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Robin van Assenderp's avatar

Hi Tom,

It's been 6 months since our previous discussion on DGOC. DGOC has shown a decline < 6 % p.a., announced an acquisition in Cotton Valley (new region) and aims to acquire more this year (50/50 with capital from Oaktree Capital.

Do you still hold the same view of DGOC or are you reconsidering based on their published numbers?

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Nick Robbins's avatar

Well written and well-researched. Would love to see the NPV sensitivity on the abandonment liability under various assumed declines.

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