IVZ Share Price, page-5216

If anyone has knowledge of seismic tell me if I'm incorrect, but i think only 5 or 6 of the basin margin plays will be included in the updated resource estimate. Kigelia in the west and Mukwa in the east were barely covered for seismic.

Someone on asxbets pointed it out in the premarket thread today but at 1:40 in the JRI podcast SM says "potentially billion barrel play in the basin margin" and when he does he circles all the targets. I can't recall but I believe at the time he had already received the initial prospective resource estimate from ECRE, but it had not been finalised. But if he had received it, i think it's likely he let this slip accidentally and the upgraded resource estimate will be ~1b boe.

Probably 1tcf will also be added for Msasa which wasnt included in the first resource upgrade for some reason.