Come on Salty, you got to leave the sunshine thing alone. I was arguing with someone overon the PES thread that I hoped PES didnt ann anymore reserves. I think that if Sunshine had have done this, then the QGC offer would have been a lot lower. The net value offered through the BG/QGC deal made up in part for their lack of an ann on Atria. Definitely agree that it was sus and I could not understand it at the time!
1/2 value. That is only what I am expecting this year. The GIP numbers were pretty impressive, even more impressive if they can get that GIP to flow. I would be a very happy camper if they can get 10% of this converted to a reserve by next year. The 'well placement' seemed a bit random. Hopefully they also take the time and make sure they strike in the right locations. Didnt see much to do with shooting additional lines of seismic? or did I miss that.
Good to see you are onboard with BOW though. Not that I am a sheep, but it is nice to be part of a flock. Gives you some confidence you are headed in the right direction.
Cheers,
SF
BOW Price at posting:
43.9¢ Sentiment: ST Buy Disclosure: Held
