Of course SP is going to drop - agree. I'm actually referring to the medium (I pray not long term) impact - and referring back to what transpired as a result of the Sept attack. Farminee walked away - hightened sovereign risk - outlook not so good. That's why I say there are, and I hope it is indeed the case,that any interested parties this time around has ballsofsteel.
Somalia creates a huge risk, even contesting Kenya's waters. The holders of the acreage north of L6 is not in a good position at all as a result of the Somali risk.
Any event, I'm holding. Nothing we could do to change the situation- so hope for best.
GLA
This is going to hurt., page-13
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