Yeah agree with the curious nature of this play. Cashflow, 11 Billion Barrel potential in a proven fairway, modest sovereign risk, 2 further discoveries from 2? I too am surprised at current sp especially as oil has gone from $35 to near $80 a barrel this year. Malampaya is a gas play so maybe the region needs an oil elephant to set the oil investment sector alight in the region.
Not my best hold right now, but just gotta hang in for the testing of Gindarra it looks too good to miss.
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Yeah agree with the curious nature of this play. Cashflow, 11...
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