well analysis; where i went wrong, page-14

NEN should:

- tell the market CO2 slugs. Mud log is highly uncertain but anything above the background reading is highly likely new gas entering the system. Co2 slugs can be treated as gas slug for it sensitive information.
- wireline MDT results. Was there gas sample recover and what was the content.
- even if only 10% chance of commercial natural gas, the company still has very good reason to spend a furthuer few millions for DST given they may have spent 10 times of that to get thus far. howver, they must tell market their approach.

Would we have a better chance to evaluate the investment in this play. Yes but unfortunately.