Good thread thanks Binwood. You may have already factored this into your figures but I recall from a recent presentation that the NPV figures per well already factored in the LLS (Light Louisiana Sweet) premium. They used a conservative net premium of $3 after adjustment for transport/toll cost or something similar. So at $55/56 WTI those NPV figures may need to be trimmed by 30% or so.
Still looks appealing at these levels.
Yeatesy
Good thread thanks Binwood. You may have already factored this...
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