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Re: DewDiligence post# 17754

Monday, 12/24/2018 8:03:22 AM

Monday, December 24, 2018 8:03:22 AM

Post# of 29304
Re: HES

The border confrontation between Guyana and Venezuela is problematic… I am also concerned about the political situation in Guyana… The government received a no-confidence vote last Friday (Dec 21, 2018) and there have been suggestions that some of the leaders in Guyana believe that the original arrangement with Exxon needs to be renegotiated.

However, I still believe that HES is a reasonable hedge against a possible disruption of oil flow in the middle east.

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