The problem for me is they are trying to reduce risk, but they are going to reduce the reward to do it. High risk, high reward. The JDZ/EEZ pays off or it doesn't. Moon shot or bust. I just am not confident current management can make the move accretive, and if even if they do we will be trading down in risk(good) but down in reward(bad, imo). I am here for the big asset play, come hell or high water. Not really interested in "marginal fields". Like Midtier, I don't want to share the big assets, even to reduce risk.
db