Bhom
Tanzania drilling should provide a good besbs play. Agree, start accumulating next year for that.
Even if a SC55 farmout succeeds, I think an entry at current levels will still be possible once the market realises it wont spud for 6-12 months given lead times/approvals.
Btw, the current CEO seems an improvement on the past three shortlived efforts.
Why no love for SC55, page-6
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