Since I'm not able to get your opinion, I'll give mine.
They have stated that they are changing their focus to start drilling more wells on the Owl Creek trend, relatively near the Collins Hemi#1. This suggests to me that their contract for 10 wells might now be used for these wells, instead of, or at least ahead of, drilling new wells on leases nearer to the Weseloh/Driskell, etc. So then what? They can't just put on a blindfold, spin around ten times, walk 50 paces in the direction where they stop spinning and say "Let's drill here!"
They're likely going to have to go back to that shipping container full of reports and data, and go back over their maps and all their information to get a more precise understanding of the Owl Creek trend, with the goal being to pick the best possible locations for the additional wells.
I'm sure they have to take into account things like other utilities, ground water locations, and other property considerations, etc.
In other words, they are going to have to step back and pause for the moment to have the best chances of coming up with more wells just like the Collins Hemi #1.
We shareholders, even though we have constantly heard "This takes time", are going to have to keep hearing "This takes time"... The oil and gas business does not operate at internet speeds. They don't have a bunch of elves that go out and get miraculous amounts of work done while everyone sleeps. They've got to get all their research done/redone, and then move on the logistics to make it all happen.
I don't figure "more patience" is exactly going to make shareholder's day... but if they can refrain from being short-sighted and realize that this necessity to carefully choose locations is what is going to enable Hemi to have several more wells like the Collins Hemi#1 (probably not all wells in that area will be, but several of them are most likely to be), they should end up better off for their patience.
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