So am I. There is no way Nido would have remained silent if the secondary had even a hint of a show - and make no mistake they now know what is down there.
You can take it to the bank right now - Secondary = Duster.
That is 336MMBO less in the ground that we are chasing.
Realistically the overall POS is now probably in the region of 10-20%.
I'm not looking to put a dampner on anything but these are the cold hard facts.
OK
announcement, page-50
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