I pretty much agree with your ballpark numbers for Oposura. Overall the project is a positive because it is big enough to keep the Co from endlessly doing CR's and it can chug along.
However, just my personal speculation, I think the real value of Oposura to AZS is proving it up as a minor commercial project and then selling it.... the Sara Alicia prospect is looking like the better financial return for similar effort [depending on further exploration].
AZS Price at posting:
23.5¢ Sentiment: None Disclosure: Held