aminex oilbarrel conference, page-5

Surandy,
As I read it now that Aminex has a larger chunk of the pie in Nyuni they have a bit more flexibility to farm down to a partner.
It should not be too hard to get someone in to Nyuni as it is low risk. This is the first time we have had them mention going this way that I am aware. It certainly would speed thinks up.

The comment about the result being the best for 25 years is interesting. MB1 and MB2 (Mnazi Bay) did not have the paying depth of KN1 so will be interesting to see where we go.

I guess the material thing relates to "Closure larger than anticipated"...
Do they mean "anticipated" before drilling or after drilling..

Any ideas on the "new and encouraging play concept" could be?

KEY could farm in to Nyuni more if they are keen and I for one would not be disappointed with that.. it is low risk in my view.