kosmos drilling, page-27

More like 10-11 weeks b4 they get closer to the funzone. I am factoring in 5 wks at Tortue-1, plus 1 wk to mobilise 1900kms NE to MZ1, 2-3 days of stuffing around b4 they actually hit the seabed, which means they have to run in with the BHA & drill pipes to drill the tophole in 2176m water depth to set the conductor casing.

So in reality week 2 or 3 May onwards (unless the top Miocene targets show up something).

Market prolly thinks of TPT's well + 3 recent wells drilled by Cairn in 'rocco, no ground breaking discoveries so far. But then again it just takes the nxt well to generate interest. Plenty of time.