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Casey,

You always knew the good'uns. I agree about NE, It's my only holding in the space other than my new little RIG position, which is a spec...since they got hammered so bad and they are in Zug now, where the tax bite is under control.
SDRL is one that we

http://www.mpmaritime.com/seatrade.php

are close to since the management of the group are among our investors.
But it isn't cheap for the moment.

Anyway NE is a winner.

best wishes,

jz
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