As I read about Tullow's success in finding oil in multiple drillings, I wonder if some of the mid-size banks may be line for a Takeover (or a Strategic Partner) to provide a conduit for financing the sector. There banks include:
NIC Bank - Small enough to be tasty. Large enough to be filling. Subsidiaries in Tanzania & Uganda.
I&M Bank - It has DEG & Proparco as shareholders with loans from IFC thus it's a known entity. It is not a huge bank (lots of branches or customers) so manageable as a bank for growth firms & High Net Worth Individuals.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett