"meaning the news will move it a lot, as hasn't been built in at all"
Thats why I wanted to confirm (HQ expectation) of Pierre spud timing. By then the news of the first EFS well will have given the SP a new foothold around the 2c mark or better, then Mississippi for what its worth, then Pierre etc (3 wells one after the other would be great), then the other 3 EFS in sequence (possibly even concurrently if Petro/Halcon overlap spud)
I can see a tight sequence of events in the near term sending this into orbit.
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