I have been one of the ones contiually dissapointed after selling and am becoming increasingly unsure before buying. I think SFR it to fresh in eveyones minds and AQR are being over rated.
If they are going in with two rigs to drill the 'core' why did they not do that in the first place. As far as I can tell there has been no other information on the location of the newly targetd core zone other that the current drilling results. Considering this and the percieved size of the system, I find it difficult to believe the next round of drilling (in a few weeks) will provide the results that seem to be expected. The 'two-rig-now' approach may have more to do with the options expiring at the end of the month, regardless this one seems far from home.
AQR Price at posting:
47.0¢ Sentiment: None Disclosure: Not Held