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Sunday, March 07, 2010 11:40:08 PM
In my opinion, we are going to know in short order that we hold assets, on the order of Arrow. We will know about our Apko fields in the JDZ, as long as SNP shoots straight on the announcements.
We should, IMO, demand Arrow's market cap sometime near the announcement of favorable drilling results and forward guidance.
I think the JDZ is several Apko fields, and we have not, ..... yet, even checked out what's below the gas caps.I suppose then, we disagree.
And, our other trump card is the EEZ which may equal ( on an equivalent basis ), Arrow's possible reserves in their coal seams, especially if our Pre-Salt comes about.
Be well.
Red
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