"passage from UBS' report this morning, in which MOL states Mako won't be economically viable at $50 oil."

Did they clarify this statement at all in regards to the fact that oil is only a miniscule portion of the play?? The real value lies with the huge natural gas resources in the sloznok zone and how prolific/economical those wells turn out to be. If you look at some the recent successful Haynesville wells - the natural gas flows are so huge that they are economical at $3 natural gas. With the Mako trough sitting at the cross roads of Europe and the continuing dependence on Russia to meet demand, I think the price Exxon/Falcon gets for the gas will be profitable if the wells start coming in with significant flow rates. On that note can anyone venture a guess at what the minimum flow rate should be for any single well, once the fraccing is complete and the initial flow has proven consistent, for that well to be considered economical?? Regards Paul