personally, I'd be happy for RAI to divest Cadlao, Bonito etc. and exit any JV with Blade/VIKING. After everything that has gone down, I wouldn't want anything to do with the dogs.
Much prefer RAI to increase their share of Kakapo and especially push on with South Block A in Nth Sumatra which is onshore and already linked by pipeline to EXXONs ARUN LNG terminal.
worst case 3c per share cash best case cadlao , page-84
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