el
production profile to be mid to high 40s going forward . The produced 47 sold 60. This inventory is worth 35m in top of 48m cash and tax is paid and Upto date.
boonanaring likely to be extended and delay in production less of an issue.
reminds me of another stock own - one field went down for 2 months deferring 5-6 m in USD cash flow and stock dropped 55m market cap. 6 weeks later production back up and stock up 35 from the bottom
the delay is a deferral Of income , not a loss and the DCF impact of this delay may be 5-7 m dollars not 45m
el production profile to be mid to high 40s going forward . The...
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