Jibby - i am a little more circumspect of this extra 2 months i must admit - just annoying and also suggesting these little aberations can be by design especially by the big boys playing what we see as silly games, but i suggest also it might have something to do with the EOFY for WDS, allocation of budgets - capitql timing, or even just some advantage in cementing the JV and committing to drill in the new FY - big companies have all manner of systems and processes that they adhered too - for good or bad in PCLs case.
i dont believe for one moment WDS are not going to drill, but again i reiterate the O&G game is a slow mover and the drilling will not somehow occur in June JUST becuase a rig is available - nice to happen but in my view 5% chance ( but so nice to be wrong). The extra 2 months certainly makes it near impossible.
And also the time between committing to drill on seeing final interpretation of seismic and actually drilling is normally reasonably long too even when their "rushing"!!!!!
going to be a long wait even though in actual time it isnt - if u know what i mean.
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