not so much a love of eric but a love of money.
in my mind, theres definitely some execution concerns, but if market cooperates and they do what they say over next 2/3/years then its going to be a winner.
If all else equal I not expecting to much of a jump until 1) 2nd leg approved (which it should based on majority shldrs) and 2) brokers have sold down.
if trade war concerns fade and China and world for that matter economy grows robustly then oil is going to get higher on higher demand and seA will be in a good position - will there be hugh costs in developing untapped land yeah sure but if they control and they make 40%+ IRR then all is going to be good.
its a waiting game.
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