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Re: Krombacher post# 206392

Monday, 03/22/2010 4:24:14 PM

Monday, March 22, 2010 4:24:14 PM

Post# of 361665
Krom, I think you are on to something on Total vs. Chevron.

Do you remember back in the ancient past of about 3 or so years ago when the speculation was all about "Block 1 is not great but the geology probably indicates the real stuff is in block 2"? Tons of ink were spilled at that time on this bulletin board. A lot more information is now available about our blocks after the drilling.

Now IMHO another interesting point is Gandur, who is Swiss, but likely speaks French like a native. Is that all he likes about France, or does he like French companies like Total too? Maybe, just maybe he had a little discussion over an aperitif or two with some of the Total Big Wigs?

I share your conclusion that Total has a whole bunch of info on the JDZ and used that in arranging the deal with Chevron.

Time will tell and prove you bang on right.