nothing has changed, page-21

Groucho, agreed the big money is in Vietnam, possibly Indo. With roughly 150MB net to Neon from each of the Vietnam wells Neon would easily be a mid tier oiler assuming success on one well let alone two.

CA projects like NSA, Glau, Eddison and Taft are all small contributors in the range of 10-20MB collectively if they all happened to succeed. PV while still a contributor is on a larger scale with potential previously noted by the company at around 30MB for the entire PV area. Paloma could be similar but theres still insufficient knowledge as to whether it will be significant or not.

In any case the CA projects as they are currently known are unlikely to exceed 35% of a single Vietnam well.