I would guess it is two things.
One Bongo2 will be nice but not a huge earner.
Two FP not spudding til August (IF they can get a rig secured). They will wait til July at least given current market conditions and tax loss selling will continue until end of June.
Patience folks. End of July/start of August will be where things start to get interesting!! Hopefully the LTmers finally get their rewards. Good luck to all.
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