My main issue atm is that it looks like Buru are delaying their Laurel program until next year. I was looking at OBL mainly as exposure to this. The only thing Buru are doing this year that potentially affects OBL is Ophir given it's on OBL's side of the basin - a drill that may or may not happen if there is time at the end of the season. Then again who knows, any success in the Ungani trend might flow to OBL just on Canning sentiment even though strictly speaking it doesn't prove much about Derby and is a lot more disconnected than the Laurel.
OBL Price at posting:
0.3¢ Sentiment: Hold Disclosure: Not Held
