Funny you question Shell's competence...
I had a mate who did some managerial consulting to them in K.L. and said exactly the same thing.
Management and people a bit all over the place. Do not seem to manage what they have in SE Asia very well (according to him)
Lets see how it turns out in '09. I am sure that the worth of this block will end up being worth more than TAPs market cap, if they qualify it! (pure speculation on my behalf).
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