Derby is definitely exciting. Buru is basically proving up the Laurel for free and even conservatively there will have to be several TCF in it for OBL with 50+mmbbl liquids if proven to be regionally extensive. The only issue will be the farm out where you'd expect OBL to only retain about 12.5% depending on how backreef goes and how they juggle the current split to keep it attractive if they have to shift focus.
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