upcoming quarterly, page-44

Just had a good look at the BPT quarterly.

Their entire growth in production and revenue came from PEL 91. Which, we all know is majority owned by DLS.

Their gas sales were down, and their capex is up.
SXY quarterly was full of successful wells, but their problem is they are unable to increase their production dramatically like DLS. DLS production was almost triple SXYs (914k versus 350k)

From BPTs quarterly, I noticed two little gems that are extremely relevant to DLS.

This very exciting, as it means that Bauer in the Sourthern part of the tenement is not a one off, as in, it shows that the Bauer trends goes the whole way across PEL 91.

This part is exciting because DLS is only now doing their exploration of ATP 940, yet BPT/STO/Chevron are doing all the heavy lifting with the unconventional shale/tight gas. Yet the results they achieve are totally applicable to DLS as long as the upcoming wells prove that the play extends into their tenement (which they will, but confirmation is needed). Santos must be giving BPT clear indications that the unconventional will be commercial. A hugely important statement, yet its hidden away.....