$11M Capped NES is Hunting the Next Tropicana - Drilling to Start in Days, page-11

Thanks for sharing your views.

the way I see NES is that we are in a low sentiment cycle. As you point out, Adam is not willing to wait and has taken a path that most will not take. Many, early this year, we’re expecting news to flow, myself included. However weather etc has hampered this. People are bugging out, but the core support I believe remains strong. Sentiment will improve as the strategy starts to play out. Latest announcements and interviews make it clear that drilling is happening right now for NES, while others sit and wait for rig availability. Core sheds must be filling up, and the long awaited regular news flow can not be too far away. A few nice results can prove the bold strategy as being correct, and those selling at these crazy discounts will be questioning why they let their patience get the better of them.