Yaq,
for the reasons you have outlined above, I believe it is entirely reasonable to value ESG close to the lower side 2P metrics, post 2P upgrade. The absolute size of the resource here will drive it there easily.
A trully excellent post to add some perspective as to where we are really headed. Now we must just be patient.
Cheers,
SF
some facts about the value of esg's gas, page-2
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