First I am the one who told you about the IPI investors being contacted about a claw back . To me that meant IOC was preparing to drill again and I was correct.
Heres quite speculative thoughts:
- Why was the earnings release delayed?
- Why did Dr Hession make a comment more about Exxon later in the call and then state no comment?
-Why did IOC mgt state to expect some Exxon details on the call?
Is the puzzle piece IOC was expecting permission to speak as the Exxon deal was done?
-Has IOC announced a big deal after a quarterly call?
Well yes the Mitsui deal was announced 1 day after the CC
-Why was Jason of Macquarie on the call vs his assistant who has handled the call the last 2 years??
Is the answer Macquarie is about to resume coverage!!!
These are speculative ideas that may be useless , either way use or flush