RE:RE:Seen this beforewas a decent conference call, first thing keith mentioned was the sp reaction !
dont buy the fact that they could have revised the divi based on recent sp moves, but not unhappy with 5 cents annual, for now.
they will have some expenditure for sure, and kenya sounded quite close maybe, deadline may 10th
all in all quite ok, he could have said more on venus, but partners always refer to the operator, however he did say there is stuff out there like the woodmac report (at least 3bn barrels) and he said refer to that
hot money has left for now, not too many drivers near term, and they explained the hedging price is hard to get, so $88 if that continues fine by me