I spoke with Anthony this morning via phone.
I was very specific in asking if drilling the first well is still the game plan? He assured me it very much still is, and although we have all approvals and environments done, we are just waiting on the 'final piece of the puzzle'.
We spoke for about 15mins. I did not seek his permission to repeat the contents of the rest of the conversation.
He did mention he thought the SP will re-rate substantially once the spud date is announced.
Kiril.
I hold.
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