Luke,
Indeed, but I wouldn't get carried away about the gas column, it was expected wasn't it?
The real question is whether the fraccing is successful. The ORRI is certainly the best way to participate, esp if you like CVN's Thai assets, as we all do, isn't it? Success would mean quite a lot to CVN.
TSV punters are going to drive their sp up and down with trader delirium as they try to anticipate how other traders will read every snippet they are fed. Best to just ignore such unlevel playing fields as TSV imho.
EL
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