ctb.... could it be that they go ahead and get the drilling done, thereby "proving up" the reserves(building the assets)
without being in any rush to get short term income by putting
output into distribution. I mean that some current income is fine, but the emphasis (IMO) is on building up the salable assets when the next crisis makes the assets even more valuable.
This is all guesswork on my part, but this could explain the
infuriating(to the traders) situation we have now, product that is Sooooo close to ready to sell, or maybe is selling in dribs and drabs,but nothing to move the SP, just an occasional "teaser" PR.
We shall see.
GLTA.
