CVN 10.8% 16.5¢ carnarvon energy limited

Ann: JP Morgan Investor Day Presentation, page-5

  1. Ya
    6,809 Posts.
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    Interesting presentation. No sign of a map with D2 & D3 locations yet. Haven't seen the well program lodged with the Regulator (unlike Corvus-2). For now though Ensco-107 finished the Wandoo sidetracks for Vermilion & was released. Not sure where its headed next. 

    Doubt if Phoenix Sth gross 2C-17 mmboe is earth shattering. Time to focus on Roc & Dorado with a combined gross 2C of 361 mmboe (283+78). Net 2C to CVN apprx ~73 mmboe. 

    Saved by the Dorado's 79.6m net oil column big time. Whatever happened to PS3's gross 143mmboe, cactus I guess.
 
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