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MktMvn

01/26/21 1:15 PM

#4465 RE: Trip-Fontaine #4464

Kosmos discovery is not exciting stuff. Very small field step-out in a very mature part of the Gulf. More akin to Canoe than to Tau. It wouldn’t have lit any fuses. I did read on Rigzone news that investment in oil and gas is getting hot - lots of money moving in. Could mean new investor that hadn’t seen Gulfslope’s prospects made them a deal and is moving things along toward drilling something. I am contacting numerous industry people in Houston and hopefully someone will tell me what’s up. Or it could just be purely market activity with nothing on the exploration side. I will find out.