6 Comments

Excellent summary. The near-term prospects of the company are so enticing that it is understandable that you didn't emphasize the potential upside. But there are some large prospects beyond Bretana on Block 95 and Block 107 has over 500 million unrisked barrels. Government permitting, Petrotal will be producing from these blocks for a very, very long time.

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love the stock

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Nice eval - thanks for sharing.

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Interesting post, thanks.

I wonder, do you have any thoughts on Columbian Ecopetrol?

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Isn't 100 Mn boe of 2P oil worth 7.5 BN?

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Hi Delta, yes at $75 per barrel the revenue of 100m barrels would be $7.5bn.

PTAL quote $1.6bn after tax NPV10 which refers to the assumed and estimated total future net profit after tax and costs and also cashflows are discounted by 10% into the future.

OB

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