Qtrly on the 31st July mentioned 10 weeks (pg-6). So wk-2 in Oct for SNE-2 spud date seems 2b on the cards.
Not much on Conoco's qtrly. Another US59mil spent on the dryhole at Vali. Total 3 wells cost then US276mil plus lumpsum US$35.2mil for mobilising costs of the Athena in Q2'14 to Angola. COP have dropped blk37 in Angola & retained blk 36 for now.
Cairn's HY comes out on the 18th Aug.
Not much to note till FAR's HY in mid Sept & another qtrly in late Oct. Key trigger should b after one sees the rig mobilise to SNE-2 from Angola end of Q3.
On a more Positive Note, page-4
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