Tree makes compelling case on SHU.
Could be anyone but Exxon. Tree's case is sound, but far from compelling. If any of you were in the room, I would place a friendly bet against Total. My bet is JKM.
I'd be fine with Total.
If you haven't been to SHU to read, you should!
Total would make alot of sense as they have leases surrounding the IOC holdings. On the SHU survey Total currently is in 2nd place in the running as the IOC partner a little ahead of XOM and trailing JKM. FWIW
Sentiment: Strong Buy