The story hasn't changed.. they are in the process of monetisation. All I am saying that any non HBP drilling they now may do ( only Bruins needs a HBP well ) will almost certainly be more based on strategic decisions relating to 3rd party drilling affect on BRK acreage than anything else. BRK will not engage in wholesale development drilling of the DSU's... unless they change their minds for whatever reason, and then I am certain DP will state that now the primary monetisation pathway is full BRK development
In the meantime, do shareholders want BRK to become static, cease all SWISH activity apart from more acreage acquisitions and disregard any effect 3rd party drilling may have on the BRK DSU's, just because they have said the main priority for monetisation a sale of the PUD's?
I think not.
Cheers
Dan
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