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Ann: P'nyang Resource Recertification, page-5

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  1. 5,445 Posts.
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    The announcements today are obviously part of the rise in the last 2 days but still not sure why people are paying more at the moment? After the junkets and confirmation that they can keep a schedule in toughest of circumstances with a natural disaster and had enough planning and parts on site to bring forward maintenance and tie in tasks that would have only been achievable in next shutdown.

    Confidence is not uncommon with instos after a junket as they believe they understand project and are on top of current things going on but it has to perform to hold this new investment and demand. Wonder what nuance they got that has made them commit so early ( see last paragraph for my guess) Not a leaky ship so to speak as restart has been under way and has obviously been trouble free to trigger announcement so they haven't had to use contingency time.

    Next cab off the rank is the airfield so they can economically get any large deliveries and remediate any parts they switched out so they can get them back into stock in case of future maintenance.

    I think they will have learnt a lot about logistics, flexibility and preparation that they will implement into all projects and any updates to facilities around the world as they review failure points and how they can bring online quicker in future and keep staff and community safe.

    Lets see how quickly they can get to full production and get a confirmation that there is no down well damage nor reservoir damage and if the modifications they have done increase capacity and efficiency going forward which I think is the real possibility ?.
 
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