The Canaccord coverage jogged my memory.
The Yakal field can also be drilled from the Nido platform with a fixed platform rig, so mob costs would be well justified.
This gives Phil an edge with Viking (a plan B for Boise and Ozgem).
Viking wanted to dev Tindalo and Yakal in tandem, and 1x1 later on.
If the JVP's from the Nido field can work out a deal on 1x1 and Yakal, Viking will lose them.
NDO and KIK would probably get a larger share than under the deal with Viking, but development costs still a problem, especially for KIK.
viking, page-29
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