interesting comparison

Between AED - Nido - YGL. When comparing Nido to AED it looks like there is a discrepancy in valuations apportioned between the two. Very similar time frames to similar production etc. but AED valued at $1.5b (diluted) to Nidos $300m (diluted). AED 100mboe, Nido 10m boe (Galoc). Which one is too expensive or too cheap?

The AED valuation hints at what will be for both Nido and in particular YGL in the not too distant future - based on the shallow Nido pinnacles alone. Then add in Coron, Princesa and the other turbidite plays in SC54.