• FY21 production was 8,878 boe/d in line with the production guidance and marginally below our forecasts of 9,000 boe/d due to 4Q21 production in Egypt being ~500 bbl/d below our estimates. • FY22 production guidance in Vietnam has been set at 5,000-6,000 boe/d, below our forecasts of 7.3 mboe/d. • This guidance reflects (1) the drilling of the two 2022 new wells at TGT now expected in 3Q22 (we expected some additional production from these wells during 3Q22 but this will now take place only i ....