RE:Quick & Dirty AnalysisWI'd classify this one as better than expected. I don't like the debt load but the cost per barrel decrease if sustainable helps. Whoever manages their hedging deserves a massive bonus.like I've said before this is a bet that oil will rebound by Q2 2021. Something I expect will happen given all the vaccine candidates. There is also the 2 equity positions that center around the Brulpadda play and to a degree Namibia. So if they get into a jam both of those investments should help. I don't see any value in the Kenya play but hey it might still have value to maybe the Chinese. Overall I'd say we were wobbling but are now tilting on the right side of things.