Before you get too excited about the ARV deep drilling, you...

Before you get too excited about the ARV deep drilling, you should read the posts written on their pages. Many of ARV holders (I am a holder of both) think the deep drilling is a waste, is pointless, ridiculous.  Castigate management has having no idea.  Luckily some of it is to be funded by the CSIRO.  
KAI Announcements are few, and not that hard hitting.  It is not a great strategy to have your company, DEPENDENT on the activities and fortunes of other companies. But this is the market reality.

I think KAI will be a long, long wait. But worth it, in the end.