RE: PAPATHEPUMPER smb or TPN? IMO both are still overvalued, being a long time AOi and before that lion etc shareholder, shocking how long these deals take to get to drilling, chances are both these deals will get cheaper by christmas, though i read on afren board that there may be a jv with tpn, which would be a good thing and a reason to buy the tpn, once drill horizon is clear, not sure which major if any will get into bed with SMB, fact they do not have the funds to go a whole lot further down the road,