Really interesting post @OldGeo. Totally agree re the need to get Odin online. It should deliver some much needed cashflow.
Can I ask if Vali 2 fails what happens next? Does it mean VEN needs to drill
a Vali 4? Or do reserves get downgraded? Or does the focus switch to Odin?
Is the Vali uncertainty due to VEN's "appraisal via production" operating model?
Clearly you understand this area and its an area I am learning about. Would be interested in your views.
Ann: Quarterly Activities and Appendix 5B June 2023, page-12
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