colin, page-28

"The only important thing which I can bring to your attention from my conversation is about FIRB process; he said "we MAY NOT need it". We meomites may think about this detail."

Thanks Anatol.

That little tidbit opens up a whole new thinking to me.

Could this still be a US company (which doesn't need FIRB approval due to the AUS/US Free Trade Agreement) and the one huge energy company that isn't in Oz is Occidental Petroleum (OXY)

They certainly fit the bill with other bits of info we have gleened from management.

They are a big player and make Petrobras look small if you look at this table of exploration & producers:

http://seekingalpha.com/article/186935-top-global-energy-industry-companies