Tui,
you never know mate :) you just never know. Its true that VPE got very lucky with the gas and that saved JK somewhat. But JK seems to be focused on the western oil fairway more so than the gas (jimho). My speculation regarding a VPE t/o of ITC stems from there.
Eitherway I am betting that ITC will be gone by Christmas or Q1 2010. I dont have enough though :)
cheers.
DC