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Be interesting to see the successful bid amount. Was our 700K a good deal? Almost certainly. Guess the shallow block will be bidder by non-super major (see Trove piece on the Tube).
As said before am a bit negative if drilling will take place in 24. However the bids for Guyana could be part of Gil's strategy. And also KH leaving Africa oil and their share holding could be relevant, don't ask me why.
With reference to IJWT post I cannot totally disagree with that. And Hammerhead! Will it be developed?? I guess uplift costs will reduce as time goes on. Maybe we need to give it 5 years or so to be fair.
I noted the latest proactive investor piece on Eco. And you know its not what they say its what they don't say.
To be honest I feel a little let down as an investor.
Okay was spoiled by the 10bags in the glory-days but will history repeat?
The 3b/4b farming announcement I think was due around G-1 results so something changed and now maybe news end of year. I guess there are reasons for this and I find Keith Hills "stepping aside" at AOI could bee significant? Last time I looked he was also a non-vote board member for Eco. so what next hey?
Tiny unintentional bit of blue-on-blue and we get the reaction and some comments, but you know what they say "your only as good as your last f**k up" so we got to gain some confidence after the JJ event.
The real impact news is post G-1 results me thinks.
Agree with battle99 weather comment could be a curve ball. When ask the question what would he say.
I just can't see that much delay on weather and projected duration problems.
I said at the start communications would be tricky due the the self played trap of the sidetrack.
Anyway could be wrong might be a micro-climate.
from the detail of G-1 and looking at our African assets. Maybe we could have a potential farm-in partner waiting for 2b/ And how will that steer the 3b/4b farm-in?
With the mention of Walvis in terms of the Osprey prospect (said to be like Venus) I can't help thinking of Keith H's knowledge of the Venus geology/discovery and any potential AOI might have to expand as an Eco partner.
Anyway we wait patiently but the other catalyst's are queuing so are we going to split the drama or will all the buses come at once.
Not sure about the Government and permissions and all that but could they have changed the drill plan??!!
Respect Soder I watched Beverley Hillbillies every Saturday back in the day. Did you know Sharon Tate played a part as Mr Drysdales secretary.