Seadrill Partners LLC. (fka SDLPQ)

[jugs]

Thanks, Pete.Something I find interesting is that it is not easy laying out perspectives running contrary to popular sentiment when you dont have a position. It becomes so much harder to know deep down that
I am being fair to position holders as well as the company itself as a prospect.

The Ghana unplugging damaged HDYN, I am convinced. Before that it was Tullow worming out. I've seen big deals hinge on a handshake in the oilpatch but we don't often get to witness the backsides. We just did.

There's still room for more of the unexpected. We've got to keep our guard up on these ultra high risk plays and not be caught asleep at the wheel.