Well Citi value Brazil at $1.55/sh risked @75%, split between kangaroo @ 73mmbbls, and Bilby 75mmbbls.
So on their numbers, if you increase kangaroo to 135mmbbls as per the 2C resource, that's a 42% increase overall or 65c/sh!
Macquarie value kangaroo at 79c/sh, so 85% increase yields 67c/sh
On UBS's numbers the increase in 2C is worth 112c/sh!
So I think there's just a worked order in there (it was cratering before the announcement on large volume, and resumed downward trajectory after) - will look forward the analysts writing it up overnight!
Well Citi value Brazil at $1.55/sh risked @75%, split between...
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$1.65 |
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