Although the EGO stain should rightly make everyone nervous I'm betting here that the acreage might win before they can beat it into the ground. Even rent seekers like EGO can't screw things up that badly if the whole regioin goes through a true re-rating. NSE should give us a fair idea of what the future could hold in as little as 4 months. On any great level of success you'd assume farm-in partners would be comign knocking over the next 6-12 months. There are only so many cap raisings you can do in that time and it's easy to predict when.
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