how low will it go?

One really has to wonder. I hope not to a level where NZO comes sniffing again, as I am not confident in their management. Going by recent experience though, PPP management isn't exactly shining either.

Still nothing final from Vietnam it seems; and will PPP at least get its costs refunded for the part of the project it didn't get?

I predict well#2 in Timor will be dry too. I always think it jinxes it for everyone else when they announce these exorbitant targets, as companies like OEX do. (not a very scientific approach of me, of course)

How much us in the kitty now?