Just saw the transcript from yesterday's WDS results briefing. Of note:
"Rob Koh (Morgan Stanley, Analyst): Okay, great. Thank you. Then maybe just a small flyer question. Any update on your thinking on exploration in Namibia.
Meg O'Neill: Nothing has changed, so we still have our option to come in as operator on one block there and we continue to look at the opportunity space there. Obviously, a lot of interest across our industry with some of the other discoveries but we are going to be patient and disciplined as we are with all of our exploration opportunities."
As others have noted, it's a hurry up and wait. I do expect some news to come from the JV partner meeting in Windhoek though, plus there has to be some more 3D news upcoming.
General Thoughts, page-5276
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