I don't think that VEN said they will drill a well soon at Kinta...

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    I don't think that VEN said they will drill a well soon at Kinta .
    They put a gas well and an oil well in ATP 2020 into their budget but did not specify that the gas well would be on the Kinta structure .
    It makes more sense to me that the gas well would be Odin 2 drilled in ATP 2020 .

    Cheap to hook up , sorts out the revenue interests between all the parties including Beach via a unitization agreement .
    It is likely to be a high production well without the need to fracc based on the results of Odin 1 .
    The JV partners may even be able to get a further pre payment as I think the first was linked solely for Vali .

    Completely agree that if Cervantes was pushed back until after first gas revenue it would be very beneficial

    Now where is MEL's quarterly ?
 
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