Well, then Jim Voisin's current focus on La Yesca makes much more sense to me. I knew we needed the cash flow, and I knew the Mexican properties had merit, but the ROF wasn't going to drill itself and I didn't see a lot happening.

With M&A rumors rising in the ROF, larger players jockeying, and infrastructure development looking pretty much like a 'given' now, project economics and ownership will probably be changing quite a bit over the next year or so.

If he has cash flow, uncommitted spend, and about a year to get to 55% regardless of M&A's, then he has room and time to be strategic as ROF events unfold. I've no idea how big a patch of blue sky that amounts to - but I like it. :-)