You must have seen red (ink) when you read my post. The long term situation will be what it is. However many posters are in anguish about the short term (=today) selling price of NOT. My explanations are simple. Money will move to producing and in-development pm plays in preference to promising mixed resource plays. The majors are interested in resources that can produce cash flow with five years with minimal capex. As explained earlier, I was in the process of rebuilding a longer term position, and this is a short to mid-term setback. Without a Resource, NOT is not yet a marketable pm play.