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.
More like 10-11 weeks b4 they get closer to the funzone. I am...
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