When it is going to spud is the big question.
This is just some speculation, but I think Scott mentioned one reason he preferred M2 to B1 was the risk of the wet season making B1 difficult. As the wet ends in May his statement sounded to me like a hint at preparing to spud or spudding M2 before or soon after the wet season ended.
A Zimbabwean investor on here might be able to shed more light on usual wet season timing and how long locations are affected.
IVZO - Options, page-9
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