RE:Home run If these Orlens assets are available in 70-80m range instead of 130-150m range they used to be valued at...hopefully some company moves on this.
I think fiddleage per flowing barrel buy at slightly under 12k ish per flowing barrel is higher that what Ferrier will fetch. A high percentage of the price paid was for about 8 well drilling locations that are oily.
Orlen may fetch only 8k per flowing in a high interest rate enviro and low aeco.
Great time for someone to buy, likely one of three things...ygr or Pertrus or a private equity like arc financial group backs a new start...I only see that happening if Orlens went too stupidly cheap.