Both Twiga and Ngamia are on block 13T...the old AOS block which was bought for 3 million (along with 12A) 2 years ago. When will they be testing and how much value is being attributed to this supposed crown jewel of their $2.4 billion mc? Looks to be one heck of an appreciation in value for a block that the majors gave up on years ago. Maybe you could tell us what you do know about wzr assets before making comparisons.
btw your 5 times current mc of aoi (1 year prediction) would put it near tlm's...they produce around 400k boepd...and pay a dividend. Does this sound logical to you?