http://www.rigzone.com/news/article.asp?a_id=112589
and WSJ article http://online.wsj.com/article/BT-CO-20111111-709586.html
and WSJ article http://online.wsj.com/article/BT-CO-20111111-709586.html
The mere fact that the company is already negotiating with the Government of Mozambique and talking of employing up to 40,000 people suggests that they expect the find to grow considerably in scale. The two most levered plays on all of this are Cove Energy and Galp - but it is Galp, not Cove, that owns directly into the Area 4 find(s?).
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