A Little PerspectiveJust to put the results into perspective a bit. Throw a dart at a 10 foot by 10 foot map, what are the chances you put it at the best location to drill? Maybe the results are better than some expected or worse, but you need more than 2 data points to draw credible conclusions regarding the commercial viability of this play. To all the overly optimistic or pessimistic individuals here, hold your horses. These wells drilled could be the best wells or some of the worst in the formations. It's going to take more time and more holes to begin to fully delineate and de-risk this, so patience is going to be needed. Even some "failed" wells provide information and some value, and by no means indicate what's across the entire lease.
One of the questions I do still have is are they going to drill any deeper wells for exploration purposes, because these wells are relatively shallow, and bit of a far cry to what was expected. But I'm still invested until a lot more data becomes available to indicate whether or not this play is commercially viable.