Both times the SP has gone below the SPP price where as with the CR only it stayed well above.
Glad we will have cashflow very soon and not have to worry when the next CR is.
What to do with Mongolia? I just hope having a CFO now gets us the best result which logically takes place after the pilot well results.
One can only hope there's a few decent bidders be it for script or cash unless its spun into a new entity.
I dont see it being rolled into TMK.
I do wonder if EXR or someone similar would want more exposure and make a script offer.
Can see MAK being interested and then there's PetroChina.
Unless theres a seriousr rerate as Walyering goes i to production then Mongolia is almost valued at $0 imo.
Mongolia look through value leaves Walyering at $60m, 1 month out from production and up to $30 p.a. FCF.
Lots to look forward to from now on
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