While we all question Lori's ability and future plans it appears that Lori keeps executing her plan right in front of our eyes and most of us cannot see the forest for the trees.
Lori is doing deals with others, eliminating her upfront costs of drilling and still controlling her ability to make huge profits by sharing with other companies. It's a great plan and should reap great profits for SLI now and in the future.
She keeps Tesoro out of that sharing because she knows ......something? In fact she's stated she will not share at tesoro in her interviews.
So here's how I see it once again...Havilah announcement first and then the drilling reports start pouring out. And then? Hold on for the ride IMO. JW