dolmen stockbrockers speculative buy on pcl, page-9

Dknow, great find again, i dont know why people havnt picked up on the significance of that last paragraph. in my understanding it looks like we could get the rig 6-8 weeks earlier than expected, to me if Mzia is a success, BG and Ophir will not drill their proposed 3rd well, releasing the well earlier than expected, to me the only reason they would do this is so they can drill a well in one of their prospects in Kenya after Mbawa, Ophir has Mbawa South(which straddles L8 and L9) and BG have L10 A&B, both areas have had 3D seismic done in the past few months, so whoever processes the quickest might get that rig spot, PCL have a piece of all the action. So we might see some traders caught with their pants down if we get an announcement of early drilling.

have a nice day