Ann: RBS Morgans Unconventional Oil and Gas Conf., page-14

re: Ann: RBS Morgans Unconventional Oil and G... Looks ok to me. Only drawback really is lack of SP impetus over the next couple of months. Mid-year reserves upgrade already excused for the delayed startup of Tintsfield so I don't expect anything until July/August.

Looks like we'll be relying on market activity for any short-term action.

Perfect setup for STO/GLNG proponents to wait for the SP drift and then move, although as we all know predicting timeframes with ESG is beyond impossible.