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Hey Hunter,

I don't think you should worry about any of the recent news at all (my
personal opinion), because Chinese companies always deal very
diplomatically with foreign business partners. Even if the worst case with
Ye, those in the U. S. would not be impacted at all and i*n fact it will
present a great opportunity to gain, *both in terms of doing something
meaningful, rewarding, as well as for realize substantial tangible gains
without make any noise, if done rgiht.

In Chinese literature, there is a poetic saying about "sit still, see the
rise and fall of clouds." I think right now is the time for that, to wait
on the right timing and to keep observe and evaluate the situation before
anything else.

Further, regardless of what you decide to do with the current situation, as
a friend and a professional with the interest for doing deals, I felt that
you should *continue to pursue this investment thesis on natural gas*,
regardless of who do you want to partner with and work with in the future.
This will continue to be a great theme. But not with the Monkey Island
group, especially when there are way much quicker way to make profit and
create win-win situation all around. I have wanted to tell you about "if I
were in your shoes here are the stuff I would do..." but I'm scared to tell
you because I'm afraid whether you would tell other people that I would
prefer you don't ("sell me"), and whether you would have sometime to spend
with me and not take what I say the wrong way...I really hope you could
find the time to talk to me and be straight forward with me....there are
just so many thoughts and ideas in my mind, and they bounce back and forth
in my mind faster than i could write