RE:RE:RE:namibia articleSuppe11 wrote: This Orange basin play will be so big...man...if they downsize Aoi to a Wi/Royalty shell, you could hold them until you die, no matter your actual age.
That's the positive...the negative...maybe you're already dead until Venus will pay off big hahaha
Dead money here. Total and others have global developments and the ones with greatest returns with shortest lead times and lowest mobilization costs will get the investments whereas AOI has a single play that's 100% reliant on the decisions of partners, besides the declining Nigerian production.
So much better speculative and investments when AOI won't deliver anything to SH for years unless they are lucky and get bought out early.