HarryShezza: Agree with everything you are saying except for the very end of your post.
PCL will only "go deep in the East" in Q3 and not in Q2 - just in my view. But what difference do a few weeks (or even months) make in the overall picture? Fairly little!
Will be an interesting 2nd half of the year for FAR holders for sure. Before then, we should positively hear something about L6 (seismic/farm-out?). From left-field we might get some news about the Caribbean exposure (IF they find some company to farm-in - or IF they would divest that holding, which to me is certainly not essential). Time will tell.
wasa
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