Has Graham said, they will be starting with SBK this year then M5 potentially next year? have they mentionned anything about the rig for SBK since Rig101 is not the right one (ref. I-man post)? tnx
What is it for, say FN, to play this game alongside Solg to force a bid from others? FN are not stupid not to understand a game when it is being played and of course they dont want to look stupid. Something seems missing here.
We are mid-year and we are still where we are. Not knowledgeable about the monetization processes but it seems Bob will still be doing the fast and smart stuff in 2025.
With due respect, this shouldnt come from a consultant claiming expertise. First peak stuff is a moving date thing. Peak oil was predicted in 90 and even before. Now they talk 2030s. The peak stuff narrative only helps the stuff producer; just see how ARAMco and the Majors are doing.
RE: Assume the 'Fingers in the Ears' position1 May 2024 11:01
SOU has been a bad investment for many. some non investors have highlighted this. but spending huge time and energy saying the same thing from the same supposedly uninvested guys is very strange.