I remember watching one of those poorly disguised paid advert...

I remember watching one of those poorly disguised paid advert "interviews" on some business YouTube channel....David did mention something about something out of left field potentially brewing behind the scenes. Didn't think any thing of it at the time.

As far as getting two wells drilled by the end of the year. The only way this happens is if there is an excess of stacked rigs sitting waiting for work. There is no way they have booked a rig in without a scheduled spud "sometime in Q4 maybe....depending on stuff and things"

i would almost be willing to say there is exactly 0% chance of that happening.