RE:This is more important than Kenya at this point..Agreed, this may prove to be far more important than Kenya and the timing of the Upstream article suggesting they hit a resevoir on a critical appraisal well makes for good timing to make it official and easy for both AOI and Total to walk away and wash their hands of Kenya. It has served it's purpose and is no longer needed - or wanted.
In my mind Tullow did not gain 50% of an asset, but rather their headache grew by 50%....
What should never be forgotten is that Kenya is what brought this company to where it is today, but at Kenya has been what has also been holding it back.
With Kenya out of the picture, it's time to look forward to what the upcoming appraisal well results.
GLTA.