iam - thanks for the update. I had too much red to take notes at...

iam - thanks for the update. I had too much red to take notes at the time, but would add that:

- there is just too much gas b/w Blackwood, Heron and ES for even Shells upsised Prelude class FLNG vessel. In fact Eni would need 4 ships to develop all the gas,

- MEO have already indicated that Eni will have to evaluate all mid stream options, including TSLNG.

- TSLNG involves the offtake with FSO vessels

- strictly speaking, it is the upstream business division role to find the gas, it is the mid/downstream part of the business (eni) that comes up with the best development concepts

- IF Blackwood is as big as eni are indicating, and Heron at least meets pre drill estimates, there may be 8+ Tcf at NT/P68, making it bigger than Evans Shoal, and since eni is the operator of NT/P68, may provide the weight for TSLNG.