You are right! In fact, there is also the possibility that as the story spreads, we could see even hotter trading than what you are reasonably speculating.
No matter. I think core results will blow this sky high. Nimble traders will make a killing as hysteria hits the market. Seen it many times over, from diamonds in Canada, nickel in Labrador, silver in Argentina, etc., and it doesn't have to coincide with rising commodity prices either, though that helps.
Drilling first.