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Parex would have taken out PTA by now if their SP wasn't so brutally undervalued, IMO. If PTA can bag another nice discovery and some reasonable appraisals at LC, it will have lots of development potential and production should ramp up nice... |
5/16/2013 9:23:24 AM |
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I have never in my life seen a conference call that lasted 3 mins, and consisted of only the forward looking statements disclosure. These guys are the most efficient operators in the business, so I'm not knocking, but that had some comedic ... |
5/16/2013 9:14:55 AM |
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Shpiragu, Molishti and Golemaj are all along the same fault. If they are successful with a commercial discovery on one, the others become signifcantly less risky. |
5/15/2013 9:59:53 AM |
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Great Swami, You think that even with the addition of likely 2 layers of additional casing, they will still be able to case the lower section for production? Or do you anticipate they will open hole produce it? Also, will they still be able to ... |
5/9/2013 10:59:50 AM |
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Shpirag2 will not likely produce from the current borehole. Even if it had been perfectly drilled, I'm sure facilities and permitting,etc would be a 6 month or longer process. As is, I'm pretty sure it will never produce. Maybe a water... |
5/8/2013 8:56:33 PM |
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PMG paid $51,000 per flowing barrell of lower (relatively speaking) netback production. I think you can easily apply $60,000 per flowing barrell for PTA, likely more, despite low 2P numbers. Assume they can hit 6,000 bopd by year end (exit rate),... |
5/7/2013 5:28:24 PM |
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Nice buy. Now they need to do it another half dozen times. I was always quite surprised that Canaguaro was not appraised. They should be able to put 2 more wells into Canaguay and, if successful, increase the 2P numbers. There are also severa... |
5/7/2013 2:18:47 PM |
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The reality is there is still great potential value here. Lets rule out La Maye and Bugainvillles as zero value (for arguments sake) Tacacho has blue sky potential 100+mm bbls. Downside, years away and PDQ must carry the first $8M of seismic/... |
5/3/2013 11:54:04 AM |
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Absurdly so. Want to see some real operators: "The Las Maracas-8 well was targeting the northern extension of the Las Maracas field and reached its total depth in a record drilling time for the field of 10 days." http://www.petroameric... |
5/2/2013 5:11:22 PM |
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Darcy, you are right in that my frustration is showing through on my commentary. I agree with everything you have said, and there is certainly potential. Loto, if they reduce the water content, which should be a given to some extent, is still... |
5/1/2013 6:55:47 PM |
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