So, Mr. VanWilder, what do you think it means?
1) Is the gas monetization agreement going to require HRT to invest $200-300 million into the pipeline, which is the reason for the urgency of July 31st?
2) Is drilling in Namibia such that there's no oil in Baobab?
3) Has Credit Suisse backed out of the Polvo financing? Have they determined Polvo does not provided the cash cushion they expected when the deal was agreed upon?
4) Did Rosneft inform HRT that it won't exercise the option to buy the 10% of the Amazon subsidiary that HRT expects to happen next year? Or make any "performance bonuses" based on current Amazon situation?
5) Has HRT determined that there are no more farm-ins from third parties likely with interest rates rising?
I think, and hope, it is the first as it seems the most critically urgent of the projects. If so, it means there is a real possibility that this agreement with PBR and Brasilia will come together, even if everyone needs to share in the capital costs.
Some clarification, i.e., transparency, from HRT would be appreciated come Monday morning.
