If you read between the lines from the Cantor/Dolmen and Davy reports - they are indicating that Falcon is currently only at the Trends level of value and that we will need to see some serious drilling and successful testing on a few new wells before we move up to the more valuable proven but undeveloped level. That is when we could see some serious increases in the target price from Cantor/Dolmen and Davy and may be the point where John and Philip will entertain offers from the JV partner(s). I think - given that we don't have the new JV as yet, and any drilling won't start until 2014 - that we won't see this big jump in target pricing for Falcon until late 2014 at the earliest IMHO.