Re " if Woodside drag their heels on 3d analysis. Unfortunately we have no visibility on contracts so its all speculation." We should really have no delays in the 3d analysis or the contracts. The contracts will automatically follow the analysis (unless it is a dud).
One thing we have not considered is that those subcontracted to doing the analysis would now have high
high speed computing power and don't forget AI technology to assist them. Even a few months these days can make a gigantic progress in computing power. They can probably take the old 2D, reprocessed it using the latest AI tech and come out with a different result; and now we have 3D. All IMHO.
GLTA.
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