Vast focus1 Sep 2018 11:14
Seems vast have so many irons in the fire in different areas , but this latest focus on the african potential has come at a time when everyone was focused on BP and its delays, Is this a deliberate tactic do you think? to shift the balance of focus away from BP as they may be expecting delays, etc. Also this extra focus on africa and potential value may soften the drop if BP is delayed. Not de ramping as I'm in vast with a much higher percentage than the rest of my portfolio. but just thinking through the possible moves ahead.