I would expect that by the time of the presentation there may be some news on the table. I wouldn't be turning up just to present gunnados .... but who knows?
Likely news would I think be some flowback results from Aus II. Hopeful news would be further progess on Gretel, though mobilisation of the workover rig is not as relevant as fishing trip completion .... which would I think need to be done with extreme care rather than just quickly. Oil cut at Gretel would be welcome news.
Defender?? I suspect the conference may be a few days short as the latest suggetion for HAL's decision is the 20th. Maybe HAL already know what they want to do regardless. Gas problems are we are told exascerbated by the wrong toe down (ow was it toe up) configuration and so this should be avoidable next time round. What would be relevant to HAL is the EUR guestimate .... and I'm not sure that a few day's assisted flow back will tell them that. I'm not an engineer so I can only guess.
SOA can be sold to the market. Nice upside with risk.
Cheers
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