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I have been away for a while but kept following tullow but what is the consensus on the board: will Indians be taking over tullow, buy only part of kenya, or complete Kenya selling? Or other buyers in the dark?
Comforting these endless 8.3 and 8.5 forms are continuing though.
Correction:
KenyaToday 13:35
I guess there is a lot of doubt (fear) in the market about how much of a stake tullow will sell to the new partners. I read tullow wil end up with 15% or even ten or maybe even less. This will not be the golden goose we all have been waiting for for the last two years. Hope we Will be surprised but I doubt it. To me even ending up with 15% will be disappointing. Maybe if tullow would be official owner of the pipeline and as such it could ask fees for the use of the pipeline to other countries it could be acceptable but I doubt that.
Gla
I guess there is a lot of doubt (fear) in the market about how much of a stake tullow will sell to the new partners. I read tullow wil end up with 15% or even ten or maybe even less. This will not be the golden goose we all have been waiting for for the last two years. Hope we Will be surprised but I doubt it. To me me even ending up with 15% will be disappointing. Maybe if tullow would be official owner of the pipeline and as such it could ask fees for usual to other countries it could be acceptable but I doubt that.
Gla
suspect the update will be more or less known. and like you said updates on injectors and operational excellence . but we are waiting for the big rns's (kenya, guyana, merger progress/finalization).
gl all
And the merger will take care of that (mostly) for tullow. (And CNE will get inmediate tripling of b/d whithout any capex or costa for infrastructure besides all prospects tlw has). So yeah , rahul starts clear of debt although maybe just as some expected