Casing. They should have casing on hand for Baobab but may need extra if they do M-2 next. Should be plenty of production casing as they didn't run same in M-1ST1. Mud chemicals......the switch to SBM means base oil and all the additives for SBM need to be procured and trucked in. Drill pipe.....they'll probably do a pipe inspection during the warm stack and some of the pipe will be rejected and need replacing.
IVZ Price at posting:
15.8¢ Sentiment: Buy Disclosure: Held
