OTCPK:PDPYF - Post by User
Comment by
dalerules88on Jan 10, 2018 11:37pm
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Post# 27330734
RE:RE:RE:RE:RE:Pony cash costs 2017E and 2018E
RE:RE:RE:RE:RE:Pony cash costs 2017E and 2018Esee 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 ...