Good to catch up with @Oddoneout @Gutfeeling and @Dools at the CN presentation last night, and great report from OOO! The things I picked up on are; we are 30 days ahead of drilling schedule; volumes (tick), deliverability (tick), connectivity (tbcc); "we are scratching the surface"; and Soleil is likely the southern flank of SNE". Also Bel looking good for gas, just need to confirm the oil.
The most important was the ability to eyeball management and see their character, professionalism and commitment to shareholders.
Cheers
Riskup
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1 | 100000 | 0.475 |
1 | 100000 | 0.470 |
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Price($) | Vol. | No. |
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