FAR 0.57% 43.8¢ far limited

Team, I have been playing around with a spreadsheet which I am...

  1. 2,532 Posts.
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    Team,

    I have been playing around with a spreadsheet which I am releasing for feedback, this is as follows;

    Screen Shot 2015-10-14 at 6.05.39 PM.png


    I have simply taken the most research out of Edison on the 2nd of July 2015 here
    By reusing their calcs below in my tables above;

    Screen Shot 2015-10-14 at 9.24.26 PM.png Screen Shot 2015-10-14 at 9.24.13 PM.png

    Then modified the finds to be relevant to FAR, then adjusted shares on offer and converted everything from USD to AUD.
    Points to note around this;

    - We are still under tight hole policy!!
    - SNE IMHO is more likely to be around the 670MMBLS mark
    - Bellatrix will grow the surrounding assets on success
    - FAN is a wildcard in what it can add and IMHO is a lot larger.
    - SNE and Bellatrix on success should significantly increase the surrounding assets COS, whilst also adding to their upside. As everything within the tie in range over 75MMBLS should increase in COS - Some awesome notes around this taken from Cath's Video
    - This excludes the additional 1.8BBLS in leads.
    - This excludes Djiffere block, which we have 75% of, whilst touted at 100MMBLS, as I mentioned earlier is pipped to be larger.

    - This also excludes Australia, Guinea Bissau, Kenya L6 Onshore and offshore and Kenya L9.

    Feedback welcomed.
    The spreadsheet is here if anyone wants a play with it.
 
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