Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Two scenarios for Monday morning
1) Just FOMO and we are knocked back to 58p with delays announced and lack of flow in Subthrust
2) Leak of news - subthrust flows - awesome- and Casc on track for July
My thoughts are of slight further delay to Casc but Subthrust is flowing at 300 bopd before moving on to the Intermediate which is the main area of interest
Either way we all have front row seats !
GLA
I’ve said this over at TXP a while back ( still waiting there at mo ) - get rid of all those dogs in bottom drawer bunch together and stick in here
Dogs may but probably won’t have their day - AXL is looking nailed on to have a fantastic number of days
GLA - value always outs in the end
Yes great update
With 5 more wells to drill this year then start on infill it it full on - could smash through 5000 bopd by yr end without shut in well production
5000 x $40 netback ($70 m a year)
Share price seems ridiculously cheap to me - MA is doing a great job !! GLA
Hi Photo - the rerate will come and should be fast and furious!
Shell are being a**es cutting back our Coho production as Coho gas is pushing back their gas due to high pressure
We should not have that problem at Casc
Tick tock
Perfectly happy with $7m loan to get us over the line at Casc and complete Royston testing
Think shows great confidence with prospects in TXP from lending bank
Looking forward to huge and exciting news flow next 8 weeks GLA