In Norway at the moment so about 8 hours behind you good folks
In my opinion the market is waiting for commerciality, once RLE has proven commercial gas it is no longer a $25m company. While we have been watching the de-risking process there are some steps left and it is difficult to map 2 km under the surface.
So what I was referring to is that the frac model is like the final piece of the puzzle, you do X with Y, you get Z and the frac models should give some indication of what Z will be and the recipe for getting there.