They certainly hold some details back, I imagine as intellectual property.
There are some constants we can work on however:
We know they're pumping roughly 42bpd of oil and the cost to sales is about $21p/b. We don't know exactly how much they sell it for but can make assumptions based on income ($185K roughly p/q ÷ 90).
We also know that we are now piping 5 TJ/D gas for this quarter.
We need the next quarterly to work the rest out. And we don't know what the deal was with APLNG for the 1.8PJ (with flexibility of time frame discount).
We're surely looking stronger now though than this time last year at least.
I'm unable to attend the AGM but would love to hear others thoughts if they are able to go.
AJQ Price at posting:
8.1¢ Sentiment: None Disclosure: Held