I actually agree with looking at international plays as I have recently purchased one and I'm looking at others although unlike you not PTA as I don't like the idea of of basically a BILLION shares FD along with the geo risk of operating in Columbia. So while netbacks are important the amount of shares out and geo risk (amonst other things) are important too.

PS- If you don't like the netbacks then please do move along.

Lastly, if you've already decided you don't like SOG why would what I say matter?