My money is on Haliburton.
During the AGM TB mentioned that SSN had been approached by a company back in Feb. I spoke to him afterwards and without wanting to compromise him i asked 'Is the potental JV partner a really, really big company?" His answer was yes. It could be CHK but i just don't think that helps in getting frac crews and drilling rigs to unlock the 16,000 acres (aiming for 20,000).
It could be several others as well but my guess is HAL. They have done this before in other plays and are very aggressive with big plans for onshore drilling. I posted the link to the latest conference call in a previous post. Check them out, especially from slide 42. Very informative. The downside is SSN keeping control of their own agenda.
Good luck all.
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