I totally agree that this is a very frustrating time for all of us. As you say we have been on the edge of the Balmer twice now and have to back up. Drilling tho at that depth is very slow and precarious, and the slower one goes the better control you have of the outcome. My whole timeframe and comfort level is about five months in the red here, but I still see so much potential it is worth sitting on for a while yet.
As to the maneuvering between gea/gc, I think there is little doubt we are caught up in it, to whatever extent.
Regards
K