Thank you, detective Dat for the AA contract clarification. I knew someone here would get to the bottom of it. Dan K could not "speak" for AA or Addax or Kosmos even though Jim L let the cat out of the "whoops" bag. Now we have the information right from the source, the contract is for 4 + 4 drilling slots, just like I summarized after weighing all the evidence. This gets Dan K. off the hook, so we do not have to bug him about this anymore.
Wonder if Kosmos must exercise the +4 wells option as a package or can they take up to 4 additional wells, one by one with certain advance notice? Don't know if we will ever get that kind of detail. EOM