Kosmos Finds Hydrocarbons, page-6

"clear now why the selling is occurring."
In my opinion selling is just typical stag takers who participated in the cap raising and who never had any intention of holding through drilling (like most 708s).

"clear now why the desperate cap raising."
In my opinion, cap raising has already been discussed. Annoying yes, but necessary, ahead of drilling where odds are in favour of them finding nothing.

"can't we just get a straight and honest story?"
I don't like cap raisings any more than any other shareholder but DN is hardly going to come out and say 'yup....you guys are onto me. There's a raising coming in a month or so but in the mean time, we'll do this roadshow though ok'

"clearly we aren't spudding in march."
How do you know for sure? I'd rather wait for a formal announcement. Might've been a typo. Hell, they don't care which drill the Atwood Achiever's doing next.

"makes that stupid awkward video look even worse now."
You're right. It was a shocker. Yikes

"...and now the discovered hydrocarbons next door. gives us more time for a run."
This is EXCELLENT news isn't it. No one should underestimate the importance of any de risking in the current climate.

"getting a bit sick of waiting though."
Why? We're barely half way through Q1 and spudding wasn't forecast for another month or so.

"and **on - forget it. its not happening any time soon."
How can you possibly say that. Unless you have inside information, they may just announce a successful JV tomorrow for all we know.