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Good strategic overview EL.I noticed in the recent Santos...

  1. stefanis
    1,052 Posts.
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    20/03/10
    09:05
    Post #: 6475446
    Good strategic overview EL.

    I noticed in the recent Santos presentation Malaysian production declines quickly around 2025. Tried to verify this with an independent sourse but couldn't find much.

    IEA has Malaysia expanding output to 2018, but didn't see any projection past that point.

    I believe Santos slide is correct based on current reserves.

    AOE Price at posting: $5.29 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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