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Sunday, May 31, 2009 7:30:18 AM
So explain ...
the JDA Cheif stating BL 2 is earlier
JDA telling Mark BL 2 is earlier - PR guy
Barry Morgan reporting Sedco - he always gets 2 sources to confirm - BL 2 is earlier - could be PR Guy + 1
Even Addax stated as a major point of reference in their PR that drilling will be earlier than anticipated in 2nd Half
Is Sedco 702 not happening? Are the JDA making this up?
All sources suggest earlier drilling
We know the JDA is overly optimistic and often wrong - but they went out of their way with specific details of newer drilling info.
Your source still sticks to the older time frame?
Addax speaks several times this month - including Tues. AM at 9:40 AM EST in NYC - see this link -
http://www.wsw.com/webcast/rbc102/panel8
either way - we will know more soon
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