Always worrisome with NI pumping these things....but, it's a big basin that GLV have, so could be anything down there.....BUT, for them to make money, they need to convince someone to farm-in, which is the hard part unless the 3D seismic is super compelling. It's a gamble imo (albiet, you might make money in a 'pump' at these levels....but so will NI....).
