Not good for the SP BUT since the rig will be moved to Jaguar right after, that will be strong support for the SP, also it's hard to say when Inpex will report the results of the spud, maybe after the rig is spudding Jaguar before official NR. Although if they find oil I am sure you will see it reflected in OYL SP, info like that will be leaked tight hole or not. JMO.