Fatpizza
Lol. What I'm saying is that Toby's assessment of risk and opportunity was a bit lacking. If I said he was comparing apples to bannanas (given where the price of the later is going) it maybe a fair enough call. The points he makes are useful, however, in that they prompt further research by holders and thus help keep the market sober.
In truth the market is probably blinkered on niobrara prospectivity and SSN's likely sweet spots. Other players have similar or better guestimated reserves in plays where wells have a much higher actiual or perceived failure risk and/or no pre arranged drilling capacity.
cheers
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