I tend to disagree on geology V information released when talking about recognised basins v wildcat.
When the above companies drill they get no surprises. They know what will and won't flow because its been done a million times before and everyone can trust the data or compare it to a myriad of other drills.
IVZ are in a very different space atm IMO.
Imagine SM comes out with numbers that turn out to be overly optimistic only to have to walk back from that?
It would be a disaster and raise more questions about what Mukuyu is actually like.
The flow test is key. They will get a better idea what will or won't flow.
We need flow test ASAP.
JRI IVZ Fireside Chat - March 26, page-128
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