One concern here is that KAR decides to kick these development costs down the road and then this 'future debt overhang' spooks the market every time POO heads downward.
I am also curious whether much (any?) value will be ascribed to EPP46 based on nearology and the large upcoming drilling programs. While I take the point that it is only committing to seismic, and this really is KARs core value add skillset, I wonder what the CoS potential uplift on the ~25m that this will cost. Would be interesting to know what (if any) farmin/other values have been placed on EPP37-45.
Does YA or anyone have any insight here?
One concern here is that KAR decides to kick these development...
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Last
$1.80 |
Change
0.035(1.98%) |
Mkt cap ! $1.442B | |||
| Open | High | Low | Value | Volume |
| $1.79 | $1.83 | $1.78 | $12.59M | 6.979M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 41814 | $1.80 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.80 | 46131 | 2 |
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| Last trade - 16.10pm 26/06/2024 (20 minute delay) ? |
| KAR (ASX) Chart |