RE: Taipan Farm Out - 100% + SP Appreciation Day 1 K1, how realistic is it that TPN will JV with marathon,premier or tullow? Are you just pulling those names out as players already in Kenya or are you implying that there is a legitimate shot at a jv being with one of those 3?
I love your bullish calculations but these markets are very strange right now and people don't want to have their money tied up. I think thats why smb didn't get the run yesterday that many of us anticipated? Simba signed a very good deal at roughly $40 M, cant wait to see what the other players in the region do! Cheers
GLTA