Status quo.10 Oct 2018 15:43
What’s changed? Nothing. The paleo pic may or may not be present commercially. Big deal. When many of us bought in there was no Morocco. The prospect of a few tif at £1 or so per tcf made us all hot and sweaty. Now, we may only be shooting for 7, 10 or 15 tcf. So what? We hit on TE-9 or 10and I go. We miss and it’s refinance and over to Sidi for a shot at another 9tcf. Would someone tell me what has changed in that scenario for the last 12-18 months? Nothing, that’s what.
Everything else is noise. I will, nevertheless be trying to find out why TE-9 has taken so long, at the FSC. Along with the Xmas baby and the GSA.
JP
Ps anyone else going to 121 next week?