RE:RE:PTA: The 5 Potential Suitors and the reasons (UPDATE) Nav - You're either trying to mislead or are uninformed. Colombian producers have never used random $ per acre values when evaluating companies. Lands in Colombia are under different contract vintages and with different royalty rates. Companies were free in some rounds to bid royalties as high as they wanted and, sow the seeds of their undoing by making the blocks uneconomic on day 1. Just ask Petro Nova.
January Bloomberg on the relief for producers: months later the answer is still nothing changed yet.
Exxon perhaps leaving yes is different play. It proves you understand apples and oranges comparisons are false. Just as different as how to value land or evaluate buyers, you should understand apples and oranges in those contexts too.
The Rubiales acquisitions you state have poor relevance. They were all operated and were all Llanos when they needed light oil for production from Rubiales. Proof - they also bought C&C which you skipped and left the Putumayo behind.
Acquirors: anyone other than Vetra, despite what you say. Who wants non op mess? That's why it's trading where it is, market realizes only suitor is frugal PE. After Suroco I doubt Vetra wants to do PTA any big favours.
Perdika - these are "differing views in a debate" not LIES if you can spare your next rant. Differing views make a market.