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The question then becomes the cost of the well and decline curve.

These shorts will likely be closed by the time news comes. For them the event isn't the 24 hr flow tests, it's the news stories leading up to it

If 6ft simulation can flow 80-100 BOPD, what does 5,300 ft flow. I like the odds here. If only there was a coherent bear case to counter this. The closest I can see to legitimate criticism is that drilling costs will be higher in Alaska than in the lower 48 and therefore EUR needs to be higher to be economic. Ok

I'm a bit disappointed in Carson. No dossier, no coherent bear case etc

Anyone else actually enjoying our little internet drama?

Good to have you here longlad, will you be getting long or short panr?

Jimmy, you are an absolute legend.

Here we guess earnings in GBP for PRD in:
23: £
24: £
25: £

I don't mind them selling as long as they are invested

How much does Lonny actually have now, has he got his own money in there

Porters, I agree it is a punt. But asymmetric bets are the way to make money.

They need to get into production IMO and fund more test drills of the other reservoirs. Unless a significant offer comes along of course. Hopefully no more raisings from here.

Thanks. I just want to see what happens with a 24 hr flow of 2000. It will be absolutely savage

When do we think we get the 24 hr flow announcement

If we get China reopening and Ukraine resolution that would be a dream come true for the markets

From reading about other shale basins, it takes some time to get the formula right depending on the specifics of the play. I just want this to be commercial, the efficiencies and optimisation will come later

Sail if this is over 2000 barrels per day we make a lot of money here if a remotely normal decline curve is applied

The delays are a buying opportunity for me tbh, I want a big cheap stack like Graham. The stuff in the ground hasn't changed.

Androcles, congrats on the sale. I have seen many fast transactions (6 months to 1 year), even with regulatory approval needed. I think the thing is a having an investment bank involved pushing the deal to closure

Efficient markets