“I’m typically pricing cash flows… the pricing exercise has been very similar… higher component of underwriting and qualitative assessment.”
HW
Hans Wildens
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Outlined the cost components that push effective oil price to about $200 per barrel
$100 Brent price + $35 tanker cost + $50-$60 security cost ≈ $200 per barrel
“I’m typically pricing cash flows… the pricing exercise has been very similar… higher component of underwriting and qualitative assessment.”
“We can train rats at a fifth of the price of a trained demining dog… we have demonstrated… we can reduce the cost price per square meter”
“At one point, we had about a 80% correlation on a one-month basis between two-year treasury yields and the price of oil.”
“It looked at price per square footage… building all the comp sheets, and then figuring out… cost for specific things… 10-year holding period.”
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