Excellent post - agree with your logic. I think everyone is waiting on the results of Bianchi-1 which I would think would tell us a lot more about the greater Zola structure.
According to Apache drilling programme BHP/Apache are going to drill the "Tallaganda Appraisal" well later this year (or early next year). Also on the Zola prospect "Willier" and "Antiope-2" are going to be drilled within 6 months or so. By then the experts would have a much better idea of the size of Zola. After seeing what BHP got for their Browse reserves ($660M/TCF) the asset could be worth a lot of money to TAP