so from the article it's clear to me that shale results in the Cooper have thus far disappointed while coals have surprised on the upside!! That certainly makes a change from the days when all anyone wanted was shale in the portfolio! When I think how hard it was for DW to sell the STX (Cooper coals) story in the early days, he surely has a rye smile on his face when he reads this!
My only other observation. Davenport presents BPT with a real dilema. They want good results but not so good that it puts their shale assets/deals in the shade.....hmmm
HC
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