timing and trading strategy

what do you guys think about the timing for this year?

it seems like from june-sept will be extremely busy with galoc, galoc north and duhat 2 all happening at once and potentially cinco as well (august expiry).

going to make it difficult to form a clear trading strategy i think. all good for me as i'm a long term hold anyway.

how would you guys trade it? get in early and ride the wave, sell some on spud and hedge with a short position for cinco?

also on cinco - surely they won't be drilling before august? it takes a while to plan an offshore well and get all the gear ordered so if they don't have a rig yet, i sure hope they have done most of their drill planning!