BVE, thank you for your thoughts. One correction per the transcript on Seeking Alpha is that the Polvo drilling costs will be R$35 million per well, nor US$.
I think you are too hopeful that the 1Q CC will be any more revealing from these guys. I thought they were good at not answering the questions with any new information or insight.
They did not address the status of selling 30% to BWO, which raises the question as to whether it will happen or not. Is the daily decline in production from last year a deal breaker?
But you are right that, especially if you have been here for a while, it is not practical and too pre-mature to sell now.
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