Just to clarify. The new route basically means Block 12B Kenya is worthless which is quite bad but 12B was pretty much stranded on the northern route anyhow. Only the Mombasa route was good for 12B and for some reason (?) it wasn't even considered.
BUT the GOOD NEWS is that the pipeline will now slice straight through KK.
(It also slices straight through Eyasi making me even more mad about PVD pulling out of that opportunity).
SWE Price at posting:
3.4¢ Sentiment: Buy Disclosure: Held