UPDATE: After having a chance to catch up with the Company since my initial writing, I am intrigued by the Gumai potential in the greater structural complex. The AYU-1X well was drilled outside of mapped maximum closure at the Gumai level, but there is a very large (up to ~100 square kilometres), pancake-like Gumai closure mapped up-dip. If the oil shows encountered in this interval within the AYU-1X well are an indicator of up-dip oil charge in the mapped Gumai closure, then Pan Orient may have bagged its white whale at last. The only "problem" is that in order to get that answer a new well will have to be drilled to the north from a new pad, which would likely be in another 9-12 months... and these days investors have short attention spans.