BPH Value Proposition, page-7

  1. 540 Posts.
    lightbulb Created with Sketch. 68
    Nice research Lee
    Pep-11 sent both BPH and MMR vertical back a few years ago and rightfully so
    Big opposition to Santos Narrabri csg in the region
    Target is closer to 15tcf P50 gas only 30klm off the coast off Sydney
    Santos spent $20billion in the area and achieved little
    They have big disinterest to ever see this drilled because if gas found their narrabri is worth scrap
    Advent will get bought out by STO before they drill
    If they ever farm out Pep-11 strap yourself in
 
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