No hope for BRU, page-9

They don't have as much down to 5000m, i'm not suggesting it would bump their number up as high as OBL's is bumped up (an extra 67%), only that they're not directly comparable. Why do you think even OBL separates out the estimates. The 5000m stuff is going to have an extra hard time being economic.

OXX isn't going to provide for exploration! lol, OXX is *NOTHING* like Mitsubishi.. They were just one microcap getting lucky taking advantage of another microcap while they were down. They'll cover their share but OXX and OBL together are like BRU by themselves when they started out at 100%. Mitsubishi gave Buru 152 MILLION to explore with! OXX is going to give OBL enough cash to pay the CEO's wage for three years!
OBL's *next* farm out (presuming BOPL/BRU have nothing to do with it) will be the drilling farm out where the equity will be in a comparable phase. The WHOLE POINT of OBL trying to get 75% is so they can attract a Mitsubishi-like farm out by offering ~50%.

I have previously suggested both OBL and REY offer better leverage to the Laurel than BRU and it would be worthwhile investing in them for testing. If Buru's tests were happening as scheduled I'd be in OBL right now but they're not. Additionally during that time BRU has fallen meaning their leverage is rising and they have leverage to a lot more than just the Laurel so with Laurel testing next year and not much happening for OBL until then I don't see an immediate case for investment.
Obviously sorting out the ownership would be the first step to support the SP, and maybe the seismic comes back with some interesting things but the ownership will likely be determined about 2 months before the wet season and then it's another long boring wait with OBL doing nothing. Who knows what the determination will bring and what that means for any further farm out or lack thereof which would probably be the only serious thing that would happen before next year's drilling.
There is a case to be made to buy a little now and just hold for the cap gains reduction at Laurel testing time which might help cancel out further risk moving forward, same can be said for REY.
No one can offer advice here, so I can't suggest anything, but I personally wouldn't move funds out of a company hitting lows right before supposed drilling into another company hitting lows a year before any drilling. Even though I don't really think OBL has much further to fall.