Thanks for the discussion. I'd factored in a lower number of...

Thanks for the discussion.

I'd factored in a lower number of wells based on what I'd been told, as well as being overly conservative w.r.t. changes in stated activity relating to a particular set of economic conditions that I believe might eventuate. Being overly conservative works for me since any surprises are usually on the upside.

On another note, one could always trade SEA, given improved liquidity of late and an obvious uptrend that mitigates risk.