bigger than texas

YGL is a bit of time bomb. The current market valuation is a gift.

Consider the following:
SC54 will probably end up with billions of barrels of recoverable oil YGL currently jold 40% of this gem of a fairway.

Cheap and quick oil production is probable from the shallow Nido pinnacles in SC54. Look for oil flowing sooner than what many expect (6 -18 months).

The deepwater elephants will possibly be farmed out - who to is the million dollar question but knowing the management it will be a major major. We could expect the terms to be very favourable YGL/NDO as the Palawan basin could be the next big global "oil discovery"

Other projects look like being backed into YGL. More in the Phillipines?, more in frontier areas?

Rumours of a recent placement that was a bit of a lolly scramble - therefore do we assume it would be done at a shallow discount?

World Oil prices about to push into new highs (USD $100/barrel?)

The silence from YGL is resounding particularly on the SC54 numbers but surely we must get more "knock your socks off" numbers released soon.

As usual the market is overlooking a lot of this value but with a bit more official information being released it will take notice. If you already haven't done so get a piece of this pie - before it becomes a banquet.