You have to admit Occam...we've supposedly had money and a rig lined up before along with an uncertain start date before (even going back to a few false starts with Stitch and prior to that Bayou...what ever happened to that). Is there a guarantee on the start date? Any more delays, and the further into the tranches - and the more dilution - there will be.
Personally thought the presentation material was very amateur too.
Mav will have to put up or shut up pretty soon...and at least Icon have a plan (although one you have too be skeptical of now given history)...but if he can bring about better management, I think it is worth it. It will bring benefits all the way through to being taken over by BG.
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