Thanks @VatreniHR for sharing the article.My thinking is as...

Thanks @VatreniHR for sharing the article.
My thinking is as follows:

• IVZ will be almost out of cash with this side track drilling
• Now there is a discovery, they are very unlikely to raise the money through previous methods to avoid SH dilution
• There will be a lot of pressure from the govt to move faster.
• IVZ got 80%, so IVZ will feel the govt pressure greatly
• 80% holding also gives opportunity to sell a certain percentage to a mid level producer
• Scott is on record, that he doesn't prefer a major.
• In his last Fireside chat I think he mentioned about a team from Tullow Oil came down to help out
• I think the partner will be Tullow, they are very active in Africa and found hydrocarbons in Uganda, Kenya and Ghana.
• If a percentage sale happens, the interesting thing will be at what % and price. Definitely going to be at a much higher price than the SP indicates
• Another way of monetising the find is to partner with another company for a gas to power project, probably a chinese company.
• Existing pipeline is only 200km away, so bank lending and a JV partner will come very handy

I think things will move very fast. JV partnership will be announced soon after the lab results and a new gas/condensate estimate. I would say, in about two months.
I could be wrong, as I was on the SP movement. SP is too low for a discovery in an acreage like this and with 80% holding. But just remember about the pressure from an African govt which is starved for energy. Don't think about this as a normal Australian O&G project, which requires years of study (concept, FEED, detail) and then those regulatory hurdles.
As many long term holders keep on saying, the monetising journey only just started.