Price is 10% higher, NAV and FCF continues to grow massively, but what happens post 2025?
According to management, cumulative FCF through 2025>current EV, which seems like a great setup.
On the other hand, it seems like there is going to be a big drop past 2025. Any thoughts on the LT
Interesting one, thanks.
Massif, or anyone able to brief the board on the background story on this one?
Lower oil -> no Kenyan FID -> huge CF from Nigerian asset returned to shareholders?
An O&G PE contact of... login to read the rest
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