Not a big deal for me as future payments to NGP/H can be set-off.
Re: oil price, I think the drop recently is actually healthy to weed out high cost rigs/producers. As selfish as that sounds, I invested in Tap because I saw value in it, and still continue to do as they have already proven their Manora production costs are below US$20/barrel for this first year.
I just want the Strategic Review to be finished as I don't want money going to "consultants", where the Board should be mapping out a strategy in the first place, that's what they are paid for.
TAP Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held