Opinion only..?
1 20 mmfd
2. Don't agree condensate is at Blackwood...due to temperatures.
3. 8tfg. Is a Kota gas...worth a lot...multiply by the world price...
4.you said it....they have been investigating for 12mths for possible sweet spots...if anybody can Eni can?
Eni will have 50% of Blackwwod on completion of current drill??if they drill heron they will take 50% of heron...
It would be logical to keep this at 50% till further developments in drilling technology can get to the gas..
They are committed to a gas Hub in this part of the world...have plenty of cash and plenty of time to make decisions...
No drama for them to sit on NT/P 68.
IMO
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