Obviously high risk betting on a pre-discovery explorer, but the size of the prize here, the currently low SP, the people involved and the fact that they've already hit IO - I mean, on a risk:reward basis, the reward is right up there, and we are somewhat de-risked.
Anyone with a sensible approach to this will be waiting on drilling in the new season, and expecting a CR relatively soon without wetting the bed (drillers need to be paid, after all).
Obviously high risk betting on a pre-discovery explorer, but the...
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