On the plus side we are now higher than after the duster at WB-1...

On the plus side we are now higher than after the duster at WB-1 so i think all things considered the sp is doing very well.
As regards the license to increase the bopd from nse, i think that in the envoirenment we are in, that the market should react in a positive way as more oil and thus profit increases for cvn. Certainly dont share some of the negative sentiment, despite the negative general market conditions.
This year it will be more important in stock selection if you want to make money, but i certainly dont think that cvn should be classed in the spec would be types .
All in all i still believe this is going to be a good year for the jv.