This was so obvious I thought OBL were using it as a negotiation...

This was so obvious I thought OBL were using it as a negotiation tactic with REY or running out the clock on their own farm in talks (with the bad luck of oil macros tanking at the same time).
I've said several times now that I'm unsure why anyone even sees this as a bad thing given REY have more cash and have been more active. Why shouldn't they have a turn driving the permit? I honestly don't see what people had against it given the immediate history... Has to at least be 50/50 a positive from a $1.1M mkt cap.