Material, yes, but they don't have to announce it until decided as definite which could be as late as straight after SAMO; and (without checking) they will have between $40 to $50M in the bank so whilst would leave the bank a little stint its possible. I think especially likely if flying high on the back of SAMO success so that they have time to plan a SAMO appraisal. Mute point anyways as ultimately we're all having a best guess and we'll know soon enough. (side point an extra drill may force Erin's hand as they're only free carried for first drill so may be more to gain than is realized).
Material, yes, but they don't have to announce it until decided...
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