My previous comment was tounge in cheek however, I enjoy your posts as they are informed, substantiated and with a qualifier. Hence, for me your comments carry creditability.
Incidentally I agree with the Paloma position. With Vietnam the price will spike with the drilling and I have no doubt that we will do nicely just with that prior to finding anything. Whilst I take onboard the wildcat and 10% probability across the industry, there is some confidence building for me given ENI and NEN, moving into the adjacent blocks and that ENI would have done their homework as well. All in all I am more than happy with where we are positioned at the moment.
NEN Price at posting:
39.5¢ Sentiment: Buy Disclosure: Held
