I dont see why UK needs to be linked to Tz outcomes at all.
UK is easy money, TZ will be easy money when processes go through.
The Company has said that they cant do a deal until seismic is done.. wow it has not been done. That is all. KEY and Aminex have been consistent with this.
They have also lined up Seismic at what could be the bottom of the Oil price, hence likely to have got a better deal than 12 months ago or in 12 months time.
If the decision is that KN1 gets tied into Songas, then the costs to KEY are very small.
They can afford to do both and still have cash left.
From where I sit, it looks like KEY have been in the right place at the right time..
With this plus seismic results coming (yep remember they did not cancell them to focus on UK) and DD being finalised in a few weeks, I struggle to see how you can argue on reasoned facts (not presumptions and reading tea leaves).
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