Vivwatt
I have spoken to tho RG again and he is pretty sanguine about the whole thing
The political debate is very bloody but will calm down when the election is over in March....the Russians are trying to support the pro-Russian candidates. It is mayhem in Ukraine at thehe moment with different groups claiming different strategies for the oil industry. When it all calms down, UKR needs to work with Russia and needs to work with the West...a compromise will need to be reached.
They are trying to hold the Russians to ransom and the West......the russians get a new pipeline avoiding UKR in 18 months and, the west can slow down on UKR and help its neighbours
IMO, the level of discount on the shares taking in to account all of the holdings is such that long term risks are amply accounted for. There will still be short term bumps and scrapes but, as te politics calms down, so the discount will narrow. I think RPT will eventually take CNGG in a as a partner
and will get further rights in return......everyone needs to win from this
This even happened in thehe North Ssea in the 1970s - very big money attracts very hard ball.