aqutau
my view is that posts have gone dry as its not worth posting anything. mostly its extremely negative.. interestingly you are also negative on the play and believe that it appears the operator is unlikely to get anything worthwhile from the sugarkane.. which operator? TCEI or Conocophillips? btw ever thought if one of those two are not paying a cracker for the wells?
plenty happening in all the counties, chalks wells happening all over the shop. pioneer have considered the play imho and have designed things accordingly.
Conoco's bordovsky well is about to spud, and that means the land to the east is potentially as prospective as the west.. or are we in the best spot?
you mention kunde 3, not a sniff of oil or gas there you say! wow, big call, and so different to their experience whilst drilling! my money is on you being wrong there! its about 500 feet from kunde 1.. and you saying an outfit the size of conocophillips wont be able to get the well fraced. huge call there!!
interesting you fail to mention baker specifically, which is the next well to be tested, which like kunde 3, also tried to flow whilst drilling and being hit with massive mud weights.. my interest is in the near term results there.
just curious if you have conisdered any view on what type of frac they used at kunde 3? and why it failed? maybe theres more to that then them wasting millions on leasing out 3 counties and drilling wells into a bone dry formation ; )
the jvp is waiting.. nothing has changed.. but plenty happening in the leases and conoco have plenty more wells to drill..
patience is required in the O&G game.. and this one needs 10 times the usual....
all imho and dyor
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aqutaumy view is that posts have gone dry as its not worth...
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