Paulod,
Yes, I don't think the sp today is reflecting on anything in the report, just market sentiment today, perhaps being dragged down a bit by HZN and MEO, but mostly just the market.
I am liking the 40,000 (5% of) bopd more and more vs the 35 kbopd which I even thought may have been optimistic. Pity about all the down time to date with drilling.
Seemed to me pretty upbeat about WA 389 without actually saying much.
I guess the trouble is our directors are ALL lawyers.
Therefore when Tweedle says Maari has been outstanding, I am expecting some reserves upgrades to come (at least on OMVs numbers - think HZN way have pre-empted by gilding the lilly).
EL
annual report, page-4
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