what I don't understand is why the look through valuation for Bauna for Petrobras by the broker in Ya's link above is based on LT POO of 60-80/bbl. Given the current production, it looks as if the field would only have ~3 years left so pricing it above 50/bbl would seem optimistic. I reckon it should be under USD 200m. A simple (or complex given its likely non linear production decline) DCF should give a fair approximation of value.
what I don't understand is why the look through valuation for...
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