FAR 1.12% 45.0¢ far limited

Bambo-1 worth waiting for IMHO, page-31

  1. 2,221 Posts.
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    DB not sure which posts you have read but cannot recall anyone really posting as you suggest.

    it was a wild cat well with a big upside and was presented as the next elephant. the issue I think posters or it may be just me had was the presentation and reported CoS. I discounted it circa 25% at the time which i thought was still the best case scenario.

    the issue I have without access to better info from FAR is have they adjusted their reported CoS for soloo ( although remember they said completely separate) to realistic numbers based on facts or are they blue skying the numbers like they did for Samo.

    my current thinking is they have adjusted the numbers down and so less discount will be needed in predicting commercial success.
 
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