Well the major news in that presentation is the AOI rig contract and spud date- I would have thought this would be announced by AOI themselves if/when the time comes.
This is all part of a larger rerating that will happen as we near closer to the spud date IMO. Always happens- the share rises on anticipation as impatient people pile in near the results.
Looking for 25-30p on spudding.
interesting post from the iii board, page-3
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