"Pounds-in-the-ground, my butt. We never drilled them."

Exactly. Never heard Elmer as pissy as when on a call with him and we really tried to pin him down on why they didn't drill the "waste". I see now that the talk-track is "didn't want to have to wait to update the RE". That was NOT what was being said a couple months ago. If I was just a tad more paranoid, I could let my mind wander into some ugly places about what looks to be happening here between TCK and CUU.

The risk/reward has turned sharply here. I suppose it was always there, but I would say we all heard what we wanted to hear, and the Company certainly appears wanting in how they described items previously: contract explanations, keeping the negative .04/BMO presentation on their website.