I concur. It was hard to follow. I came to conclusion his headspace is about multiple drills throughout the basin in addition to the funded 2 wells.. Brushed past CR and honed in on Farm-in.
tbh if I was in his shoes I would be overexcited with joy to have a partner in a venture of this size to take on some financial burden and experience to the table.
If Total Energy or similar got involved. That announcement alone would would put rockets under this similar to a formal discovery.
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