CVN 0.00% 16.0¢ carnarvon energy limited

John,Good to get your rare visit here.Might be a little early to...

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    John,

    Good to get your rare visit here.

    Might be a little early to call it the biggest onshore Thai discovery imo, however I wouldn't rule it out, and I like your northwards suggestion, with that fresh SRB to tackle in L33.

    Actually I was pleasantly suprised with the SRB take for FY 09.

    The underlying story hasn't changed, but looks like the newsflow story has and for the better again, and it is the newsflow (not just the reserves) that drives these juniors/midcaps.

    EL
 
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