It doesn't take a rocket scientist to think that if the geology looks good in the JACA-1 well, that Qatar, Total and possibly Shell will consolidate their existing holdings in the JDZ and EEZ and acquire ERHE's JDZ and EEZ holding (block 4 and two other blocks at 15%) and manage this collectively.
This has been said here before but I do like repeating it since the logic is just so damn good and the circumstances are all fitting together.