Alexander Stahel 🌻 Profile picture
Commodities mostly

Dec 29, 2021, 9 tweets

Here is a brief summary for the PetroTal community that we did in April 2021. DM or email for full version.

#TAL #PTAL

2/ Message

3/ Production profile from our proprietary well by well model

4/ Recovery factors - give me a break CPR!

5/ Unit cost - they must improve in 2022 - no more excuses for high barging cost and diluent fees!

6/ Cash Flows at 2P & $65 Brent

7/ Production history in April 2021

8/ Valuation: 2&3P at $65 and sensitivities

9/9 why does opportunity exist…

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