Apparently going mostly unnoticed in today's slide presentation is Page 11, "PRL 15 Delineation Continues With Planned Elk-3 and Antelope-4 Wells". I have heard that the now planned Antelope 4 is expected to be drilled between Antelopes 2 and 3. That probably will be drilled with Rig 2, which has been being broken down and prepared for the next well, and, of course, is already located in Antelope. It certainly sounds like IOC and the DPE are completely on the same page with respect to drilling priority being with Elk/Antelope. I would not be surprised if they get a rig or rigs for PPLs 236 and 238 from one or more new farm-in partners.
I expect the PRL 15 JVOA announced this morning as formally approved by the Minister of Petroleum and Energy will be on a fast track for FID and PDL approval once the sell down deal and new partners are announced.