HDR slaggers, page-11

AGIP pulled out of area C looks like a wise move at the moment they are 35% A and B. Shell are always eyeing WPL for a t/o and they are also keeping a very close eye on Mauritania Edd that is one of the reasons JV info is very tight cause the other majors are eyeing it. I think they would engage in political risk research but they do have widespread oil books as well. You might be right though but IMHO I would be surprised if you know more than they do, by the by Ted just got back from overseas.