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http://www.youtube.com/watch?v=1rr1UaaaMvo
3 part presentation, hard to see the slides. Major point of the presentation for me was, don't expect production in the next 5 years. An immense amount of work still needs to be done, including, if succesful, 25+ wells.
Overall I love the signals I've picked up on so far (especially Abary)... My target is about 10$/share.
I have a decent analysis on my pc, about 9 pages, next to countless files / maps. The analysis summarises what I find to be important. I update the file now and then, but its pretty much a waiting game now.... Anyone interested let me know...