BB,
Nice post.
Facts, conjecture...followed by disclaimer. Really put it together well IMHO. You didn't try to cram it down anyones throat...just offered it as a possible senerio. Damn nice post.
No way to prove or disprove your senerio...but who cares. It was a interesting senerio.
Personally I'm not so sure that I don't believe what SEO said...that he has spent so much time and energy on ERHC that it was time to back away and spend more time on his next ventures. Could be that ERHC is secure with its rights and now it's time to let those rights prove themselves out. Not to say that he won't pursue additional assets...and maybe, as your conjecture eludes to...in the delta region. But he was on a mission to make this all happen with ERHC...and it happened. Predicting whether CVX becomes involved with ERHC is like predicting the weather...anything can happen...or not. That appears to be your take also.
As of now, I am perfectly satisfied with our current potential. If even bigger things develope...so much the better. I suppose that neither of us will actually count on it...but we can always dream while we wait patiently.
Again, nice post. You put some real time and energy into it. SEO would be proud of the effort.
Badog