I see KN-1+ and nearby, and possibly Italy etc. as bluesky company makers, and am prepared to wait for them. Anything in this are will be a 5+-bagger or so.
For more immediate sp growth, I look towards the UK assets, where management are more in control, friendly govt., 1st world services/ infrastructure etc., should hopefully allow for a fairly smooth planning and drill.
I believe management have the O&G experience and have the right contacts in the area to carry out the DD, and a realistic, probability-weighted ROI. I believe there would have to be a fairly compelling case for the upside case for management to be doing this.
I will back their experience. Am prepared to wait.
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