Its a double edged sword I reckon.
My understanding is that on discovery all the leases will be rolled in to one, likely after PPSA is done also. It limits how IVZ can farm down.
We really need to drill 2 more wells before farming down IMO. One on shelf edge and one out East because if we don't we could be giving away the golden Goose IMO.
How they fund all this is another question.
3D, flow test and more drilling to follow flow test.....its a big programme and will cost plenty.
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