capman
Very good assessment! HDR has come back to pre-ENI equity sale levels and yet they have $100m more in the bank. I hadn't thought of HDR taking up more equity in Block 7 or elsewhere in the Dnan JV areas but its a possibility. It may however not be received too well to have sold proven assets for current blue sky - then again HDR and Dana no doubt know a lot more about what's there than we or the market.
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