I like the way this Brutha's talkin'. Dare I share my impressions of simply this one article?
1. He's given us a roadmap of the short and medium-term, ahead of conference call. So no surprises re XOM and our gas, for instance. Nice touch.
2. It sounds like he's in charge. He's not going to be pushed to making decisions with a gun at his back.
3. While I'm a learning novice about the O&G business, when I hear him say that over the next two years we'll be doing an "economic analysis," and that we're nowhere near ready to discuss a sell down or gas contracts, I hear prudence. Just taking it step by step like we should. It's just good business. Good O&G business. Please, correct me if I'm wrong on that.
4. Plant vs. XOM? His response is kind of "back off." We're still looking at that. "The best commercial outcome will prevail." I hear, there's nothing personal here. Nor do I want to be pushed by anyone's personal agenda. We're running a business. And if we run it right, everyone will profit.
4. He's making himself crystal clear. Here's the plan. Here's our approach.
Excuse me a moment while I effuse: Who's in charge ? ? H—E—SS—I—O—N Go-oooooou HESSION. (too much??--tee hee)