I am personally relatively comfortable with this play....

I am personally relatively comfortable with this play. Stifflemire produced the goods first up and I expect that the next two will produce around the same outcomes or perhaps slightly weaker. I am relatively confident we are not going to end up with a duster for Kaiser or Nemo. All production from these three represent free cash flow to AKK which positions us pretty well I think.

I have bitten the bullet and taken the full allocation for the SPP.