This thread is intended solely as a place to discuss analysts' notes on SOCO.
Regarding Kenobi's question about why we aren't producing 60k in total, when we know that can be done, I suspect the answer may be as mundane and irritating as insurance on the FPSO.
That had been my assumption, but ES appeared to say this wasn't an issue, and that there were no issues other than oil in the pipe, when I asked him about it at the end of the meeting - it was a very quick Q&A, as he was being called away to the board meeting. I will see if I can find out anything more.
Peter