Painted Pony Pete Ltd PDPYF

RE:RE:RE:RE:RE:Pony cash costs 2017E and 2018E

[dalerules88]

see preceding post;
apples & oranges

all-in-cost versus marginal production cost

i.e. each ADDITIONAL mcfe costs $0.71, so as they are adjusting volume to manage Aeco exposure or what not, that's the cost that matters; it's this marginal cost of production that dictates volume adjustments and managing the day-to-day operations;

so, as long as Aeco or whatever additional market they are selling to, is over $0.71/mcfe, they are making additional cash flow ...