What Am I missing?, page-7

I think we will find out if it's under valued or not in 2 to 3 weeks.

all relies on the export route now. 30,000 barrels of storage at cliff head. They have been filling since at least 8th of may at approx 650 BOPD. Storage will be full by end of month.

do they have the tanker booked?
Do they have someone to load at POG. Still haven't awarded the tender yet.
are there any separate government approvals required before they can use POG? E.g. environmental approvals?

if any of the above isn't sorted they will be shutting down production shortly.

if the above is all sorted they will have more cash flow in July and that will be when the rerate occurs.