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#	AUTHOR DATE SUBJECT
5	member 10/25/23 2:08AM PetroUrdaneta
Hi Hanseatc and Frugal, I am writing to both of you as you have both written about Maha. I would like to know your opinion on Maha’s announcement regarding the possibility of acquiring a large stake... login to read the rest view available tags
4	member 7/23/23 6:44AM Re: Almost the same writeup as mine a few months ago - opinion on Mafraq please? 2
Frugal, I have to apologize, I somehow missed your excellent write-up. Otherwise I would have surely referenced that at the very beginning, particularly as you provided much more historical and technical details than I did.... login to read the rest view available tags
3	member 7/23/23 6:43AM Re: Very interesting - question 1
I took 2P NAV to account for the fact that in offshore most of the CAPEX is related to the initial structure, in the case of Papa Tera, Maha Energy speaks of USD 3bn in... login to read the rest view available tags
1	member 7/21/23 11:32AM Very interesting - question
Since you are coming up with a valuation based on 2p rather than 1p, do you have a sense of how much of the cash they will need to use to get the probable to view available tags