Riz,
Not ramping? all facts?
"You won't be able to buy at this level for too much longer."
"You either believe in the Phoenix South prospect or you dont."
"Thailand + cash in the bank is the back up for current SP."
Just your final para.
Not sure how you can predict a sp takeoff as a fact, seriously "believe" in a prospect as a fact, or value the Thai assets so much higher than the market or most here would as a fact.
As for Roc, it"s hardly part of your "ONE DRILL", and is contingent.
Me thinks the facts were actually half truths and opinion peppered in a ramp.
EL
buying time or miss out, page-10
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