Cujo,
I re-read that bit about drill info a couple more times to try to make sense of it. If you read the whole paragraph as a whole it can be read 2 ways imo. If this is in fact an email from FAR then it was in a hurry but could be insinuating that they have no idea what will be in CNE QTRLY and nor should they. Granted not very well written so take from it what you will.
In other words not expecting PE info but drill info would be good. In other words they have no idea what a jv company would put in their qtly.
SC
Email from FAR, page-11
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