Yes, agree.
The FAN and FAN South is in the too hard basket - probably not economical in the current oil price environment. They didn't even bother to announce the Gross and Net pay, despite having spent a lot of time there - from memory, more than 2 weeks past the due date.
The 480 sands seemed ok, but the 460 sands did not turn out as expected - I suspect the 2 C and 3 C will be reduced, but 1 C will be increased due to VR1.
Myanmar is an exciting prospect - virgin territories with lots of possibilities - WPL is spending a lot of money there. Management must be expecting something huge.
Lets hope Swell comes good as well.
Ann: Second Quarter 2017 Report, page-3
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