More than once I've thought that we're missing a big chunk of the story and question Tullow going ahead without communicating anything to their partners. More than one I've wondered if this whole thing is staged to accomplish what you allude to - to put Guinea on the spot and prompt them to make a declaration regarding the validity of the PSA.
I think they could get around the political rammifications simply by assuring Tullow and Dana's rights will not be impacted regardless of any findings, and that HDY's rights will be impacted if the Gov't of Guinea finds any wrongdoing. It would give Tullow what it wants, send a signal to the electorate that if anyone is guilty of corruption they will not get a free ride and send a message to the international investment community that the rule of law applies in Guinea.
Of course the complication with all that is the threat faced by Vale due to the recommendations coming out of Guinea that BSGR, and by default, Vale, be stripped of the mining rights. I think this is a very serious question for the Gov't of Guinea. If they want to attract international investment given past history, they need to assure a stable investment climate. Vale finds itself in a situation where, although through no fault of their own, they bought into a share of what appears to be an ill-gotten contract.
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