Hyperdynamics Corp (HDYNQ)

[jugs]

No. I'm merely reading the signs. Tullow may have more to gain by conserving capital at this time, given the global shakeup in oil pricing. It comes down to how much they lose if they walk versus how much they might gain if they were to work a deal with Guinea---without involvement on the part of HDYN. The ebola situation now largely resolved, I think, might secure a Guinean contract allowance extension but I've not heard anything along those lines. The outstanding SEC investigation is another item raising my eyebrows. I don't know that Tullow can't use these considerations to wield other terms, either with HDYN, Guinea or both.

There are various possibilities I could ponder, of which perhaps none may be plausible. Still, as an investor I need to consider possibilities I can see. After all, there are probably many such possible scenarios that I'm unable to see.

That said, I reduced my position significantly today, taking advantage of the 89-90 cent swing.