Pete,With current STZ market cap, there would be a significant...

Pete,
With current STZ market cap, there would be a significant rerating if they get even a single good hit, i.e. long before they determine the economics, much like BDR. Also, the market would then notice the economics and potential of other STZ operations. I do not think they have the money for drilling in Australia atm, but they did mention that they were looking for JV partners to fasttrack their Australian projects. BDR's hits are likely to help then find a JV partner.