Agreed. Tullow and Dana have no real incentive to drill in the current environment, capex constraints, and cash-flow concerns. HDYN still has it's back against the wall and, unlike Tullow and Dana, cannot afford to lose/write off the concession. It appears the potentially much lower drilling costs are not enough to outweigh other considerations. And Dana has already taken a hit from the Sabu-1 fiasco. Big mess it is!