1. Data Confidentiality: NAMCOR and partners cannot legally share Venus or Mopane seismic/well data across JV lines without operator consent. 2. JV Firewalling: Even though NAMCOR and Sintana are in multiple blocks, data access is siloed by license agreements. 3. Regulatory Compliance: PCL’s COS must be independently justifiable for ASX and CPR standards using only PEL 87-acquired data. 4. Sintana’s Position: Sintana is a non-operator and indirect stakeholder; it lacks formal access rights to Mopane/Venus data. 5. Soft Influence ≠ Formal Input: While NAMCOR/Katti’s continued involvement may signal confidence, their insights cannot be used in formal technical estimates. 6. CPR Integrity: Chance of success estimates must be based on accessible, auditable data — not informal knowledge.
PCL Price at posting:
0.8¢ Sentiment: Buy Disclosure: Held
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