seeing a remarkable divergence between POE's SP rise (about +2%) and CVN's slaughter (-11%) since before the Ops update - maybe their improved L-53A performance and upcoming more drilling there is responsible but this represents a small % of bopd compared to our shared concessions and we have a FAR higher impact campaign about to start - interesting
any blue sky now belted out of the SP so almost? a free throw at the stumps with L20/50 and can't wait until they attack those WB sandstones in an organised targeted (not just incidental) manner (agree with Onceover - don't think enough emphasis being placed on them by the experts and looking forward to see what resource/reserve Daffy Duck applies to them for end of year)
EWO, glad you're not running CVN - fair dinkum, a company the size of CVN going it alone in the expensive Aust wells? - they may as well take our $30 mil in the bank to Star City
seeing a remarkable divergence between POE's SP rise (about +2%)...
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