Ann: Investor Roadshow Presentation, page-94

This is almost common knowledge now from a Forbes article on line http://www.forbes.com/sites/jamesconca/2015/07/22/u-s-winning-oil-war-against-saudi-arabia/ that displays publish date as Jul 22, 2015, and I take it as a target for oil of $70.  So much for peak oil.
Saudi Arabia – $21/bbl
Middle East – $24/bbl
Russia – $26/bbl
Mexico – $42/bbl
S.America/Europe/Eurasia/Africa – $56/bbl
North America – $60/bbl
Gulf Deep Water – $70/bbl
Canada tar sands – $82/bbl
other unconventionals – $100/bbl
Like AU gold producers DLS and BPT need a good recovery in the US => higher US interest rates and higher US $.  This is likely but timing is the question - could still be a couple of years away and holding in the mean time means you are losing money.
Like HLL I couldn't see why the AU market went up so strongly yesterday.  Interesting to see if DLS goes lower today or holds.  I am late to this party (or wake?) and can buy more if it is cheaper still.