Agreed Magpie. Santos are motivated to sell down their interest in Dorado this year, Gallagher has said so himself. In 2022. An analyst has valued CVN's interest in Dorado (without Pavo, Apus or any other) at a discounted rate of 32c & 40c per share based on 75000 or 100000 barrels pday respectively. I'm unauthorised to reproduce the report. That valuation excludes ALL other prospects... It uses a price of $65 for Brent... Based on these summarised metrics, if you believe Carnarvon's interest will be compelling enough to be bought as part of a Santos deal then drilling right now is actually substantially discounted in the order of 8c to 16c, moreso, its free!!!.. Not surprised to see the buying lines coming back. DYOR
Make them pay!, page-1225
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| 16.5¢ | 973571 | 11 |
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