I thought the quarterly read well, clean and to the point without any hype. They are going through cash at a decent pace but have enough for over a year at the current rate.
The planned 16 wells by mid 2010 should be enough to give an indication of what they have.
I plan to increase my holding but won't rush in, I think there's a lot to like about them but they'll probably take a while to be recognised by the market.
