No, have not spoken to Kip lately.
SHY should start out-performing when they drill the new well in July. Given its location on Allen Ranch property (next to Newfield), striking a good size well appears pretty much assured.
But here's hoping Kip gets that 2nd drill rig with a "good" crew... This is of utmost importance. With 2 dedicated deep drill rigs and good crews, then SHY should be a good long term hold, especially if SHY retains 50% of NW Speaks, is the operator, and strikes at NW Speaks... That's my hope anyway...