PVD protectedfrom Drill overruns, page-6

balooba, Kfann,

I'm a bit tired today (2 young kids at home) so correct me if I'm wrong, but with Freeports $215 million then at say $1.1m/d then this equals approx 200 days in total (100 days per well).

PVD is more than free carried, even in Mazagan's deepwater.

No TPT shortfall cap raise needed here
No PCL sunbird cashburn
Even FAR may now have to chip in some cash for their delayed Senegal wells.

Don't get me wrong - I have a small investment in these 3 stocks but PVD is my flagship as it ticks all the boxes.

In Morocco but without TPT's one drill only downside
On both sides of Africa like PCL but with much more cash
Similar gross prospective resource across 3 African countries like FAR but with a higher COS (Toubkal)& a much smaller market cap.