hey gump, good to see you.
wish I had a differing viewpoint, or at least some info that would mitigate this awful mess...
I think we're on the wrong side of the oil fairway, otherwise, all the other drillers would have been humming on our side. we use these "pros" to analyze and re-analyze the 3D....what hogwash! They can't tell oil from water for goodness sake! just have a monkey throw a dart at a map. do these 3D pros have skin in the game? maybe that would keep them honest.
you're right, and I've been saying this for years...mgmt will wait till the 11th hour to drill...period. Nothing to do with world economics, just a date on a calendar.