i hear you arlberg but NEN will not be drilling their Vietnam...

i hear you arlberg but NEN will not be drilling their Vietnam interests until 2012 and I believe the SP will be a lot higher than todays price when we come to spud their first well over there. Factor in positive news from NEN's other block and some success from our neighbours and who knows where this could go. BUT yes, it could flop on a poor first well, but as I have already stated that is a long time away.

cheers
BM