RE:RE:RE:RE:RE:RE:RE:Wassana goldwatch69 wrote: One of us is right. We will see what the next 3 quarters bring and the next operational update.
21000 to 22000 bopd as soon as Wassana is back on in Q4
27000 bopd once Yong Nao is extended and Wassana original target achieved Q1-Q2
30000+ bopd once Wassana has more wells added in the newly discovered zone likely in Q2 is my guess.
We shall see if I'm right.
Another deal like Mubadala with a little cash laying around and production doubles.
I would be happy with any bbl above 20k bpd for Q4, but I fear, we will come in below....Wassana is already late to the show here.
For Q1 I expect for sure >20k, but not much contribution from Nong Yao expansion, it's more a Q2 booster and they'll have a lot of work to do there.
From then on, pretty much all bets are off, but my bet is, that they can't push it over 25k with just one rig. Further...you have to keep in mind, that they're pretty successful with their development wells...the historical odds for a drill success there are high, but a dud is always possible, which would rain into the bpd parade.
Your calculations are not impossible, but they're impossible with one rig, Imho.