http://www.panorient.ca/images/stories/file/presentation.pdf

 

Dated Jan 2013 but before this recent discovery.  Therefore, it does not reflect the decision to twin this new well, which incidentally is a very wise and conservative decision by POE (instead of attempting a multi zone dual completion from the existing well bore). 

 

Even assuming that Thai production does not increase beyond 1,500 boed (highly unlikely.  I expect a triple of that by year end, but based on gut feel not facts) they estimate cash on hand at the end of 2013, after all drilling expenses in both Thailand and Indo, to still exceed $60 million.  A very enviable liquidity position.