Ann: Hydrocarbon gas recovered & evaluation program forward plan, page-394

I get the frustration. I’m there too. But I also understand Scott deciding not to hang his hat on this sample to surface as *the* discovery to broadcast and market. Think about how much scrutiny IVZ is already under. Now imagine the way IVZ would get roasted if they tried to come to the market with residual HCs as their much-anticipated discovery.

I am admittedly nervous about the ST’s odds of success given we are now 0/3, but we really don’t know what’s happening on the ground and just have to place our bets and wait for hindsight. It seems abundantly clear there’s a lot of very juicy HCs in the ground waiting to be brought to surface. I am holding till they finally figure it out.