"Think of it this way, people's expectations are in the stratosphere for the drill results, and if they disappoint, the SP will take a beating. Maybe this approach will mitigate  major selling in the event the assays are not crowd pleasers? 

Anyways, I'm still long, and I think they'll find the goods in the long run, but it's certainly bewildering the way things are proceeding."

These are pretty strong points.