I was speaking to Rob and the head geo for probably an hour. Didn't get any clue that an announcement is imminent (although it very well might be). They are just very sensibly running their own race with drilling ongoing.
The amount of regional cooperation that goes on amongst the companies surprised me.
These guys came across as straight shooters, and didn't do any spruking. Great guys actually. Very comfortable to hold.
Capital raising play, page-79
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