my take on the situation, page-54

What is happening is unnerving. I have lost all sense of what will happen from here. But I was never going to sell pre the result of the drill, regardless of whether the sp went through the roof ... or through the floor. Of course I expected it to do more of the former than of the latter, but the direction of the movement now means little to my plan: I'm here for the gas that's been sitting under the rock for eons.

The bet was always on whether or not there's gas, not on what the price might be pre the drill's completion.