they are relatively small on a global scale but for oil you're talking long development timelines anyway from initial discovery. Without digging too far you'd need to prove up Oryx and/or Hyrax to justify a development, all the other ones would only make sense as tiebacks.
all (super)majors will have some form of robust investment management framework that will require peer review concurrence on the business case and will mean they wouldn't take that. The best bet at this point would be someone like. Kosmos who focus on higher impact exploration and could hopefully either bring down the cost a bit (eg. Piggy backing off someone else and using a contract well engineering consultant like AGR that is more "aggressive" than majors tolerate) or improving the GCoS otherwise you'll never come to a positive conclusion from the maths.
this is all without any further dissection of ultradeepwater development costs, gas presence risks, discussions on perm/drawdown, and risk of channeling/baffling. Apologies if that sounds a bit negative, I'd love to be proved wrong but as it stands right now I can't make the maths work.
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