they've factored in the amine tower and an additional disposal well to their development plans. the numbers still look pretty sharp to me! if they can verify the resource and mabe even see an increase, then we are est. thats before any of the other exploration potential in the block is addressed.
then there's malisa seismic and possible well (and inevitable sale into 21/4 condensate project)
then there's the 10M in KPL shares, which are about to start drilling some high impact wells. with a big win, KPL might be 80c and CMT then has about as much cash as market cap! here's hoping!
BDM Price at posting:
11.5¢ Sentiment: Buy Disclosure: Held
