I wouldnt argue with anyone taking a few off the table at this stage, although I havent myself, but perhaps my exposure is not as big as some
The asx announcement did raise the concern of increased technical risk but I found the BRR interview reassuring in that COE are on top of the situation.
COE is a case of backing the Jockey for me and I believe MS wouldnt mislead shareholders into a false sense of security re the risks at Kurnia
Couple of things he mentioned in the interview, strong hydrocarbon shows have been detected, THAT REMAINS A FACT, and we are only 46m into the prognosed 250m formation
Look forward to wireline log results after the close friday or monday morning.
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