04-13-2013, 04:34 AM
Look for incremental and positive news on Monday concerning the govts role. Not sure if Shell is part of that or not. Too many possibilities to consider but I wanted to share. Dismantling of Petromin and creation of Kumul will have no impact on sell down. Any short expecting another delay, well 'nuff said. Spudding of Elk-3 is significant. Would not be done without new partner. In order to do that, partner would be announced prior. What did Phil say last week - in weeks? Probably the most important recent piece of real evidence as to what is on the way.