Thanks for that @Nergel. 33c risked valuation is where we should be right now. Their unrisked valuation (ie. the success case based on only 2.5tcf) is $1.38 which looks good. The risk factors seem overly conservative and probably aren’t in line with the geological COS. Also hoping that the spud date didn’t come from Scott. Thought it was going to be late Aug / early Sep.
Ann: Mukuyu-2 Appraisal Well Location Selected, page-244
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