RE:Maersk DiscovererKeep in mind there is a 30 day cushion between CGX's Kawa-1 and the start date with Shell in T&T. Would allow for carry over past 21 November 2021, which I am sure they accounted for with the scheduling of Discoverer.
Besides that any news is welcomed, especially what will occur after Kawa-1.
This is definitely an excellent opprotunity for CGX and its Management Team to update investors not only with the progress of Kawa-1 (should there be any delays), but most importantly the second drill. As there is uncertainty as to whether they will: (1) confirm Wei-1 as the new location; or (2) confirm that Demera's licence has been renewed and reconfirm that Markarapan-1 will be the next well, the value proposition of the future strategy is not realised by CGX. When we were certain that Markarapan-1 was the next step, there was a greater sense of security that should they miss with Kawa-1, then we would have another shot with Marka-1. Now there is nothing but white noise. As there is so much being withheld from investors in relation to the second drill, the longer they wait to update investors the greater risk they run stunting any added value to Kawa-1's results, positive or negative.