a couple of interesting changes in the presentation...
slide 10 the production profile no longer has numbers on the axis just high and low. On previous presentations that had numbers.. numbers which they have failed to meet!
slide 11 now has McCool at 6.5 mil boip previously I think I had seen 4.7 which didn't include the extension. We also now have 1 mil oip for east San Ardo which is new from memory and is showing up as having a vertical in Jan 09.
Paris Valley action in Nov / Dec. If they can hold to these dates then the next 7 - 8 months looks reasonably attractive. As Begg says any one of the three big drills will double their size.
So what will keep me happy...
Keep up with the buy back at these prices Meet the dates that you have put in this pack
SAE Price at posting:
28.5¢ Sentiment: LT Buy Disclosure: Held
