>Can I ask where this info came from? I don't recall seeing anything about a two-year moratorium. If you are tying this to the data room in June 2007, it is my understanding that XOM did not sign the NDA until the day before the AGM in Sept 2007 (17 or 18 - I forget) and I never heard of MOL signing one.

Well, going only by memory, there were maybe 6-10 interested parties wanted to see the data room. They all had to sign an agreement to certain conditions, one of them being this 2-year moratorium on Falcon stocks purchase. Exxon was one of the parties. There is no evidence whether MOL participated in the JV biddings.