rexsh , good question
Yesterdays news is ofcourse better for DLS than BPT due to its larger exposure and also lower number of shares on issue . However the differnce is overall BPTs reserve trade at nealry half the value DLSs do and BPT are adding reserves from SXY, COE and STO JVs. For example if i add in news on Chrisites, Mustang and Snatcher into the equation the value creation probably becomes similar on the conventioanl side. In addition the takeover potential for BPT is much greater as is the size of their massive gas resource and I think BG have a blocking stake for DLS shale making a TO of DLS only likely to happen by one party . I also beleive BPT will focus on the birkhead in PEL92 and they have 75% of this permit so again alot of uspdie for BPT here
Lastly, I note that SXY shale well flowed at only 178scfpd comapred to two of BPTs flowing at 2mcfpd. I know SXY and DLS tlak up the wetgas potnetial bu I wonder whether the flow rates also have alot of relevance
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rexsh , good question Yesterdays news is ofcourse better for DLS...
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