c*******9
发帖数: 6411 | |
m*********a
发帖数: 3299 | 2 BP can go to zero.
40 millions gallon leaked so far. Clean up cost $4800 per gallon based on
previous XOM leaking cost. So current clean up cost is $200 billions. Assume
that the well would leak another 40 millions gallons, the total clean up
cost is $400 billions.
BP is so mismanaged. The oil collected from the cap has already exceeded 15,
000 barrel capacity that the ship could process yesterday. The remaining oil
has to be dumped into sea. And BP is recruiting another ship moving to the
well
【在 c*******9 的大作中提到】
: re
|
g********3
发帖数: 1281 | 3 is there any economy of scale in terms of cleaning up? |
j*****7
发帖数: 4348 | 4 真的把BP搞破产了， 没人买单， 美国政府就TMD傻比了。
所以不会把BP逼到绝路上去的。 |
b******r
发帖数: 16603 | 5 200 billion->400 billion,
这个数字也太夸张了吧。
你的数字怎么来的？我找的数据只有你的１／２０。
For the XOM, the cost was of the order of $270 + per gallon.
http://seekingalpha.com/article/207673-bp-how-big-is-the-spill-how-big-is-the-cost
Assume
15,
oil
the
【在 m*********a 的大作中提到】
: BP can go to zero.
: 40 millions gallon leaked so far. Clean up cost $4800 per gallon based on
: previous XOM leaking cost. So current clean up cost is $200 billions. Assume
: that the well would leak another 40 millions gallons, the total clean up
: cost is $400 billions.
: BP is so mismanaged. The oil collected from the cap has already exceeded 15,
: 000 barrel capacity that the ship could process yesterday. The remaining oil
: has to be dumped into sea. And BP is recruiting another ship moving to the
: well
|
o****e
发帖数: 4946 | 6 没人要高死BP阿
【在 j*****7 的大作中提到】
: 真的把BP搞破产了， 没人买单， 美国政府就TMD傻比了。
: 所以不会把BP逼到绝路上去的。
|
c*******9
发帖数: 6411 | 7 BP will survive.
Just try to get in get the right price. |
m*********a
发帖数: 3299 | 8 The fishing and tourist businesses around gulf of mexico are affected in BP'
s case. Few businesses are affected in XOM case. My number is from such
estimate.
If BP were dead, the oil would go to $200-300. companies will little
exposure to deepsea drilling will be a buy, such as XOM.
【在 b******r 的大作中提到】
: 200 billion->400 billion,
: 这个数字也太夸张了吧。
: 你的数字怎么来的？我找的数据只有你的１／２０。
: For the XOM, the cost was of the order of $270 + per gallon.
: http://seekingalpha.com/article/207673-bp-how-big-is-the-spill-how-big-is-the-cost
:
: Assume
: 15,
: oil
: the
|
c*******9
发帖数: 6411 | 9 it will not be $200 billion, much much less than that ...
look, BP still thinking of paying dividend even though it might not due to
political pressure... |
m*********a
发帖数: 3299 | 10 I am expecting the worst. Cleaning oil slug in the sea is more expensive
than on the land. Dividend will have to be cut. BP's CEO and boards still
have no clue about this crisis. The pennysaver beancounters are still in
charge of BP.
The only hope that the $75 million clean up cap remains for offshore
drilling and BP shots up to $60.
: political pressure...
【在 c*******9 的大作中提到】
: it will not be $200 billion, much much less than that ...
: look, BP still thinking of paying dividend even though it might not due to
: political pressure...
|
