RE:Today Lokichar surpassed Lake Albert in sizeHi Daniel
Thanks for posting directly.
If your revised Lokichar valuation is at 118 SEK (not much different from SEBs 102 SEK) then what needs to happen to achieve "blue sky valuation" for Lokichar. SEB were talking about 272 SEK for opening new basins like Char Bahir/Sth Kerio, but how far can we go in Lokichar? Is the east flank likely for appraisal now and based on your arial analysis, are we potentially adding a factor of x to the existing east flank net pay based on their km2 footprint which will be much higher, but shallower, than the west flank.
Guestimate indicated that North Turkana and Anza may be dead in the water now, so which in your view has the greater potential, South Kerio or Chew Bahar. Do you also have a view on TLWs 12B block for those of us invested in Swala?
A few questions but as always appreciate you analysis skills
Griz