I disagree PSI that you have nothing to achieve by speaking with...

I disagree PSI that you have nothing to achieve by speaking with management. As much as they have to be very guarded with what they are allowed to say, you can certainly iron out some of these things you are talking about or at the very least confirm whether they had considered some of your suggested essential ingredients into their modelling and determination of what will comprise commercial flows.
Personally, if I was looking to make an investment into a company I would want to speak with the people running it. I would have thought that is a far greater medium of evaluation compared to discussions with punters on a blog such as Hot Copper.

I am not putting anyone down here either. Just stating that a person with O&G knowledge such as you PSI would surely want to talk to the guys on the ground if in fact you truly are considering an investment in the company.

My opinion only.