RE:RE:I'm Back- My ThoughtsFirstly, by comparing Kawa to Liza 1 seismic, I think Kawa could be much larger than 500m barrels, more like 2b (just my opinion obviously).
Secondly, on a different note, I think Total and Qatar are going to jv (again, just my opinion). Total is becoming the operator of the fifth hole on block 58, Bonboni, so they are demonstrating that they are an oil company willing to take the wheel. They also seem to have an insatiable appetite for joining existing leases in the basin and seem to have very deep pockets (Orinduik, Kanuku, Block 58, to name a few and Qatar has just joined them on all three).
Hoping I'm right on both!