BRK 5.00% 1.0¢ brookside energy limited

As a long-time lurker (and now first-time poster!) on HC I've...

  1. 8 Posts.
    As a long-time lurker (and now first-time poster!) on HC I've been learning a lot from some super well-informed posters on this ticker who are very generous with their time. With the price action of late I feel the attention has turned away from the valuation fundamentals that make BRK so attractive.

    So I'll try and bring things back with a (probably dumb question) - how sensitive is the value of a "BOE in the ground" to the current O&G prices? I've seen some figures thrown around (eg. $10.5 NPV) but I imagine they're pinned to a particular oil price (say $70/barrel)? I'd be keen to think about both the upside and downside scenarios given all the current discussion with US/China, OPEC, supply and demand forecasts etc...
 
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