Here's hoping niu there is a lot more meat on the bones than a finance deal re WL. Are you thinking a similar scenario as was proposed for SC54A and Viking? If that's the case then why take a 20% stake in Nido? and as you say they don't seem to have the know how to do the drilling. And with no info being released by the other JV partners in regard to any sort of deal with Bangchak it's perplexing.
News article, page-8
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