I have been re-entering over the last little bit. This has been absolutely crushed beyond necessity since discovery. Ultimately, Burmeister is a bit of a boring path to value that should benefit from any commodity Beta but I am more interested in the Jägermeister drilling.
I expect we will see a re-rate ahead of drilling alone and the seismic may be able to tell a nice story as well. Very good Risk/Reward from my perspective leading into some high activity.
Cheers,
CC
I have been re-entering over the last little bit. This has been...
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