Member Info for Sturm

How much could they move by truck/barge/boat if they wanted? I don't think the pipeline is the only option here.

Nothing new really - except of course it underlines the risk. And tbh I hope they start employing people from the tribes - it would be great to have them watch the pipeline instead of attacking the facilities. Think about how much it costs pr. day NOT to be producing. It's 200K+ USD per day in netback we're losing. Helping the local communities with some money/supplies and power, etc., would go a long way - instead of the "them vs us" approach the tribes experience with the authorities right now. Police/MP shooting people armed with spears. That's not how you make problems go away IMHO.

A bit more added aug. 6th - average production this month so far: 9.154 BOEPD.

Yes, I know :) But rarely 1 day with low production and then a 0. But it looks like they produced 17.516 the 5th - if it's going per barge, truck or pipeline... who knows... no info from PTAL. Average per day is good - can they keep this up I think SP will follow the same track up :=)

Does anyone know if production is running....?

Thanks @davidblack
I'm comparing PetroTal / PTAL's 48 million barrels 2P and market cap of 100M CAD with TXPs 238 M CAD
If I understand you correct, then TXP's Cascadura 15,108 boe/d in the 2P forecast is worth 27% - ie. around 4K boe/d in "oilpricevalue" (of which TXP get/own 80%).
And the 398 BCF P2 ~ 66 million barrels of oil 2P (energy), but the value is equivalent to 0,27*66 ~ 18 million barrels of oil in value? (Cascadura only ofc.) Capex and production costs are higher with "pure" oil I guess - also influencing net profit.

Looks like the pipeline is still closed. Production = 0 August 4th.
xxxxs://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos&fbclid=IwAR2UWQ0z17OO-q0FcKsCXffXLhNc9ZIvj1675pFYiyhQEptimZ3aqG9Qenc

I hope somebody got an idea about this: Often a barrels of oil equivalent (“BOE”) conversion ratio of 6,000 scf: 1 bbl is used when production & oil reserves are calculated. But the netback is much higher on 1 BOE than 6.000 scf - or am I wrong about that, when it comes to TXP?

Maybe SP is down because it's a bit uncertain if the pipeline is open after station 5 was blocked.
https://www.bnamericas.com/en/news/native-communities-block-access-to-station-5-of-the-norperuano-pipeline
(Also the consolation is BS imo - if they want to reduce number of shares, spend some CAD on repurchase, if price/booking makes it more attractive than simple dividends. Management should focus on getting results, then this "issue" will vanish).