My view is Reserves upgrade will be announced first. Hard to call on RFP. One the one hand, it is for Tlou to build and deliver at their cost, so why would Ministry spent a lot of time reviewing. And if they are going through detailed review, why? The technical details are proprietary to Tlou (and Sekaname). Why don’t they just Award and say Get in with it ?! I wonder who will be drilling Tlou’s wells - has that been disclosed yet.
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My view is Reserves upgrade will be announced first. Hard to...
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