How I see it going down from here:
- Gazette later today.
- ERCE release agreed document to IVZ for ASX announcement this evening/tomorrow. To contain both the resources estimate for the greasy baobun well and the much anticipated treasure map with other targets identified on the acreage and a resource estimate for these. Gives us a good idea of the upside potential of the acreage.
- Monday announcement with the above news and Q&A with Scott (will send my questions on dis.cord)
- Possibly in the same announcement or later next week, announcement of spud date.
- Later next week possibly farm-out news (if the only CP on the preferred offer was the finalised Gazette and release of second well resource estimate). Alternatively, a CR to secure funding for the second well (I would hope for a large placement to the Zim pension funds as they won't sell on market) with 0 allocation to Davy Boy.
- Scott takes flight to Zim to oversee the start of drilling.
- Curiously timed president visit to well pad around when we would drill through the 200 horizon. Someone's confident.
- Big queue of IVZ holders at the lambo dealerships in Aus.
How I see it going down from here:- Gazette later today.- ERCE...
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