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Re: MktMvn post# 4182

Tuesday, 11/10/2020 11:42:09 AM

Tuesday, November 10, 2020 11:42:09 AM

Post# of 8012
I still think Seitz has a real good shot now that we're seeing daylight at the end of the covid darkness tunnel

The whole GSPE angle was the sweet spot of drilling on the shelf near existing infrastructure

Much lower capex and much shorter time to production

The sweet spot is lower breakeven than deepwater and shale


production declines very quickly in shale and very soon we need more discoveries just to maintain the short term

GOM shelf plays are logical and GSPE is ready

it only takes one partner to pull the trigger then it's off to the races

spec

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