regardless I found it a good listen on the Good Oil Conference. The same one SM was on. Look there for punters to find.
The MD Highlighted the cliff coming in Mozambique’s oil running out. The MD did mention debt funding from SA. Wonder if that is the same that SM alluded to, also from what I can ascertain their further along in proving up their field, albeit from a shxxt ton of shallow drills it looks like. But potentially this debt funding kicks in at shored up fields etc.
Also they are right along one of the major gas pipelines, but I’m assuming this would be same ones IVZ could potentially tap into.
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