RE: just starting....They have 2 sub basins already defined with the ground GEO work , hopefully the air survey will confirm these, as this is where stan has said they will start 2 drill. It seems like smi/swr have a great advantage over the rest, with the exception of GXS, because they are really doing their homework, and not just sticking drills in the ground. The summer could be very exciting, especailly if Nat gas picks up and commodities in general are in an upswing.
GLA and always do your DD