mmm... tony is primarily a numbers and trade guy. he's originally an equity analyst by background.
smi is a drill bit play - so Tony's involvement to me doesnt especially change the prospects for success
not to say he isn;t quality in many ways. but basically its about what core comes out of the ground - and rarely do even seasoned driller directors really make major differences to those outcomes.
though occassionally they do with groundbreaking geo structural interpretations
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