re: espadon west compartment nrf
I'm generallyin agreement with you mate but I don't think I will be selling! What the JV is doing makes sense long-term as xmagx points out .. which says WPL et al are planning to be there for 25 years++. I'm happy with that! Just wish WPL or HDR would tell us what they are doing so that we don't invest inappropriately in short-term positions that will and do get hurt by (intentional) dusters.
I am starting to focus on Tevet now .. and thinking that the JV jsut won't give up on the Cretaceous. They must have some strong evidence tha they will find oil there and there must be many prospects or even existing oilfileds that will be enhanced (like Tevet) by a Cretaceous leg. So...success at Tevet Deep will prove up a whole new play type if successful. Big upside there I think even within the current fairways of Chinguetti and Tiof.
H
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