from the quarterly report, page-8

OptiontraderMGR
This is a very quick and rough calculations. I believe the market has already factored in around $100 million for the Vietnam and Indonesian assets. So if the current SH's and KC believe we are worth Billion plus, market thinks the commercial success of these wells are 10 -1
Current scenario
Shares 552 M
Cap $182.1M
SP $0.33
CA asset value
Shares 552 M
Cap $82.8 M
SP $0.15
Like most shareholders here we believe in the Vietnam story and have done just about enough research to get a Phd on NEN. Now it will be up to the drill results.
I wish everyone ALL the success.