RE: Two MAJORS10 Sep 2018 10:24
Tsbs, personally, it's for those improved COS figures that I believe is why the majors have signed the NDA's.
I actually think each individual Taribani well is never going to be super prolific, but and it's a very big but (think J.Lo!!l , if you could invest money, with a high chance of not only covering your money but getting a good solid rate of return over a number of years, then even big oil can be interested.
I'd actually add a 4th COS risk factor, particularly with respect to Dulwichman, and that's political. That's been a rocky road over the years but helps to explain the Atlantic Council, Ted Poe etc and bringing Georgia closer to Europe and NATO.
Simply, it why, overall, we are in a better position now than before which makes interest from the mqjits make sense.