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Bullboard - Stock Discussion Forum Zargon Oil & Gas Ltd ZARFF

Zargon Oil & Gas Ltd is a producer of oil and gas. It is engaged in the exploration, development, and production of oil and natural gas in Canada and the United States. The company works on three phases of oil reservoir exploitation which include Primary recovery, Waterflood recovery, and Tertiary recovery. Its portfolio includes Alberta plains north, Alberta plains south and Williston basin... see more

GREY:ZARFF - Post Discussion

Zargon Oil & Gas Ltd > PetroExplorer, facts about PSH's deal in ND & ZAR's ND asset
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Post by stockfy on Dec 10, 2018 4:24am

PetroExplorer, facts about PSH's deal in ND & ZAR's ND asset

PetroExplorer alias, no matter how many times you write the word FALSE, these are the facts about ZAR's assets in North Dakota, according to the presentation:

https://zargon.ca/wp-content/uploads/2018/11/Zargon-Corporate-Presentation-November-21-2018r7.pdf

You can keep saying the word FALSE for another 1,000,000 times but the facts are shown in the presentation above.

ZAR's North Dakota asset produces 400 boepd,  has 6% decline rate and has from 5 to 20 drilling locations, according to the presentation above, slide 9.

PSH just paid for its North Dakota C$100,000/boepd for a small asset of 1,900 net acres with 19 drilling locations and a very high decline rate.


PSH's acquired asset declines 30% in the first year and 20% in the second year, read the facts below:

https://globenewswire.com/news-release/2018/07/12/1536514/0/en/PetroShale-Announces-Strategic-Acquisition-40-Million-Bought-Deal-Financing-Concurrent-Private-Placement-and-Operations-Update.html



So I'm saying that ZAR could receive about HALF of the price PSH paid.

Again, HALF. Did you get it? HALF.

This means about US$50,000 per boepd or  about CAD$65,000 per boepd.

I discount it a lot but it seems you did not notice it. 

You can keep writing your novels now.
Comment by PetroExplorer on Dec 10, 2018 9:29pm
You are comparing apples and oranges, but I'll give you some partial credit, in that $40,000/boepd might be attainable.  Looking at the reserves, and taking a 10%NPV value, we would get $17.75 million on Total Proved.  I believe they are stating around 409 boepd for Q3, so that works out to $43,400/boepd.  Still a bit under your estimate, but plausible. I have compared both ...more  
Comment by RollinInDough on Mar 15, 2019 4:33pm
petro explorer makes me, this is the same dimwit that owned and pumped TBE as it went under... then the dolt laughed at NWX as running out of reserves when it just has seen the operator Beach Energy say they have added 100% more in that permit... now this silly loser is givng advice on this rottenn egg?  I mean the poster is so dumb, I got to laugh...
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