To me the ann is significant because it is the new CEOs first update.
The 46bcf plus condensate was well telegraphed, so expected by the markeet.
The ann of the 202 spud in the Q4 instead of June is a big delay but at leased it signals that the new CEO is going to make realistic announcements that he intends to achieve.
Once the market begins to see that, it should be good going forward.
progress report, page-14
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