BPT 0.99% $1.54 beach energy limited

Ann: Beach Energy FY19 Results Presentation, page-9

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    Probably correct Nige

    So where do you place BPT - considering the annual report - in the bigger scheme of things.

    Surely BPT cannot be considered 'short production' given what's just been reported.

    I think we get the POO variable but putting that aside where do you see BPT in 5 years time noting, but not counting, assumptions and future discoveries??

    It sounds like your assumptions are that BPT will be stuck in time and everything will run out. What is the effect of the "FY20 investment expenditure guidance $750 – $850 million"

    Interested in your analysis on those points.

    Cheers
    BW
 
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