I liked the statement around Aje. Its the first time that JKA have talked about project finance. I expected them to do so, but its nice to see them actually state it. Looks like it will be a project RBL facility with multiple parties in the block joining in which is a good scenario for JKA.
I think the comments on Bargou were around the monetisation strategy, which I suspect they will review in line with COE's divestment and the terms they get. If they are good, JKA may try and throw an additional 5% at the farminee for similar terms, if not I assume we will just continue and push on with the sidetrack.
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