R15, I'm confident the overall plan hasn't changed since 2008...

R15, I'm confident the overall plan hasn't changed since 2008 and the sinkhole caused a deviation. The static makes it difficult to discuss which is why concentrating on the financials is important to me, that shows what has been delivered not what is promised, from the financials we can also form an opinion of a June 2014 "do nothing" case which I think confirms the current "undervalued" position.

If you play around with the numbers on the other post the key drivers are WI%, Well Success Factor and also inclusion of Gas. If P/Dome not earning in then our WI starts back at original rate so opens new possibilities in new negotiations now we have free cash.

Ann's will come eventually, till then a good chance to recharge the battery and review the old ann's as imo everything we need to form a view is in those ann's and supported by activity in the last year.

Having said that it is always good to consider all possibilities.
Cheers