updateBack from Guyana,learned a lot.
1.Planning ongoing for the wharf,will take 6+ mths to build and they have not started .So we are looking at very late 2010
2.10-12 companies passing through data room,including 4 supermajors...exxon,shell,bp and total
3.they were in london recently to talk to tullow...??favorite???
4.a current player in guyana is least favored...cant say who
5.jv partner end march,early april
6.exxon may drill the deep water block in 2011 on 2D alone.apparently shell is bringing a rig to french guiana then brazil,so maybe they said lets use the same rig to drill guyana same time, even without 3D
7.everyone i spoke to is bullish about the oil prospects,heard that a petroleum geologist from a potential jv partner was pretty impressed
8.shell was impressed with the data room but felt the reserves were lower than what cgx thinks
9.murphy will drill 2 wells in late 2010..they are also liked by cgx.
10.2 rigs will enter basin,1 for suriname 1 for guyana...tentative plan
i liked the regular banks beer,not the premium beer!