NDO 2.92% 88.0¢ nido education limited

The Canaccord coverage jogged my memory. The Yakal field can...

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    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.

 
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