I agree with your upside vs downside sentiment but I disagree...

I agree with your upside vs downside sentiment but I disagree with the risk of losing it all. If both are dusters it will definitely fk the SP in a bad way - but they'll drill again if they think they got the locations wrong. And even if it's determined that the seals were fractured and there's nothing at either target, the Msasa prospect has a prospective estimate of 1tcf gas and 44m condensate. And now that we have the whole basin, we can look elsewhere for other targets.

Don't get me wrong, I'll reiterate that I agree the SP will take a huge hit, I just dont think it would go to zero. Look at 88e which has been searching for (and having dusters) for years