The more I think about it the more I think you could be right @kezzad0rk - Initially I was thinking extension of the RIO farm in, but given the nearby infra is owned by NCM they might want to charge a premium to use it, if they weren't partnered in and say RIO were instead. NCM would definitely make more sense in these current circumstances I am just not sure why they would offload to begin with. How good would that be? two really good tenements with separate beast JV partners.
The AZY story is so interesting to follow.
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The more I think about it the more I think you could be right...
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