A Tourist's Musings - Seplat Energy Plc
SEPL.L: Seplat Energy near closing MPNU acquisition: 40% in 4 OMLs, 63k boepd, 400 MMboe 2P. Lockbox mechanism offsets $1.28bn price. ANOH gas plant commissioned. Post-deal: 120k boepd, 1B MMboepd 2P, $1.5B EV. Upside from reversing underinvestment. Nigeria discount vs peers like Kosmos.
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