RE:RE:RE:ScrutinyYes Kelvin, the way forward WILL be interesting. Here are my thoughts. I agree 100 percent that Kawa was a discovery and when they drill an appraisal well thru the fat part of the Sant target i think the stringer issue will be a thing of the past and we will get another 200mil or so resource out of Kawa in addition to the 300-500 mil barrels from Wei (my guesses based on things i understand about this area).
Next step will be a major farmin. CGX nor FEC have the horsepower to develop this field. So we need a major (Total makes most sense) to enter a majority position here and take over. If data room not open yet, i bet it will be immediately after upcoming NR. That should generate some interest.
Once a new partner involved (or outward sale), the central target completely derisked now. That would be a great next move imo as it could bring resource estimate to 1 billion in the block. After that then begin appraisals on Kawa to firm up those numbers as well as Wei.
Anyways just some dreaming. Need to get Wei's numbers out first.