I was unable to locate any of your work after July 2021. I am interested in seeing the changes in your valuations. Is there anything? The years of reserves went from 7 to 30. Pretty big bump, although when discounted it isn't quite as powerful as it might seem.
Yes. The RLI will fall as they increase production from the Repsol lands unless the drilling on those lands has a recycle ratio greater than 1. All of my work is stored somewhere on Substack but none of it predateds July 2021
I was unable to locate any of your work after July 2021. I am interested in seeing the changes in your valuations. Is there anything? The years of reserves went from 7 to 30. Pretty big bump, although when discounted it isn't quite as powerful as it might seem.
Yes. The RLI will fall as they increase production from the Repsol lands unless the drilling on those lands has a recycle ratio greater than 1. All of my work is stored somewhere on Substack but none of it predateds July 2021
Very helpful