So in theory a positive catalyst could also be in the form of a decision to develop balay further, LM5 or LM5/6 development, and LC development. b/c i certainly see this being the 2013 focus. Current cash flow would not support moderate to large scale development of all three, or two of these fields. Sonny could simply recommend a 5:1 roll-back after the 2013 budget is created. A roll-back wouldnt be the "end of the world", but we would more than likely see a downward move, and a slow recovery in SP. Most (not all) roll-backs experience this. All IMHO people. Cheers.