Agree, they can't afford G Nth and 50% of Baragatan.
Drilling closer to G Ph II completion is probably preferable, but it will be dictated by what rigs are available and when.
I think they are forced to go it alone...no more extensions.
One thing for sure, if Baragatan is wet, they won't have any trouble finding a farmin partner/s, and the partner/s will be paying a lot more for a share post a successful drill.
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