RE:RE:Hill's comments.......I agree, though of the three I think it would go :
1. Impact sale to get huge cash after apprasials
2. AFE after Gazania and a contract for NG
3. Eco after Gazania and the SA farm-down and 1st or 2nd well (likely carried)
Since KH said he will not dilute consolidation seems unlikely.
a major catalyst will be how Kenya plays out. He said he's not really commiting capital to it so the deal might be some kind of cash and carry.
if they get cash from both Kenya and Impact they might buyout AFE or likely ECO in a levered transaction