I agree with Rock's points, in addition on the positive side i would like to add that they are committed to what they do, with Jeff recently moving to Thailand and the new COO throwing out the underperforming drilling contractor (could have been done even earlier). They are also prudent with stock options, as someone pointed out recently, the options came after the release of the new discovery, not before.

on the negative side i would like to add a tendency to over-promise, and many times not living up to guidance. This was particularly true with the old volcanic reservoirs with missed targets and reserves writedowns. Hopefullty this is a thing of the past.

mgnt is fully capable on delivering on the exploration portfolio the have been building for years, and thanks to a very well timed and executed sale of L44 they have the means to see this through.