ROC 1 Well Thread Spud Nov 17th, page-16

Same old Mexican standoff on CVN now at 12c vs 12.5c.CVN still seems like a standout bet at 12.5c, yet still there are sellers or parties wishing to part with their stock at this level. If a monster find is confirmed (or even the potential) the current POO really shouldn't affect the price of CVN as much as producing oilers as it does at the moment. Look short term for the oil price as good it as it would be to have US shale out of the biz loans of multi billions of dollars not being paid back will possibly be the catalyst for another GFC of some desciption ? (Not just oil but all highly leveraged commodity coys). Commodities ATM have been have been revalued to what the world community can afford to pay, not what they they need to keep a lot of players solvent. At the end of the day If it all falls over again (circa 2008/9)more QE, more creative accounting and more debt passed to the little guys or the public on mass. Apologies to all for my 10 beer rant but CVN holders as a general rule seem to be more adept in considering arguments and giving a considered responses. GLTAH and wait to the DT's get on us after positive results, it may well provide a free carry to some of us.