Good pickup g12m0. Annoying it does not take into consideration all the new fields coming online in PEL 91!
Agree about the trucking, take them off for now, lowering the production costs by a couple of dollars, can always bring them back when the POO rises. At a guess it would lower production rates to around 10k per day from PEL 91, or around 6,000bpod for DLS giving them 2.2mmbo at costs below AUD $30 a barrel.
DLS Price at posting:
68.2¢ Sentiment: Buy Disclosure: Held