RE: looks like19 Nov 2018 13:50
In the meeting Zaza was asked if the 2 majors were working together and he said they are not and also given he said 1 is much more advanced in talks than the other--they didn't start talks together in cooporation. Also, he said 1 was essentially after the oil and 1 is after the gas(if I recall correctly) How much has changed since then, we don't know but some of what he did say has been proven true so far, so I see no reason to start theory crafting externally. Around his words. Perhaps BH are genuinely after the oil and exxon/other potentials the gas, whether BH do the drilling work on the gas as frr's contribution to a deal with exxon or money from the oil development with bh is used to fund gas development, could be a possibility? Zaza seemed pretty intent on retaining 100% ownership of block12 assets.