Giddy with reference to Vietnam, the current 3D seismic they are analysing is in prelim form. They are expecting the full data set in q1.
The prelim data in itself tells most of the story, the full data set fills in the gaps.
The drill/rig overlap may be because they are able to use a drill slot option (ie we take over some ones already arranged time slot as that company has a delay of some sort) should it be available at the time...just my guess but its not unusual when the 3 suitable rigs are already in the country.
NEN Price at posting:
23.5¢ Sentiment: LT Buy Disclosure: Held