imo lots of misinformation on the azz thread, page-2

Got to say sushi, I agree with almost everything you say. There is a massive amount of misinformation.

Yes it will be based on the net acre figure not the gross.

Also the acerages recently sold are significantly better, with most closer to the highly pressurised condensate window then AZZ. The EFS still has not proven itself as an economic oil shale. Its ability to produce condensate and dry gas are proven, but its so far not a proven oil shale in the oil window. This could be due to operators, technology or geology, but either way that will be priced in.

Im niclined to think Euroz are closer to the mark with calculations shown for all to see. They are saying 68c and theres no reason yet to think thats wrong unless someone analyzes that and then shows their calculations as to why.