ok ill say it, page-21

CUE's claim of being 15% free carried is misleading. They WERE free carried along with MOG on A1 only. If PBR elect to drill again then MOG and CUE will have to find significant cash. This places MEO/PBR in a good position to buy more of 360 as MOG probably won't be able to find the funds, and CUE may elect to pull out after the A1 duster.

If the A1 duster helps MEO/PBR knock out CUE and MOG then the drill cost of A1 starts to look very cheap if a subsequent drill hits gas. A cynic may think they couldn't have planned it better............

I don't believe for a minute that a company like PBR, and for the price they paid, will not drill 360 again. If there is gas in 360 they'll find it and the A1 drill data will be invaluable in this.