RE:Valeura use the same table in January presentation No surprise though. You think Mubby is going to reinvest in assets they are selling from announcement to close? Wait until VLE gets in there and has the opportunity to optimize and infill.
Reality is we're talking a 1,500 boe/d difference on a 20,000 boe/d deal. So the $10mm paid for the assets is now $500 per boe/d more expensive... production could be cut in half and this is still the deal of the decade.
Hearing closing in February and more news this week on Wassana. Trade on these little bits of news and you will be left wondering why the rocket ship took off without you. GLTA