The beauty of it is that there is so many permutations on who/what it could be.
If it involves BUY (5%), the negotiations would automatically involve a 3rd party if the 10% bit is true. Complicated, therefore less likely.
That leaves the more likely two - KEY or EAX.
If it is KEY, maybe it involves taking a stake in the Ruvuma prospect in the south. I'm not so sure mgmt will want to diminish our current holding, unless they think Ruvuma (or whatever the asset is) holds more upside and/or maybe more delays at KN-1. Could KEY be after a bigger slice of WSS, which might bring Maurel & Prom into the equation somewhere down the track?
Could also be East African Exploration, as they are getting busy, and do hold a nice round 10% of Nyuni. Maybe they have their eyes on Ruvuma as well.
Like I said, so many possibilities...
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