Well I bought in. With the money in the bank this company can poke holes in the ground for a couple years and not need a CR.
Looking over the information available the company looks to have poked enough holes to get a good idea of things. I'd take a bit of unlucky circumstances to prevent MKO from digging it out at a profitable rate.
I do think I may have paid a tad too much in the ST, wouldn't be surprised to see it dip down a bit.