Dana, production growth a certainty

wan,

I would guess that Sibir's exit route is also to sell out to the Russians. Certainly they might be a buyer on the cheap, but I don't see them paying a decent price. Similarly, I don't think the Western majors have any interest left in Russia, especially after BP got stiffed a couple of years back. And I know that Soco were happy to exit, even though they didn't get a great price.

By the way, isn't the Ujung Pangkah asset the same one that Premier sold a big slug of last year?

The way I look at it, Mauritania is the only good asset that the majors might want - otherwise it seems a pretty unfocused rag-bag, if one leaves the North Sea out of the equation.

rgds

ee