salinas valuation significantly higher, page-11

Ricky, when did Analisse produce her NSA valuation? There have recently been some announcements which are very significant to the valuation variables: the appraisal of the North Lobe, the low cost of the horizontal well, and high initial flow rates (including some gas) from it. I wonder if she has looked at her numbers recently, would be interesting to know.

My top two holdings are SAE and, a recent aquisition, CPN, which I believe will also be worth over $1 by the end of the year.