Now that I have finished buying (a lot earlier than expected) I dont so much care about what I can post. Earlier in 2013 I attended a conference. I was surprised NEN did not release to the ASX, nor post on their website. Perhaps they did and I just missed it.
Here is the link:
http://www.openbriefing.com/OB/Neon-Energy-Limited/2013/3/5/Excellence-In-Oil-and-Gas/1002.aspx
This is MANDATORY listening. However if we focus first and foremost on B105 you should listen from 9:29 AND take careful note at 11:20 onwards. Then go back and listen to the entire presentation.
After NEN came into possession of the IHS information on DF 13-2 the composition and deliverability risks were effectively mitigated (later on the 2013).
And some said I went too early :)
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