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+--- Thread: Prelim Transcript 2Q CC (/showthread.php?tid=4379)
Prelim Transcript 2Q CC - Tree - 08-14-2013
http://www.earningsimpact.com/Transcript/82702/IOC/Q2-2013-Earnings-Call?source=email_rt_mc_body
RE: Prelim Transcript 2Q CC - Tree - 08-14-2013
"We are all about working with appropriate partner on a non-operated LNG project going forward. And that's evidenced by our negotiations with Exxon."
RE: Prelim Transcript 2Q CC - ArtM72 - 08-14-2013
'Tree' pid='27050' datel Wrote:http://www.earningsimpact.com/Transcript/82702/IOC/Q2-2013-Earnings-Call?source=email_rt_mc_body
Anybody care to offer an interpretation of what Holland said? This transcript is garbage. Wisconsin and Pennsylvania? Nitrate and phosphate initialling pit? Ugh.
RE: Prelim Transcript 2Q CC - jft310 - 08-14-2013
Hession has a four part plan,To refine,distribute,explore and monetize. He gave an example of his montization he stated E/A. The message was 100% clear some heard it and others want it all in one day. Well its gonna be someday not today. The fact they are drilling says it all.
RE: Prelim Transcript 2Q CC - ellerslick - 08-14-2013
'jft310' pid='27066' datel Wrote:Hession has a four part plan,To refine,distribute,explore and monetize. He gave an example of his montization he stated E/A. The message was 100% clear some heard it and others want it all in one day. Well its gonna be someday not today. The fact they are drilling says it all.
That is what we do already, this was no great revelation, the footprint he left today is a 10 percent haircut. We are just as in the dark as ever. Nobody knows squat and if they do they cannot whisper a peep. Bottom line is we wait as usual. We are not drilling, listen to the transcript, we have to find a rig and then Dave was uncomfortable even with the November time frame. This was not a meaningful specific call, it was a wandering generality.