I originally became aware of RECON through a former co-worker - I worked with him back at S&P - I was a senior consultant with Standard and Poors for almost a decade - doing research, breaking down the 10Q's and K's, working with finance subscribers on how to use our software to get the data needed, etc...
This research report, or one similar, with estimates of the basin size, is what had caught my attention...
"the Kavango Basin represents a potential 120 billion barrel opportunity, as confirmed by world-leading geochemist Daniel Jarvie."
But anyway.... just thought I would let you know about it - and the oil/gas sector becomes more and more of a puzzle everyday - for many macro-econ reasons.
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