Ian
I noticed your comment regarding valuing oilers in the COE thread ('PE doesnt mean much with oilers ... NPV of remaining oil reserves is a better valuation method IMO, as it's quicker and easier than DCF').
Do you have a view of the value of AMU on this basis - given that their 1P and 2P reserves are probably sitting around 15MMboe at present?
Appreciate your opinion.
cheers
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