RE:WHAT HAPPENS NEXT?Kcac, in terms of risk/reward I am not sure reentry is top of the list. Recall that
getting gas flowing at Inanli to the tune of 643 mcf/d was a bit of a surprise. I am sure the spike to above 3.5 was based on the belief that as they came up things would only get better, and so why risk the deepest of deep tests. What the next set of discussions will be, should Dev 1 stand up and roar in the commingled test, is where do the partners go next to further appraise this part of the Kesan formation, and will it be a HZ or something different, but certainly not purely vertical. We are looking at "maps" on a presentation that are hardly representative as "data points," whereas the partners will use their data from all 3 sites to make their next decision going forward. Where can we find dry gas that flows, I think they have a decent idea of where to find gas that requires condensate capture as well as water management. Avoid that for now it isn't exactly going anywhere and is likely better suited for a bigger entity to squeeze the last bit of economics out of this Basin.
Just my thoughts
Lev