Hi mate
I know David regrets selling Black Marlin too early.
I have no doubt he is annoyed with the current oil market but knows there are 3 drills this year, all with a 80% probability.
I would expect 30 plus to be in the data room...these licenses will get farmed-in.
I highly doubt he will sell-out now. He acknowledges a oil price rebound for 2015.
Perfect scenario for him - hit oil then offload!
That being said, WHEN we get Eyasi, the majors will be hovering over us like a fat kid onto a smartie!!
Gut Feel: farm-downs and decent $$ in the till. Fully derisked - no further raises required.
Another thing, what are the exact numbers for 12B and Kito???
Multiple targets means one thing - the numbers due out soon will blow us away.
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