thewednesday: I am more conservative in outlook. Personally, I shall be happy to see them drill within 2010 (things always seem to take more time than expected...) and not a further delay into the first quarter of 2011 (even though this would also not mean a "huge problem" either.
Agree with Derbon99 as well that CVN will put some heavy focus onto these drilling venues in 2011 and that the potential leverage for SUR is great.
Obviously, still a lot of patience required here.
wasa
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