I hate relying on other people's DD (lost a bunch when I backed Rio Tinto's alumina decision making in the noughties) but the decision for Woodside to commit dozens of millions to this certainly shifted it from an outsider's nearology play to an insiders punt and added to my confidence, as did the "preliminary stacks from the 3D seismic don't contradict the 2D hypothesis" comment from Iain last week.
General Thoughts, page-201
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