Is it just this well that the market has fully priced in , no ifs or buts about it, or either or both of the next 2 wells and if so how much for each? What about the 3 contingent wells? The outcome at Canario also priced in? What about Kangaroo and Bilby, also priced in? What a crock of codswallop!
ANZ
30mmcfg/d!!! on constrained euipt!!!, page-42
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