You need to do a bit of research on OEL, who also have a large area of the Philippines (with one SC right next door to NDO's prime, and closer to Murphy's megas off Borneo) + Gas in Turkey and Italy (Turkey to be drilled cheaply very soon), and are bidding on Santa Rosa in Argentina.
One thing you will like is the OEL issue...only a bit more than NDO's jv partner in SC54! Their slightly smaller share of Galoc will provide a larger EPS than NDO's...but each to his own I guess...no harm in owning both I think!
ndo or oel, page-3
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