The also mentioned that they had over promised and under delivered and do not want to repeat that again.
Also, at one point they mention Dawson and someone corrects themselves to clearly state that it will be a trial project - so again, hedging every statement.
Given that it is taking a substantial period of time to get production started, any new project would also likely take a long time to achieve high rates of production - if that ever does happen.
As there are no additional investments for THAI, I think they are still in the experiment phase and waiting for success. They did state that they are committed to the technology and see that they will succeed. But when someone asked about the 6,000 bopd initial projection of Kerrobert - it was not so optimistic an answer.
Even if Kerrobert eventually gets going, I think the investment community will not pick up on this. The call had so few analysts asking any questions.