I agree with you TDS, I don't think we are going to see much SP action as the market has known for weeks that the spudding of this well was imminent. The SP actually dropped after the PEP 11 well was drilled, but I don't think this will happen here as there hasn't been the frenzied ramping.
Someone did the maths on 5% of Nyuni on HC a while back and it shows it to be quite significant for BUY but I haven't checked it myself. I might have a crack at it and see.
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