Nido have copped plenty of flak over recent years for not communicating enough - how many of these BRR interviews did Jocot do? Personally, I am happy for them to communicate until it hurts.
As for content, mostly the expected spin on recent announcements as is the usual format with BRR. The interesting part is the ongoing emphasis on future strategy - the quest for new acreage in SEA with affordable drill ready prospects, the potential divestment of the shallow water interests (presumably SC54A), and an imminent deal with a large international oil company (whatever that might mean). Throw in the recent talk of consolidations and it is easy to imagine a quite different footprint in a year or so.
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