A prospective 400Mbbl is a strong incentive and Delek raising cash has no negative implied sentiment toward their actions planned (or not) with GulfSlope since they got their redrill settlement for their portion of the Tau1 cost anyway. Their size makes the GOM activities an insignificant rounding error but I don’t see them bailing on their GOM exploration plans
Same incentive but risk is reduced through the data gained on Tau1
Corvette hasn’t been drilled, if you’re thinking the Anadarko well, it’s possibly an additional development location if Corvette becomes a discovery.
As of right now, except for $1k inside, there’s a huge spread and no action. Somewhat positive I would say, considering the latest news