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22.09 Hopefully PANR will ‘subject’ you to proving some commercial oil in the Central leases. That would be a great result for everyone. As stated I think the Kuparuk alone could underpin 88e’s current market cap. If Talitha is a failure I will probably continue to post as I now have a genuine interest in the 88e story.
Wed 19.08 - this poster's supposed interest in PANR will soon meet its conclusion. I wonder what the strange posting here, to which we have all been subjected, might look like thereafter(?) As ever, VGLA
19.08...finally... lol
I don’t see what’s inflammatory about my comments. Certainly still plenty of risk with PANR, fingers crossed the odds now look in our favour given PS1 and Talitha 1 logs/core data. It would appear the Kuparuk reservoir is a relatively simpler geology so fingers crossed for the flow test. I believe any Kuparuk result could actually underpin the current value of 88e. There is some optimism for you.
16.54 - rabbits should be seen and not heard lol. And sorry steal your Miss Marple moment but I referenced replies in the same way to make it obvious.
But seriously, those comments could be construed to be a bit inflammatory.
I think I’ll wait to see what 88 release with respect to any Kaparuk reach into the acreage IF it works commercially. Whilst there are a lot of cards stacked in favour, there’s still risk, as you tout heavily.
One things for sure, whatever the Merlin outcome, the reaction will be over done up or down, the skill is being on the right side of it.
When do we expect to hit 1p before drill? Middle of March?
I am here to drive the share price down so I can buy in cheaper (please refer to the umpteen other responses regards why I comment on 88e boards).
Joking aside, if Kuparuk comes in for OBAR there could be a good opportunity here after a possible Merlin failure. The share price could well overreact (given it was only 20% of the company valuation at the time of the merger) and I do believe that 88e could have 50-100MMBO of Kuparuk in their central leases. Possible valuation of $75-$150M if Kuparuk flow test is successful. Is OBAR the family member that works in the oil industry?
15.19 - I was an adult before the internet so watch it you little pup lol
15.17 - I don't believe that for a minute lol, but good dodge of the question
And welcome to the ‘other site’ you have fairly taken to this bulletin board thing.
You care enough to respond, it warms my heart.
14.09 - Not that I care but it does leave me with questions regarding your driver to consistent 'expectational management' commentary for 88.
And for balance I think viability for peregrine is probably more relatable to Willow as opposed Harpoon.
One thing I will say, 88 does generate more interest (good and bad) but if there is a good result the reaction will be significant and proportionally greater.
Yes Brom and Peregrine is further west is it not? DW’s comments were from 2016 before the Peregrine purchase and the pricing we are discussing relates to Peregrine not Charlie 1. I would agree with your H/C comments that Peregrine may be reliant on Harpoon coming in.
I remember Premier discussing conservative NPV’s of around $4/barrel for Charlie 1, but this should not be confused with a sale price. PANR have quoted NPV’s north of $8/barrel and I still use the $3.1 as the basis of my calculations there. We have yet to see any updates calculations regards Seebee NPVs but I am assuming they will be worse than Premier’s Stellar numbers and this is the reason the share price has not responded to the resource ‘upgrade’ there with commercial/development COS dropping from pre drill 50% (DW) to 30% ERCE. Of course I realise the difference in authors.
12:21 that comment regarding NPVs was a general comment referring to companies buying further E or W of our leases and should be taken in that context.
PMO had no qualms at the possibility of development should Charlie#1 have met their expectations (and of course their ability to finance), they had costed up field development into production before taking their decision to invest US$23.
Since beginning of Nov I reckon 7.5B shares (AIM net) have changed hands across the three main markets and current daily trades are up to par, how many relate to the CRs of course have no exact idea.
10:21 You mean Davejavu ;-)
if you used our neighbours as an example then it's difficult to know what might happen, what you can be assured of is there will opportunities to trade for those wishing to do so as ANNs & RNSs are released but always risk when it comes to drills all depends on the geology, the competency of the rig crew and of course the reliability of the equipment.
One big plus I believe is that we have Erik Opstad, clever and very experienced guy who understands what needs to be done and will have respect of rig crew and regulatory authorities watching our drill (s).
Guess we will need some volume to churn through the 1.5b new shares before we even think about rising
Agree blingy, its like de ja vu all over again.
Once the drill starts spinning the money will come in and sp will climb for sure.
Even with everything said
To have an sp going negative each day or staying flat shows how the worlds turned. This close to going into a drill possibly 2 with all funding Successfully farmed out in today’s climate with possible 1.6 bill barrel Resource
Fingers crossed again
Dejavu
Comes too mind lol