let the games begin!, page-70

No michael i have repeatedly said it has huge upside if it all comes off.

Heres a few examples why you need to be cautios about just listening to one person and have balanced discussion.

Your no1 poster states this about AZZ when they where doing thier first EFS wells

Quote
in no way it conclusive that the rock azz are in is going
to behave the same as the rock petrohawk are in..
End Quote

Yet he has constantly held up TXN due to its neighbours well results

AND
Quote
sure petrohawk are pumping it up, but they have something
to pump up.. they have wells with production.. some with
high ip's. and very silent on their failures in the field..
End quote

When he was telling people in AZZ not to count thier chickens

And
quote
i am concerned that anyone reading the announcements by azz
may actually believe there is some amazing production about
to happen,, imho you prove it first, test it a little,
(like adi) then you blow your trumpet a little if its
looking good..
End Quote

Yet apparently everything TXN managment say is gospel

This is why a balanced rather then one sided discussion is necesary, beacuse many posters simply cannot resist the urge to post overtly positive on the ones they hold and negatively one the ones they dont.

I reiterate for you one more time Michael - im NOT saying TXN is doomed or unsuccessful or anything like that. Im saying imo its very expensive for the relatively small amount of evidence we have that it will be successful, relative to where all its peers where priced.

If you look at SEA (which i dont hold) it has soooooo many fantastic results already and its marginally more expensive then TXN with almost 150,000 extremely high quality acres and some flow rates exceeeding 3000doepd in the Bakken Shale.