my personal view is until we get some 100 day flow rates out of the first well drilled this is very much a gamble , as flow rates could range from 20 barrels a day to 500 a day no one ie the company reps or the self appointed experts on here have a clue what those flow rates will be.
Given the nearology it is a worthwhile gamble at this low EV , but that is all it is a gamble