (in part) to assess the prospect (that Strike and Warrego assigned a higher COS to). We all know what happened there.
CVN’s Dorado was given about a 20% COS. We all know what happened there.
You also would have thought that the commercial COS (stated last year) has gone up significantly since the appointment to the board of Richard Cottee, Steven Kelemen and Bayanjargal Byambasaikhan more recently.
Eagerly anticipating results to ideally de-risk the project further.
Operational update due, page-12
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