Good post dnbuck. The Zola structure is mapped at about 25% of the Gorgaon 'footprint' , so you may quesstimate a potential 10TCF if the column extends beyond 100m depth. That is all a very simplistic model and lets stick with 1~2TCF for now , but the possibility is there imo. Antiope (120bcf stranded) was drilled off-structure.
I agree that the value in WA290 (TAP 45%) has not been factored into the SP in any way , despite the neighbours Hess hitting 13 out of 16 drills ontrend!
Im excited , the market isnt , fine by me for now imo