You can believe Dick Nemis as he will never come out and lie to anyone, in my opinion! If he said we do not have E4 then you can be certain we do not have E4. It is far more likely our friend from Holland is getting only part of the story or some confusion exists.
I do not believe Nemis would ever deny the existance of a big hit at E4. If a hit was made and he was asked he just wouldn't answer or change the subject.
Some confusion is injected by our friend from overseas and a good bit might be due to language as well as fuzzyness from his sources. There is excitement but it's a bit up in the air as to why and where news is coming from. Noront certainly has a good bit of drilling finished we know nothing about yet so my money is on them rather than any other player in the ROF.