Hey Danimaux, nice to see you! (not that I show my face much...

Hey Danimaux, nice to see you! (not that I show my face much here either). SoA is not yet a waste, they will still run logs and gain more info than they had before so that the next attempt is more successful. There is also the outside chance of a sniff in non-targeted units. It puts more weight on Defender producing the goods, but seriously, with OzII and Gretel spudding now, SSN and her shareholders have plenty to be looking forward to in the coming months.

Also, you say the stock keeps falling. It is more of a sideways drift with a slight tendency towards dropping due to a combination of delayed results, Euro debarcle and general fragility/volatility in the world. Unfortunate but to be expected, and really not that bad given the current macro climate.

With your other plays, I reckon you are approaching a technical sell on one, though the other has had 2 very strong days.