ENI have currently booked ENSCO 104 from May 2013 to end Jan...

ENI have currently booked ENSCO 104 from May 2013 to end Jan 2014.

Putting our mutual interests to one side, ENI have three firm commitment wells for ENSCO 104 not related to MEO but, nevertheless, all three wells are actually listed in MEO's last quarterly, including indicative drill dates:

Evans Shoal(May to Jul 2013)
AC/P21 (Dec 2013 - Jan 2014)
Penguin Deep (Dec 2013 - Jan 2014)

ENI's AC/P21 is immediately North of MEO's AC/P53. Interestingly, AC/P53's 2d results are due out circa this month according to MEO's quarterly with "discussions" currently underway with "rig options" from Jan 2014.

ENI's Penguin Deep is immediately adjacent (West) of MEO's WA 454-P (specifically the Marina-1 discovery). MEO's WA 454-P farm-out is scheduled to be completed by the end of this month (again according to the last quarterly). MEO's last quarterly also schedules up to 2 WA454-P well from early 2014.

The above just meshes MEO and ENI more and more....

So, MEO's quarterly reported Blackwood's scheduled drill, immediately following ES, of Aug - Oct 2013 is, imoho, CORRECT.

The drilling of ES then Blackwood could not be better for TS speculation.

Good Night.

ADL