<<AOI should be trading at plus US$10.00/bbl for their contingent resource>>
Sorry, but there's no solid basis for saying that. We don't know what Kenyan fiscal terms will be, we don't know when (or even if) a pipeline will be built or what it might cost, and we don't have third-party confirmation that those "resources" are even there. Until one of those things changes for the positive, or until they demonstrate that they can add significantly to the claimed contingent total, I would not expect more than US$4-5/bbl.