RE: Stunning Amapa value26 Mar 2022 11:33
...one of the challenges here for me here regarding Amapa is the remains 'uncertainty' over whether we will be provided the opportunity to move to 49% & then if so how we might achieve that (assuming the economics pan out because but if not it should mean something disastrous has been encountered IMO).
For me the more attractive the economics of Amapa the less likely Indo are going to be to agree/want to let go of a further 22% of PBA & why would they?
Once the uncertainty over that is resolved we, the 'market', everyone else & their uncle will better understand what it ultimately means for KDNC & it's shareholders.