This is the first time I have heard of expecting 400m net pay thickness in the Upper Angwa. To my recollection, a minimum of 50m was discussed.
The important thing to remember is that the poor permeability zones can be hydraulically fracture in the future, so it really depends on what they have designated as net pay cut-off.
I would like to know what Invictus have chosen as the porosity and permeability for net pay cut-off because gas zones are usually capable of producing from very low permeability rock without fracture stimulation.
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