Thanks Shneveo. That article encapsulates the logic that I'm...

Thanks Shneveo. That article encapsulates the logic that I'm following. I can't see any reason whatsoever to sell out ATM, but until the bonanza results are released there is obviously st sp risk.
I guess it's conceivable that the current bonanza drill results might be below expectations, but this in itself doesn't destroy the logic of LT investment in IDC, provided further drilling continues to expand pp resources...