my take on the news1) caney wells are fine and will clean up to be decent producers
2) t zone thesis will require additional science to determine optimal drill/frac plan
3) the fairway for PUD optimiztion is valid and will result in accretive value.
Practically we will get a bump on reserve report for PDP value and a significant bump on PUD given the spacing of caney wells now established
T zone reserve will be in 2 or 3 P and will still be significant the oil is there.