Analysts could b busy figuring out any potential upside to the AOE-Shell deal, now that BG-CNOOC LNG sales deal has being finalised.
Think another poster 'Stashie' posted abt Mac Bank being neutral at $9.25, so that's a start.
IMO, once KAR has the BRZ farmout finalised, then the numbers could change again.
We may b looking at 27-34% GCoS for their 1BBOE as a start.
OGX's recent study has an average of 27% GCoS for their 15 targets in the Santos basin. Here's the breakdown.
Santos basin: 5 blocks
Oil-Gas targets: 15
Total unrisked resource" 6659 MMboe
GCoS: 27%
Total Risked resource: 1796 mmboe
Net Risked Res. to OGX: 1688 mmboe
Rigs on hand: 5 (semi-sub's)
Planned wells for 2010: 9
Planned wells for 2011-12: 4 + 4
That's the kind of stuff analysts wouldn't know off, yet!!
posiedon on of 2 giants for cop, page-10
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$1.48 |
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Mkt cap ! $1.187B | |||
| Open | High | Low | Value | Volume |
| $1.51 | $1.51 | $1.48 | $9.090M | 6.098M |
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| No. | Vol. | Price($) |
|---|---|---|
| 2 | 34975 | $1.48 |
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| Price($) | Vol. | No. |
|---|---|---|
| $1.49 | 3831 | 1 |
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