very serious question, page-5

Thepinto, spot on. It tells us what everyone has been saying that "the market" much prefers the "sexy" drilling results to "boring" trying to get GSAs.
BOW have also had some CRs and MUST NOT ignore the fact that BOW is in the Stephen Bizzell stable of (ex) Arrow and Dart and his involvement is always a magnet to SP rises (?)
SB compared to RJ is like chalk and cheese so far as PR work is concerned.
NOW, is the acid test, will the Tortoise analogy still come out on top? I posted some weeks back that ICN is doing the opposite to what all of its "peers" are doing and their respective market caps have also been the opposite.
MUST also not forget that April 2010 ICN had an absolutely disasterous article written about it and the MOU in the AFR and ICN has never recovered. Its market cap then was #325 million.
So, the MOU and the AFR story tend to distort the comparisons between the two companies. I have held both throughout that period and "expect" them to end up at least equal when ICN starts to prove up its reserves, which, as you know, I am extremely confident that they will, starting with Lydia. A $30 Billion GSA for BOW would certainly change that thinking, but, I thought that the comaprison between BOW and ICN was a classic example of opposite philosophies and the "market's" sentiment to both philosophies.